26/08/2026
Three months ago, this adviser was barely writing protection.
He was nervous about the advice.
Unsure whether he was recommending the right cover.
Worried about sounding too salesy.
And because of that, a lot of customers were leaving without proper protection.
So we didn’t give him more scripts to memorise.
We didn’t tell him to “close harder.”
We gave him a simple, non-salesy process to follow.
That was it.
His job was just to stick to it.
Stop overthinking.
Stop reinventing every conversation.
Stop trying to second-guess what the customer might say.
Follow the process…
And the results followed.
Last week, three mortgage cases generated:
£820 proc fee → £5,332 protection commission
£720 proc fee → £6,795 protection commission
£1,140 proc fee → £8,752 protection commission
That’s the point of this post.
Sometimes advisers think they need more mortgage leads.
More appointments.
More opportunities.
They don’t.
They need to make more of the opportunities they already have.
And when the protection process is simple, clear and easy to trust…
confidence goes up.
Customers get better advice
And the numbers tend to take care of themselves.
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