Regulated sectors
Outbound Support
For Regulated
Businesses.
Outbound support, lead generation and quote follow-up shaped around how insurance and financial services firms have to work.
The short version
Insurance & Financial Services
Outsourcing into a regulated sector is a different exercise from outsourcing anywhere else, because the process is not just a preference — it is the thing you get audited on. Teams here are trained to your scripts and your compliance boundaries, and the work is documented so that what was said, and when, is a matter of record.
- Brokers whose advisers are chasing their own quotes.
- Firms who need outbound volume without loosening the process.
- Businesses whose renewal book is being worked reactively.
What the team actually does
Included In Insurance & Finance.
Shaped to your business on the discovery call — this is the shape it usually takes.
Outbound Campaigns
Worked to your approved script, with the boundaries of what may and may not be said set by you.
Lead Generation
Building and qualifying prospect lists against the criteria your advisers actually want.
Quote Follow-Up
Chasing quotes already issued, which in this sector is very often where the margin is sitting.
Renewal Contact
Reaching customers ahead of renewal rather than after they have shopped around.
Data Capture
Accurate capture into your systems, because a mistyped field here is a compliance problem, not an inconvenience.
Documented Activity
Contact history recorded so the audit trail exists without anyone having to reconstruct it.
How it starts
Four Steps From A Call
To A Team That Is Running.
Outsourcing goes wrong when the role was never written down properly. So we spend the effort at the front, before anyone is hired.
- 01
Discovery Call
Fifteen minutes on what the work actually is, what good looks like, and whether outsourcing it is even the right answer. Sometimes it is not, and we will say so.
- 02
Design The Role
We write the role down properly — the tasks, the systems, the standard, the escalation path. Most outsourcing that fails, fails here.
- 03
Recruit And Train
We recruit into the role, train the team on your product and process, and do it before anyone touches a live customer or a live prospect.
- 04
Go Live And Manage
The team starts, and our management layer runs it day to day — quality, cover, reporting. Your involvement drops off after the first few weeks, which is the point.
The rest of what we do
Other Services.
Most clients start with one function and add a second once the first is running. Nothing here has to be taken together.
- 01 Sales Development & Lead Generation Cold outreach, lead generation, appointment setting and follow-up, run by a dedicated team so your closers spend their day closing.
- 02 Customer Service & Support Professional teams handling enquiries, resolving issues and giving your customers one consistent standard of service.
- 03 Recruitment Support Candidate sourcing, client outreach, compliance and mobilisation, so your consultants stay on the phone to the people who matter.
- 04 Construction & Field Services Appointment setting, quote follow-up and customer care for contractors and field service businesses.
- 05 Tech & SaaS Sales Outbound sales, demo bookings, lead follow-up and CRM support for software businesses building a repeatable pipeline.
Questions
Questions About Insurance & Finance.
Who is responsible for compliance?
You are, and that does not change. Regulated advice stays with your authorised people. Our teams work strictly inside the scripts and boundaries you set, and hand anything that crosses that line straight back to you.
How is customer data protected?
The team works in your systems under your access controls, so data does not leave your environment. South Africa’s POPIA and the UK GDPR both apply to how the work is run, and the specifics are agreed in writing before go-live.
Can the team give advice?
No, and it is not asked to. It handles contact, qualification, follow-up and admin; anything advisory goes to your advisers.
Get started
Tell Us What The Work Is.
We Will Tell You Honestly Whether We Can Help.
A fifteen-minute discovery call, no obligation. If outsourcing is the wrong answer for what you are trying to do, we would rather say so on the call than three months in.