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Lack of credibility indicators—including outdated branding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
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)






