Closed revenue, not pipeline stages
Rank channels by the revenue they closed rather than the opportunities they created.
For Insurance Carriers
Which channels produced bound premium?
Match bound policies and the premium they carry, renewal after renewal, to the campaigns and partners that produced the policyholder.
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The blind spot
What's actually happening
Quote volume is the industry's default metric and the least useful one. Bound premium and retention are what the loss ratio and the growth plan are built on.
Cycles longer than any attribution window
A contract signed four quarters after the click still credits that campaign.
Defensible in a board pack
Only exact matches count automatically; unmatched revenue is shown, never redistributed.
The number you can take into a budget meeting
Not impressions, not leads, not cost per click. Closed revenue, by the channel that produced it, for a period you choose — with the portion we could not trace shown rather than quietly shared out across your paid channels.
FY2026
Total revenue $9,000,000
Attributed to a channel $5,040,000 56% of revenue
Average deal $928
Match rate 73%
| Channel | Sales | Revenue | Share |
|---|---|---|---|
| Google Ads | 1842 | $1,710,000 | |
| Aggregators | 2517 | $2,340,000 | |
| Meta Ads | 1064 | $990,000 | |
| Direct / Unknown | 4262 | $3,960,000 |
Aggregators report their own conversions, which is not a control
Comparison sites and aggregators self-report performance, and those figures are rarely reconciled against the policies actually bound in the carrier's own system.
Uploading the aggregator lead export as a source file and matching it against bound premium gives an independent count. For most carriers it is the first genuinely neutral measurement of that spend they have ever had.
Retention decides which channel was actually good
Two channels binding premium at the same acquisition cost are not equivalent if one produces policyholders who renew for eight years and the other produces annual shoppers.
Because the match is on the policyholder, every renewal credits the original channel — and once retention is in the ranking, the cheapest acquisition channel is frequently the worst one.
What changes when you can prove it
You stop defending the budget and start growing it
"We generated 400 leads" invites an argument. "This channel closed $186,400 last quarter, here is the reconciliation" ends one. The teams that can show closed revenue by channel are the teams that get the next increase approved, because they are asking with evidence rather than with conviction.
You can cut the wrong channel without a fight
Killing spend is politically harder than adding it, because someone always owns the channel being cut. A number that reconciles to the sales export takes the argument out of the room — you are not overruling a colleague's judgement, you are reading the same ledger they are.
Your reporting survives the finance review
Platform-reported conversions do not reconcile to revenue, and eventually someone in finance notices. Reporting built from your own closed-sales export starts from the number finance already trusts, which is why it holds up when it is checked.
You answer in an afternoon, not a quarter
Because this reconciles exports rather than tracking visitors, it works on months that have already closed. You are not instrumenting now to learn something in ninety days — you can answer for last quarter today, which is usually when the question is being asked.
What insurance carriers usually push back on
Our channel partners report their own numbers.
Which is exactly what an independent match is for. Upload their lead export and compare it against your own bound premium.
We are regulated and audited.
Nothing is inferred and nothing is redistributed. Every counted match traces back to two records you supplied.
Policyholder data is tightly controlled.
Only a contact detail, a premium amount and a date are needed. No policy numbers, no claims, no underwriting data.
Pricing
Flat monthly pricing with no per-call, per-minute or per-form fees. The number here is the number on the invoice. Most insurance carriers land on Enterprise — ten seats for the team and the highest monthly record allowance, since a year of closed deals is a lot of rows.
Starter
A single business getting started
$49/mo
billed monthly
- 1 workspace · 1 seat
- 500 sales records / month
- 6-month saved history
- Phone + email matching with confidence tiers
- Assisted column mapping
- Your logo on every report
- CSV export
Growth
Most popularA business scaling ad spend
$199/mo
billed monthly
- 1 workspace · 2 seats
- 5,000 sales records / month
- 13-month history (year over year)
- Campaign drill-down and period comparison
- PDF + shareable read-only report
- Your logo on every report
- Priority support
Enterprise
One business closing at volume
$499/mo
billed monthly
- 1 workspace · 10 seats
- 25,000 sales records / month (+$49 per 10,000)
- 24-month history
- Campaign drill-down and period comparison
- Your logo on every report
- Roles, permissions and guided onboarding
Agency
Reporting on many clients at once
$799/mo
billed monthly
- 10 client workspaces (+$25/mo each)
- 10 seats
- 10,000 sales records / month per workspace
- 24-month history
- White-label reports — our mark removed entirely
- Roles, permissions and guided onboarding
Questions insurance carriers ask
Bound policies: a policyholder contact email or phone, the premium, and a date.
Stop guessing which ads pay off.
Upload two exports and see your real revenue by channel in minutes. Three days free, no card.
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