Protection Connect

Welcome to Protection Connect

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Finish setup

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    Suggested for you
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    You can change it or pause it at any time.
    Your maximum may be too low to get leads.
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    Suggested maximum {{ s.stSug }}
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    Leads stop for the day once you reach this.
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     {{ s.linkLabel }} →

Joining a colleague’s firm? Open the invite link in your email instead.

Optional: working with colleagues?

Example leadFictional example
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The customer’s contact details show when you open a lead. Each enquiry goes to one broker only.
Have a look around
Finish setting up your account
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We're reviewing your compliance details. {{ newWords.review }}
Buying is paused. Your campaigns stay set up, but no leads are being bought.
Lead buying isn’t open for your firm yet. Set your buying criteria now. We’ll email you when it opens.
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Lead buying is stopped. {{ blockedText }}
Balance running low. Add funds to keep your campaigns active.
{{ failText }} We'll keep retrying, or you can retry now.

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Your leads will show here

Once your firm is verified and lead buying is open, each enquiry you buy appears here with the customer’s contact details.

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Example leadFictional example
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The customer’s contact details show when you open a lead. Each enquiry goes to one broker only.

Campaigns

Set your buying criteria once you’re verified

A campaign sets which enquiries you want, such as product, age and cover, and the most you’ll pay for each one.

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Example campaignExample
Life insurance, ages 30 to 50
Smokers and non-smokers · £100,000+ cover

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Pricing rules →

Settings

Your account
Email{{ sAccount.email }} Sign-in{{ sAccount.method }}
Log out
Your firm

Your firm’s details are added when you verify your firm.

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Joining a colleague’s firm? Open the invite link in your email instead.
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Overview

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Leads today
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Spent today
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Balance
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Download for 360 Lifecycle
A CSV in 360’s Lead Import template: a case for each lead, with the enquiry in its notes.
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Leads
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Joint{{ l.pRest }}
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Joint{{ l.pRest }}{{ l.details }} {{ l.cbText }}{{ l.claimText }}{{ l.when }}
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You’re up to date.
New leads, call backs that are due and leads you’re still trying show here.
No call backs booked.
Book one from a lead’s status.
No leads match your search.
Loading your leads
We couldn't load your leads.
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No leads yet
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Loading Instant buys
We couldn’t load Instant buys.
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{{ b.age }} {{ b.region }} {{ b.cover }} {{ b.day }} {{ b.price }}
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Campaigns

Loading your campaigns
We couldn't load your campaigns.
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Up to £{{ r.maxBid }} per lead
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{{ r.spent }} spent today
Keep buying out of hours?
Pausing stops this campaign day and night. Customers can enquire at any time, so you could set a lower maximum for out of hours instead.

Protection Connect matches enquiries to your campaigns automatically. Every campaign buys from your balance of {{ balance }}.

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Start buying leads

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Which enquiries
Single or joint
{{ jointHelp }} Joint enquiries are new, so we can’t estimate how many you’ll get yet.
Age range
to
Smoking status
Cover amount
Location
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Most you’ll pay per lead
£
Your maximum may be too low to get leads.
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You will never pay more than this amount for an enquiry. {{ priceRule }} {{ bidHelp }}
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Out of hours Out of hours is 8pm to 8am every night, plus all day Saturday and Sunday (UK time).
Customers can enquire at any time. Your maximum applies at all hours. Most you’ll pay per lead out of hours
£
Your out-of-hours maximum may be too low to get leads.
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Estimated leads

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{{ est.figure }}leads / week
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Buying limit
£
leads a day
With no daily limit, your campaign keeps buying matching leads until your balance runs out.
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Estimated leads

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Archive this campaign? This can't be undone.
It stops buying and leaves your list. Leads it already bought stay in your inbox.

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Loading your balance
We couldn't load your billing details.
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Balance
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Available to spend
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Held for leads in progress
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Owed
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Enquiry supply

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Test mode: use a Stripe test card
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Remove the saved card?
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Card payments

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Balance history

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No balance changes yet.

Holds for leads in progress are not listed: they are released or charged when the lead completes. {{ bill.vatNote }}

Settings

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Business details
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Registered details {{ fcaBadge.text }}
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These come from the FCA register. To change them, contact support.
Compliance details
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ICO registration number{{ icoText }}
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Privacy notice {{ pc.label }}

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We agree to the Protection Connect Terms {{ termsRow.status }}

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Declarations made when you applied
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Team
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Owner {{ m.roleText }} {{ m.buyerText }}
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Integrations

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New leads go to

Your lead inbox
Every lead arrives here first, ready to call.
Always on
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History
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Confirm it’s you
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Forgotten it? Sign in again
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    2.

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Not an admin? Send your admin the steps ·

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Copy 3 things from FLG. About 5 minutes.

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  1. Copy it from the address bar while you’re in FLG, for example https://yourfirm.flg360.co.uk
  2. In FLG, go to Settings › Configuration › Access Keys › Add New Access Key. Call it “Protection Connect”, tick Create and Read for Leads and Activities, then copy the key.
  3. The lead group new leads go into, for example 4821. You can also paste the code FLG gives you under Capture Leads and we’ll find the number.
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We check these with FLG now. Nothing is added to FLG until you connect. {{ flg.testNote }}

{{ flg.err }} Use a different address?

Not the person who runs FLG? Email these steps to them
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Confirm it’s you
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Forgotten it? Sign in again
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360 Lifecycle
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Use a different system, like Acre or Smartr365?

Use Zapier or Make?

Webhook

For any other system, we send each lead as JSON to your URL. Works with Zapier and Make.

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Send leads to Zapier or Make
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Copy your signing secret now. We won't show it again.
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How to connect Zapier
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What each lead contains (for matching fields)

History
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Calls

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Customers who phone LifeAdviser or 50Life are put through to your phone. You pay when your phone is answered and we put the customer through.

Loading your live calls
We couldn't load your live calls.
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Live calls
Take calls
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Most you’ll pay per call
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£

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Hours
to
UK time. We put calls through between 8am and 8pm.
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Only your firm's owner or an admin can change these.
Right now
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How live calls work
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Your calls{{ ca.listNote }}
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No calls yet
Calls we put through to you appear here.

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Support

Need help?

Email us and we’ll reply within 1 working hour on average.

Email support support@protectionconnect.co.uk
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Get help

What’s it about?
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Please don’t include customers’ phone numbers or email addresses: the lead reference is enough.{{ sp.count }}
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A question isn’t a credit claim, and the 48 hours keep running.

Your requests

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No requests yet
What you send appears here, with our replies.
Opening your request
We couldn’t open this request.
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Lead {{ th.leadRef }} · {{ th.claimLine }}
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Staff view: read only. Our internal notes never show here.
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a month
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Keep buying overnight?

Customers can enquire at any time. People who enquire after 8pm are told to expect a call when you open, so you can keep buying and call them in the morning.

Customers can enquire at any time. Until 8pm on a weekday we tell them you’ll call shortly, so call those before you finish. People who enquire after 8pm are told to expect a call when you open, so you can keep buying and call them in the morning.

Your phone won’t ring overnight: calls only come in your call hours.

You can also .

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