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Bulk gift cards for insurance companies
Reward the agents who hit their numbers, the policyholders who renew and the people who refer a friend. Plum sends each gift card in seconds, from your CRM or a spreadsheet.
Trusted by teams at Google, Adobe, Nielsen and Western Digital
How to run insurance agent incentive programs with Plum
Set the contest
Decide the targets, the reward for each tier and the date results close.
Connect or upload
Connect your CRM, or upload the list of winners when the contest ends.
Approve and send
A second person signs off, the cards go out now or on a set date, and you track every send live.
What you get
Rewards for the people who sell and keep your policies
Triggered from your CRM
Connect HubSpot, Salesforce, Zoho or Pipedrive, and a target reached can send the reward.
Scheduled payouts
Load contest winners once and set the date the cards go out.
Their choice of brand
Each agent or policyholder picks a gift card they like.
Agents in any market
One order covers several countries.
Sign-off before it goes
A second person can approve each send, so no reward goes out by mistake.
Tiers you set
Set a different value for each contest tier or target.
Agent sales contests that pay out on time
An agent who wins a contest should not wait a quarter to hear about it. Plum sends the reward the day the results are signed off, at the value you set for each tier.
- Reward new policies, renewals kept or training finished.
- Run separate contests for tied agents and brokers.
- Send by email, SMS or WhatsApp, so agents in the field get it on their phone.
An agent contest, end to end
- Contest
- A quarterly sales contest for your agents
- Target
- Set in your CRM, per agent or per branch
- Reward
- A gift card at the value you set for each tier
- Payout
- Sent the day the results are signed off
Insurance customer loyalty programs built on simple thank-yous
Not every insurer needs a points scheme. A gift card at the right moment, such as a renewal or a completed survey, says thank you without a program to run.
- Thank customers when they renew or sign up to your app.
- Set when each reward link expires, and get unclaimed value back.
- Check first what your market allows you to give policyholders.
Insurance referral rewards for policyholders and agents
Word of mouth brings in new policies. Thank the people who pass on a name once the referral meets your rules.
- Reward the referrer once the referral qualifies.
- Use the same wallet for agent and customer referrals.
- Keep a record of every referral reward sent.
A referral reward
- 1
Someone is referred
A policyholder or agent passes on a name, tracked as you do today.
- 2
The referral qualifies
Your rules decide when it counts, within what your market allows.
- 3
The referrer gets a gift card
Plum sends it by email, SMS or WhatsApp.
Use cases
How insurers use Plum rewards
Agent sales targets
A card for each agent who hits the month or quarter.
Agent training
A thank-you for finishing product or licence training.
Top performer awards
Year-end awards for your leading agents and brokers.
Policy renewals
A thank-you when a policyholder renews, where your rules allow it.
Referrals
A card for the policyholder or agent who refers a new customer.
Claims feedback
Thank customers for a survey after a claim is settled.
Pay on issue, or pay on use
Plum runs on a pre-funded wallet. You choose when itâs debited.
Pay on issue
You pay the full card value the moment each card is sent.
- A fixed, known cost for every send.
- Suits awards and gifts, where every card gets used.
- Unused value stays with Xoxoday.
Pay on use
You pay only for the value people actually spend.
- Unused value goes back to your wallet.
- Suits survey incentives and campaigns, where some cards go unused.
Plum vs paying agent incentives by hand
- Contest results copied from a spreadsheet
- Winners wait weeks for their prize
- The same prize for every agent
- No check before money goes out
- No record of who got what
- Rewards sent from a CRM target or one upload
- Sent the day results are signed off
- Each agent picks a card they like
- A second person signs off
- Every send tracked live
Trusted by global and US teams
HR and people teams use Plum to send rewards in the countries they operate in.
Kennametal
20+ countries
Xoxoday seemed easy to use, and we loved all of the gift card options our employees would have.
Madison Ruff
Senior HRIS Analyst
Our employees really like the Xoxoday rewarding process. The customer service that they offer is exceptional and commendable.
HR Business Partner
H&M India