Case Study: First Thought Financial Services achieves streamlined lead management and higher conversions with FLG

Why First Thought Financial Services chose FLG to help grow their business

First Thought Financial Services, a Hertfordshire-based mortgage and insurance broker, had grown from a two-person start-up to a team of advisers but was still managing leads with emails, documents and spreadsheets. Faced with missed opportunities and unsustainable manual processes as they expanded, they selected FLG — subscribing to FLG’s CRM with the Concierge plan — to capture enquiries, centralise lead data and provide the reporting and integrations they needed.

FLG implemented an integrated CRM solution (including direct lead-provider feeds and CircleLoop telephony) that auto-populates leads, logs calls, enables SMS follow-ups and gives a single view of all lead activity. As a result, First Thought Financial Services reduced the number of systems they had open to just FLG and their quoting tool, can track adviser workloads and conversions, identify at-risk leads before they go cold, and cut admin time so advisers can focus on sales — improvements William Gibson says are cost-effective and scalable with FLG.

First Thought Financial Services

William Gibson

Director