CBC, expect a difference Costco Insurance Agency, Inc.
← Dashboard

Your company, drawn as a system

Every tool, what it does, who owns it, and how a lead flows through it. Status tags: confirmed means your team told us; observed means we verified it on the live pages ourselves.

How a lead moves today

Traffic in
Costco Business Health Insurance page
The marquee referral channel. Its BHIP placement is your best converting tagged source.
Costcoconfirmed
↓
Meta / Facebook / Instagram
Small awareness spend; ~0 measured leads in the window.
CBCobserved
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Untagged everything else
~53–55% of leads arrive with no source tag: the biggest hole in the picture. The UTM standard closes it.
Brandon fixes
The website + forms
www.costcoquote.com · the quote engine
Custom ASP.NET multi-step quote forms (group + individual). Carries 99.87% of views and 100% of submits in the costcoquote analytics; cbcins.com runs the same engine and tracks in its own org. Ships a desktop layout shrunk onto phones.
CBC in-houseobserved
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OneTrust + Google reCAPTCHA
Cookie consent banner; form spam token.
CBCobserved
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NEW: the pilot landing pages
Two new URLs, phone-first capture, tracked per-domain from day one. Paper St builds; CBC owns.
Paper St builds · CBC owns
Measurement
Amplitude
The behavior scoreboard: funnels, abandonment, devices, channels. Two separate orgs: one for costcoquote.com (every number on this dashboard reads from it), one for cbcins.com (its own, smaller stream).
CBC · Brandonconfirmed
CRM + follow-up
HubSpot
System of record: contacts, deals, pipeline, all lead data. The pipeline truth lives here; Amplitude owns the behavior story.
CBCconfirmed
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HubSpot Marketing email
Welcome series, WeeklyInsider, blasts, a "Still exploring" nurture. The hole: no behavior-triggered abandoner sequence exists, and the nurture measures ~zero engagement.
CBCobserved

Not on this map by design: the broker-side systems (a separate engagement, never blended into this one). This dashboard reads your tools and writes to none of them; read-only is the standing rule. When the live wiring lands, every node here gets a last-updated stamp.