Cost per bound policy
Lead source attribution for insurance
Attribute every quote call to the campaign that bound the policy
Insurance shoppers compare, call, and quote across days. SourceLoop ties every quote call and form back to its campaign with first-party tracking, attributes bound policies and premium by source, and pushes conversions back to your ad platforms so bidding learns from real premium.
Free 7-day trial. No credit card required.
Used by 750+ marketing teams, agencies, and SaaS companies
Built for insurance
From quote call to bound policy, attributed to the campaign that earned it
Cost per bound policy by channel, premium rolled up to source, and every quote source in one view, built for auto, home, life, health, and commercial lines.
Premium by source
Roll up written premium to the channel that actually produced it.
Quote sources
Phone, web form, click-to-call, and chat, captured as one attributed lead stream.
Call tracking
Attribute every quote call to its source
Insurance still closes on the phone. Connect CallRail, CallTrackingMetrics, or Invoca and every inbound quote call becomes an attributed lead, matched to the caller's web session and carrying the same source and campaign as an online quote request.
- CallRail, CallTrackingMetrics, and Invoca
- Source and campaign on every quote call
(602) 555-0149 · Quote call
5m 09s · recording attached
First touch 
Google · CPC ·
auto_quote
Google · CPC ·
auto_quote Journey before the call
Google Ads click 4d ago
Visited /auto-quote 2d ago
Compared coverage 1d ago
Requested quote just now
Channel attribution
Compare cost per bound policy across every channel
Multi-touch attribution on one first-party dataset. Match spend to quotes, calls, and bound policies so you see what each channel really costs to bind, by line of business, not just the cheapest quote click.
- UTM, GCLID, and keyword on every quote
- Cost per bound policy, by channel
Cost per bound policy · Last 30 days
All lines| Channel | Spend | Bound | Cost/policy |
|---|---|---|---|
 Google Ads | $14K | 163 | $86 |
 Meta | $9K | 80 | $112 |
| Comparison sites | $6K | 94 | $64 |
 Referral | $0 | 41 | $0 |
 Email | $2K | 38 | $53 |
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Bound policies
Attributed to source and premium
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Calls + forms
Quote leads tied to one campaign
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30+
Ad, call & CRM integrations
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Carrier-ready
Multi-line, multi-location agencies
Quote-to-bind funnel
See where shoppers drop between quote and bind
Build the quote, application, bound, and renewed funnel in clicks, then slice by source. See which channel turns quotes into applications and which only fills the top of the funnel, so you spend where policies bind.
- Build any funnel in clicks, no SQL
- Source breakdown for every stage
Quote-to-bind · Last 90 days
Premium dashboard
Roll up written premium to the channel that earned it
Pre-built dashboards tie bound policies and premium to source in real time. Track written premium, cost per policy, and channel mix in one view, so producers and carriers report on revenue, not raw form fills.
- Real-time, full-fidelity, never sampled
- First-party, on your own domain
Premium by source Live
Written premium $1.2M +21%
Cost / policy $92 -14%
Premium trend
By source Google Ads $486K Comparison $312K Meta $208K Referral $134K Email $60K
Google Ads $486K Comparison $312K Meta $208K Referral $134K Email $60K Conversion sync
Push bound policies back to your ad platforms
Forward bound and qualified policies to Google Ads, Meta, and LinkedIn as server-side offline conversions so smart bidding optimizes toward premium, not the cheapest quote-form click.
- Real-time, server-side via Conversions API
- No GTM, no DIY CAPI endpoint to babysit
Bound-policy conversions
Google Ads 1,430 Live Meta CAPI 812 Live Comparison feed 604 Live LinkedIn CAPI 96 Pending 
TikTok Ads 271 Live FAQ
Insurance attribution questions
How do you attribute quote calls?
Connect CallRail, CallTrackingMetrics, or Invoca and every inbound call becomes an attributed lead alongside your quote forms. SourceLoop matches the call to the caller's web session, so a quote call carries the same source and campaign as an online quote request. Offline calls still record, tagged as Direct.
Can I see which campaigns drive bound policies?
Yes. SourceLoop ties each quote request and call to the campaign and keyword that produced it, then connects bound policies back so you can compare cost per bound policy by channel and line of business.
Can I push bound policies back to my ad platforms?
Yes. Forward bound and qualified policies to Google Ads, Meta, and LinkedIn as server-side offline conversions so smart bidding optimizes toward premium, not raw quote-form clicks.
Is the tracking first-party and private?
Yes. Cookies and storage are first-party on your domain only, and data is never shared across SourceLoop customers. For specific regulatory requirements, talk to our team so we can scope your setup.
Does it work for multi-line or multi-location agencies?
Yes. Track each location and line of business together, with each tracking number attributed independently, and compare performance across them.
