Case Study: Lincoln Financial Group achieves 100% adoption and 300,000 monthly tracked, compliant wholesaler emails with Seismic

Leverages Seismic to Deliver the Right Message at the Right Time

Lincoln Financial Group, a Fortune 200 financial services company, faced an outdated technology stack and a lack of actionable data that prevented wholesalers from delivering the right product message to the right financial professional — compliantly and at scale. To address this, Lincoln partnered with Seismic, deploying Seismic’s email personalization, Email Blast templates and LiveSend capabilities (integrated with Salesforce) to modernize outreach and support a rapid shift to virtual selling.

Seismic helped Lincoln create compliant, templated and personalized email workflows that wholesalers could use to send territory-specific outreach and schedule meetings directly from messages. The results: Seismic-enabled emails are tracked at more than 300,000 sends per month, the platform reached 100% adoption among wholesalers, one rep reported winning business 95% of the time from a single email, and Lincoln maintained performance and gained market share during the pandemic.

Lincoln Financial Group

Phil Armas

VP of Digital Business