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referral lead handoff process

A Sales Pipeline Filled
With Potential

One of the most important elements of building any business is having a steady stream of prospects. Perfected over several years of service to the Financial Advisory industry, our strategy in qualified lead generation offers you access to exclusive referral leads with the best conversion potential.
Driven by your success, our lead handoff process ensures you have every opportunity to offer first-class service to prospects with a genuine interest in the services you offer.
COMM VALUES

INTEGRITY

The service standards we strive to uphold are the embodiment of honesty, ethics, and accuracy.

Qualified Leads Scoring

Asking All The Right Questions

We are just as passionate about generating quality leads for your referral as you are about growing your business. As part of your team, our experts lead generators are relentless in their drive to guarantee you get only the best in referral leads. Prospects do not automatically pass as referral leads once our telemarketers have made the call. Our tried and tested 4-phase lead scoring system audits each lead by a strict set of quality guidelines. We have a team of auditors who ensure that referrals are only made once a lead has been fully vetted and qualified according to market relevant criteria standards. Each referral we make is guaranteed for target market fit and genuine interest in your service.

The Qualitative Data We Collect to Guarantee Your Referral Lead Criteria Standards Are Always Met:
COMM VALUES

CREDIBILITY

We conduct all our business ethically and legally by providing substantive evidence for every conclusion we make.

Referral Lead Information

Actionable Insights For Better Conversions

We understand that attentive Financial Advisors who offer efficient customer service are more likely to achieve successful sales conversions. Equipping you with instant access to actionable insights on your prospective clients is one of the many ways we go the extra mile to drive your return on investment. Scale your sales by leveraging our comprehensive lead data sets so that you can do what you do best - provide financial advice to prospects who are ready and waiting for your call.

Persona Data

1. Name & Surname2. Age3. Province, City, Town*For reference purposes - referrals are not limited by area.4. Email Address5. Occupation6. Income*Only obtained should prospect not disclose current premium contributions

Behavioural Data

1. Existing Portfolio Summary & Current Long-Term Insurance Contributions 2. Area Of Interest - Comparison On Current Portfolio - Long Term Interest Outside Of Existing Cover - Review On Current Discovery Portfolio3. Preferred Contact Date & Time
COMM VALUES

TRANSPARENCY

We pride ourselves on service delivery processes that are wholesome, authentic, and averse to hiding the truth.

VALUE ADDED SERVICES

Our Specialised CRM System

VALUE ADDED SERVICES

Our Lead Query Process

The Onboarding Process

Embark On The
Comm Journey

Online Ordering System Coming Soon!

In the meantime, all orders are being processed manually. For assistance, contact us directly at info@commza.co.za
BIGGER AND BETTER BUSINESS

EXCLUSIVE LEADS READY FOR YOUR CALL

Keep your focus on the target. With a winning team and strategy, we will take the workload off your hands and uncover the ideal prospect for your market, who are ready to buy into your services. All we ask from you is to give each lead we refer your best possible service.

EXCLUSIVE

COMMBlack

Referral Leads Batches
R575/Referral Lead
  • 10 Exclusive Referral Leads Per Batch Order
  • Provided over a 30 day period
  • Personal account on our innovative CRM system
  • Pricing inclusive of VAT
Enquire to Order
THE EXCLUSIVE PACKAGE

Pricing & Terms

Minimum Batch Order of 10 Referral Leads

  • Pay per batch service – No recurring contributions
  • No location limits apply as all Referral Leads are qualified for remote and virtual meeting availability
  • All Referral Leads are fully qualified & vetted according to relevant target criteria
  • Orders are completed within a 30 day period proceding the date of payment

Orders usually close by the 25th of every month, depending on capacity. It is recommended that all orders be placed by the 20th of every month in order to secure your order.