Case Study: PolicyGenius achieves 99.2% performance review completion and streamlines performance management with Lattice

How Policygenius Streamlined Performance Management

PolicyGenius, a NYC-based insurtech, needed a more intuitive employee performance management system after outgrowing DIY Google G Suite processes and finding their prior tool’s interface lacking. Cindy Gordon, VP of People, evaluated options and selected Lattice (Lattice Plan platform with Premium Support) to give managers and employees a simpler, more effective way to run reviews, feedback, and goal-setting.

Lattice implemented a continuous performance management solution—real-time feedback, company OKRs and goals, and a usable company directory—backed by hands-on support (including step-by-step guides and a 90‑second demo from Lattice staff). The result was strong adoption and measurable impact: PolicyGenius completed 592 of 597 review components for a 99.2% completion rate, demonstrating that Lattice streamlined their review process and drove accountability across the company.

PolicyGenius

Cindy Gordon

Vice President of People