Is FLG the right platform for your insurance customer leads?

  • Are you a Claims Management Adviser?
  • Do you capture, store, and manage sales leads?
  • Would you like to know that you never miss a sales opportunity?
  • Would a platform that can grow with your business be useful?
  • Would having our UK-based team of experts available by telephone give you confidence?
  • Would you like to be the leader in your field?

If you answered yes to any of the questions then FLG can help
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✅ Make more sales

The FLG Customer Relationship Management (CRM) is a secured and easy-to-use platform for Financial Claims Management that could help you to streamline the sales process and create a personal connection with your customers and gain their trust, a key driver for long-term engagement and more sales.

Claims management is a varied industry, and its businesses deal with a wide variety of customers, each with needs that are specific to them and the nature of their claim. Therefore, with FLG built-in intelligent automate workflows, you can focus your effort on engaged leads that are more likely to convert, while the non-responsive leads are automatically nurtured in the background.

✅ Delight your workforce and save time

The FLG platform is an easy-to-use Customer Relationship Management (CRM) that could significantly help your workforce by making their roles simpler every day. By using the platform’s automation feature to make the claims process as smooth and efficient as possible, you can avoid a sudden influx of them overwhelming your team.

With a fast and simple interface that was specifically designed for Claims Management, you can quickly collect and update relevant customer information, letting the right person provide with ease the best possible service every time. Crafting individual responses for every interaction is time-consuming and counter-productive, but with the personalised templates provided by FLG, you can maintain consistency while saving time, a very valuable limited resource.

✅ Eradicate errors

Adding or updating a long spreadsheet list with claims leads can be time consuming and prone to error due to its manual nature resulting in potential human errors. Moreover, it could also distract your users from more important work and it’s important that no opportunity is left behind and nothing is missed or carried out ineffectively.

With powerful workflows triggered by status changes or completed actions, the platform acknowledges enquires automatically and prompt advisers to make immediate contact. It also allows team leaders to monitor activity in real time and easily redistribute tasks to other members of the team when a member is not available.

✅ Scale when you need

If a claim can be handled quickly and efficiently, it lets staff move on to the next lead and handle their query much faster. This FLG Claims Management CRM could scale with any business, from start-ups to hundreds of seats, and can help to avoid a backlog of work starting to build up, which also helps avoid the risk of leads getting neglected while staff handle others.

We have powerful local insights, FLG being a UK-based company with local, accessible, and experienced support team who know best practice. Moreover, there is a central hub containing lots of in-built integrations and with our Zapier integration, FLG is connected with 3,000+ external web apps that allows to seamlessly move data around and power workflows as well as to process crossing over to 3rd party tools.

✅ Never lose sleep over security

Access to masses of customer data can naturally be a concern for businesses, especially when you want to stay on the right side of GDPR and other data protection laws. FLG keeps track of your customers’ permission to contact them. If they withdraw their consent, you can easily record it and users will be steered towards their preferred contact method.

This FLG Claims Management CRM is compliant in the UK finance market (FCA and GDPR regulations). It is a secured platform, hosted in ISO 270001 certified UK data centres and trusted by thousands of Financial Advisers since 2007 to store their customer data as well as to help them remain complaint. Therefore, you will never worry about falling short of regulations again with FLG.

✅ Activate our concierge service whenever you need it

There’s a new and different way for you to start enjoying your business again. It’s called our Concierge Package and it will banish the nagging feeling of whether or not you and your business will make it. It comes front-loaded with a ‘Hand-holding’ service that’s rarely available with other CRM providers, which will allow you to finally make the positive impact you want on those you serve.

Join various high performing claims management companies, who after embracing FLG, have increased their revenues by closing more cases faster with proper systems for attracting, following up, and converting customers on autopilot. Let us take you behind the scenes and let you decide yourself risk free if this Done-For-You solution is good as our clients say it is. Moreover, there are still zero set up costs.

✅ Total control of costs

The FLG Claims Management CRM allows you to keep costs down and maximise productivity by using its powerful automation tools. For instance, with FLG you could chase down unresponsive customers. Without a system in place to help you manage your leads, unresponsive customers are often abandoned, valuable opportunities are lost, and money is left on the table.

FLG is cost-effective and moreover, due to its easy integration with various other platforms, you will not have to pay for multiple tools and resources to fill the gaps. It’s time to take the lead, check in on progress and keep control of your costs.

It’s time to take the lead.