Built For You
Confident Choice can be customized to integrate your offerings, research, and customer data, where appropriate.
Issue
Financial and Insurance providers lose highly qualified leads every day, before the sales conversation begins. In the gap between lead generation and sales close, good prospects walk away because they do not have the confidence or trust to start a conversation
Common Traits of Prospects:
- They are on the defensive before a conversation begins
- They have no basis for building trust
- They are concerned about sharing contact information
- They are confused about appropriate solutions
- They fear being “sold”
- They are frozen with “paralysis by analysis”
Answer
Confident Choice bridges the gap, providing:
- The prospect with a quick feedback process to overcome their confusion and uncertainty
- The prospect with unbiased education about the solutions that are most aligned with their needs
- The provider with a pre-qualified lead who is educated, engaged and prepared to have a conversation
- The provider with critical information about the prospect’s needs and mindset, before wasting valuable time
- The enterprise with a higher yielding sales process and improved lead ROI
Benefits
Retain customers
Enhances customer relationship and trust by reinforcing the buyer’s sense of control
Support Compliance
Supports the delivery of required educational information and file capture of customer input
Increase Trust
Converts uncertain consumers into confident clients
Get more qualified leads
Increases the yield of qualified leads from any lead generation and prospect acquisition process
Routes leads based on business value and readiness to buy
Increase close rates
Increases close rates by building prospect confidence and trust
Reduces up-front education and “talk-time” to lower cost of sales
Delivers selected prospects to agents at the right time, based on lead input and profile information
Background
Peter D. Geismar is the creator of Confident Choice®. He has over twenty years of expertise making complex products, information, and ideas relevant to consumers and distributors. He is experienced in multiple distribution channels – direct, web, interactive, film and television – and is passionate about understanding the customer context in order to deepen their engagement with complicated information.
Prior to creating Confident Choice, Peter spent over ten years integrating investment and insurance products for retail customers, first as Executive Vice President at Golden Retirement Resources, Inc. (GRR) and then as Vice President at MassMutual (which acquired GRR in 2005). He led multi-disciplinary teams in the design and implementation of an innovative product planning, illustration, and client reporting system targeted to retiring baby boomers. The integrated plans, reports, and web sites simplified a complex offering and could be understood by customers and distributors alike. It was distributed through the career agency systems of Principal Financial Group and MassMutual.
Prior to his career in financial services, Peter was an Internet consulting executive, managing enterprise web development and user experience programs for clients such as Citigroup, MasterCard International, Principal Financial Group, USAA, and First Union. He served as Vice President at Sapient Corporation, a leading business and technology consultancy, and was a Partner at the brand and identity agency Lippincott (part of the Marsh & McLennan Companies), where he led firm-wide interactive strategy. He was CEO and Executive Producer at Geismar & Groth, Inc., where he co-directed numerous interactive multimedia projects, including an interactive digital workshop with Deepak Chopra, M.D., published by Random House. Peter has extensive experience as a producer and director in film and television.
He earned his B.A. from Harvard College.