Qualify enquiries before a consultation
A discovery or readiness quiz scores each prospect, so advisers spend their time on enquiries that are a genuine fit.
For financial services
Lead generation quizzes for financial services firms
Turn website enquiries into qualified consultations. InsightSquirrel builds quizzes and scorecards that qualify each enquiry, capture the details, and book the call, for advisers, mortgage brokers, accountants and insurance firms.
- Qualify every enquiry
- Capture leads with consent
- Book the right consultations
Where it fits
Three ways a quiz brings in better clients
From qualifying enquiries to a discovery lead magnet, a scored quiz does the vetting before an adviser gets involved.
Turn a discovery tool into a lead magnet
Offer a short self-assessment that helps a visitor understand their situation and points them to book a call with a qualified adviser.
Streamline new-client intake
Replace the intake email chain with a structured, consented assessment, so the first meeting starts fully briefed.
Why firms choose InsightSquirrel
Built to qualify a lead, with consent, before it reaches an adviser
Everything below is included from your first day of the 14-day free trial.
Scoring that qualifies
Weight every answer so each lead arrives ranked by fit and readiness, and your team knows who to prioritise.
Consent built in
Collect contact details with clear, explicit GDPR consent. You control the wording and any disclaimers to fit your compliance needs.
Embed on any site
Drop the embed code into WordPress, Wix, Squarespace or any firm website, or link to a hosted quiz page. No developer needed.
Results that book a consultation
End every quiz with a clear next step, so an interested prospect books a call with your team while it is top of mind.
Syncs to your CRM
Send new leads straight to your CRM or email platform through Mailchimp, HubSpot, Zapier and webhooks, and trigger a follow-up.
Simple, predictable pricing
From £9 a month including UK VAT, with a VAT invoice for every payment and no per-seat minimum to get started.
Templates to start from
Launch faster from a ready-made template
Adapt one of these to your firm and go live in an afternoon.
Quiz
Service Discovery Quiz
Guide prospects through your services to the one that fits, so they enquire about exactly the right thing.
Quiz
Budget & Timeline Qualifier
Surface a prospect's budget and timing early, so nobody wastes a consultation finding out there is neither.
Scorecard
Client Intake Assessment
Replace the messy intake form with a structured, consented assessment that briefs you before the first meeting.
Scorecard
Lead-Ready Scorecard
Let a prospect score their own readiness, so your team focuses on the ones ready to talk.
Browse all templates → · Go deeper: how to build a scorecard
InsightSquirrel is a lead generation and qualification tool. It does not provide regulated financial advice; you control every question, result and disclaimer to fit your own compliance requirements.
Questions
InsightSquirrel for financial services FAQ
Can a quiz get me more qualified enquiries?
Yes. A short discovery or readiness quiz gives a prospect a reason to engage and scores their answers, so enquiries arrive pre-qualified and your advisers spend time on the ones ready for a consultation.
Is it a substitute for regulated financial advice?
No. InsightSquirrel is a lead generation and qualification tool, not an advice engine. A quiz captures and qualifies an enquiry so a qualified adviser at your firm can follow up. You control the questions, the wording and any disclaimers to fit your compliance requirements.
Can I embed it on my firm's website?
Yes. InsightSquirrel gives you an embed code that drops into any site, including WordPress, Wix and Squarespace, or you can link to a hosted quiz page. No developer needed. See the embedding guide.
How do you handle data and consent?
Every quiz collects contact details with clear, explicit GDPR consent, and leads sync to your CRM or email platform through Mailchimp, HubSpot, Zapier and webhooks. Plans start at £9 a month including UK VAT. See trust & security.
Turn website enquiries into booked consultations
Build a qualifying quiz or scorecard, embed it on your site, and fill your diary with the right clients. 14-day free trial, cancel anytime.
Start free today