call back
click here (00353)56 7790295 |

How To Deliver Quality Relevant Leads To Your QFA’s Or Call Centre

The Objectives

  • To generate enquiries and customers for Moneycoach’s Life Insurance and Mortgage Protection Products.
  • To build up database of consumers interested in personal and domestic financial matters.
  • Communicate with these consumers via quarterly newsletter to inform and educate on financial matters.

The Process

  • Run a branded lead generation campaign (below) on our data collection website such as
  • Target campaign so as it is only viewed by intended audience – EG; Homeowners
  • Each person who opts-in to the campaign receives info on money management along with info on Life Insurance and Mortgage Protection products.
  • Build tailored Email CRM program to encourage recipients of offer to submit quote enquiry.

CRM Process

CRM process designed to encourage quote enquiry with 4 – 5 emails over initial 30 day period:

  • 1st email – immediately after opt-in with money management tips.
  • 2nd email – 1 week later with exclusive offer for insurance products.
  • 3rd email – “You have 21 days left to redeem offer.”
  • 4th email – “You only have 14 days left…”
  • 5th email – “You only have 7 days left…”


  • Conversion rate to sale of leads enquiring via this channel = 20%.
  • Average Cost-per-qualified lead = €25 – €30.
  • Best performing conversation rate of any channel in use by MoneyCoach for similar campaign.
  • Second best performing channel in terms of customer profitability.
  • Over 8,000 new customer leads opted into MoneyCoach newsletter.

Email Creative Examples

Moneycoach Email Creative Examples

Lead generation campaign example

Moneycoach Email lead generation example