Case Study: Lincoln Financial Group achieves near-real-time territory insights with MicroStrategy

Mobile app gives lincoln financial group wholesalers near real-Time Insights

Lincoln Financial Group, a Fortune 250 insurer and asset manager, needed to give its wholesaler teams faster, more reliable access to territory and sales data. Wholesalers had been reliant on printed binders and time-consuming manual data prep, so the company set out to centralize territory information and provide near real-time access to up-to-date metrics.

Using MicroStrategy on AWS, Lincoln launched Territory Visualizer, an award-winning iPad app that consolidates sales, compensation, producer profiles, territory opportunity data, geospatial analysis, AI-driven advisor indicators, push notifications and write-back scenario capabilities. Deployed to 700+ wholesalers and support staff, the app delivered real-time insights, boosted productivity and customer engagement, scaled easily in the cloud, and was adopted for executive reporting—earning industry recognition.

Lincoln Financial Group