Billing

Profile

Email Preferences

Lead Confirmation Email

When enabled, your leads will receive a confirmation email after you claim them, letting them know who they'll be speaking with.

Team Mode

Shared Credits

Team Members

Team Activity

All appointments claimed by you and your team members. You can reassign appointments to any team member.

By using ProtectionsBooked, you agree to the following terms:

• I understand that I will be auto-rebilled £600 (5 credits at £120 per appointment) when my credits go down to 1. Credits do not expire. Protections Booked reserves the right to change credit pricing with ample notice.
• I confirm that I, as the Adviser, am in full control of payments and stopping any auto re-bill within the settings section of the adviser portal.
• I understand that once a payment has been made and credits purchased, no refund will be issued.
• If a lead doesn’t show, I will mark the appointment as a no-show — Protections Booked will take it back, refund the credit, and contact the lead directly.
• If there is any deception, lying about a lead not showing, or trying to game the system, Protections Booked will close my access and not refund any money.
• I understand that Protections Booked achieves 96% lead background information accuracy (e.g. cover amount, health details etc). In some cases the lead themselves enters the details incorrectly. If the lead shows for the appointment and some details are incorrect, the appointment is still chargeable.
• I confirm that appointments can only be contacted by a qualified protection adviser who is registered under the FCA.
• I understand that leads are exclusively assigned to me and must not be shared, sold, or passed to third parties. I will handle lead personal data in accordance with GDPR and only use it for the purpose of the protection enquiry.
• If I enable team mode, I am responsible for all sub-adviser activity and shared credit usage. Sub-advisers can claim leads and trigger auto-recharges if my team credit balance drops low enough.