Dynamic product retargeting layered onto the existing Meta activity, with server-side conversion tracking so the platform optimised against completed orders rather than add-to-carts.
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Finance & Insurance
Quote abandonment is where the margin goes. The buyer is qualified, interested, and one form field from leaving.
What we do about it
We go and get the buyer back.
Retargeting is the highest-return play in this sector because the intent already exists: the buyer has told you what they want and then left. Everything else is more expensive.
We layer that with paid search, paid social and programmatic where it makes the target cheaper to hit, and we report all of it into one attribution model.
What we're measured on
- 01
Cost per funded account
- 02
Quote completion rate
How we run it here
What actually changes in this vertical.
Generic retargeting underperforms in every sector for different reasons. These are the specific things we do in Finance & Insurance.
- 01
Quote-abandonment sequences segmented by how far into disclosure the user reached
- 02
Compliance-reviewed creative variants held per market and per licence
- 03
Optimisation to approved or bound business, not to raw application volume
- 04
Geo and licensing restrictions enforced at the campaign level, not the creative level
- 05
Server-side tracking, because browser-side loses a material share of completions
Results
What we've done in Finance & Insurance.
Rebuilt the Google Ads account around qualified-lead value rather than signup count, and added trial-abandonment retargeting for people who started but did not finish.
What we do about it
Quote abandonment is where the margin goes. The buyer is qualified, interested, and one form field from leaving. We buy against the conversion, not the click, so the budget follows the buyers who actually complete.
How we are measured
On cost per funded account and quote completion rate. Agreed before anything goes live.
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