Lincoln Financial

Lincoln Financial offers a ‘whole of life’ protection product called Financial Foundations. As awareness of both product and provider needed a boost, our brief was to target a number of key Independent Financial Advisers.

The challenge lay in generating interest – and meaningful dialogue – in a cluttered marketplace.
 
The Proctors response
Given the predominantly masculine and time-poor audience, we decided to set a challenge: could IFAs find more competitively priced protection. Through print, email and web, the gauntlet was laid down, with a fantastic prize – a trip to Madison Square Gardens, NYC on offer.

Our strategy encompassed three waves of DM. Each wave followed up by telemarketing. Using the Intimis personalised url system and real-time tracking meant monitoring customer activity was simple. This meant telesales leads were always warm and communications could be adapted to increase response.
 
The results
Lincoln Financial was more than happy with the results. Year-on-year, comparison quote requests increased by a massive 63%.

Find out more about Intimis here