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Personyze
Insurance · Website Personalization

An insurer’s homepage that knows why they came.

A car-insurance ad click, a quote left at step 2, a home policyholder with no auto policy, and a first-time buyer three chapters into the guide. The hero, the top bar, the quote form and the reading list change for each — and the new-customer discount never reaches a customer. Switch the visitor below to see all four.

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harborline.com
New customers: save up to 15% when you buy your policy online
AutoHomeRentersClaimsLearnGet a quote
AUTO INSURANCE

Your car insurance quote, in about five minutes

Tell us about your car and who drives it. You see a price before we ask for a single contact detail.

Start my auto quoteWhat affects my price
Start with your car
ZIP codeYear, make and modelSee my price
The form opens on the car because the ad was for car insurance. Home and renters are one tab away.
Before you choose coverageMatched to the ad keyword
Matched to keyword
How your auto price is worked outSix factors, in plain words
Liability, collision, comprehensiveWhat each one actually pays for
Discounts you may already qualify forSafe driver, good student, multi-car
I searched for a car quote and got a car quote. The price was on the screen before they asked for my email.Harborline auto customer — Columbus, OH
How it works

One homepage, four reasons to be on it.

01

Read how they arrived

The paid keyword and the campaign are known on the first page view. An ad for car insurance opens on the car question; an organic visit, which carries no keyword, gets the standard homepage.

02

Remember what they did

Quote steps reached and guide chapters read are kept on the visitor profile between visits, so a half-finished quote and a week of reading both count the next time they arrive.

03

Recognize who is already a customer

Upload the policyholder list from your CRM. Once they sign in, the page leads with their policy and documents, and offers the one product they do not have yet.

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Under the hood

How Personyze personalizes this insurer’s homepage.

01

The ad keyword chooses the product

A paid click for “car insurance quote” carries its keyword, so the hero, the quote form and the reading list all lead with auto. Google does not pass organic keywords, so an organic visitor sees the standard homepage — the same page a share of paid clicks keeps as the control, which is how the auto-first version is measured.

02

A half-finished quote is picked up, not restarted

The step pages reached on an earlier visit put this visitor in a “quote started, not finished” audience. The hero and the top bar say how far they got and send them back to step 2; the quote form itself keeps their answers.

03

A customer sees their account, not an ad

Home policyholders are matched from a CRM list when they sign in. The page leads with their policy, their documents and the renewal date, and offers the one product they do not have: auto, as a bundle.

04

The new-customer discount is suppressed

The “save up to 15%” banner is for people who have never bought. Policyholders are excluded from it by rule, so the bar across the top shows their renewal date instead.

05

The form asks only for what is not known

For a policyholder, the name and policy number are filled in from the account and the form asks about the car alone. For a paid-search visitor it starts on the car, because that is what the ad was for.

06

Reading picks the next chapter

Three first-home articles put the visitor in a first-home audience. Content recommendations show the chapters they have not read yet, and the hero turns the guide into a home quote they can start as soon as they have an address.

Questions

Questions about this example

How does Personyze know which product a paid-search visitor wants?

It reads the keyword of the paid ad click, which arrives with the campaign parameters, and targets on it. An ad for car insurance can open the homepage on the auto quote. Google does not pass organic search keywords, so organic visitors get the default page.

Can Personyze recognize a visitor who left a quote unfinished?

Yes. The quote-step pages a visitor reached are kept on their profile between visits, so an audience such as “reached step 2 but not the confirmation page” can change the hero and the top bar the next time they arrive. The quote form keeps the answers; Personyze uses how far they got.

How are existing policyholders kept out of new-customer offers?

Upload the policyholder list from your CRM or an integration, and match it when customers sign in. Any campaign can then exclude that audience, so the new-customer discount is suppressed and the page shows the account, the renewal date and a bundle offer instead.

Build your own

Personalize your quote journey.

Lead with the product they searched for, pick up the quote they left, and give customers their account instead of an ad — on the site you already have.

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