Scopes
- Country and advisor scope
- Insurance and mortgage verticals
- Buyer product permission
- Complaint and refund window
Financial Services
Finance and insurance lead trading with strict buyer, product, and complaint boundaries.
Financial services stays available as one industry pack, but it no longer defines the whole product. Finance lead types, advisor scopes, price rules, complaint windows, and settlement behavior are configured per market.
Configuration surface
Scope, lead types, and controls
Lead types
- Private Health Insurance
- Mortgage Advice
- Investment Review
- Retirement Provision
- Company Pension
Controls
- Advisor approval
- Product-specific price rules
- Complaint evidence handling
- Credit note and invoice linkage