Campaign and Results

The IMO had a value proposition that offered exceptional lead and marketing support for a limited number of producers by territory.

During the first and second quarter of the year, Agent Link followed a plan involving 30,000 promotional monthly impressions, using offline and online channels. Responders were vetted by our team and pre-qualified telephone appointments were set for recruiters in a round-robin way.

Our team utilized special software tools to interface with each recruiter’s calendar to coordinate availability. The campaign concluded earlier than expected, as recruiters reached their goal and the IMO filled every territory they needed at the start of the campaign.

Campaign and Results

After the marketing team at Agent Link developed the best presentation of the IMO’s story and value proposition, a four-month effort was launched, resulting in over 200,000 promotional impressions across email, telephone calls, and social media with robust response.

Upon engaging producers, a vetting process was then executed to pre-qualify interested prospects and determine a certain eligibility. Over 100 pre-qualified and pre-set telephone appointments for the recruiters were delivered.

Research and Study

Agent Link conducted qualitative research consisting of special interviews with a group of the client’s advisers.

Through our proprietary process, our trained team identified each adviser persona more or less likely to have success with the client. Recruiting journeys were mapped for each in a number of Advisor Personas. A comprehensive report presenting findings was very well received.

The data was also instrumental in Agent Link setting up 40 telephone appointments with new and interested insurance and financial service pros to speak with the firm about their opportunity.

Campaign and Results

Agent Link worked with the client’s sales and marketing staff to fine-tune the message and offer for the campaign. 100,000 promotional impressions were executed through email, telephone calls, and social media.

Campaign responses were handled and agents pre-qualified by Agent Link, resulting in software demo appointments with clients’ reps. Metrics were closely managed, and the process was supervised in a close collaboration between our team and the client’s. An initial closing percentage of 21% after the first month grew with a great follow-up to 28% after the third month. Client reached a Cost of Acquisition in the vicinity of their original goal with metrics continuing to up-trend.

Campaign and Results

With a long track record of experience generating interested prospects for their in-house recruiters before, the Agent Link team trained a select group of Producer Liaisons at our office in every aspect of the carrier's products and value proposition.

Agent Link launched a campaign through Facebook, email, LinkedIn, and direct contact via telephone using our proprietary list of active producers we built in the last 10 years. Agent Link generated hundreds of interactions with producers across the nation in a short span of time; after vetting and pre-qualifying agents, many set up an appointment with our own staff for a presentation.

Our team executed on a strategic process with multiple touches and a regimented follow-up technique resulting in more than 80 independent agents fully contracted by our own team at Agent Link and turned over to the carrier’s onboarding team for training and activation.