Lead source attribution for insurance

Lead Source & Marketing Attribution Software for Insurance

Insurance shoppers compare, call, and quote across days. SourceLoop ties every quote call and form back to the campaign that drove it, with first-party tracking, and pushes bound policies back to your ad platforms so bidding learns from real premium.

Free 7-day trial. No credit card required.

SourceLoop dashboard showing insurance quote calls attributed by campaign

Used by 750+ marketing teams, agencies, and SaaS companies

Channel attribution

See which campaigns drive quotes

Multi-touch attribution on one first-party dataset. Know which ads, keywords, and campaigns drive quote requests and bound policies, by line of business.

UTM, GCLID, and keyword on every quote
Cost per bound policy, by channel

Learn more about attribution

SourceLoop channel attribution view showing insurance quotes by source

Call tracking

Attribute every quote call

Insurance still closes on the phone. Connect CallRail, CallTrackingMetrics, or Invoca and every inbound call becomes an attributed lead, matched to the caller's journey, recording attached.

CallRail, CallTrackingMetrics, and Invoca
Source and campaign on every call

Learn more about call tracking

(415) 555-0142 · Quote call

5m 09s · recording attached

First touch

Google · CPC · brand_search

Journey before the call

Bing Ads click 4d ago

Visited /auto-quote 2d ago

Called for a quote just now

Shopper journey

Follow every touch to a bound policy

Open a lead and see every visit, quote form, and call with the source on each touch. First-party by design: data stays on your domain and is never shared across customers.

Every touch stitched to one shopper
First-party data, never shared

Learn more about Contacts Hub

SourceLoop contact panel showing an insurance shopper journey to a bound policy

Conversion sync

Push bound policies back to your ads

Forward bound and qualified policies to Google Ads, Meta, and LinkedIn as server-side offline conversions so bidding optimizes toward premium, not the cheapest quote click.

Real-time, server-side via Conversions API
No GTM, no DIY CAPI endpoint to babysit

Learn more about conversion sync

Connected ad accounts

Google Ads Last sync 8s ago 2,140 Live

Meta CAPI Last sync 12s ago 1,820 Live

LinkedIn CAPI Last sync 22s ago 624 Live

By line of business

Quotes & calls attributed
Quote calls

Tied to the campaign that drove them
30+

Ad & CRM integrations
5 min

From snippet to first report

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.