Case Study

Insurance Company Increases Policy Quotes 21%

The Situation

One of the largest commercial insurers in the U.S. had two goals for 30k independent agents in their distribution channel:

  • Increase policy quotes and sales
  • Improve product education

The Solution

The company’s previous program was bogged down by reward fulfillment and manual processes. They needed a new program capable of:

  • Multiple nationwide promotions
  • Automated reward fulfillment
  • Effective marketing

They dropped their previous program and partnered with us for a solution that saved time and resources while driving results.

A points-based reward program awarded agents points for completing select liability insurance quotes via the company’s online platform, or collecting online endorsements.

With an online rewards catalog that offered millions of rewards for agents to spend their points on, automated reward fulfillment and dedicated customer support, the new reward program was a major step up from previous efforts.

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Increase in sales of new insurance policies


Increase in policy quotes from participating agents