How NZ Life and Health Insurance Advisers Win New Company Clients
New company founders often lack life, health, and key-person cover. Here is how NZ life and health advisers build a pipeline of fresh leads.
Why New Company Directors Are Perfect Life and Health Clients
When a director registers a new company in New Zealand, they have often left the safety of employment. Their employer-provided health insurance, group life cover, and income protection may have lapsed the day they resigned. This creates an immediate need that many do not realise until they need it.
Three Products Every New Director Needs
Key person insurance protects the business if the director becomes ill or dies. Health insurance replaces any employer-sponsored plan they left behind. Income protection is especially important for sole-director companies with no sick pay.
Reaching Them Before They Forget
The optimal window is the first 30 days after company registration. At this point, the director is actively making financial decisions, is not yet locked in to another adviser, and is open to conversations about protection. After 90 days, inertia sets in and they are much harder to engage.
How FreshFirms Helps Life and Health Advisers
FreshFirms identifies newly-registered NZ companies each weekday, enriches them with director contact details, and enables advisers to send personalised intro emails automatically. Subscribers see when directors open the email, enabling perfectly-timed follow-up calls. Start a 7-day free trial at freshfirms.nz.