Case Study: OneAmerica improves virtual selling and buyer engagement with Allego

OneAmerica boosts virtual selling with Allego and drives 95% advisor attendance

OneAmerica, a financial services company, faced the challenge of adapting its relationship-based sales process to a virtual and hybrid environment during the pandemic. Their sales enablement team needed new tools to replace in-person meetings, maintain strong buyer relationships, and ensure consistent messaging. To address this, they turned to the vendor Allego and its sales enablement platform.

Allego's solution provided tools for personalized video sharing, guided sales content, and Digital Sales Rooms to centralize information. This implementation led to improved seller adoption, with one regional director using a video to secure a $6.5 million plan. Buyer engagement also significantly increased, evidenced by a 95% attendance rate for an exclusive virtual selling course, overcoming widespread Zoom fatigue.

OneAmerica