Financial Services and Insurance
Lead attribution for financial services and insurance
See what introduced the client and what brought them back to convert.
14-day free trial. No credit card required.
The problem
Financial services and insurance have long sales cycles and expensive ad clicks. A potential client might find you through a Google search, read a blog post, then come back weeks later via a referral or ad to request a quote. Without attribution, you credit the last click and miss what actually introduced them.
How SourceTag helps
SourceTag captures both the first and last marketing touchpoint. Whether it is a mortgage enquiry, insurance quote, or financial planning consultation, the full source data flows through your existing forms into your CRM.
What lands in your CRM
Every form submission is tagged automatically. Your team sees the full source data without asking "how did you hear about us?"
Lead source
Channel (e.g. Paid Search), source, campaign, keyword. First click and last click.
Ad click IDs
gclid, fbclid, msclkid, ttclid. Link each lead back to the exact ad that created it.
Visitor journey
Visit count, days to conversion, device type, landing page. Context your sales team can use.
Examples for financial services and insurance
A mortgage enquiry that started with a Google search and converted via a retargeting ad
An insurance quote request from a Google Ads campaign targeting "business insurance"
An accounting client who came through a partner referral link
A financial planning consultation booked after clicking a LinkedIn ad
Channels configured out of the box
Every visit is categorised into a channel automatically. You can customise these or add your own.
Set up in 5 minutes
Add the script
One line of code in your site header, or install the WordPress plugin.
Add hidden fields
Works with any form builder. Gravity Forms, HubSpot, Typeform, and 60+ more.
Every lead is tagged
Channel, campaign, ad, keyword, landing page. Straight to your CRM, inbox, or wherever your leads go.
Frequently asked questions
Yes. SourceTag works with WordPress, Webflow, Squarespace, Wix, Shopify, and any platform that supports a script tag.
SourceTag works with Gravity Forms, WPForms, Contact Form 7, HubSpot Forms, Typeform, JotForm, and 60+ other form builders.
Most users are set up in under 10 minutes. Install the script, add hidden fields, and test.
No. SourceTag only counts form submissions (a number). The attribution data stays in the visitor's browser cookie and flows through your forms. We never see the actual lead data.
JavaScript cookies in Safari are limited to 7 days. The WordPress plugin or Cloudflare Worker extends this to 400 days via server-side cookies.
Done-for-you attribution. Set up in 5 minutes.
14-day free trial. No credit card required. Every lead tagged with the source that created it.