01 / Built around your business
Where the opportunity sits
We consider Shariah-compliant takaful providers only. Eligibility and compliance review determine the marketing scope. The starting point is to identify where that decision becomes difficult, then agree which part of the journey deserves attention first.
02 / Built around your business
What the work can include
Approved takaful product pages, transparent quotation routes, lead qualification and consented follow-up within the agreed scope. The scope is agreed around your current systems, operating capacity and priorities. Each deliverable should have an owner, the information needed to complete it and a clear review point.
01 / Find
Connect a specific need with the right service.
Organise pages and campaign destinations around the services the business actually provides. Explain the audience, coverage and problem before presenting the next action.
- Map approved product types to genuine information needs.
- Confirm the service and area covered.
- Use accurate descriptions and current information.
- Keep the page consistent with the source of the visit.
The working decision
Connect a specific need with the right service.
Confirm the service and area covered.
02 / Assess
Help the visitor decide whether the service fits.
Show the scope, preparation and first conversation clearly. Use real examples or approved evidence where available, with the role of the business accurately explained.
- Explain coverage, exclusions and the provider’s process using approved copy.
- Explain practical requirements and limitations.
- Use a focused enquiry or booking route.
- Avoid collecting detailed sensitive records too early.
The working decision
Help the visitor decide whether the service fits.
Explain practical requirements and limitations.
03 / Follow through
Connect the enquiry with the person who can help.
Keep the service interest attached to the request and agree who responds. Record whether the conversation leads to a suitable next step so marketing can learn from outcomes.
- Coordinate permitted follow-up and renewal communication with the provider.
- Agree the receiving owner and response process.
- Separate requested, confirmed and completed work.
- Review why enquiries are declined or stalled.
The working decision
Connect the enquiry with the person who can help.
Agree the receiving owner and response process.
03 / Built around your business
Build around how your customers choose
1. Find the right cover
Map approved product types to genuine information needs.
2. Understand the terms
Explain coverage, exclusions and the provider’s process using approved copy.
3. Ask for guidance
Direct prospects to the approved advice or quotation route without collecting sensitive details casually.
4. Keep the process clear
Coordinate permitted follow-up and renewal communication with the provider.
04 / Built around your business
Measure the decisions that matter
Eligible enquiries and quotation progression within approved measurement boundaries. Start with a reliable baseline and keep early interactions separate from completed outcomes. Review the results against your capacity and the costs included in the plan, so the next decision is based on useful business information.
Do you work with conventional insurance products?
We consider Shariah-compliant takaful providers only. Product eligibility and the provider's review process determine which services, claims and campaigns can be included.
Use one page for every service?
Group services where the buying questions are shared. Use separate destinations when requirements, audiences or the next action differ enough to need their own explanation.
Count every contact as a customer?
Keep requests, accepted opportunities and completed work distinct. The operational team’s feedback helps identify which enquiries marketing should attract more often.
Relevant enquiries
Requests that fit the service and audience described in “Find the right cover”.
Enquiry records with service, audience and coverage context.
Accepted next steps
Suitable requests progressing through “Ask for guidance”, using an agreed acceptance rule.
The receiving team’s qualification and confirmation records.
Completed outcomes
Confirmed work, attendance or another agreed operational outcome, reported separately from requests.
The business system that records what actually happened.
Follow-through
Progress against “Keep the process clear” over a stated period, with suitable contact permissions.
Relevant CRM, booking or customer records, with reporting gaps stated.
05 / Built around your business
How the engagement starts
Share your website, target market and the main point where growth is getting stuck. We review the existing journey and the information your team can provide, then recommend a defined starting scope. The proposal separates agency work, advertising spend and third-party costs. It also identifies your team’s responsibilities, access requirements and review points.
A useful page or journey
Prominent takaful scope, coverage summary and secure quotation handoff.
Information your team supplies
Current service or product facts, coverage and availability, plus the details needed to support “Understand the terms”.
Implementation & ownership
Agree who makes the changes and who handles the next step when a customer is ready to “ask for guidance”.
A defined review
Review eligible enquiries and quotation progression within approved measurement boundaries. Record the period, source and the next action the findings support.
Before we start
Questions about the work
Do you work with conventional insurance products?
We consider Shariah-compliant takaful providers only. Product eligibility and the provider's review process determine which services, claims and campaigns can be included.
What determines cost and timing?
The target market, the amount of work, access to the right systems and the review process all affect the scope. We explain the deliverables and dependencies in the proposal.
