Custom Checklists
Design and share checklists based on customer preferences and your business objectives. Help customers make informed decisions and buy the right policy. Target greater awareness and an increase in sales.
83%
Of customers who had a positive experience agreed to refer others to an insurance agency.
28%
Of Millenials say if a friend or colleague doesn’t refer something, they won’t try it.
92%
Of customers reported to be more influenced to buy from personal referrals.
Reviews & References
Cultivate a rich review sharing culture by motivating customers to share positive reviews of your community culture, insurance plans, and support. Positive reviews inspire confidence and reinforce trust in your insurance company’s services.
Community Assistance
Develop strong connections that retain customers. Nurture a robust and supportive community by enabling local help and support. Create a valuable community support system that shares resources and motivates to buy the right insurance plans.
Personalized Referrals
Tap into your customers’ social connections to grow your network. Easily reach out to thousands of new individuals and families to expand your network without any marketing expertise at very low acquisition costs.
Rewards Options
Keep tenants motivated at all times by encouraging them to share helpful resources, perform advocacy activities and adhere to treatment guidelines. Offer unlimited reward options and incentives, while we handle fulfillment at 0% commission.
Social Recognition
Motivate your customers to interact frequently, follow checklists, and achieve financial goals by assigning them digital badges that come with exclusive privileges and enhance their social status.
Effective Customer Engagement Starts with Proven Methods.
1
Recognition & Communication Modules
2
Exclusive Customer Promotion & Incentives Modules
3
Community Building Gamification Modules
4
Incentivized Idea & Feedback Modules
Easy to Setup & Flexible to Run
Easily define rules/goals and incorporate game features to boost customer activity, reward and recognize top customers, and track progress.
Reduce Churn, Boost Connections
Gamification helps customers stay connected with other customers, motivates them with individual recognition, and encourages them to interact with the brand and each other, all of which boost retention.
Unlimited Rewards
Reward customers for their referral and engagement efforts by offering discounts and/or gift cards from either in-house rewards or through nearly 200 vendor options.
Reduce Overhead with Commission Free Rewards
We never take a commission on rewards and with our flexible redemption rules, you can motivate users to redeem rewards faster, both of which save you even more money.
Useful Links
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Referral Solution
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