Referral software for insurance brands

Turn trusted policyholder recommendations into a measurable customer acquisition channel. Mention Me helps insurance brands launch, optimise and measure referral programmes while uncovering the wider value of customer advocacy.

Book a demo

Sector_page_header_hero_travel

Group 46

Group 35

Group 40

Group 41

raconteur_vector_logo_2_2

Symprove-1

Staysure

Police Mutual

Avanti

Inshur

LTV CAC – 17

Make insurance easier to choose through recommendations

Insurance can be a challenging decision to make, especially when buyers are unsure about what brand to trust. However, with referral marketing, satisfied policyholders can introduce your brand to friends and family, giving prospects a recommendation from someone they already know before they speak with your team.

Capture referrals at the right moments

Create an ongoing referral process that encourages satisfied policyholders to recommend your insurance brand. For example, you can time the referral request to months 10 and 11, so renewal season becomes acquisition season. This makes referrals easy to share at relevant moments, enabling you to reach prospects who may already have a need for your products.

Diversify your customer acquisition channels

Combine referral marketing with your wider customer acquisition strategy and use existing customer relationships to reach new prospects. You can also compare your referral performance to identify where customer advocacy generates more qualified leads.

Turn word of mouth into conversions you can measure

Track supported referral interactions from a link, code or name-based identification through to conversion. While private conversations are not monitored, Name Share® enables attribution when the referred customer identifies the advocate and completes the qualifying journey.

Keep customers engaged and motivated to refer your insurance brand

Give satisfied policyholders opportunities to advocate for your insurance brand throughout their customer journey. You can set up relevant incentives to encourage customers to share their experience, creating additional engagement between purchases and renewals.

LTV CAC – 17

Make insurance easier to choose through recommendations

Insurance can be a challenging decision to make, especially when buyers are unsure about what brand to trust. However, with referral marketing, satisfied policyholders can introduce your brand to friends and family, giving prospects a recommendation from someone they already know before they speak with your team.

LTV CAC – 20

Capture referrals at the right moments

Create an ongoing referral process that encourages satisfied policyholders to recommend your insurance brand. For example, you can time the referral request to months 10 and 11, so renewal season becomes acquisition season. This makes referrals easy to share at relevant moments, enabling you to reach prospects who may already have a need for your products.

panel_1

Diversify your customer acquisition channels

Combine referral marketing with your wider customer acquisition strategy and use existing customer relationships to reach new prospects. You can also compare your referral performance to identify where customer advocacy generates more qualified leads.

Turn word of mouth into conversions you can measure

Track supported referral interactions from a link, code or name-based identification through to conversion. While private conversations are not monitored, Name Share® enables attribution when the referred customer identifies the advocate and completes the qualifying journey.

Keep customers engaged and motivated to refer your insurance brand

Give satisfied policyholders opportunities to advocate for your insurance brand throughout their customer journey. You can set up relevant incentives to encourage customers to share their experience, creating additional engagement between purchases and renewals.

users-love-us-4fca521cb6d80c30d02e3df6bd0013f5395fb3ae22e81b3e3608e258d8feba63

medal (13) (1)

medal (11)

Momentum Leader Winter

medal

Why insurance brands choose Mention Me

10+ years of referral intelligence

Mention Me’s referral intelligence is built on more than 10 years of referral data. This experience helps brands understand customer advocacy, identify growth opportunities, and make more informed programme decisions.

Benchmark and continuously improve your referral performance

Compare your referral programme against a network of more than 500 brands. Use cross-brand benchmarking to understand performance and identify gaps. Then use A/B testing to experiment with incentives, messaging and referral experiences, continuously improving programme performance based on what works.

Reduce customer acquisition costs

Referred customers can cost 30–50% less to acquire than customers acquired through paid channels. Mention Me helps teams compare referral performance with paid acquisition and identify where advocacy improves acquisition efficiency.

Increase long-term customer value

According to research, referred customers can generate 16%+ higher lifetime value than non-referred customers. With referral reporting and Extended Customer Revenue, Mention Me helps you understand the wider value of customer advocacy.

Turn word of mouth into measurable growth

Referral programmes can contribute 10–15% of new customers, with top-performing programmes reaching 20% or more. We help brands track this activity and connect customer recommendations to measurable acquisition with Name Share®.

Connect your referral programme with ease

Mention Me integrates with the customer data, marketing and reporting systems your insurance brand already uses. You can connect referral data with your existing technology stack to create a smoother journey and reduce the technical work involved in managing the programme.

Subject Isolated White Background

Turn advocacy into growth with Mention Me’s Name Share®

A policyholder might recommend your brand during a phone call, in conversation with a friend, or through a broker relationship. This means that they might never use a traditional referral link. Name Share® lets referred customers identify the person who recommended your brand by name, helping you capture eligible referrals that happen without a link or code.

Learn how Name Share® works

No Image Generated For Financial Concept

Reduce acquisition costs and boost engagement

Often, insurance brands compete for customers across comparison sites, brokers, and paid search. With our referral marketing software, you get an effective way to reach prospective policyholders through existing customer relationships, reducing reliance on paid acquisition channels.

Mention Me also empowers you to keep new customers engaged beyond the initial purchase, supporting stronger retention over time.

Find out more about customer acquisition and retention

Corporate Branding Concept Built for Regulated Brands

Built for regulated brands

As an insurance brand, your referral programmes need to meet requirements around financial promotions, Consumer Duty, and fair value. That means referral communications and incentives need to be clear, while giving customers the information they need to make informed decisions.

Mention Me gives you the tools to build and manage referral journeys around these requirements. We’re also GDPR and PECR compliant, maintaining transparency in how we use and handle your data.

Learn more about our compliance features

Customer advocacy in action

Get inspired by Virgin Experience Days, The Hoxton and other travel and experience providers driving profitable revenue through their brand fans.

Customer advocacy in action

Get inspired by Virgin Experience Days, The Hoxton and other travel and experience providers driving profitable revenue through their brand fans.

Talk to Sales

Not sure where to start? Here are resources to help

Ultimate_Advocacy_Guide_Thumbnail

BLOG

Why Customer Advocacy Is Important For Insurance Brand Growth

See why customer advocacy matters in insurance and how trusted recommendations can help insurers build a stronger acquisition channel.

GUIDE

The Insurance Referral Playbook

Get practical guidance on building and growing a referral programme, including referral strategies, incentives, promotion and examples from financial services brands.

Future-proof growth through advocacy blog

BLOG

Your Existing Customers Could Be A Growth Goldmine

Find out why referred customers are valuable to financial brands and how insurers can turn customer recommendations into a measurable source of new business.

Explore what referral data could do for your brand

See how Mention Me can help you turn policyholder recommendations into a measurable acquisition channel.

Book a demo

CTA_2x-2 2

Explore what referral data could do for your brand

See how Mention Me can help you turn policyholder recommendations into a measurable acquisition channel.

Book a demo

CTA_2x-2 2

1. What should insurance brands look for in referral software?

Look for software that can track referrals from recommendation through to conversion, support both online and offline referrals, integrate with your existing technology, manage incentives, and provide clear reporting on referral performance. It’s also important to consider how the platform supports legal requirements around customer communications and referral incentives.

2. Can referral software help insurance brands with customer retention?

Yes. Referral software can give customers opportunities to engage with an insurance brand beyond their initial purchase. By creating relevant opportunities to advocate throughout the customer journey, insurance brands can continue building customer relationships while generating new referrals.

3. Can insurance brands use referral incentives?

Yes. Mention Me lets brands configure incentives for eligible referrals as part of their referral programme.

4. How does referral software fit into an insurer’s quote and policy journey?

Define where the referral is introduced, how the advocate and referred customer are identified, and which quote, purchase or policy event confirms conversion. Then map the required data between the referral platform, CRM, policy administration and analytics systems. The precise integration and fields should be confirmed for each insurer’s technology stack.

5. How can insurance companies track offline referrals?

Insurance brands can use Mention Me’s Name Share® to capture offline referrals. When a referred customer buys a policy, they can enter the name of the customer who recommended the brand, allowing the referral to be attributed without a link or code.