Elders Insurance - Forrest Marketing Group
Prospecting, lead generation and market research services for Elders Insurance, from Forrest Marketing Group

Elders Insurance Case Study


“For any business focused on growth, telemarketing is an option worth exploring. It may well be the right option for your company. Using a dedicated and highly experienced team like FMG, means our team can concentrate their efforts on what they do best. And that is speaking with people face-to-face about their insurance needs. Assessing what they have in place and determining if there is a better, more effective solution.


FMG has been responsive, professional and extremely accommodating of our needs. We work well together as a team and look forward to building on our success with them.”

 

Elders Insurance – Anne Lucas, National Manager – Marketing & Communications

The Requirement


Elders Insurance approached FMG wanting to speak with SME business owners and set face to face appointments for their franchised Agents. To generate a face to face appointment, our agents had to find businesses with an insurance policy due for renewal within 4 months.


Due to the initial success, FMG have worked with Elders for a number of years. So far over 4,700 hours of calls have been completed. Our agents have presented Elders to tens of thousands  of small business owners in regional and rural areas across Australia.

 

The Results


Most importantly over 2,400 face to face appointments have been booked. On top of this phone appointments were also set. Additionally ‘Stay in touches’ were recorded for future contact with those businesses whose policies were renewing at a later date. The sales opportunities uncovered have the potential to generate more than $2 million per year in premiums.


Of the business owners spoken to 20% agreed to further contact from Elders Insurance. Furthermore 6% agreed immediately to a face to face appointment with their local Elders Insurance Agent. Overall 62% of business owners were interested in learning more about Elders Insurance. This high level of interest generated is testament to the campaign strategy developed.


“We wanted to engage with a telemarketing company to enable us to improve our new business growth strategies. FMG were a perfect fit for us. The team were a delight to work with from the start of the engagement. Feedback from clients was extremely positive and they were pleasantly surprised with the communication with FMG. (Which they added was generally not the case with other telemarketing calls). We are experiencing excellent conversion rates of the appointments provided by FMG. Approximately 30% are converting to new business. We are also experiencing higher average premium through the great personal touch delivered by FMG.”

 

– Jarrad Taylor, Elders Insurance

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