Know which marketing brings policies, not clicks.
Every quote request looks alike in the inbox: a name, a number, 'need a quote'. Lead Source records which search, listing or referral sent each one, so the budget goes where policies get written.
Every agency principal has said one of these.
“Quote requests arrive and I have no idea which ones came from where.”
Each quote request carries the search, listing or campaign that sent it.
“Our marketing firm sends a report every month and I still cannot tell what it wrote.”
Channels rank by the quote requests they produced. The report now has something to answer to.
“We pay for comparison listings and cannot prove they return anything.”
Listing fees sit on one ranking with search and referrals, judged on quote requests.
“By the time we quote, they have bought elsewhere.”
The first reply goes out in seconds, automatically.
Quote requests ready to quote.
- The form can ask whether it is personal or commercial cover, which line, and when it renews, and prospects still finish it.
- Our forms produce 3x the ROI of a standard form, measured across our own accounts.
- Every quote form is captured, including the one on the commercial lines page that a previous designer added. How form tracking works.
- A producer who misses the notification email still finds the request, source attached, in the dashboard.
Which channel writes the business.
- Each request is credited to the marketing that actually produced it, with first touch and last touch both kept.
- Comparison listings, paid search and referral partners share one ranking, sorted by customers.
- Renewing a listing becomes a look at a number. Faith not required.
- The account sits with the agency principal, not the marketing firm or the web designer.
The first quote sets the price to beat.
- People shopping for cover rarely ask just one agency.
- A reply goes out in seconds while your producers are on other calls.
- The producer sees the line of business and the pages read before ringing back.
- No quote request waits for the end-of-day inbox sweep.
Four sources behind a quote request.
Comparison and listing sites.
Listing fees are a fixed cost, and the requests they send look like everyone else's. Each one arrives with the site named, so the fee can be set against requests and the policies they became.
Search at renewal time.
Most people shop when a renewal notice lands. Organic and paid search are recorded separately, with the campaign and the line-of-business page named.
Referral partners.
Mortgage brokers, car dealers, accountants and property managers send business that rarely gets credited. A link from a partner's site names the partner, so the relationship can be valued properly.
Social and AI assistants.
Facebook and LinkedIn campaigns are named network by network, and requests that ChatGPT, Perplexity, Claude or Gemini sent arrive with the assistant named.
Everyone shops around, so credit goes missing.
A buyer can ask three agencies for a quote in one afternoon, often through three different sources. An agency that cannot see which source sent its own request cannot tell which spend is winning the comparison.
- Producers log the source by hand when they remember, and “website” becomes the most popular answer.
- Listing sites report clicks and leads on their own dashboards. None of them mention a bound policy.
- Personal and commercial lines share one inbox, so a commercial request from a referral partner looks like any other.
- Lead Source records the source, campaign and pages on every request, first touch and last, before a producer opens it.
Spend ranked by customers, not requests.
The dashboard ranks each channel by the quote requests it produced and the customers those requests became, with the campaign and pages behind each one.
- Which listing, campaign or partner produced the customers bound this quarter.
- The line-of-business page each request started on, so home, auto and commercial are judged on their own numbers.
- Sources with plenty of requests and no customers behind them. That is where the listing renewal gets questioned.
- Reply times beside each source, so a busy Monday shows up as slow answers rather than as a bad channel.
Every channel a quote request comes from.
Whether they call, chat or fill in a form, the enquiry arrives with the marketing that produced it.
A quote request is not a policy. Know which ones become one.
See which spend writes the policies.
Pasted once. Tracked on every page.
Your web designer adds it to the site head one time, and every quote form on the site is tracked after that. There are no events or conversion goals to build. That is the setup.
That one line is all lead source tracking needs.
<!-- in your <head> --> <script src="https://app.leadsource.co/ft.js" data-site="your-site-id"></script>
Four reasons agencies keep it on.
Nothing for producers to learn.
After the one line goes in there is nothing to set up. Producers keep quoting exactly as they do now.
The agency owns the history.
Change marketing firm and every past quote request, source included, stays put.
$19 a month.
Free while you find out, no card required. A 90-day refund covers the paid plans.
Or ask for a read.
If the principal would rather not dig in, our consulting team reads these numbers with the agency and says where the spend should go.
This page is for agencies that quote. Other versions are written for law firms, business owners, MSPs, in-house marketers, agencies, or start at all use cases.
Insurance questions, answered.
Is Lead Source quoting software?
No. It does not rate, price or send quotes. It captures the quote request, records the marketing that produced it, sends the first reply within seconds, and leaves the quoting to whatever tool your producers already use.
Can I not just delete spam when I see it?
You can, but by then it has been counted. A junk quote request is recorded, attributed and reported before anybody opens the inbox to delete it.
Does it work with our website, forms and CRM?
Yes. The agency website gets one line of code, so it runs alongside Salesforce, HubSpot, Zoho, Pipedrive or no CRM at all, and with Gravity Forms, Jotform, Typeform or the native forms in WordPress, Webflow and Squarespace. See integrations for the rest.
Do I need separate tools for attribution and speed to lead?
Most vendors sell them apart. Lead Source records both on every quote request: its source and how quickly someone answered it, because a well-sourced request that waits all afternoon tends to bind with another agency.
Put a number on every listing fee.
Free to start, no credit card. Paid plans carry a 90-day refund.
Start freeFree to start · no card