Case Study: a largest insurers company drives digital policy sales with Perx Technologies

Largest Insurers in the World Reinvents Customer Engagement to Drive Policy Sales

Perx Technologies partnered with a large insurer, which manages over $456 billion in assets for more than 26 million customers. The insurer's challenge was to digitally drive policy sales and improve customer engagement in a competitive market.

Perx Technologies implemented its solution to deliver dynamic, data-driven customer engagements. The platform used instant gratification and conditional rewards to incentivize specific customer actions, such as new policy onboarding and data sharing. This approach also facilitated cross-selling and up-selling through the Banca channel. By combining customer data with rewards recommendations and gamified campaigns, Perx enabled the insurer to achieve a double-digit return on investment for its campaigns.