Case Study: Lincoln Financial Group achieves 100% comfort presenting virtually with Allego

How Do We Get Our Wholesalers 100% Comfortable Presenting Virtually?

Lincoln Financial Group, a global financial services firm of about 4,500 employees, faced a sudden shift to virtual selling when the pandemic hit: roughly 50% of its wholesalers didn’t feel as comfortable presenting virtually as they had in person. Lincoln Financial had already piloted Allego’s Sales Learning and Enablement platform and used it to launch the Virtual Virtuoso program to quickly raise virtual-presentation confidence across its dispersed sales teams.

Using Allego, Lincoln delivered on-demand learning videos, tracked program views to ensure broad participation, ran randomized “hot seat” assessments, and enabled managers to model behaviors via short video communications. The result was rapid, organization-wide adoption of Allego, strong positive feedback that wholesalers’ WebEx presence improved, increased platform engagement and repeat practice through self-evaluation — with Allego providing the tracking and tools to measure and sustain those learning outcomes.

Lincoln Financial Group

Kate Wiley

Training Specialist, Center for Sales Development