RFQ Response

Response Documents

Thank you!

GroPartners creates strategic content programs that unite expectations along the end-to-end customer journey. We are pleased to present these documents in response to the Protective Life Insurance Company Request for Quotation. For your convenience we have posted all response documents in this web page. They can be viewed and/or downloaded for your records and internal distribution.

We have organized this digital response document by sections that correspond to one or more of the requested examples or case studies. Though our team members have extensive experience with a wide range of financial companies, all of the case studies and examples presented represent a single client in the life insurance industry. We believe this focused approach provides the best feel for what it would be like to work with GroPartners.

Some of the sections satisfy more than one requested example criteria. To minimize the volume of this submittal, the last section provides a range of examples not in case study format that may be relevant to your requirements. If your team would like more depth on these, we’d be happy to elaborate.

Please Download or View Documents for Evaluation

Agency Questionnaire

DOWNLOAD Questionnaire xls

GroPartners Capabilities

Capabilities Presentation pdf

GroPartners Discovery Process

DOWNLOAD Discovery xls

GroPartners Organization

GroPartners Org ppt

GroPartners EEO

Equal Opportunity Policy pdf

GroPartners Pricing Summary

Pricing ppt

Case Example: Ongoing Content Support & Millennial Segment

Life-Stage Targeted Content

SITUATION
Allstate has a base of more than 8 million customers for property and casualty insurance products among four demographic segments: Millennials, Young Families, Established Households, and Mature Households. Research revealed that many of these customers have protection gaps and financial wellness issues, and most are not aware of Allstate’s life and retirement solutions. At the same time, leadership initiatives included building the millennial market. The goal was to position Allstate among this future generation of customers as a brand equally footed in P&C and Life & Retirement.

OBJECTIVES
The objectives for this project were multi-faceted. The first priority was to develop innovative content that increases awareness of the positioning and scope of Allstate Life and Retirement solutions across all segments of the current customer base. A key component of the objective was to develop a robust series of engaging content that’s sharable across Allstate assets, its agencies social media feeds, other social media outlets, and email links to customers. At the same time, the content was intended for use in educating producers about the types of personas and situations that they will encounter as they begin to convert P&C customers to Life and Retirement solutions (show v tell).

CONTENT STRATEGY
To more intimately identify with customers, our strategy called for presenting financial scenarios within the context of typical life-stage situations, using a sit-com episodic format. Each episode was designed to weave life-stage situations into financial wellness/literacy and present Allsate as a comprehensive solution. A direct call to action at the end was used to push customers to agents to inquire about life and retirement solutions.

MILLENNIAL STRATEGY
Our research on Millennials revealed that they don’t have much—if any—money to invest today, but with good financial habits they can grow into more profitable segments. Therefore, our content for this segment focused on developing good financial habits, achieving independence, and looking into the future of starting a family.

EXECUTION
GroPartners responded with an episodic video content strategy sharable throughout multiple media channels, campaigns, and across customer segments. Thirty-one episodic videos tell the stories of three families and one young couple, each in different life stages. The series presents the good-humored side of everyday situations, highlighting the impact of typical financial wellness or literacy issues. To enhance brand engagement, the end of each episode asks what the main characters should do to address the financial issue followed by two comical answers and one real call to action.

DISTRIBUTION STRATEGY
These videos were deployed:

  • On various Allstate digital assets to enhance rich media presence
  • As destination assets for corporate social media campaigns
  • To provide content for agents to push out to customers in their independent social media and email campaigns
  • To share with related web financial news and social media publishers
  • As a digital lead generation experiment

RESULT
Content-hungry Allstate agencies across the US posted these videos in their social media feeds to increase awareness of Allstate Life and Retirement solutions and relate to each life stage’s everyday issues. The videos were also picked up by financial media outlets such as The Company Owl, Kapost, published in the Good Hands News, and won positive critical reviews alongside Red Bull and other innovative video series of 2014. The videos are now being re-launched in a yet-to-be disclosed customer acquisition campaign.

Millennial Video Content

Targeted at young adults just out of college

First Date Fiasco

Jason brings Jenna home for the first time.

Budget Birthday Banquet

Jason simmers down his credit card habit

Foosball Finances

Jenna helps Jason evaluate his first big gig offer

How Gelato can Makes Babies

Jenna flirts with the future

The $300,000 Latte

Jason fantasizes about giving up coffee

Young Households Video Content

Targeted at families just getting started

Midnight Surprise

Megan breaks the news to Eric

Late Night Fees

Megan nails Eric on payment procrastination with car repair ransom

Shamed Under the Covers

Eric & Megan can’t escape the truth

Night Sweats

Baby Evan holds Eric and Megan for $250,000 ransom

Promotion Commotion

Megan and Eric deal with good stress and freakishly good timing.

Established Households Video Content

Targeted at families in the thick of it

BBQ Boy Genius

Fast food finances freaks father out.

When Will It Be Just Us?

Rent out your kids to fund your retirement?

Taming the Debt Monster

The Swayze family tackles debt in a concerted effort but Blair may have taken it too far.

Mature Households Video Content

Just when you think you’ve made it, they change the rules

Burning the Mortgage and the Boomerang Boy

John and Julie hit a snag in their plans to downsize

Speaking in Tongues

Trying to understand pension options can drive you out of your mind and into some pretty strange situations.

Shock and Awe

John and Julie hit a new life stage without warning

How Much is Enough?

John and Julie search for answers but instead find…

Case Example: B2B Target | Creative Strategy | Multi-cultural/ethnic

Advanced Planning Solutions for Small Businesses

SITUATION
Over time, Allstate accumulated a library of more than 50 independent marketing communications documents promoting its Advanced Planning offerings; business protection solutions targeting the needs of small businesses. The absence of a comprehensive Advanced Planning overview was restricting sales because agents had difficulty articulating the complete scope of the solution and how all the products worked together.

OBJECTIVE
Provide a comprehensive overview of Allstate’s Advanced Planning services that helped agents pull together the solution scope to introduce the line to small business customers.

CONTENT/CREATIVE STRATEGY
Our strategy focused on developing a master brochure/folder to explain the total scope of Advanced Planning solutions, from big picture and across product lines and associated services. As always, we deployed our solution within the Allstate brand guidelines. Research across several lines involved interviews with line leaders. The content had to be integrated in a way that made sense to agents and expressed unique benefits to their prospects. Because many small businesses in Allstate agency trading areas are run by owners with diverse cultural and ethnic backgrounds, it became important to select imagery that reflected diversity in a small business setting.

SOLUTION
GroPartners researched, wrote, and designed an 8-page, pocketed brochure as an overview of the Advanced Planning solutions categories. The vertical pocket on the inside back cover was designed to allow agents to swap out specific collateral pieces from the Advanced Planning content library as need for targeted presentations.

RESULT
Agency presentations for Advanced Planning increased multifold after the overview brochure was released and distributed to agents through regional sales leaders.

Financial B2B Target: Employers

Collateral system designed to stimulate business acquisition in a multi-cultural B2B environment

Is your business in good hands?

Advanced Planning division overview brochure

Case Example:  B2B Creative

The Moment of Truth

THE SITUATION
Allstate Life and Retirement assessed that its agency network and financial specialists were not living the brand promise to its fullest–personally delivering death benefit checks to survivors. Sales data revealed that agents and financial specialists who did deliver life insurance benefits checks personally achieved more annual life insurance premium growth.

RESEARCH
GroPartners conducted interviews with financial specialists who routinely delivered death benefit checks, as well as with survivors who received the checks. Consensus revealed a higher commitment to true brand values by agents and financial specialists who delivered the checks. They were more committed to their customers on an emotional level, and their customers were more loyal. The financial effect was agents re-capturing the death benefits by writing new business with survivors–whether they were already Allstate customers or not.

OPERATIONAL STRATEGY
Because some distributors would not consider delivering death benefit checks in person, the field regions designated and trained “Moment of Truth” specialists.

CONTENT & CREATIVE STRATEGY
To get the word out across the national agent base and financial specialist network, a kit of collateral materials was developed consisting of:

  • An 8-page brochure citing results of our study
  • Connections with brand purpose
  • Conversation card to assist in sensitive customer contact
  • Sympathy card for survivors
  • Process and program details

Language was solidly rooted in the Allstate consumer value proposition and aimed directly at the challenges and rewards of delivering on The Moment of Truth.

Though Allstate brand and graphic guidelines are strict, we were able to create an emotive backdrop for critical brand-aligned operational content.

RESULTS
After just one quarter of program launch, agent involvement in life insurance claims increased from 35.5% to 90.1%. That number has since leveled out to around 83% involvement, but fluctuates from quarter to quarter. We’ve also enlisted more than 200 agents/financial specialists nationwide to serve as Moment of Truth specialists to ensure that as many beneficiaries as possible receive a check personally delivered by a trusted advisor.

Life Insurance Death Benefit Delivery Program

Research-driven content and creative that delivers the brand

Moment of Truth Brochure/folder

The overview and packaging device for the literature program

Conversation Card

Guidelines for the death benefit delivery conversation

Sympathy Card

Basic protocol that personalizes the interaction

Other Examples

Education

Education of consumers, producers, and employees is an effective alignment strategy. GroPartners has developed entertaining, informative, and educational programs for DOL compliance, Life Insurance and financial literacy, and peer-to-peer best practices for producers.

 

Videos, Animation & Infographics

Marketing Training Infographic

Infographic-style web page helps educate producers on how to handle consumer objections and apathy

Identifying Customer Needs

Peer-to-peer education for producers

Establishing Relationships

Peer-to-peer education for producers

DOL Compliance Training

Opening trailer for 1.5 hour Edutainment-style training program

Life Made Simple: Understanding Underwriting

Animated education, part of an 8-episode series

Transaction Review

Customer choices, explaining post-underwriting premiums

Interactive DOL Training Sample

Engaging live action eLearning module as part of the training program

Product Line Launch Education

Allstate staff introduces new products and line changes to the national distribution force

Life Made Simple: Comparing Life Insurance Types

Consumer and producer education series