PeopleLinx continues to connect distributed TPA teams with financial advisors looking to increase their revenue.
OVERVIEW
PeopleLinx partnered with one of the nation's largest third-party administrators specializing in delivering comprehensive benefits administration solutions. PeopleLinx helps them and other TPAs reactivate old leads and generate new qualified meetings with financial advisors looking to increase their retirement plans for small and medium-sized businesses.
By implementing a complete revenue orchestration system — including go-to-market planning, prospect lists, messaging, outreach software, sales enablement, and campaign management — PeopleLinx was able to successfully increase lead flow by 5X within 60 days.
Average results across TPA clients show a 5–10X increase in monthly lead flow and qualified opportunities. Using PeopleLinx, the average retirement professional engages 250+ new prospects weekly, generating upfront meetings and a steady flow of in-funnel prospects for targeted follow-through.
Within 60 days, one rep generated 30+ qualified meetings and a reply rate of 38%. To put that in context, the average reply rate for cold B2B email outreach in 2024–2025 hovers around 5% (often 1–5%), meaning this result is 7–8× higher than typical performance.
The Challenge
Despite having a robust database of leads that had shown interest in their services in the past, this TPA struggled with re-engaging these potential clients. The primary challenges included:
Limited time and resources to dedicate to a reactivation program.
Updating and cleaning the lead data to ensure communication efforts would be effective and reach the intended recipients.
Developing highly personalized outreach strategies that would resonate with each segment of their dormant leads.
Measuring the effectiveness of re-engagement efforts and optimizing strategies for better results.
The Solution
PeopleLinx proposed a comprehensive strategy to address this TPA's challenges, focusing on data-driven approaches and personalized outreach to re-activate old leads. The process involved several key steps:
RESULTS IN THE FIRST 90 DAYS
The PeopleLinx program yielded impressive results, significantly increasing pipeline by 5X in just 90 days with 2 reps.
The personalized outreach campaigns led to an increase in conversion rates, with more leads moving along the sales pipeline than ever before.
Dormant leads were successfully re-engaged, with 60+ qualified leads expressing renewed interest.
CONCLUSION
The partnership between TPAs and PeopleLinx demonstrates the power of targeted, data-driven lead re-engagement strategies. By leveraging PeopleLinx's software and expertise in reactivating old leads, TPAs are able to breathe new life into their sales pipelines, ultimately driving more business and reinforcing their positions as leaders in benefits administration solutions.
GET IN TOUCH
If you'd like information on how PeopleLinx helps TPAs be more productive
and successful, please get in touch. We'd love to hear from you.
