Campaign Report One America's 2017 marketing strategy

Your Role

  • Opportunity to do a full campaign on a selected product/strategy
  • Campaign will be built out for you by Pinnacle marketing department that will include your marketing materials for the advisor and his/her clients
  • Pinnacle team training (in our home office) will include Sales Desk, Case Design, Marketingto ensure a successfull "full circle" campaign. Campaign to be created after training is completed
  • Message to be distributed to Pinnacle's whole distribution and to be included in some of our BDs' newsletters
  • Follow-up call on all 'direct requests" and opens to proceed to the next steps and create new opportunities
  • Broad distribution - included on all social media channels

Campaigns

"One Policy. Joint Benefits"

  • Average open rate 20.6%
  • Lowest open rate 14%
  • Highest open rate 28.9%
  • Everyone who opened the email was called on by our Sales Desk (starting with the advisors, who opened the communication the most). Sales Desk follow up generated additional questions by the advisors and requests to send brochures with more information
  • Two advisors reached out directly to marketing for additional information

"Have you asked your client the important questions?"

  • Average open rate 19.9%
  • Lowest open rate 12%
  • Highest open rate 23.9%
  • Everyone who opened the email was called on by our Sales Desk (starting with the advisors, who opened the communication the most). Sales Desk follow up generated additional questions by the advisors and requests to either send brochures with more information or to resend the communication
  • One advisor reached out directly with a specific case

There were 30 quoted cases during this campaign

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