Insurance · Reporting
Reporting and analytics for insurance.
We build insurance reporting that connects marketing spend to profitable policies, not just quotes. Visibility of acquisition cost, retention and lifetime value by channel and segment.
The pattern
Where this usually goes wrong.
You report quote volume and cost per acquisition, but not profitability. The channels that look cheapest often bring the customers who churn fastest, and the data never shows it.
Outcomes
What changes when we work together.
- Reporting tied to profitable policies and retention
- Acquisition cost by channel and segment
- Lifetime-value visibility, not just first-quote cost
- Board reporting that defends the marketing budget
How we work
The approach, in plain terms.
Step 01
Tracking audit
We fix the gaps across the site, platform and ad accounts that hide true acquisition cost and quality.
Step 02
Profitability attribution
A model linking spend to profitable, retained policies rather than raw quote volume.
Step 03
Reporting dashboard
A dashboard showing acquisition cost, retention and value by channel and segment.
Step 04
Reporting cadence
A monthly rhythm so budget shifts towards the channels that bring profitable, loyal customers.
What we’ll bring
Services usually in scope.
FAQs
Common questions we get.
Yes, and it usually changes the picture entirely, since the cheapest acquisition often churns fastest.
Where feasible, yes, or we bridge through the CRM to connect marketing data to policy outcomes.
Tracking fixes within weeks, with retention and value trends emerging as data accumulates.