Insurance Brokers
Sell the right cover first, then spot the next opportunity
Most insurance enquiries don’t end at one product. A life policy often opens the door to critical illness, income protection, private medical and family cover. The challenge is doing that without missed follow-ups, scattered notes or a weak audit trail.
FLG gives brokers a clean, structured journey that supports good advice, captures key details and makes cross-selling feel natural, not forced.
An insurance broker’s reality
Brokers don’t just want more leads. They want better conversations and a tidier process.
Enquiries arrive from your website, mortgage partners, referrals and aggregators. With everyone juggling workloads, it’s easy for a great opportunity to vanish into an inbox or spreadsheet.
FLG fixes the gaps. It captures enquiries properly, keeps the journey moving and helps you recommend additional cover with the evidence to support it.
Most missed protection sales aren’t objections. They’re follow-ups that never happened.
Turn one enquiry into multiple product sales
Capture and qualify needs properly
Capture and qualify needs properly
- Capture leads from any source, all in one place
- Run guided fact finds that gather details step by step
- Use structured questions to reveal dependants, income risks and cover gaps
Confident action, reliable follow‑up
- Surface relevant product opportunities based on customer answers
- Trigger tailored journeys for protection, medical and family cover
- Keep a clear record of questions, answers and rationale for every recommendation
- Trigger next steps automatically with email or SMS
- Keep advisers and admin aligned under one shared lead record
Make the process easier for customers (and lighter for your team)
Most stalled enquiries aren’t a lack of interest. They’re a lack of clarity. FLG removes friction for both sides.
- Secure upload links for documents such as ID, existing policy details and proof of income
- Staged prompts like “before we progress, please upload X”
- Automated appointment reminders to reduce no-shows
- Outlook and Google calendar integrations
- Clear ownership, so customers aren’t bounced between advisers
- On-brand follow-up templates
- One full timeline showing messages, notes, documents and next steps
Stay compliant with a full FCA ready audit trail
When advice is regulated, you need evidence that’s accurate, tidy and easy to reference. FLG keeps your record straight.
- Full interaction tracking across the customer journey
- A clean audit trail to support recommendation decisions
- Suitability letter templates that autofill key details (product, provider, rationale, notes)
- A simple way to record why new cover is more suitable
- Organised evidence for internal reviews and external checks
How FLG makes a difference for insurance brokers
Life-to-protection journeys
Mortgage referrals trigger strong opportunities for income protection and critical illness.
Smarter cross-selling
Opportunities appear based on real answers, not memory.
Better renewals
Track policy dates and warm up customers automatically.
Clear reporting
See what customers asked for, what they bought and where opportunities are missed.
Less admin
Document chasing, reminders and nudges run themselves.
Insurance CRM built for brokers
One place to capture enquiries, manage advice and keep compliant.
Ready to see an FLG insurance journey in action?
If you want a cleaner, more reliable journey from enquiry to advice, you can get started in minutes.