Lead Tracking for Insurance and Financial Services
See which ads bring not just inquiries but appointments and closed deals – even when weeks pass between the lead and the contract.
Max Mustermann
Meta – Lookalike DE
- 1New lead
- 2Qualified
- 3Proposal
- 4Won
Revenue per campaign
Deals from your CRM, attributed to the ad
| Campaign | Revenue | ROAS |
|---|---|---|
| Meta – Lookalike DE | €30,000 | 5.0x |
| Google – Brand KW | €80,000 | 10.0x |
From lead to contract
Inquiries, appointments and closed deals from your CRM are attributed to the ad that brought the lead.
Long decision cycles
Leads are matched to their visit up to 90 days back.
A clear overview
All channels, campaigns and results in one dashboard – instead of scattered spreadsheets.
What our customers say
Andy Deibel
Allianz agency
Andy Deibel didn’t use a tracking tool before LeadMetrics. Since then his results have improved – and he has a clear overview of everything.
“What I like most about LeadMetrics is the simple handling and the uncomplicated implementation of tracking codes. The user interface is intuitively designed, so that all important tracking functions can be set up quickly even without deep technical knowledge.”
Andy DeibelAllianz“LeadMetrics combines a clear KPI representation with high tracking precision. We were particularly convinced by the easy integration into existing tools and the ability to evaluate campaigns cleanly across channels.”
Devin BetschartbrandAktuell AG“LeadMetrics offers extremely high tracking accuracy, an intuitive interface, and enables us to have full cross-channel transparency about our leads and campaigns. We were particularly impressed by the easy integration with our existing tools.”
ArnoldAd Care Solutions OGThere is often a lot of time between inquiry and deal
In insurance and financial products, an inquiry rarely turns into a contract right away. First there is a consultation, then an offer, then maybe a deal. The ad platform only sees the first step. LeadMetrics connects your campaigns with the appointments and deals in your CRM – and shows which ads actually bring customers.
CRM integration
HubSpot and Close natively – other systems via Zapier, Make or webhooks.
Lead forms & funnels
Connect Meta and LinkedIn lead forms as well as funnel tools natively.
Cost per acquisition
See cost per lead and cost per acquisition for every campaign and ad.
Conversion API
Report closed deals back to the ad platforms so they optimize for real customers.
How it works
Connect lead sources
Add website tracking and connect lead forms or funnels.
Connect your CRM
Sync appointments, offers and closed deals from your CRM.
Optimize for deals
Compare cost per acquisition and report deals back via the Conversion API.