Closing the Sales Gap for Agents

Allstate Financial wanted to create a meaningful dialogue with existing auto policyholders and empower potential customers to come to a conversation educated about life insurance options. The result was LifeTrek, an online education tool.

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Empowerment Made Easy

Celtic created LifeTrek to walk visitors through a step-by-step life insurance assessment aligned to key life event circumstances. Along the way, DYK elements are presented allowing users to learn and make informed decisions. Personalized solutions provide visitors with a custom information sheet, enabling the conversation to begin further downstream. The result was a greater customer understanding and increased conversion.

To support awareness, ongoing online advertising efforts entice new users to the website portal and generate new use of the online planning tool.

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Elements

Website/Interactive App
Banner Ads
Personalized PDF Generator Technology


Reach out to Jim, our insurance
team leader, so we can learn more
about your insurance marketing needs.