Founded in 2015, LegacyShield is a secure, cloud based platform for individuals to store all their important information such as insurance policies, wills, accounts, life stories and final wishes with designated future recipients who will receive the information on a trigger event like death.
LegacyShield was looking for a scalable platform with Sales enablement and Marketing Automation that offered visibility with its channel partner engagement and allowed LegacyShield retain control over it’s brand messaging and voice, while also enforcing compliance with the industry standards.
Mindmatrix was able to provide a single, fully integrated sales and channel enablement a scaleable framework that would allow LegacyShield to attain this goal.
With Mindmatrix channel and sales enablement software, LegacyShield was able to:
- Engage its partners better
- Increase website traffic by 40%
- Solve common partner program challenges
- Gain better visibility into partner activities
- Build brand awareness with financial advisors to promote LegacyShield’s products
- Nurture and educate their partners better
- Help partners close opportunities faster
- Target partners with the right messages at the right time
