Leadbay in PMI pilot

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Leadbay has begun a trial in private medical insurance leads with Best Health UK and Chase Templeton.

Advisers will be able to choose how many prospective new clients they speak to, what postcode area they are in and even what type of Private Medical Insurance (PMI) cover they want.

PMI leads will be the latest launch for Leadbay which currently also provides advisers with Life Assurance leads, Income Protection leads and Accident, Sickness and Unemployment leads.

IFAs and specialist health & protection brokers will be able to choose prospective clients by whether they want personal PMI or cover for their whole business if cover is required for a business brokers will be able to see how many employees the cover is for.

Every person asking for PMI advice through Leadbay will have given their express consent for a named broker to call them. This means they will have seen the adviser’s company name and consented for them to call before they submit their request for advice.

Grant Stevens, managing director of Leadbay, said: “We are launching PMI leads directly in response to demand from advisers. For some months now we have had brokers contacting us asking us if we could provide them with a quality source of new clients. Leadbay was set up to help advisers to grow their businesses so we were happy to provide this service.

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