Measurable Results in 90 Days
Increase in AI-sourced insurance inquiries
Of relevant AI answers featured their products across 8 major AI engines
Customer acquisition cost reduced via AI referral channels
The Challenge
This digital-first insurance provider faced a critical challenge: consumers were increasingly turning to AI assistants to research complex financial products like insurance, but the provider had no visibility into how their brand and products were being represented in AI-generated answers.
According to Cognizant, 40–60% of consumers now rely on AI to research complex products like insurance. For an industry where traditional SEO attribution is murky at best, the provider needed clear, trackable insights into their AI presence.
Without this visibility, they risked losing market share to competitors who were better positioned in AI search results, all while being unable to measure or optimize their presence in this emerging channel.
The Solution
The provider partnered with Citerra to improve visibility in an increasingly AI-powered decision journey. Within 90 days, their plans and brand were appearing in 35% of relevant AI-generated answers across major engines including ChatGPT, Gemini, Claude, Perplexity, Microsoft Copilot, Meta AI, and more.
Comprehensive AI Monitoring
Tracked brand mentions and product recommendations across 8 major AI engines, identifying where and how their insurance products were being featured.
Competitive Intelligence
Analyzed how competitors were positioned in AI responses, revealing opportunities to differentiate and improve visibility.
Attribution Tracking
Measured the direct impact of AI visibility on quote inquiries and customer acquisition costs, delivering clear ROI metrics.
Content Optimization
Received actionable recommendations on how to improve product descriptions and educational content to increase AI citations.
The Impact
For an industry where traditional SEO attribution is murky at best, Citerra delivered clear, trackable ROI—straight from the source. The results proved that AI visibility optimization was not just a nice-to-have, but a measurable driver of business outcomes.
Key Outcomes
- 10% increase in quote inquiries directly attributed to AI search referrals
- Featured in 35% of relevant AI-generated insurance recommendations across 8 major engines
- 5% reduction in customer acquisition costs through AI referral channels
- Gained visibility into a previously unmeasured marketing channel representing 40-60% of consumer research
- Established a competitive advantage in AI-powered insurance discovery
"With 40-60% of consumers using AI to research insurance, we couldn't afford to be invisible in AI search results. Citerra gave us the visibility and tools we needed to optimize our presence across all major AI engines. The 10% lift in AI-sourced inquiries and 5% reduction in acquisition costs proved the ROI within just 90 days."
Insurance Provider Marketing Team
Digital-First Insurance Company
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