CUSTOMER: JERRY

Jerry simplifies the frustrating and time-consuming aspects of car ownership. As a licensed insurance broker in all 50 states, the company helps millions of drivers across the country compare quotes from 100+ insurers in minutes, purchase a policy, and manage payments all in one place. Central to that experience is seamless, reliable bank account connectivity through Plaid.

Problem: To deliver the smooth, end-to-end insurance experience the company is known for, Jerry needed a bank connectivity solution that could match the speed and simplicity of its core product. In other words: a quick, easy, and secure way for customers to link their bank accounts and set up autopay, without leaving the app or manually entering their account details.

Solution: By integrating Plaid into the payment setup flow, Jerry gives drivers a fast, trusted way to connect their bank account in just a few taps. Customers can confirm their account details and verify they have funds ready before completing their purchase. No paper checks, no typos on a routing number, and no wondering whether the payment will go through. Just a smoother path to activating coverage and getting on the road with confidence.

Key results:

• A simplified purchase experience

• Reduced manual errors and ACH failures