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ERA to offer pre-booked appointments for advisers

Jake Carter

May 18, 2021

financial advice

Equity Release Associates (ERA) has launched its ‘Springboard Package’, providing pre-booked customer appointments for its growing number of equity release advisers.

This initiative combines an increase in customer marketing investment with bolstering the network’s post-enquiry contact strategy.

ERA has also appointed Meagan Parker, from sister company Age Partnership, to the newly created role of customer experience manager.

Dan Baines, managing director of ERA, said: “Our advisers have told us that they would like the opportunity to help more customers, so we’ve listened.

“The Springboard Package allows us to support associates through the provision of free, pre-booked appointments with well-qualified and highly engaged equity release enquirers.

“As part of this initiative, we’re pleased to welcome Meagan Parker to the team.

“She is somebody who has demonstrated exceptional customer engagement skills with Age Partnership, so it made perfect sense for her to come over to ERA to support the launch of this game-changing new service.”


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