Advisor Global

FOR LIFE INSURANCE BROKERS & COMPANIES

Ready to scale.
Held back
by lead costs?

You have the team and the ambition. We help fund the leads.
100 leads. £1,000 upfront. You keep 70% of the commission.

Book a partnership growth call
Trusted by over 50 companies
in the life insurance industry

A rapid growth partnership.
Shared funding from the first lead.

Put your growth plan to work
50+

advisors in our network

3 markets

United Kingdom · United States · Canada

Built to scale

Lead funding, CRM and setup

WHEN THE AMBITION IS THERE, BUT THE LEADS AREN'T

Your team could do more.
What's holding them back?

01 / LEAD VOLUME

Advisors ready.
Not enough conversations.

If your team has room for more clients but too few new prospects, adding staff will not solve the immediate problem. You need leads for the people you already have.

02 / UPFRONT COST

Growth needs leads.
Leads need cash.

A £5,000 lead order can tie up money you need elsewhere in the business. Waiting to build the budget can mean putting your growth plans on hold.

03 / INCONSISTENT SUPPLY

A busy week.
Then an empty pipeline.

When new opportunities arrive in bursts, it is harder to plan your team's workload. Agree a lead allocation around the capacity you want to put to work.

01 / THE RAPID GROWTH PARTNERSHIP

A £5,000 lead purchase.
Just £1,000 from you.

If a £5,000 lead order is holding back your next stage of growth, start with £1,000. We supply 100 leads and fund the rest of the acquisition cost. You retain 70% of the commission generated; our share is 30%.

YOUR UPFRONT INVESTMENT

For 100 leads
Buying leads outright£5,000
Partnering with Advisor Global£1,000
Your contributionWe fund the rest of the lead acquisition cost ↗
£4,000 less upfront.

Keep more cash available for the rest of your business.

GBP comparison for 100 leads. The upfront saving excludes our 30% share of commission. Funding and partnership terms are agreed before you begin.

Put a lead plan behind your growth targets.

Book a partnership growth call

PARTNER CASE STUDY

From small lead orders.
To room to grow.

Noleen, a life insurance broker, shares how the Advisor Global partnership helped remove the pressure of high upfront lead costs.

Noleen, life insurance brokerNOLEEN'S EXPERIENCE

£12,000 in commission.
From the first 100 leads.

£12,000COMMISSION WRITTEN
100First partnership leads
1 yearWorking with Advisor Global

Noleen
Life insurance broker

“I’ve been working with Advisor global for a year. I started by buying 20-30 leads and although I was seeing results it wasn’t enough for me to grow. I then started working with advisor global and managed to write £12,000 in commission from the first 100 leads. I no longer have to worry about high investment costs.”

Noleen
NoleenLife insurance broker
01

Results, but not enough volume

Noleen started by buying 20-30 leads. Those leads brought results, but the volume was not enough to support growth.

02

The first 100 leads

Through the Advisor Global partnership, Noleen reports writing £12,000 in commission from the first 100 leads.

03

Less pressure from upfront costs

After a year working with Advisor Global, Noleen says high investment costs are no longer a worry.

Results reported by Noleen. The £12,000 figure refers to commission written, not a stated amount retained after the partnership split. Individual results vary.

Ready to discuss your own growth plans?

Book a partnership growth call

WE INVEST ALONGSIDE YOUR BUSINESS

You keep the
lion’s share.

Buying leads outright means paying the full acquisition cost before you know the outcome. Our partnership shares that upfront cost. Your team handles the advice and sales; we receive 30% of the commission generated from partnership leads.

70%

Your business

30%

Advisor Global

The split applies to commission generated from partnership leads. Sales and earnings are not guaranteed.

Book a partnership growth call
YOUR SHARE70%

Built around your growth.

30% TO ADVISOR GLOBAL
Business professionals reviewing documents together
PUT YOUR SALES CAPACITY TO WORK

Your team is ready.
Give them opportunity.

02 / TURN CAPACITY INTO CONVERSATIONS

You have the team.
We bring the leads.

01

Plan around your capacity

Tell us how many prospects your advisors can handle and where you want to grow. We agree your lead allocation, contribution and commission terms.

02

Get leads into your team's hands

We set up your CRM and feed leads directly into it, giving your advisors opportunities to follow up instead of leaving capacity unused.

03

Focus on advice and conversion

Your team owns the conversations and sales process. You keep 70% of the commission generated from partnership leads.

03 / GOHIGHLEVEL CRM, INCLUDED

More leads should not
mean more admin.

Chasing spreadsheets and assigning leads by hand takes time away from prospects. Your included GoHighLevel CRM receives leads directly, with automation configured around your team's follow-up process. We handle setup at no extra charge.

YOUR PARTNERSHIP WORKFLOW

From shared investment
to your next conversation.

Automated in your CRMManaged by your advisors
  1. 01SHARED INVESTMENT

    We fund growth together.

    £1,000Your contribution
    The restFunded by us
  2. 02LEAD GENERATION

    100 new opportunities.

    Your example lead allocation, ready to feed into your team’s CRM.

    Your agreed lead package
  3. 03AUTOMATED DELIVERY

    Directly into GoHighLevel.

    Leads arrive as contacts in the system we set up for you.

    CRM + setup included
  4. 04CONFIGURED AUTOMATION

    The follow-up starts.

    An advisor is assigned. Agreed notifications, emails or tasks are triggered.

    Built around your process
  5. 05YOUR ADVISORS TAKE OVER

    People turn leads into clients.

    Your team follows up, gives advice and manages the sale.

    Human expertise
  6. 06WHEN COMMISSION IS EARNED

    We share in the result.

    70%Your business
    30%Advisor Global

Illustrative workflow. Automation is agreed during setup. Advisor activity, sales and commission are not automatic or guaranteed.

GOHIGHLEVEL / WORKFLOW EXAMPLELIFE INSURANCE
ADVISOR GLOBAL

Life insurance lead follow-up

Example
Workflow builderSettingsActivity
↳
TRIGGERNew life insurance enquiry

Lead received from Advisor Global

+
CREATE OPPORTUNITYAdd to life insurance pipeline

Stage: New enquiry

↗
ASSIGN & NOTIFYRoute to an available advisor

Create a call task and alert the team

✉
FOLLOW-UPSend enquiry acknowledgement

Offer a time to discuss life cover

Consultation booked?
YES
Appointment remindersMove to consultation booked
NOT YET
Follow-up taskPrompt the advisor to reconnect
Illustrative life insurance workflow for your GoHighLevel setup.

THE SYSTEM BEHIND THE WORKFLOW

Real software.
Set up for your business.

Your GoHighLevel CRM connects lead delivery with the follow-up process your team needs. We handle the setup, so you can focus on the conversations.

From a new life insurance enquiry to a booked consultation, your workflow helps the team follow up consistently. Routing, messages and reminders are configured during onboarding.

✓ GoHighLevel CRM included✓ Setup handled for you✓ Leads delivered directly

Illustrative CRM workflow, not a live account screenshot. Your final workflow is agreed during setup.

Discuss the leads and CRM setup your team needs.

Book a partnership growth call

FOR BROKERS AND COMPANIES READY TO SCALE

A team ready to sell.
A plan to grow.

This partnership is built for life insurance brokers and companies with the capacity to follow up, advise and convert, but too few leads or too much pressure on their acquisition budget. We work with more than 50 advisors across the UK, USA and Canada.

01United KingdomUK
02United StatesUSA
03CanadaCA
Colleagues collaborating around a laptop
50+

advisors.
One shared approach.

CLEAR FROM THE START

The details
that matter.

Understand the investment before you commit.

Is this the right partnership for our business?

It is designed for life insurance brokers and companies with advisors ready to handle more prospects, but held back by lead volume or upfront acquisition costs. You need the capacity to follow up and a £1,000 contribution for the example 100-lead package. We fund the rest of the lead acquisition cost.

What do I pay for 100 leads?

You pay £1,000. Those leads would usually cost £5,000 to buy outright. Advisor Global funds the rest of the lead acquisition cost, in return for a 30% share of the commission generated from those leads.

How does the commission split work?

You retain 70% and Advisor Global receives 30% of the commission generated from partnership leads. Your agreement defines how commission is calculated and when it is shared.

Is the CRM really included?

Yes. The automated CRM and its setup are included at no additional charge as part of the partnership. Your leads feed directly into the CRM.

Does Advisor Global sell life insurance?

No. We provide lead generation partnerships for life insurance advisors, brokers and companies. Our partners provide the advice and insurance services.

Are sales or earnings guaranteed?

No. A lead is an opportunity for a conversation, not a guaranteed sale. Results depend on your market, follow-up, advice and sales process.

READY TO PUT YOUR TEAM'S CAPACITY TO WORK?

Don't let lead costs
set your growth limit.

If your team is ready for more business but your lead supply or budget is holding you back, let's discuss a rapid growth partnership.

Book a partnership growth call
100 LEADS£1,000

from you.
We fund the rest.

Revisit the partnership