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Agent Link

Case Studies

CASE STUDY 1:

Med Advantage Expansion

Marketing Need and Goals

In preparation for AEP, regional IMO wanted to acquire producers to cover strategic geographical areas. They wanted their recruiters to only deal with pre-qualified agents, thus increasing their focus on getting producers writing business.

Target Market

Licensed independent agents with experience in or interested in expanding into the Medicare Advantage market.

Geographical Target

Specific regions across 9 states in the Northeast and upper Midwest.

Read results

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.

Recruiters Filled Every TerritoryReached Their GoalCompleted Early

CASE STUDY 2:

Life Producers Recruitment

Marketing Need and Goals

Regional IMO focusing on growing their life production and independent distribution wanted to create a steady inflow of qualified prospects to their recruiter.

Target Market

Licensed and independent insurance agents or financial advisors with a track of writing permanent life products.

Geographical Target

As designated by the IMO.

Read results

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.

100+
Telephone Appointments
“Our marketing team is very happy with the results. No “junk” leads! The leads are responsive to our return calls. I have no doubt something will come from this campaign. One of my most successful agents came from a past campaign. Agent Link does what most do not: they give us qualified contacts; not just a lukewarm (at best) list of names. Using Agent Link is the best experience we have ever had with marketing!!!”
B.V.
“Agent Link exceeded my expectations with quality appointments with top quality independent agents. The agents were expecting our scheduled phone calls, and were what we were looking for in our prospects. Thanks, Agent Link!”
T.B.
“Agent Link provided us with a large number of qualified agents to speak to and recruit. We had no shortage of candidates to pitch our program to and hope to use them again in the future when we have more available territory.”
C.S.
“Agent Link is essential to our business and our prospecting process. The business of finding and recruiting great talent and prospects is always going to be the search for that one needle in a large haystack. Agent Link shrinks that haystack for me considerably by finding the best matches available and doing my pre-interviewing for me to qualify those prospects. They even set my phone appointments for me. All I have to do is make the call at the scheduled time. Thanks, guys!”
S.H.
“As a national marketer and recruiting agency I have found Agent Link to be a great strategic partner in getting our message out to producers. Our experience with Agent Link has been outstanding. We always get personal attention and the company makes sure that we are satisfied with the results.”
C.M.
“Agent Link has been a pleasure to work with and is always very responsive. Our recruitment campaign has been a great success, allowing us to reach Brokers we would never have been able to before. Our recruitment numbers have grown substantially over the last 4 months and Agent Link has been a big part of that.”
D.H.
“My experience with Agent Link in the recruiting aspect has been extremely beneficial. We have just finishing our first campaign and have already ordered up two new campaigns because of the results of the first. Your money is well spent with them on the Agent Recruiting.”
D.G.
“The tenacious efforts and professionalism of Agent Link provided positive recruiting results for our recruiting campaign...and I’m very happy with the results. I very much enjoyed working with their entire team.”
G.O.
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CASE STUDY 3:

Financial Advisors Recruitment

Marketing Need and Goals

Client positions itself as a boutique firm, building a book of assets under management and growing their group of advisors. They wanted to attract producers that were a fit for their company culture and had the right combination of skills and experience.

Target Market

Investment advisors and registered reps, independent of insurance activity, interested in a change in their career or practice.

Geographical Target

Client had a preferred region Agent Link prioritized, but reached out nationwide.

Read results

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.

40
Appointments
CASE STUDY 4:

Software Demos for Agents

Marketing Need and Goals

Industry software provider wanted to identify qualified producers and agencies open to implementing their quoting software solution and schedule demos with their reps.

Target Market

Health licensed, actively-producing agents likely to need ancillary, under 65, and senior health products for their clients.

Geographical Target

List of 20 states in the U.S.

Read results

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.

Closing Percentage:

421% after first month228% after third month

CASE STUDY 5:

Direct-to-carrier Producer Contracting

Marketing Need and Goals

A major insurance carrier wanted to establish yet another channel to contract producers not yet appointed with them. The carrier called on Agent Link to handle everything, including promotion, agent presentations, and actual contracting.

Target Market

Licensed and independent agents active in the senior market or interested in expanding their activities into that market.

Geographical Target

Nationwide with the exception of five states.

Read results

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.

80
Agents Contracted
agents-discussing-marketing-ideas
insurance-agent-handshake

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