Lead generation staff for A Plan Insurance

The Brief – To help different branches of A Plan insurance across the country obtain insurance renewal dates from the general public.

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The problem – The insurance industry is very, very competitive. A lot of insurance is bought and sold on line but A Plan insurance prides itself on providing a personal face to face service. A Plan has more than 100 high street branches and the USP of the business is that they get to know their clients with the face to face interaction. In such a competitive market having a volume of genuine quality leads obtained direct from the public about when their insurance is up for renewal is incredibly beneficial.

Lead Generation Staff

The solution – For Envisage to provide A Plan with experienced, engaging, confident, polite and professional lead generation staff to approach the general public.

The goal – Each lead generator was set a target of generating 50 good quality leads for each shift they worked at the branch assigned to them.

Delivery – Having worked with A Plan on more than 50 different lead generation campaigns across the country at different branches we have a gathered a real understanding of not only their business ethos but also the type of lead generation staff they want to represent them. As A Plan like to be active in the community that each branch is located they build the lead generation exercise around an event in the town.

Our lead generation staff have been actively approaching people with the Only fools and horses 3 wheeler van outside the store and also the original Bat Mobile. A Plan also hired one of our Easter Bunny performers at each location to bring more attraction to the event. There have also been seasonal events such as Easter when in addition to hiring an experienced lead generator A Plan also hire one of our Easter Bunny costume performers to entertain the children. With the different attractions at the branch the general public are drawn in to see what’s going on and have pictures taken. This is when the lead generation staff will politely approach them and have a conversation about what’s going on. They then obtain the renewal dates of their Insurance policies along with name and all contact information. This information is then collected at the end of the day for the branch to record the details and arrange a call back to discuss the insurance with the potential client at the right time.

All the lead generation staff are given a full breakdown about the A Plan insurance business before they work an event. This way they have a great understanding not only about the type of insurance A Plan can offer but also about the history of the business. This way, should any members of the public have any questions, they can answer them with confidence and authority.

The outcome – Each branch we work with always provide us with feedback on not only the performance of the lead generators but also the results. A Plan have continued to hire our lead generation staff and we are proud to have helped them build a bank of good quality leads for each branch for the past 4 years. If anything needs tweaking or changing we make sure this happens for the next event. Our team know the targets and they are hit regularly.

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An example of feedback from the client on google reviews

‘Janice who we hired from Envisage was superb, she did your business proud. Followed instructions well and got some quality leads in. Can’t praise highly enough – would definitely use her again.’