A-Plan insurance provide a wide range of policies for commercial and residential clients. They wanted to better embrace digital channels, raising their profile and providing clients with helpful content to improve client retention, lead generation and brand awareness.



High street branches




Building relationships on digital channels

A-Plan insurance’s main goal is to always provide the best service for their clients, they pride themselves on creating strong long-lasting relationships. With social media now established as a key communication channel, a-plan insurance realised they needed to implement a first-class social strategy that would put them ahead of the competition by offering market-leading customer experience.

A-Plan insurance help build local brand awareness

They also became increasingly-aware that comments made on Facebook pages, Twitter feeds and company blogs all had a direct, and very public, impact on the online reputation of their company. A-Plan insurance encourage their employees to share content about the communities which their branches serve – including participating in local business networking events, charitable activities and sponsorship of local sports clubs. A-Plan wanted to ensure that they could help support this activity and help branches build local brand awareness.

Driven by proven success

A detailed requirements list was compiled by the a-plan insurance team, outlining the key requirements and functionalities that a social media management platform needed to possess to help them achieve their goals. They searched the web and after much deliberation, drew up a shortlist of potential vendors. The functionality and partnership approach that UK-based Orlo offered ticked all the boxes for them, combined with the way they had helped organisations such as Warwickshire County Cricket Club to engage with their local audiences, clearly highlighted how the platform could be used to support their social media growth strategy. Their team were able to envision how Orlo would help them to build better brand awareness from a central location whilst also supporting local branches with their activity, driving strong business impact statistics.

Streamline their activity

Within twenty four hours, A-Plan insurance were having their first training session with a member of the client success team at Orlo’s, enabling them to drive immediate benefit out of the platform as quickly as possible. The platform UI also meant that A-Plan insurance could learn to navigate with ease and start to utilise the platform fully within only a matter of hours. The team found it immensely easier to have all their social accounts in one central location, with a unified inbox that allowed all conversations to be monitored and shown in one stream.

Publishing across multiple social networks

Publishing outbound content to multiple social networks previously meant that they were wasting hours painstakingly logging into separate networks, but now they were able to use this time to focus on creating great engaging content. Amongst their multiple charity campaigns, the A-Plan insurance Birmingham branch generated brilliant results, raising awareness around their sponsored skydive in support of a local hospital. Collaborating together within Orlo, they were able to set-up the campaign and schedule content in just a few clicks.

Clear business impact

In a relatively short time, A-Plan insurance began to see an increase in more engaged followers and a higher number of social referrals to the website. Their partnership with Orlo has allowed them to track all these analytics efficiently and build easy to read and informative reports which can be shared with senior stakeholders. A-Plan insurance have seen an increase in prospects and clients contacting them via social media, which they have been able to manage with ease using Orlo’s suite of social customer service features.

Awareness campaign

The awareness campaign for the local branch in Birmingham was also a resounding success. Social posts surrounding the charitable event helped them to drive social referrals to both the company website and just giving page. This strategy has now been utilised throughout all their branches across the UK – helping them to build a positive affiliation with their brand.

A-Plan @aplaninsurance

“With Orlo we have been able to improve our presence on social channels and improve our relationships with prospects and existing clients”.

- Helen Costin - Marketing Executive

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