Greetsby / For financial advisers
A fuller diary, without roadshows
For insurance agents and financial advisers in Singapore. We call your list, book the meetings and send you the recording of every call.
Get startedWhat advisers ask us first
“Will this get me into trouble with DNC?”
You check your list against the Do Not Call Registry before sending it, as you would for your own calls, and confirm it when you upload. We call only numbers you have confirmed, and stop calling anyone who asks.
“Will people think it is a scam call?”
We give your name, your firm and the reason at the start of the call, from a Singapore number. You can listen to any call.
“What will it cost me?”
A flat price for each batch of numbers we call, agreed before we start. There is no monthly fee and no contract. If someone does not turn up, we try to rebook them at no extra cost.
“Is my list going to someone else?”
Never. We call your list for you only, and delete it when you ask.
On the phone
What your prospects hear
A bad call hurts your name, so you see exactly how ours sound before we make one.
- Who is calling and why. We say your name, your firm and the reason at the start of the call.
- A Singapore number on screen. Never hidden, never overseas.
- Booking only. We arrange the meeting. Advice and products stay with you.
- “Please don’t call again” is final. We stop at once and that person is not called again.
- Calling hours. 9.30am to 6.00pm on weekdays.
- Screen shows+65 6xxx xxxxA Singapore number, never hidden.
- CallerHi, may I speak to Mr Lim?
- Mr LimYes, speaking.
- CallerHi Mr Lim, this is Sarah calling for Daniel Tan, your adviser at [your firm]. This call is recorded. Is this a good time for one minute?Your name and your firm, straight away. Recording disclosed.
- Mr LimOkay, what is it about?
- CallerDaniel would like to catch up and check that your cover and details are still up to date. He can meet you for coffee or do a short video call, whichever you prefer. Or he can WhatsApp you first, if that is easier.The reason, then a choice of meeting. Booking only; advice stays with you.
- If not interestedNo problem, Mr Lim. I’ll let Daniel know, and we won’t call you again. Your policy stays exactly as it is.“Don’t call again” is final.
For team leaders
Buying for your team? You get one invoice, a separate list for each adviser, and a view of every adviser’s calls and meetings.
Team pricing starts at 5 advisers. We can also prepare a one-page summary of how we call, for your agency’s compliance team.
Ask about team pricingQuestions
Whose list do you call?
Yours. You send us the people you want to meet. We never resell your list, never add it to another client’s campaign, and delete it when you ask.
Who checks the Do Not Call Registry?
You do, before sending us your list, and you confirm it when you upload. Anyone who asks us not to call again is not called again, and we pass that on to you.
What number will my prospects see?
A Singapore number, shown on their screen. Never a hidden or overseas number. Each person sees the same number every time we call them.
Do I approve what is said?
Yes. You approve the opening and the reason for the call before we start. We book meetings only. We do not give product advice or offer gifts.
Talk to us
Ask a question, book 15 minutes, or start your first batch. Whichever is easiest for you.
- WhatsApp usOpens a chat with a message ready to send.
- Book a 15-minute callBooking link to add
- Call +65 6xxx xxxx or email hello@greetsby.com
We reply within one working hour, 9.00am to 6.00pm, Monday to Friday.