Case Study: Policygenius upgrades referral journeys and boosts customer-led growth with Extole

PolicyGenius upgrades refer-a-friend with Extole to drive 0% policy purchase conversions

PolicyGenius, a provider of various insurance products, was struggling with a limited refer-a-friend program from a low-cost provider that could not accommodate their different customer journeys. This one-size-fits-all approach prevented them from creating effective, compliant programs and hitting their growth goals, leading them to seek a new vendor, Extole.

Extole implemented a highly integrated and dynamic referral solution for PolicyGenius. The program used journey-specific event tracking to offer tailored rewards, which resulted in a massive success with a significant percentage of referred accounts successfully purchasing a policy.

PolicyGenius