From quote to policy.
Tapper Vantage learns which quote requests bind, renew and stay on the books. Vantage is built to use that as the signal that steers your ad platforms toward the best policyholders.
Built around how your customers actually buy.
Every deal traces back to the click that started it. Vantage is built to pass stage changes, deal values and final outcomes to your ad platforms as signals, in the currency you report in.
Quote request
Someone asks for a quote and the ad platform counts a lead. Bidding cannot yet tell a likely policyholder from a price checker.
Qualified or not
Your team marks the request as real or not: outside your risk appetite, a job seeker, a duplicate entry. Vantage is built to send that verdict back so bidding stops buying the same kind of lead.
Quote issued
When a quote goes out, Vantage is built to report the stage change straight away, while bidding can still use it to find similar prospects.
Policy bound
The premium is built to reach bidding with the click. A bound policy is built to count for what it is worth to you, not as one more quote request.
In force or canceled
If the policy is canceled early or never goes in force, Vantage is built to send a correction. Your reported return can reflect the premium you actually kept.
One working session at onboarding.
Your CRM admin picks the fields that show deal quality for your business, such as policy status, product line, quoted premium, sum insured. Vantage gets read access to that named list of fields and nothing more.
Your lead form needs to store the ad click id with every lead it saves. If it does not do that yet, we walk your team through the standard change.
Your sales team keeps working the way it does now.
Put predictive intelligence behind every campaign.
Get a demo and see how Tapper Vantage would steer your ad spend toward the policies your business counts, from the first click to the final outcome.