Redesigning the B2B Partnerships landing page to improve conversion rates

Redesigning the B2B Partnerships landing page to improve conversion rates

VISIT.POLICYGENIUS.COM/PARTNERSHIPS

BUSINESS CHALLENGE

Our existing partnerships landing page suffered from multiple usability and conversion issues.

The control version had a 2.3% conversion rate, well below the industry average of 5.2% for B2B landing pages.

Key problems included:

  • Unclear value proposition and partnership benefits

  • High drop-off with form completion/submission

  • Poor mobile experience due to load time (78% of traffic was mobile)

  • Lack of credibility indicators—including outdated branding

  • Confusing information architecture. Important form buried on page.

  • Generic messaging that didn't address specific partner needs

FEEDBACK FROM STAKEHOLDERS

Cross-functional insights revealed critical pain points across multiple touchpoints:

Design Process

Key Design Solutions

Form Design & Placement Fixes
We suspected users weren’t engaging because the form was buried too low on the page. A quick A/B test proved that even adding a simple "Contact Us" button in the hero (that jumped to the form) boosted conversions right away. We took it further by moving the full, redesigned form into the hero with a strong CTA, clearly signaling the page’s purpose. To improve lead quality, we added two optional fields (keeping required inputs the same) and a subtle design element that implied a live team was online to help.

Value Proposition & Messaging
We rewrote the page’s headline to make the value instantly clear: “Partner with the country’s leading online insurance marketplace.” This helped reinforce credibility and immediately communicated what the user stood to gain.

Progressive Disclosure UI
To help users better understand what they’d get post-signup, we included a simplified UI graphic of the dashboard. It highlighted important elements like case reports, application statuses, and inbox previews—giving a quick, visual sense of value and functionality.

Social Proof
We added recognizable partner logos and key stats like “Millions of customers helped” and “$200B in coverage” to build trust fast. These familiar markers gave visitors instant confidence in the product.

Form Bypass Test
We tested an alternative path for users hesitant to fill out the full form. By offering a “commitment-free” bypass, we allowed visitors to continue exploring based on their role—either as an insurance carrier or as a business, independent agent, financial institution, or media contact.

Usability Improvements
To improve the mobile experience (a known drop-off point), we optimized page load times by reducing page weight by 60% through image optimization and code splitting. We also added a shareable social preview image to make the link more attractive when shared externally, boosting discoverability.

Form Design & Placement Fixes
We suspected users weren’t engaging because the form was buried too low on the page. A quick A/B test proved that even adding a simple "Contact Us" button in the hero (that jumped to the form) boosted conversions right away. We took it further by moving the full, redesigned form into the hero with a strong CTA, clearly signaling the page’s purpose. To improve lead quality, we added two optional fields (keeping required inputs the same) and a subtle design element that implied a live team was online to help.

Value Proposition & Messaging
We rewrote the page’s headline to make the value instantly clear: “Partner with the country’s leading online insurance marketplace.” This helped reinforce credibility and immediately communicated what the user stood to gain.

Progressive Disclosure UI
To help users better understand what they’d get post-signup, we included a simplified UI graphic of the dashboard. It highlighted important elements like case reports, application statuses, and inbox previews—giving a quick, visual sense of value and functionality.

Social Proof
We added recognizable partner logos and key stats like “Millions of customers helped” and “$200B in coverage” to build trust fast. These familiar markers gave visitors instant confidence in the product.

Form Bypass Test
We tested an alternative path for users hesitant to fill out the full form. By offering a “commitment-free” bypass, we allowed visitors to continue exploring based on their role—either as an insurance carrier or as a business, independent agent, financial institution, or media contact.

Usability Improvements
To improve the mobile experience (a known drop-off point), we optimized page load times by reducing page weight by 60% through image optimization and code splitting. We also added a shareable social preview image to make the link more attractive when shared externally, boosting discoverability.

Form Design & Placement Fixes
We suspected users weren’t engaging because the form was buried too low on the page. A quick A/B test proved that even adding a simple "Contact Us" button in the hero (that jumped to the form) boosted conversions right away. We took it further by moving the full, redesigned form into the hero with a strong CTA, clearly signaling the page’s purpose. To improve lead quality, we added two optional fields (keeping required inputs the same) and a subtle design element that implied a live team was online to help.

Value Proposition & Messaging
We rewrote the page’s headline to make the value instantly clear: “Partner with the country’s leading online insurance marketplace.” This helped reinforce credibility and immediately communicated what the user stood to gain.

Progressive Disclosure UI
To help users better understand what they’d get post-signup, we included a simplified UI graphic of the dashboard. It highlighted important elements like case reports, application statuses, and inbox previews—giving a quick, visual sense of value and functionality.

Social Proof
We added recognizable partner logos and key stats like “Millions of customers helped” and “$200B in coverage” to build trust fast. These familiar markers gave visitors instant confidence in the product.

Form Bypass Test
We tested an alternative path for users hesitant to fill out the full form. By offering a “commitment-free” bypass, we allowed visitors to continue exploring based on their role—either as an insurance carrier or as a business, independent agent, financial institution, or media contact.

Usability Improvements
To improve the mobile experience (a known drop-off point), we optimized page load times by reducing page weight by 60% through image optimization and code splitting. We also added a shareable social preview image to make the link more attractive when shared externally, boosting discoverability.

Results

Results

Results

(within 8 weeks of launch)

(within 8 weeks of launch)

127%

127%

127%

Increase in Lead Conversion

Increase in Lead Conversion

43%

43%

43%

Form
Completion Rate

Form
Completion Rate

Form Completion Rate

$340K

$340K

$340K

Quarterly
Revenue Impact

Quarterly
Revenue Impact

Quarterly Revenue Impact

LEARNINGS

What Worked Well:

  • Data-Driven Decisions: Using conversion funnel analysis to identify drop-off points led to targeted improvements

  • Cross-Functional Collaboration: Regular stakeholder check-ins ensured business requirements aligned with user needs

  • Mobile-First Design: Addressing mobile usability issues had the highest impact on overall conversion

  • Progressive Disclosure: Reducing cognitive load through visually simplified forms significantly improved completion rates



Future Opportunities:

  • Implement dynamic content personalization based on partner type (carrier vs. advisor vs. fintech)

  • Add interactive ROI calculator to help partners visualize potential earnings

  • Develop partner success story video library for enhanced social proof

  • Create dedicated landing pages for different acquisition channels (paid, referral, organic)

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