Case Study: Jerry.ai achieves 15% higher conversions and $15K/month operational savings with CleverTap

How Jerry.ai Improved Their Conversion Rate by 15%

Jerry.ai is a technology-driven insurance broker that compares quotes from 45 providers and lets users register on the web and buy policies through a mobile app. They struggled to implement event-based, personalized communications and retargeting across a four-stage funnel (acquisition, onboarding/activation, engagement, retention), especially because many users completed web sign-up but didn’t immediately download the app.

Using CleverTap’s custom events, Journeys, and inaction-triggered omnichannel campaigns, Jerry deployed segmented, automated messaging and real-time analytics to guide users through the funnel. The result: a 15% lift in conversions, roughly $15,000 in monthly operational savings, improved registration-to-purchase conversion, and stronger capabilities for future cross-sell and retention efforts.

Jerry.ai

John Spottiswood

Chief Operating Officer