Case Study: OneAmerica sources a $6.5M plan mastering virtual selling with Allego
Key results
The challenge
When the pandemic ended traditional in-person relationship-building, OneAmerica had to adapt to hybrid and virtual selling. The team struggled to maintain advisor relationships and keep messaging consistent across the organization.
The solution
OneAmerica implemented Allego's revenue enablement platform, using personalized video recording and sharing, guided content through timed channel drops, Digital Sales Rooms to centralize content, and learning courses to keep messaging consistent.
“This is a perfect way, an interesting and unique way, to get in front of those advisors rather than an email, because who needs another email in their inbox?”
RMRebecca McQuillanSales Coordinator, OneAmerica
The results, in context
Using Allego videos to introduce advisors, one regional director generated a lead that became a $6.5 million plan. The team's Mastering Virtual Selling course drew a 95% or higher ratio of buyer attendance to RSVP.