Outsourced Sales | Finance Industry | Forrest Marketing Group

FMG Success – Finance Industry

Forrest Marketing Group provides lead generation and customer engagement for the finance industry

Many businesses struggle to generate a consistent number of good quality sales leads. To enable them to achieve their revenue, profit and growth objectives. Businesses in the finance industry face the same challenges.

We have gained experience working with businesses within the finance industry and have generated exceptional results.  Over recent years we have partnered with over 50 financial product and service providers. In total we have conducted over 15,000 hours of calls. With the focus on qualifying prospects, generating leads, setting appointments and reactivating lost customers.

Have a look at what we have achieved for our clients working within the finance industry.

Appointment Setting – Elders Insurance

FMG has worked with Elders Insurance for a number of years. So far over 4,000 hours of calls have been completed. We have presented the insurer to small business owners in regional and rural areas across Australia.

Our focus has been on identifying businesses with insurance policies due for renewal within the next 4 months. The aim to generate face to face appointments. So far 2,368 face to face appointments have been booked. Additionally we have booked phone appointments as well as identifying prospects for lead nurturing – those with policies renewing at a later date. The sales opportunities uncovered have a potential of more than $2 million per year in premiums.

‘As a business, we were keen to engage with a telemarketing company to enable us to improve our new business growth strategies. FMG was a perfect fit for us. The team were a delight to work with from the start of the engagement. We are experiencing excellent conversion rates of the appointments provided by FMG. Experiencing higher average premium through the great personal touch delivered by FMG’

Elders Insurance – Anne Lucas


Reactivating Customers – Equip Super

FMG have worked with Equip Super for a number of years. With over 2,700 hours of calls completed over a number of campaigns. Originally approached by Equip to run a short-term lead generation campaign. The aim was to present their services to businesses in the large corporate space, booking face to face appointments. Equip Supers sales team would then meet with theses organisations to review their current fund and provide a comparison.

Due to the success of this original campaign the appointment setting campaign has continued. Now running for over 2 years and over 280 face to face appointments booked with new prospects. Additionally FMG has also worked on additional campaigns. This has involved calling individuals assisting in locating lost super. Over 700 hours were completed on this campaign with 390 individuals requesting assistance in looking into lost super for them.

“We initially engaged FMG for a six-week assignment to generate new business leads in the large corporate space. Our expectations for the number of appointments have been smashed. We are now into our second year with them. With pretty much the same representative working on our account for the whole period. They are easy to deal with and have become an invaluable extension of our sales effort.”

Equip Super – John Farrington


Appointment Setting – Online Payment Solutions

Our client is a leading provider of solutions helping businesses regain control of their cash flow. This is done through the use of secure online payment solutions. They have solutions targeted at specific industries including childcare, fitness, education, accountancy and charities. FMG was approached to initially run an appointment setting campaign with businesses within targeted industries.

FMG have so far made 100 hours of phone calls and booked 58 appointments. In addition we have recorded 46 ‘Stay in touches’. These are people not interested right now but happy to be contacted in the future. A pipeline our client is very happy with.

An additional campaign has recently commenced. This campaign is surveying existing customers to gain a better understanding of their business. Asking questions about business management solutions and accounting software solutions. Our client is gaining further insights to assist in new product and service development.


Lead Generation & Lead Nurturing – Insurance Brokers

Our client is a world leading insurance broker. They designing insurance and risk programmes for businesses. This ensures business risks are aligned to insurance needs. A that premiums and coverage are the best available in the market.

FMG was approached to assist with a lead generation campaign to make face to face appointments to discuss business risks. Due to the success of this initial lead generation campaign, FMG has continued working on lead generation activities. We have also commencing a lead nurturing campaign for this client. Where we are updating contact and current policy details for those prospects with no immediate insurance need.

So far FMG has competed over 1,300 hours on various campaigns. We have generated 125 face to face appointments. We have also updated prospects details directly in the clients CRM system. This has sensured the records of thousands of prospects are up to date with accurate information.


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Lead Generation, Lead Nurturing, Call Centre Services for EL Blue Greg Puttick, Testimonial from Forrest Marketing Group


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Lead Generation, Lead Nurturing, Call Centre Services for Jayex Healthcare, Michelle O'Brien, Testimonial from Forrest Marketing Group


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Jayex Healthcare

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