Making Retention Effortless

Mortgage Broker Broadcast

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What happens after the case completes? For most mortgage brokers and protection advisors, client engagement often drops dramatically post-sale. Yet that's precisely when the real opportunity begins.
Joanne Cole returns to the podcast to discuss how BrokerIQ (soon rebranding to Your Advisor Here) has evolved over 18 months into a comprehensive client engagement platform that's transforming how advisors maintain relationships with clients long after the initial sale.
The catalyst for creating this technology came from Joanne's own experience as an advisor, when she realised she was handing clients lever arch folders filled with policy documents and expecting them to remember all the benefits they were paying for each month. "Is this really what I'm presenting to my client in this digital age?" she wondered.
This platform helps advisors meet Consumer Duty requirements by documenting ongoing client communication and ensuring products remain suitable throughout their lifecycle. Unlike CRMs that focus on the sales process, this solution specializes in the post-sale journey – sending automated reminders about policy benefits, simplifying annual reviews, and creating a single digital location where clients can access all their financial information.
The impact extends beyond compliance. By providing clients with a branded app experience where they can access all their policies (including valuable add-on benefits like 24/7 GP services), advisors enhance retention while ensuring clients get full value from products they've purchased. This proves especially effective with younger clients who expect digital-first experiences but might otherwise overlook protection products.
As Joanne explains, "The client relationship does not stop when you complete your mortgage process or protection policies. It continues very much after that." By embracing technology that automates regular touchpoints without sacrificing the personal connection, advisors can build deeper relationships while freeing time to focus on what they do best – solving problems and providing expert guidance.
Connect with Joanne on LinkedIn or visit their website to discover how enhanced client engagement can transform your practice and ensure your clients receive ongoing value from

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Chapters

1. Welcome and Introduction (00:00:00)

2. BrokerIQ: Then and Now (00:07:48)

3. The Birth of a Client Engagement Platform (00:14:23)

4. Rebranding to Your Advisor Here (00:19:51)

5. Post-Sale Journey and Consumer Duty (00:27:29)

6. Technology, Automation and Client Benefits (00:38:56)

7. Future Plans and Embracing AI (00:45:16)