Questions and Answers
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Service Offering & Benefits
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1. How does Broker Bespoke reduce my admin workload?
We take care of time-consuming operational tasks such as client renewals, email engagement, lead generation, and marketing, allowing you to focus on client relationships, acquisitions, and revenue growth.
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2. What specific tasks do you handle, and what remains my responsibility?
We manage client engagement (newsletters, surveys), renewals, lead generation (existing book, social media, events), and website hosting. You remain responsible for advising clients, closing deals, and compliance with regulatory requirements.
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3. How does this service help me grow my business?
By keeping your clients engaged, identifying potential leads, and ensuring renewals happen smoothly, we help you maintain and expand your client base.
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4. What’s the ROI of using your services?
The return depends on your client engagement levels, book size and investment into lead generation. However, our services are designed to free up your time for revenue-generating activities while ensuring consistent client retention and lead flow.
Cost & Commitment
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5. How much does it cost, and are there flexible pricing options?
Our pricing is tailored to your business size and needs. We offer flexible plans, including monthly or annual subscriptions, to suit different budgets and growth goals.
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Compliance & Security
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6. How do you ensure compliance with the Privacy Act?
We follow strict data protection protocols, ensuring all client communications include an unsubscribe option, and we regularly update email lists to comply with the Privacy Act.
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7. How do you handle client data, and is it secure?
We work with reputable third-party vendors who store client data in secure data warehouses and follow data protection laws.
Implementation & Integration
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8. Do I need to change my current processes to use Broker Bespoke?
Not significantly. We align with your existing workflows, in particularly your email accounts, and provide support to make implementation seamless.
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9. How long does it take to get up and running?
Typically, on-boarding takes a few weeks, depending on the services you choose. We ensure you have the rights service for your need and that all processes are correctly set up before launch.
Client Communication & Engagement
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10. Can I customise the newsletters and client communications?
Yes, you have the option to tailor content to fit your brand and messaging, ensuring consistency with your business voice.
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11. How do you ensure renewals and surveys don’t feel like generic mass emails?
We personalise client communications, using relevant data points from your book to create targeted and meaningful engagement.
12. Do you provide insights or reporting on client engagement and retention?
Yes, our annual client survey provides valuable insights into client behaviour, helping you understand engagement levels and retention trends.
Lead Generation & Marketing
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13. How do you generate leads via social media and the website?
We leverage targeted social media campaigns, website content, and strategic digital marketing efforts to attract potential clients to your business.
14. What’s your success rate for turning leads into paying clients?
Conversion rates depend on your engagement you have with your existing clients, how you have fostered those relationships and campaigns that you run to generate news clients. We are hear to help you generate leads for you to follow up. Our campaigns are customised to your target audience and we report regularly to you on your success rates.
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For more information please read our terms and conditions or contact us.