Visibility from paid lead through to policy
CRM pipelines, follow-up automation and improved lead-source tracking gave Marble a clear view of lead quality, follow-up and commercial performance.
Insurance
Marble Insurance
Insurance
No clear line from lead source to policy
CRM pipelines and follow-up automation
Clearer lead quality and performance visibility
- Drag
- Paid leads and follow-up needed stronger visibility from source through to policy.
- System
- CRM pipelines, follow-up automation and improved lead-source tracking.
- Return
- Better visibility over lead quality, follow-up and commercial performance.
Spend going in, but no clear line to policies out
Marble was buying leads and following them up, but the path from lead source through to written policy wasn't visible. Without that line of sight it was difficult to judge which sources were worth the spend, whether follow-up was actually happening, and where opportunities were being lost.
Lead sources weren't tracked cleanly
Spend couldn't be tied back to the policies it actually produced.
Follow-up varied
Whether a lead was worked properly depended on workload rather than process.
Performance was hard to read
Commercial decisions were made on partial information.
One pipeline, tracked end to end
We put structured CRM pipelines in place, automated the follow-up, and improved lead-source tracking so every enquiry can be traced from where it came from to what it became.
Structured CRM pipelines
Every lead sits at a known stage with a clear next action.
Automated follow-up
Sequences run consistently rather than depending on who has time.
Lead-source tracking
Source data carried through the pipeline so spend can be judged on outcomes.
Commercial reporting
Performance visible by source, stage and conversion.
Decisions based on what actually converts
Better visibility over lead quality, follow-up and commercial performance — so budget goes to the sources that produce policies rather than the sources that produce volume.
Why this matters when you buy leads
If you pay for leads, attribution isn't a reporting nicety — it's the difference between scaling a profitable channel and scaling a loss.
Source visibility protects spend
You can only cut what you can see.
Consistent follow-up lifts conversion
Most lost leads aren't rejected, they're never properly worked.
Pipeline discipline compounds
Clean stages make forecasting and coaching possible.
Related capabilities
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