Buying company pension leads: supporting employers through several decisions

New employer contacts are especially valuable when your company pension team can support them through later discussions as well. Before purchasing leads, look at the whole of your ongoing work: which projects will need your attention again soon, and where is there room for another employer? This helps you develop new client opportunities your team can follow through reliably.

Register for company pension leads

An employer opportunity has several phases of work

The enquiry includes a workforce size band, pension objective, funding preference, and business location and contact details in Germany. You can see whether a company wants to introduce provision, review an existing arrangement or compare offers. This connects your purchasing decision with the services your team provides.

For planning, distinguish a new contact from an ongoing project. After an employer discussion, an internal decision may be pending; your work may be needed again later. The enquiry itself confirms neither decision-making authority nor an advisory mandate. A large workforce is not a count of future insurance contracts either.

Two projects that affect purchasing differently

Example: introducing provision. An advisory team is already supporting several employers considering a new scheme. Further discussions and explanations of the team’s proposals are planned. A free morning does not therefore mean the team can support unlimited additional company enquiries. The next purchase depends on whether reliable capacity will remain once the planned responses arrive.

Example: reviewing existing provision. Another team is waiting for an employer to provide information about its current arrangement. It can approach new companies meanwhile. Someone still owns the open project and records the next agreed task. This prevents an enquiry being lost between “nothing to do right now” and “suddenly urgent again”.

Both situations are hypothetical. The difference lies in the team’s existing workload, not an automatically identified decision stage in the leads delivered.

A short overview makes the purchase decision practical

For each ongoing employer project, record the responsible person, the next agreed task and the time needed for it. Where you are waiting for a response, also note the work likely to follow. This is your internal planning, not an additional delivery feature or supplied information.

Compare that overview with your team’s available time. A lower monthly limit may make sense if several existing projects could move forward together. Capacity to support another employer relationship, by contrast, creates room for further acquisition. The limit caps regular deliveries per calendar month; it does not guarantee an enquiry volume.

Match delivery and area to your service

webRichtung sends standard enquiries to no more than three providers and exclusive enquiries to one. If you give individual employer opportunities intensive attention, weigh the value of sole distribution against the displayed price. Exclusivity does not mean the employer speaks only to you.

Choose nationwide Germany or a German postcode with a radius of at least 50 km. Workforce size, objective and funding are enquiry details, not ordering filters. Your service should therefore suit the possible range of employer needs.

Register your advisory team and prepare your company pension lead order. In webRichtung Customer, set industry, area, delivery option and monthly limit, and see the current price before placing a binding order. Give your next employer opportunity a clear place in your service.

Register and develop new company pension contacts