Case Study: OneAmerica achieves rapid virtual-selling adoption and consistent advisor engagement with Allego

OneAmerica Masters Virtual Selling Using Allego

OneAmerica, a fast‑growing mutual insurance holding company, needed to rapidly adapt its Retirement Services sales organization from in‑person to hybrid selling—keeping advisor relationships, consistent messaging, and seller adoption intact. To modernize virtual selling, OneAmerica chose Allego and its sales enablement platform (video tools, Digital Sales Rooms, channel drops and learning capabilities) to support more than 50 regional sales leaders and subject‑matter experts.

Allego’s implementation—personalized video outreach, guided content channels, Digital Sales Rooms, and a Mastering Virtual Selling course—centralized content and standardized messaging while boosting engagement. The results included widespread adoption across the division, a $6.5 million letter of intent generated from targeted video outreach, and a 95%+ attendance‑to‑RSVP rate for the invite‑only course, demonstrating improved seller activity and stronger buyer engagement thanks to Allego.

OneAmerica

Rebecca McQuillan

Sales Coordinator