Insurance marketing is judged on leads and quotes, while the money depends on which of them bind and renew. We tie ad spend, vendors and calls to quotes, binds and retention in your warehouse, keep tracking within privacy and platform rules, and add AI so your team spends its time on insight and decisions. We have done this for Cigna HK on GA4, GA360 and BigQuery, for a US auto insurance agency scaling paid spend, and for a digital business insurance platform on Salesforce and Snowflake.
Free 30 minute call with the engineer who would do the work. You keep the first fix whether or not you hire us.
Carriers, MGAs, independent agencies, insurtechs and lead-gen heavy distributors selling personal, commercial or health cover.
Cost per lead is easy to see and tells you little. A cheap vendor with a low close rate can cost more per policy than an expensive one, and without bind data by source you keep buying the wrong leads.
We join ad clicks, lead vendor feeds and call tracking to quotes and binds from your agency management or policy admin system. You get cost per quote, per bind and per retained policy by source, campaign and vendor.
Form fills are a weak signal, so Meta, TikTok and Google learn to find people who like filling in forms. When spend scales, lead volume rises and quality falls.
We send verified outcomes such as qualified quotes and binds back to each platform server side, with deduplication against the browser pixel. We did this for a US auto insurance agency across Meta, TikTok and Google while it scaled spend.
Plenty of insurance is still quoted and bound over the phone, and a call from an ad shows up as nothing. Channels that drive calls get cut because the dashboard only counts web forms.
We add call tracking with dynamic number insertion, pass the caller's source into your CRM or agency management system, and match calls to quotes and binds. Qualified calls go back to Google Ads and Meta as conversions.
Multi-step quote forms lose visitors between the first details and the price. Without step-level tracking, product and marketing teams guess at the cause and redesign pages on opinion.
We track each step and field error in GA4 with the raw events in BigQuery, so drop-off splits by product, device, source and state. For a digital business insurance platform we ran SEO testing and tied the results to its Salesforce and Snowflake data.
Google says it makes no representations that Google Analytics satisfies HIPAA and does not offer a business associate agreement for it. Health plans that run GA4 and ad pixels on quote or member pages risk sending protected health information to vendors, and the usual reaction is to switch tracking off and lose all measurement.
We map which pages and events could carry PHI, keep third-party tags off logged-in and sensitive pages, and route what remains through a server-side container where we control every field. Where deeper measurement is needed, we collect it into BigQuery under a Google Cloud BAA. We have run GA4, GA360 and BigQuery for Cigna HK, a health insurer.
Marketing is rewarded for new business, while profit depends on renewals and claims. A source that writes many policies that lapse after one term looks like a winner in every acquisition report.
We carry the acquisition source through to renewals, cancellations and, where appropriate, loss experience in the warehouse. You see retention and value by channel and vendor, and budget can follow the policyholders who stay.
We migrated Cigna HK from Universal Analytics to GA4 and GA360 with no data loss, mapped the quote journey and automated reporting on BigQuery.
We closed the tracking gaps, joined marketing and sales data in Snowflake and ran structured CRO and SEO experiments on top of reporting the whole team trusts.
We set up and verified conversion tracking across Facebook, TikTok and Google Ads so every channel was measured the same way and the team could grow spend with confidence.
Give every lead a source at capture, whether it came from an ad, a vendor or a phone call, and keep that source on the record in your CRM or agency management system. Join binds back to those leads and divide spend by source by the number of binds. A warehouse makes this repeatable, because vendor invoices, ad spend and policy data live in different systems.
No. The Eleventh Circuit vacated the FCC's one-to-one consent rule in January 2025, and the FCC has since removed it and restored the earlier wording. Prior express written consent is still required for many marketing calls and texts, so consent records should be captured and stored with every lead. Take legal advice on your own setup.
Send both as separate events. Leads give the platforms enough volume to learn, and qualified quotes or binds tell them which leads matter. Once the deeper event has steady volume, bidding toward it tends to lift lead quality.
Google says it makes no representations that Google Analytics satisfies HIPAA and does not offer a business associate agreement for it. Keep GA4 and ad tags off pages that could expose protected health information, such as logged-in member areas, and check what your forms and URLs send. A 2024 court ruling narrowed federal guidance on tracking on public pages, while the guidance on authenticated pages still stands.
Tracking that ties every sale and lead to the spend that produced it.
A tested data model of your business that people and AI tools can query.
A senior engineer works on one stuck problem until it is fixed.
Ask your data a question in plain English and get an answer you can check.
The work runs in three steps. You see working output within weeks and can stop after any stage.
A 30 minute call with the engineer who would do the work. We look at your setup, tell you what we would fix first, and whether you need us for it.
Day 1We map your sources, stakeholders and goals, then give you an architecture and a prioritised roadmap. You keep it whether or not we do the build.
2 to 4 weeksWe ship working tracking, models, dashboards and agents every two weeks. You can stop after any sprint, and everything built stays yours.
Every 2 weeksBring the question your team can’t answer fast enough. The engineer who would do the work looks at your setup with you and tells you the first thing we would fix, plus a straight answer on whether you need us at all. It costs you half an hour, and you keep the fix either way.
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