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How a Global Insurer Drove Digital Policy Sales and Engagement Across 26M Customers With Perx
A next-gen global insurer used Perx to activate millions of policyholders with instant rewards, gamified campaigns, and data-driven personalisation, turning everyday customer actions into measurable policy growth and double digit campaign ROI.
With more than 26 million customers and 456 billion dollars in assets under management, the insurer needed a scalable digital engagement strategy to deepen relationships and influence policyholder behaviour. Traditional campaigns were slow, generic, and disconnected from customer actions, making it hard to drive cross sell, up sell, or recurring engagement at scale.
Perx deployed an integrated engagement layer that combined big data, reward recommendations, and gamified smart campaigns. Customers received instant rewards for actions like new policy onboarding or sharing lifestyle data. Banca channel customers were offered conditional rewards redeemable upon purchase of additional insurance products, enabling targeted cross sell and up sell without friction.
The insurer delivered digital customer engagements across more than 26 million policyholders using Perx. Instant gratification journeys improved onboarding quality and increased voluntary customer activity such as weekly lifestyle submissions. Conditional reward flows strengthened cross sell and up sell performance within the banca channel, while gamified campaigns consistently achieved double digit campaign ROI. The unified approach created a scalable, repeatable model for digital policy growth and ongoing customer engagement.
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