HLP’s CRM Helps Custom Insurance & Mortgage Solutions Spot More Client Opportunities
Industry
Mortgage & Protection Advice
Challenge
Custom Insurance & Mortgage Solutions needed a smarter way to manage renewals, track adviser activity, and uncover cross-sale and protection opportunities. With limited visibility and time-consuming processes, it was easy for important opportunities to slip through the cracks.
Results
Since piloting HLP’s CRM, the firm has seen a step change in how they manage client relationships and daily activity. The system helps the team stay on top of renewals and track engagement—making it easier to identify when clients are ready for protection conversations or follow-up advice. “The system has quickly become a valuable part of our workflow—making it easier to stay ahead of renewals, track adviser activity, and spot cross sale opportunities.” Mike Tate, Sales Director – Custom Insurance & Mortgage Solutions
Product
HLP CRM
Opportunities
More timely and structured protection conversations
Client Management
Better tracking of renewals and ongoing engagement
Adviser feedback
Positive—intuitive and practical for real-world advice
Workflow impact
Clearer visibility without extra admin
"Since being among the first firms to pilot our HLP’s new CRM, my team at Custom Insurance and Mortgage Solutions has seen clear benefits in how we manage client relationships and daily activity. The system has quickly become a valuable part of our workflow making it easier to stay ahead of renewals, track adviser activity, and spot cross sale opportunities. It’s also helping advisers open more timely protection conversations with clients."
Mike Tate
Sales Director
"Because the CRM saves time and simplifies day-to-day processes, our advisers are now able to focus more on what really matters—supporting more clients with the right advice at the right time. Feedback from the team has been very positive. Advisers find the platform intuitive, supportive, and well aligned with how they work—bringing greater structure and visibility without adding extra admin. As the CRM continues to develop, it’s clear it will remain a key tool in helping us deliver efficient, proactive service across the board."
Mike Tate
Sales Director
About Custom Insurance & Mortgage Solutions
Led by Sales Director Mike Tate, Custom Insurance & Mortgage Solutions is a growing advice firm focused on proactive, personalised client service. They were among the first to pilot HLP’s new CRM to help advisers work more efficiently and spot the right opportunities at the right time.
The Challenge
The team needed more structure and visibility across their client base—but without creating more admin. They wanted a system that would not only manage data but help advisers turn that data into action.
The Solution
With HLP’s CRM, the firm found a tool that supports advisers in the flow of their daily work. It allows them to track what matters most—client milestones, renewal dates, and opportunities for protection, so advisers can act promptly and appropriately.
The Results
The CRM has helped advisers be more proactive and effective. With the platform continuing to develop based on real adviser feedback, Mike and the team see it as a long-term tool for helping more clients, more often. “Advisers find the platform intuitive, supportive, and well aligned with how they work—bringing greater structure and visibility without adding extra admin.”
