Trigger-based targeting
Reach new and refinancing home owners at exactly the moment protection should be on the table.
When someone takes on a mortgage, they need protection and KiwiSaver advice, and rarely get it. We build the engine that puts those conversations in your pipeline.
The trigger is built in: a new mortgage is a new protection conversation.
People take on the biggest debt of their lives and walk away with no protection plan. The advice gap is huge.
Most people set and forget their fund. Good advice is valuable and almost never marketed.
If your protection flow depends on a broker remembering to refer, it's fragile and unpredictable.
Reach new and refinancing home owners at exactly the moment protection should be on the table.
Show up when people ask AI about protecting a mortgage or sorting their KiwiSaver.
Leads pre-screened so advisers spend time on real protection and advice conversations.
See which leads became policies and reviews, and refine from there.
No. The point is to generate protection and KiwiSaver conversations directly, so you're not waiting on someone else's referral.
Yes. They share the same trigger, a major financial moment, so the engine can surface both.
We screen and score before handoff, so advisers focus on people genuinely open to advice.
Start with a free Cited audit, or book a 30-minute call and we'll map the engine for your firm.