---
title: 🤝 How Enquiries are Matched to Your Firm
description: Find out what affects the enquiries you’re offered on Unbiased and how to set up your profile to receive more of the clients you want.
---

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# 🤝 How Enquiries are Matched to Your Firm

## How matching works

Unbiased matches each enquiry with the firms best placed to help that consumer, so they're connected with a suitable adviser quickly. Your profile settings decide which enquiries you're eligible for. How you've responded to similar enquiries in the past helps decide how often you're offered them.

This means the enquiries you see should increasingly reflect the ones you actually want to take on, rather than ones you'd spend time reviewing and turning down.

#### **What affects which enquiries you're offered**

Three things shape the enquiries you receive:

- **Your profile settings.** Your advice areas, matching postcodes and minimum client value decide which enquiries you're eligible for. You won't be offered enquiries outside these settings.
- **Your take-up of similar enquiries.** Where you regularly accept a type of enquiry, you'll continue to be offered it promptly. Where you've rarely accepted a type of enquiry over a sustained period, you'll be offered it less often, so consumers reach an adviser who takes on cases like theirs more quickly. The same approach applies to every firm on Unbiased and is based only on how you've responded to past enquiries.
- **Demand and competition in your area.** The number of consumers enquiring, and the number of firms covering the same postcodes, varies by location and over time.

All eligible firms remain eligible. Take-up affects how often you see a type of enquiry, not whether you can receive it.

#### **Why your enquiry volume can change**

It's normal for the number and mix of enquiries to vary week to week. Common reasons include:

- seasonal changes in consumer demand, for example around rate changes or the end of the tax year;
- more or fewer firms covering your postcodes;
- changes you or your team have made to your profile, filters or availability;
- a change in your take-up of a particular type of enquiry.

If you mostly accept higher-value enquiries but have set a lower minimum, you may notice fewer enquiries at the lower end of your range. Those are being offered first to firms that regularly take them up. The enquiries you most often accept are not affected.

We judge volume over a period of weeks rather than days, because short-term swings are common. If you see a sustained drop you can't explain, contact your Account Manager.

#### **Getting more of the enquiries you want**

1. **Set your profile to match what you'll take on.** If you only want enquiries above a certain value or in specific advice areas, set your filters to reflect that. A tighter profile gives you a cleaner flow of enquiries you're likely to accept.
2. **Take up suitable enquiries when they arrive.** If you want to keep seeing a type of enquiry, accepting suitable ones tells the system it's relevant to you. This is reflected over time.
3. **Review your postcodes regularly.** Some locations will produce more of the enquiries you want than others. Your Account Manager can share how each of your postcodes is performing.
4. **Tell us what's missing.** If the information in an enquiry isn't enough for you to decide, let your Account Manager know. Your feedback shapes the questions we ask consumers.

#### **FAQs**

**Will I stop receiving a type of enquiry altogether?** No, if an enquiry matches your profile, you remain eligible for it. You may see it less often if you've rarely taken it up recently.

**I want a mix of enquiries, including some I only take occasionally. What should I do?** Take up suitable ones when they arrive, and speak to your Account Manager about your profile. They can help you set it up to reflect the mix you want.

**Can my enquiries be prioritised above other firms?** Matching works the same way for every firm. We don't adjust it for individual firms, so consumers are always connected with the advisers best placed to help them.

**Does this mean Unbiased favours some firms over others?** No, every firm is treated the same way, and the only thing that affects how often you see a type of enquiry is how you've responded to similar ones. Taking up suitable enquiries is reflected over time.  

**Does this affect what I pay per enquiry?** No, enquiry prices are set by advice area and value, and don't depend on how often you're offered a type of enquiry.

**Who can I talk to about my enquiry volume?** Your Account Manager can review your recent enquiries, acceptance and postcode performance with you.

For advice and support, please contact your Account Manager by email at [pro@unbiased.co.uk](mailto:pro@unbiased.co.uk). 

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