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Rapid field activation and compliance at insurance provider

How a leading insurance provider boosted seller performance and executed critical updates faster.
The Challenge
A leading insurance provider’s sellers previously relied on offline, classroom-only sessions to adopt new products and complete regulatory requirements. This approach slowed execution, left sellers scrambling at year-end to complete enough hours when they should focus on closing deals, and caused over 100 annual terminations of sellers due to missed compliance deadlines. Critical updates via email often lacked clear visibility into seller adoption.
The Solution
BigSpring enabled the company to launch GTM plays, mass personalized based on rank, channel and agency. Sellers engaged at an unprecedented rate, as they built muscle memory on product updates and compliance requirements conveniently on mobile devices, while in the field. Managers tracked execution in real time on BigSpring, ensuring sellers were activated quickly and consistently.
The Outcome
  • 3x more execution initiatives launched, delivered 2x faster with an omnichannel approach
  • 2x higher engagement on integrated LinkedIn Learning content via BigSpring
  • Reduced year-end compliance bottlenecks, avoiding seller turnover and missed targets
"We use BigSpring as a recruitment tool… we show the app to the candidate, even if they have no experience, we have a tool to enable them.”
Head of Agency Distribution
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About the Company
This leading insurance organization provides life and health products to customers worldwide. Fast and consistent activation of its ecosystem of agency sellers is key to meeting regulatory requirements, adopting new offerings, and maintaining competitive advantage.