27.06.2018

How to increase conversions and earn more

UK Legal Assist Legal Process Server

How to increase conversions and earn more

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UK Legal Assist (UKLA) 
 
Client Sign Up Appointments
 
 
CLAIMS, EQUITY RELEASE, MORTGAGES & MORE
 
 
Claims handlers or financial advisors - you provide the advice to the clients over the telephone then use UKLA to visit your clients with a face to face appointment.
 
 
Appointments are booked using a web based portal at the client's convenience with a minimum of 3 hours notice.
 
 
You upload any documents to the portal once the appointment has been booked.
 
 
UKLA agents attend the appointment with your clients:
 
 
Obtain client signatures
 
Collect/take copies of any documentation as required
 
Verify any ID/Proof of Address if necessary
 
Leave any relevant documentation with your clients
 
No advice given by UKLA agents
 
Documentation explained by UKLA agents
 
No Win No Fee and After the Event Insurance explained
 
Any queries from the client will be dealt with by the UKLA agent speaking with you the advisor whilst at the client appointment to provide answers and satisfy any concerns
 
All forms/documents are quality checked by UKLA head office then emailed to you
 
Start work on your clients case/application within hours of providing the telephone advice
 
 
BENEFITS
 
 
More time to speak with and sell to more clients
 
No travelling time or costs
 
Increased earnings potential
 
Accurately signed forms
 
Start work on an application the same day
 
Stay in control of the client and application
 
No sharing of your commission
 
Application to Completion timescales reduced - Commission paid earlier
 
Appointment booked by you on the telephone call providing the advice
 
Weekly invoice for appointments
 
No cross selling by UKLA agents
 
Professional agents meeting with your clients
 
Clients put at ease with confidence & professionalism
 
Clients not inconvenienced by visits to Post Office therefore no delays in the application
 
Full one to one training is provided by UKLA head office on how to use the portal - this is completed via telephone/email
 
No charge for appointments if cancelled or client not available
 
Clients can be signed up as early as 3 hours from you speaking to them
 
 
 
 
UK Legal Assist Overview
 
 
UK Legal Assist have been established for over 12 years.  We have grown organically and increased the number of companies we deal with by referrals from our existing companies.
 
 
We offer a fully bespoke service based on your needs.  Each appointment is designed by you to fit with your clients needs to successfully proceed with the application.
 
 
Appointments covered across the whole of the United Kingdom including Northern Ireland.
 
 
500+ agents - professional and attend the appointments to represent you only.  No cross selling
 
 
Conversions have reached as high as 97% for our existing companies.
 
 
 
 
UK Legal Assist Legal Process Server
  • Looking to work with Legal/Financial Companies to help improve conversions for Client Signatures required to work on their case.
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