Allego for Insurance

Engage with Clients Like Never Before

Accelerate sales in competitive markets with the learning and readiness platform built for distributed teams.

$1.6M New Revenue

See how Ash Brokerage increased advisor engagement and drove new sales.

Drive Performance for Remote Teams

Increase productivity, reduce costs and drive engagement with video. Engage new hires quickly, develop critical skills and drive faster results for your organization. Empower managers with the information they need to lead successful teams.

Modern Training for Competitive Teams

Train High-Performing Teams
Train High-Performing Teams

Create, deploy and scale training programs that drive sales success.

Collaborate Seamlessly
Collaborate Seamlessly

Reinforce best practices with peer-to-peer collaboration and user-generated content.

Maximize Reach
Maximize Reach

Reduce costs, improve efficiency, create and share interactive training content quickly.

Coach More Effectively
Coach More Effectively

Assess competencies and deliver targeted skills training that keeps your salespeople engaged.

Collaboration

Connect and Empower Client-Facing Teams

Share sales strategies and product positioning to gain a competitive edge.

Capture best practices and competitive intelligence right from the field
Foster peer-to-peer learning with interactive video
Keep salespeople engaged and informed with rapid updates
Serve up deal-specific content at the moment of need
Wholesaler Communication

Arm Wholesalers with Consistent Messaging in a Rapidly Changing Market

Share high-impact insights to scale engagement with clients.

Reach clients with engaging video content
Build better relationships and speed time to sale
Deliver just-in-time content to handle objections
Give teams the knowledge and confidence they need to win every deal

I can tie $1.6 million of additional revenue to Allego. And hard numbers aside, my wholesalers tell me that regularly seeing each other’s faces through the Allego videos helps them overcome the loneliness they sometimes experience in the field, and that they feel more connected to one another than they have in 20 years working together.

Mike McGlothlin EVP / Ash Brokerage

Instead of having to bring over a third of our reps back into the home office to re-certify, we were able to drive to a 100% success rate on the MFS Investment Process Story.

John Heroux Director of Learning and Development / MFS

We’ve had 100% sales adoption with about 48,000 peer views on the platform in the first 12 months. But for me, the biggest impact is the behavioral and cultural shift that we’ve undergone in the organization.

Head of Learning and Development / Global Asset Management Firm

We need this kind of connection. Our main offices are in Greenwood Village, Colorado, but we have offices in Overland Park, Kansas City, Andover, Massachusetts, Milwaukee and Bangalore, India. We also have people working from home offices across the country. Allego makes them feel more involved and more connected. It brings people together.f

Jamie Cabral Senior Training Specialist / Empower Retirement

See Allego in Action

Find out how you can deliver training at the moment of need, increase engagement and foster collaboration across your team. Request your demo today.

Demo Request