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.