Marketing automation for Insurance and financial services

Policies, loans and advisory: qualify every lead on eligibility and intent, and pay only for sources that convert.

What you see

The numbers on your insurance and financial services dashboard, each one measured from your own data.

• Ad spendMoney spent on your connected ad accounts.
• LeadsCalls and form enquiries that came in from your ads.
• Qualified leadsCalls or enquiries that meet your rules for a good lead.
• Qualify rateShare of calls that meet your rules.
• Cost per qualifiedAd spend divided by qualified leads. Shows what a good lead really costs.
• WonLeads your team marked as won in the Leads CRM.
• Cost per winAd spend divided by the number of wins.
• RevenueValue of the wins recorded in the Leads CRM.

What the AI does for you

Automations that run after each call, enquiry or sale, so your team follows up on time.

• Eligibility check. AI confirms age, location and coverage need on the first call.
• Quote follow-up. Follow up quotes until signed or closed.
• Renewal reminders. Remind customers before renewal dates.

Connects with

Tagloud suggests these tools for insurance and financial services. Connect the ones you use.

• Ringba
• Google Ads
• Meta Ads
• Google Analytics 4
• Salesforce
• Zapier

How qualification works

Tagloud checks every call against these rules:

• Meets age and location eligibility
• Needs the product now
• Not already covered

Questions about Insurance and financial services

What does Tagloud show for Insurance and financial services?

Tagloud shows Ad spend, Leads, Qualified leads, Qualify rate, Cost per qualified, Won, Cost per win and Revenue. Each number is calculated from the calls, ad spend, website visits and CRM records you connect. Nothing is shown until that data exists.

How does Tagloud decide whether a applicant is qualified?

Tagloud's AI checks each call against your rules and gives a reason with the caller's own words. The default rules for Insurance and financial services are: Meets age and location eligibility; Needs the product now; Not already covered. You can change them in your account.

Which tools does Tagloud connect with for Insurance and financial services?

The usual set for Insurance and financial services is Ringba, Google Ads, Meta Ads, Google Analytics 4, Salesforce and Zapier. Each connection is optional, so start with the tools you already use.

Can I try it before I pay?

Yes. The free start includes 100 analyzed calls and no card is needed. Tagloud does not promise results before it has measured them on your own account.