Case Study: Policygenius boosts policy purchases with Extole's referral platform

PolicyGenius launches industry-specific referral programs in 1 week with Extole

PolicyGenius, an insurance marketplace offering products like home, life, and auto, faced a challenge with its refer-a-friend program. Their previous low-cost provider was too limited and could not accommodate the different customer journeys for each product type, preventing them from hitting their growth goals. To overcome these one-size-fits-all limitations, PolicyGenius upgraded to the Extole platform.

The solution implemented by Extole was a highly integrated and dynamic referral program. Extole provided the flexibility to tailor rewards and track journey-specific milestones, which allowed for deeper insights and optimization. As a result, the Extole-powered program was a massive success, with 60% of referrals with a free account successfully purchasing a policy.

PolicyGenius