Introduction
Introduction
Established in 1966, WRS Insurance Brokers is a team of experienced, committed, and ethical insurance professionals. They are a part of the Benefact Group – a charity-owned, international family of financial services companies that give all available profits to charity and good causes.
Their dedicated and highly experienced team currently cater to a client base of over 1200 diverse charities, churches, and other non-profit organisations.
Campaign Overview
WRS’ Commercial Director wanted to develop an effective and professional lead generation strategy to target prospective customers and generate new sales opportunities.
WRS had previously used the services of another telemarketing agency but found that the quality and the quantity of the appointments being generated weren’t great.
It was soon established that WRS Insurance Brokers would provide the data for Beanstalk to call on. This comprised a mixture of charities, churches, and social enterprises.
Beanstalk was to call this data to capture information about when their insurance policies were up for renewal, who their incumbent supplier was, and what policy they had.
Initially, we prioritised calls based on turnover bands and proceeded to book telephone introductions, video meetings and face-to-face appointments to allow their Business Development Executive, to build a rapport with these organisations and generate new business.
Campaign Overview
WRS’ Commercial Director wanted to develop an effective and professional lead generation strategy to target prospective customers and generate new sales opportunities.
WRS had previously used the services of another telemarketing agency but found that the quality and the quantity of the appointments being generated weren’t great.
It was soon established that WRS Insurance Brokers would provide the data for Beanstalk to call on. This comprised a mixture of charities, churches, and social enterprises.
Beanstalk was to call this data to capture information about when their insurance policies were up for renewal, who their incumbent supplier was, and what policy they had.
Initially, we prioritised calls based on turnover bands and proceeded to book telephone introductions, video meetings and face-to-face appointments to allow their Business Development Executive, to build a rapport with these organisations and generate new business.
The Process
The Process
As part of the initial pre-campaign briefing process, we invited the WRS team to the Beanstalk offices for an in-person implementation meeting. This allowed WRS to get to know their account manager and see the team in action.
Once we’d received the client database of registered charities, this was then passed through to Beanstalk’s admin team to filter, cleanse and refine the data to ensure there were no duplicate records before the telemarketer began calling on the campaign.
We assigned a telemarketer from our Professional Services Team who possessed a personable, friendly, and engaging nature. They were able to gather valuable information from each prospect regarding their insurance review and renewal dates. The telemarketer was also responsible for qualifying out prospects who were less than halfway into their LTA.
Weekly review meetings were held between Beanstalk and WRS to discuss the campaign’s progress, talk in more detail about the leads generated for the week and review common objections that the telemarketer was facing. This ensured the campaign was collaborative and that there was direct, two-way communication.
Francesca Kirkham
“We started working with Beanstalk Marketing earlier this year and have been very impressed
Vikki and Dani have both been great in providing us with comprehensive, regular updates as well as producing promising leads. They are both also very friendly and professional and are very quick to answer any questions that I raise.”
Francesca Kirkham
“We started working with Beanstalk Marketing earlier this year and have been very impressed
Vikki and Dani have both been great in providing us with comprehensive, regular updates as well as producing promising leads. They are both also very friendly and professional and are very quick to answer any questions that I raise.”
Enquire Today
Let us share our experience generating leads in your sector and provide a bespoke proposal for delivering an ROI-focused lead generation campaign.
Enquire Today
Let us share our experience generating leads in your sector and provide a bespoke proposal for delivering an ROI-focused lead generation campaign.
