Linking training to increased sales
A leading insurance company wanted to increase the number of policies written by its independent agents. While the company offered robust training resources, agent engagement varied widely, limiting awareness, loyalty, and sales growth.
RESULTS
Engagement scaled quickly, with more than 17,000 agents, roughly half the agent population, actively participating within eight months. In total, agents completed more than one million training missions, directly linking learning to increased sales.
Industry
Financial services
Problem space
Sales team motivation
Channel engagement
Services
Gamification
Challenge
A leading insurance company wanted to increase the number of policies written by its independent agents. While the company offered robust training resources, agent engagement varied widely, limiting awareness, loyalty, and sales growth.
Solution
We launched a gamified loyalty and training program embedded directly in the agent portal. Agents earned rewards for completing training modules, quizzes, and policy activities, while behavioral analytics enabled targeted communications and ongoing engagement. Weekly missions tied to leadership messaging kept the experience fresh and relevant.
Results
Engagement scaled quickly, with more than 17,000 agents, roughly half the agent population, actively participating within eight months. Highly engaged agents increased policies written year over year by nearly 20 percentage points, while weekly missions drove a 200% spike in logins. In total, agents completed more than one million training missions,
directly linking learning to increased sales.
