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Iterable Customer Spotlight: Jessica Owen From Policygenius

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Spring is upon us, lastly! Almost time to place away these snow boots, rain galoshes, and outsized winter jackets. With spring comes the March Customer Spotlight, that includes one other one among our extremely gifted prospects.  

In case you wanted a refresher, our Customer Spotlight Series focuses on the artistic geniuses who work behind the scenes to construct nice advertising and marketing campaigns. In every Customer Spotlight, we ask a marketer questions on their profession, how they’re leveraging Iterable, and what they get pleasure from doing outdoors of their day jobs.

March Customer Spotlight: Jessica Owen 

For our March Customer Spotlight, we’re excited to function Jessica Owen, CRM Marketing Manager at Policygenius, the simplest strategy to evaluate and purchase insurance coverage.  Prior to Policygenius, Jessica managed digital technique at Pluralsight and advertising and marketing packages at a number of training startups.

Jessica shared with us how she obtained her begin in advertising and marketing, what she loves about her function, and the perfect recommendation she’s ever been given. 

Jessica Owen headshot

  • Name: Jessica Owen
  • Company: Policygenius
  • Title: CRM Marketing Manager
  • Location: New York City
  • Hometown: Poughkeepsie, NY
When and the way did you get your begin in advertising and marketing?

I used to suppose I might be a reporter, however midway by means of journalism faculty I landed an editorial internship that I cherished and later realized that what I used to be doing there was content material advertising and marketing—a time period and function I had by no means heard of earlier than! At that time I noticed I loved writing on behalf of a model, and my advertising and marketing path finally led me to email and CRM extra broadly.

What do you like about your function?

People most likely really feel a bit of hysteria after they hear the phrase insurance coverage, however at Policygenius we’re making it simple for folks to not solely evaluate and purchase insurance coverage, but in addition be ok with it. This mindset is immediately relevant to the work we do in CRM.

We’re constructing buyer journeys from the second we meet our prospects over email or telephone and serving to them undergo the method of getting insurance coverage—and for some merchandise that may very well be a six-week-long course of!

I really like that we’re in a position to create customized journeys for patrons that provide recommendation, training and professional ideas from our crew to make what may very well be a disturbing activity simple as an alternative.

What do you want most about utilizing Iterable?

Iterable’s Workflow Studio is intuitive and versatile. It helps us energy multi-channel automation at each step of our conversion funnel—together with changing customers for insurance coverage on the high of the funnel, driving telephone requires brokers, and serving to shoppers signal on the dotted line to finish their insurance coverage insurance policies.

We have used Workflow Studio not just for out-of-the-box email and SMS communications, however now we have additionally constructed customized webhooks to set off telephone calls, generate new profiles, handle calendar invitations and extra.

Besides Iterable, what are the opposite instruments in your advertising and marketing toolkit? How are you leveraging them?

Zapier is the spine of lots of our campaigns and inner features at Policygenius. We lean on zaps to check and energy new marketing campaign concepts or workflow logic inside our CRM crew. For instance, as we examined a referrals program, we used Zapier to attach Iterable and several other different instruments collectively to make the method seamless for our prospects.

What’s the perfect recommendation you’ve ever been given?

One of my former managers advised me to “be the CEO of your own idea”—that means nobody else can have as a lot perception, ardour or knowledge round your thought, so it’s as much as you to make it actuality.

If somebody gave you $5 million tomorrow, what would you do?

Pack a bag and begin touring instantly. There are too many unimaginable locations to see!

If you may have any questions for Jessica Owen, register for her session at Activate 19 the place she will probably be discussing find out how to leverage person knowledge to energy a personalised buyer journey.  

Customer Spotlight: Jessica Owen - Register Now for Activate 19

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