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How Policygenius Makes Insurance Shopping Easy

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If you’ve been round our content material lately, you might need observed a theme of Dreamers, Builders and Makers. These are the individuals behind immediately’s buyer experiences. The ones developing with huge concepts, fixing issues and pondering creatively and strategically to verify each buyer has an expertise price remembering. 

As a part of our effort to focus on these professionals, we kicked off a brand new interview sequence, “Dream It, Build It, Make It.” In this sequence, I dive deep with friends from quite a lot of industries to be taught extra about how they’re working to create long-lasting connections with their audiences. We’re all on this collectively, so what higher approach to collaborate than sharing concepts?

In our newest installment, hear from Sara Yamamoto and Elle Monah, CRM Marketing Managers at Policygenius, an online insurance marketplace, about how Policygenius personalizes the shopper journey to seek out the fitting insurance policy for every buyer. 

Meet Sara and Elle From Policygenius

Insurance is usually a sophisticated matter, particularly within the U.S. Each plan—whether or not it’s life insurance coverage, auto, dwelling, renters, what have you ever—comes with quite a lot of tiny particulars that change the breadth of the plan. And every of those particulars can alter an individual’s life…and checking account. In my chat with Sara and Elle, they walked me by how Policygenius simplifies the complexity of insurance coverage to make sure each buyer is getting the fitting info to make an knowledgeable determination. 

With an trade like insurance coverage, the potential for repeat purchases is restricted, too, so we additionally chatted about how Policygenius makes use of academic materials and a customized expertise to maintain prospects engaged between shopping for cycles. 

Give it a watch or pay attention proper right here. 

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