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Frequently asked questions

Everything you want to know before you buy.

18 answers on leads, delivery, prices, appointment setting and tools. Your question isn’t here? Write to us.

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Leads and quality

What exactly do I get per lead?

First and last name, a verified phone number, email address, postcode and the answers from the questionnaire on Altersvorsorge (retirement provision). Every lead has expressly consented to being contacted; you receive the proof along with it. The leads are German-speaking consumers living in Germany, so you need German-speaking advisors who are allowed to advise on German retirement products.

What does “verified phone number” mean?

Every number provided goes through an automatic check: does the line exist, is it a mobile number, is the format correct. Numbers that fail don’t go out at all. This significantly reduces the rate of wrong numbers, but cannot rule them out.

Basisrente or flexible pension insurance: which one?

Both in one. The questionnaire shows what the person is after: the tax advantage of the Basisrente (Rürup pension, a tax-advantaged German private pension), or flexibility through a regular private pension insurance. You see this on the lead and decide for yourself what you open the conversation with.

What is the difference between a lead and an appointment?

A lead is a person who has made an enquiry and wants to be called. You make the call. You get an appointment through our appointment-setting service: we call, clarify their interest and put the meeting in your calendar.

What happens if a lead is no good?

You file a claim within five working days and we deliver a new one. You always get your full ordered quantity, not as a credit note but as leads you can work with. All rules are on the Quality & claims page.

Delivery and guarantee

When does the first lead arrive?

No later than three days after your booking. We count 72 calendar hours, weekends included. If we don’t make it, you get the full monthly amount back; all you need to do is let us know. The remaining leads are then spread across the month.

How do I receive the leads?

By email as soon as they are assigned to you, and in your sales cockpit. A handover directly into your CRM can be set up.

When do I get access to the cockpit?

Within one working day of your payment. We set it up and send you the login details by email. After that, you’ll find your leads, appointments and claims there.

Prices and contract

Does it get cheaper if I take more leads?

No. The price per lead is always the same, whether you take ten or a hundred a month. The only way it gets cheaper is through the contract term: the longer you commit, the less you pay per lead.

How do I pay, and when do I get the invoice?

Via Stripe, by credit card or direct debit. You receive the invoice immediately after payment.

Can I change the quantity during the contract?

Upwards at any time, effective from the next month. Downwards at the end of the term. Once every twelve months you can pause for up to one month.

What happens at the end of the term?

The contract then continues month by month and can be cancelled with four weeks’ notice to the end of a month. You can switch to a longer term at any time, to a shorter one only at the end of the term.

How do I cancel?

The monthly option can be cancelled monthly. After a fixed term, the notice period is four weeks to the end of a month. A short email to is all it takes.

Appointment setting

What exactly does the appointment-setting service do?

We call your leads, check whether there is genuine interest and put an appointment in your calendar. You get the appointment with all the details from the preliminary call and only do the advising. There are two billing options: €50 per appointment that actually takes place, or a flat fee of €999 net per month, regardless of how many appointments result. From 20 appointments a month, the flat fee is cheaper.

When does an appointment count as having taken place?

When the person shows up and the conversation lasts at least 15 minutes. If they cancel or don’t show up, the appointment costs you nothing. One rescheduling is included; if the same appointment is rescheduled a second time, it counts as cancelled. This only applies to per-appointment billing; with the monthly flat fee it makes no difference.

Can I add or cancel the appointment-setting service later?

Add it at any time, effective from the next month. Cancel it at the end of the current month. The appointment-setting service has no minimum term of its own, regardless of how long your lead contract runs.

Tools and data

Does access to the CRM and tools cost extra?

Yes, as an optional tool package for €299 a month: Close with power dialer and telephony, Calendly, Superchat, Google Workspace with your own email address, plus setup and onboarding. Without the package you work with your own tools. The price per lead stays the same either way.

What happens to my clients if I stop?

They belong to you. You can export your contacts, conversation histories and appointments and take them with you at any time, even if you cancel. We don’t hold anyone hostage over their own data.

Ready for your first leads?

Fixed prices, your first lead within three days or your money back, and every lead that is no good gets replaced.