How we work at Lead2Business

Lead2business supplies a wide range of leads to the financial sectors – both consumer and business.

Within the consumer division we specialise in a range of products from Life insurance, Pension reviews, Private Medical insurance and Wills, and within our business division we specialise in Commercial Combined insurance, Auto-enrolment and Group Private Medical insurance.

We like to work very closely with all companies using our services to ensure our product is delivered to a satisfactory level of quality and on time.

The Process

The process we go through is slightly different to a lot of lead supply companies out there, the main difference being that we do not source or create leads through the internet. We do all our lead generation through telemarketing, which is in-house, in the UK.

Both consumer and business leads supplied will go through a minimum of two calls. The initial calls are to find potential customers that:

  • Are reviewing their current policy
  • Have no cover – so looking to take up a new policy
  • Have changed circumstances so need to update their policy

The final call is a confirmation call to maintain our quality. On the final call we will double check all details given and, most importantly, make sure there is a genuine interest to be passed to a broker.

At this stage we will also opt in your company name and the broker’s name who will be calling, and get the best time for you to contact the customer.

As we are all aware, a lead is just a lead – not a guaranteed sale. Having said that, we operate one of the fairest replacement policies in the industry, which will maintain a high conversion rate.

Replacement Policy

  • Wrong contact number
  • No contact within 10 days
  • Out of postcode area
  • Duplication
  • Policy too old
  • Not interested on initial call with broker
  • Deadlines
  • Medical conditions not picked up on by Lead2business that prevent you from quoting competitively
  • Policies linked to endowment mortgages that prevent you from quoting
  • Business must be within the correct timeframe for a renewal quote
  • Decision maker


Lead2business does not offer a cancellation or refund policy once your order with us has started. If you wish to postpone the lead delivery once started, Lead2business is more than happy to do so. Lead2business only offers a ‘replacement’ policy not a refund policy.

With the leads we supply to you, we have opted your company in to quote for the renewal of the desired product. You will also be put in contact with the decision maker.

We understand it is our job to get your foot in the door.


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