Optimise for policies issued, not quote requests
Quote forms are easy to submit. Report the leads that become policies so campaigns find more of them.
Why quote requests mislead
Quote hunters
Comparison traffic fills the pipeline with low-intent leads.
Advisor-led closing
The decisive steps happen on calls and are logged in the CRM, not the ad account.
Delayed outcomes
Policy issuance can trail the ad click by weeks.
From quote to policy
- 1
Advisor connected
A conversation with the prospect took place.
- 2
Proposal shared
A suitable plan was recommended.
- 3
Premium paid
Commitment confirmed.
- 4
Policy issued
The outcome worth optimising for.
Built for advisor-led selling
Call outcomes captured
What the advisor and prospect agreed on the phone reaches the signal, not just the form.
Line-of-business split
Term, health and motor are scored on their own outcomes and sales cycles.
Renewals and cross-sell
Renewal and add-on policies can be reported as their own, separate events.
Delay-tolerant attribution
Issuance that trails the click by weeks is still attributed correctly.
Advisor journey to policy
Illustrative mapping. Your stages and event names are agreed during setup.
| CRM stage | Approved to send? | Reported as |
|---|---|---|
| Quote requested | No | — |
| Advisor connected | Yes | Qualified lead |
| Proposal shared | Optional | Proposal |
| Premium paid | Yes | Payment |
| Policy issued | Yes | Purchase, with premium value |
Quote hunters versus policyholders
Without RevenueSignal
- Comparison traffic floods the pipeline
- Advisor calls are invisible to the ad account
- Issuance trails the click by weeks
With RevenueSignal
- Advisor-confirmed leads become the signal
- Call outcomes are captured and reported
- Delayed outcomes still flow back
What we need from your team
Advisor workflow stages
Policy and premium fields
Meta and Google ad account access
Compliance rules for what can be shared
We don't fight your stack
We already have a CRM. Do we need to replace it?
No. RevenueSignal sits around your CRM. Your CRM already holds the downstream outcomes that matter; we analyse and activate the approved ones so ad platforms can learn from them.
We already send leads to Meta through the Conversions API.
That is a good start. The Conversions API is the delivery route; the open question is what you send through it. A lead event alone tells the platform very little about which leads turn into revenue.
Do you send all our CRM data to Meta or Google?
No. Only approved, eligible outcomes and permitted customer-match data are mapped, according to the configuration we agree with you.
Can you guarantee lower cost per lead or higher ROAS?
No responsible platform can. Results depend on your data, volumes and campaigns, so we set a baseline first and measure against it.
Can we start with one project?
Yes, where your data and account structure allow it. A focused pilot is often the best way to see real proof before expanding.
Give your ads a better signal to learn from
Start with a Readiness Review. We look at your data journey and tell you what is worth sending back.
Request a readiness review