Lead & Referral
HFM IB (Pty) Ltd | Your Broker for Life
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Referring Company
Company
Select your company
Submitted By
Your name
Select company first
Not on the list? Email
sales@hfmib.co.za
to be added.
Lead Source
Where did this lead come from?
My own client / prospect
If it came via a referral partner, select them so they are credited and copied on the confirmation.
Please specify
Client Details
First name
Surname
Contact number
Email
ID number
Optional, but speeds up quoting.
What does the client need?
Select every product that applies. Each selection becomes its own tracked lead with its own reference.
Contact Preferences
Preferred method of contact
Phone call
WhatsApp
Email
Best time to contact the client
No preference
As soon as possible
Morning
Afternoon
Evening
Contact not required
Does the client currently have cover / a product in place?
Yes
No
Unsure
Notes
Anything the adviser should know
Submit
✓
Received, thank you
A confirmation email is on its way to you.
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