Case Study: Ohio Large Branded Insurance Company Grows New Business with Referrals using ReferMe IQ™

Ohio Large Branded Insurance Company - Customer Case Study

An Ohio large branded insurance company agent was struggling to grow her book of business despite trying lead generation services, purchased lists, and email campaigns through major CRM and autoresponder tools. She wanted a better way to find more of the right customers, especially professional women who fit her ideal client profile.

Using ReferMe IQ™ (RMIQ), she systematically reached out to clients and her network to request referrals, supported by incentives like a $100 Amazon gift card. ReferMe IQ™ helped her generate warmer referrals and better engagement than her previous “shotgun” efforts, leading to more connections with ideal prospects and stronger business growth.