Case Study Summary
Ceta Insurance implemented a mid-market insurance loyalty program using Preferred Patron Loyalty™ to increase broker engagement, encourage consistent platform usage, and drive higher policy activity.
Company Overview
Ceta Insurance is a non-standard insurance broker offering products such as boat, caravan, and landlord insurance through a distributed broker network across two locations. The business model depends on broker participation and consistent platform usage, particularly among lower-volume brokers who represent a large portion of the overall network.
To improve engagement and encourage consistent activity, Ceta Insurance launched a mid-market broker incentive and rewards program designed to influence behavior and increase participation. With Preferred Patron Loyalty™, the company implemented an automated way to award points for broker activity, track participation, and identify engagement trends. This reduced reliance on manual incentives while strengthening broker relationships through clear, data-driven rewards.
Learn more about Ceta Insurance on their About Us page.
At a Glance
| Insights | A broker rewards program can increase engagement and influence policy volume in B2B insurance distribution |
| Client | Ceta Insurance |
| Industry | Insurance |
| Location(s) | 2 locations |
| Business Model | Insurance broker offering non standard insurance products |
| Loyalty Platform | Preferred Patron Loyalty™ Mid-Market Edition |
| Buyer Segment | Mid Market Insurance |
| Program Impact | 25% increase in broker activity, 5% impact on revenue, 10% improvement in engagement, and 2% improvement in retention |
The Challenge: Incentivizing Broker Participation
Ceta Insurance lacked an efficient way to incentivize brokers to use its platform consistently. Lower engagement among brokers contributed to reduced policy volume, particularly across brokers writing only one to two policies per month.
Traditional marketing and incentive approaches did not provide a clear or scalable way to influence broker behavior or reward performance.
The Solution: A Mid-Market Insurance Loyalty Program for Brokers
Ceta Insurance implemented Preferred Patron Loyalty™ to provide brokers with points for policies written through the platform. Brokers could view their point balances in real time and redeem rewards through an online catalog, creating transparency and motivation.
The platform also enabled targeted campaigns such as double points events and incentive based promotions tied to specific business objectives.
Implementation Experience
Implementation of the mid-market insurance loyalty program was completed with clear guidance and onboarding support. While the setup required multiple software downloads at the time, support staff provided clear explanations and walkthroughs.
“All emails have always been quick to reply to and there has been a solution provided to any queries.” — Tim Grant
Measurable Results
The results of this mid-market insurance loyalty program were measurable within the first reporting cycle.
Higher Engagement
Broker engagement improved as incentives provided a clear reason to increase activity through the platform.
Improved Retention
Retention improved modestly as brokers continued using the platform to accumulate and redeem rewards.
Repeat Activity and Revenue
Policy activity increased as more brokers participated in incentive campaigns, contributing to wholesale premium growth.
What This Means for You
This case demonstrates how a mid-market insurance loyalty program can help B2B insurance businesses influence broker behavior at scale.
Looking Ahead
Ceta Insurance plans to continue expanding its mid-market insurance loyalty program as the business grows, with the ability to add new campaigns without increasing operational effort.
Client Perspective
Ceta Insurance views its mid-market insurance loyalty program as a scalable rewards and marketing tool that supports broker loyalty and ongoing engagement.
Key Takeaways
- 25% increase in broker activity
- 10% improvement in engagement
- 5% impact on revenue
- 2% improvement in retention
- Incentives supported broker loyalty and platform usage
Next Steps
Preferred Patron Loyalty™ helps the insurance industry modernize customer engagement with automation, analytics, and rewards. To see how a mid-market insurance loyalty program can support your organization, explore our
mid-market loyalty programs.
Learn more at Preferred Patron Loyalty™.
About Preferred Patron Loyalty™
Preferred Patron Loyalty™ is a leading provider of customer engagement and retention software for mid market businesses. Our platform helps organizations increase repeat visits, strengthen customer relationships, and drive measurable growth through data-driven loyalty marketing.