Case Study: Ceta Insurance boosts broker activity with Preferred Patron Loyalty

CETA Insurance boosts broker activity 25% with Preferred Patron

Ceta Insurance, a non-standard insurance broker, faced a challenge in efficiently incentivizing its distributed broker network to consistently use its platform, which was impacting policy volume. To address this, they implemented the Preferred Patron Loyalty™ mid-market loyalty program to automate rewards and increase broker engagement.

Using the Preferred Patron Loyalty™ platform, Ceta Insurance awarded points to brokers for policies written, allowing for real-time tracking and redemption. This solution led to measurable improvements, including a 25% increase in broker activity, a 10% improvement in engagement, and a 5% impact on revenue, demonstrating the effectiveness of Preferred Patron's automated incentive program.

CETA Insurance