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How Policygenius Makes Insurance Shopping Easy

If you’ve been around our content recently, you might have noticed a theme of Dreamers, Builders and Makers. These are the people behind today’s customer experiences. The ones coming up with big ideas, solving problems and thinking creatively and strategically to make sure every customer has an experience worth remembering. 

As part of our effort to highlight these professionals, we kicked off a new interview series, “Dream It, Build It, Make It.” In this series, I dive deep with guests from a variety of industries to learn more about how they are working to create long-lasting connections with their audiences. We’re all in this together, so what better way to collaborate than sharing ideas?

In our latest installment, hear from Sara Yamamoto and Elle Monah, CRM Marketing Managers at Policygenius, an online insurance marketplace, about how Policygenius personalizes the customer journey to find the right insurance plans for each customer. 

Meet Sara and Elle From Policygenius

Insurance can be a complicated matter, especially in the U.S. Each plan—whether it’s life insurance, auto, home, renters, what have you—comes with a variety of tiny details that change the breadth of the plan. And each of these details can alter a person’s life…and bank account. In my chat with Sara and Elle, they walked me through how Policygenius simplifies the complexity of insurance to ensure every customer is getting the right information to make an informed decision. 

With an industry like insurance, the potential for repeat purchases is limited, too, so we also chatted about how Policygenius utilizes educational material and a personalized experience to keep customers engaged between buying cycles. 

Give it a watch or listen right here. 

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Be sure to subscribe to our YouTube channel so you can be updated every time a new episode is live! You can also follow along on Iterable’s social channels in case you miss any episodes. 

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