CBC, expect a difference Costco Insurance Agency, Inc.
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Hello, Robin and Ken.

This is your consumer funnel's pulse: who shows up, who asks for a quote, who finishes, and who walks away. Every number is from your own Amplitude.

Pulled live June 10, 2026 · window March 11 to June 9 (90 days) · www.costcoquote.com · counts are unique people

Visitors
23,300
people a month
Reach a quote form
~3,900
a month
Finish a quote
~400
a month
Walk away
~3,500
a month, most for good

The ones you already caught, then lost

~470 employers per quarter

Small-group employers who typed their name, email and company into page 1, then saw plans and prices and left. They asked you for a quote and told you who they are. Whether that page-1 data is being stored today is the open question for your team; if it is, this list already exists.

The whole journey

Every segment, step by step. The grey text on each row is the people lost at that step.

StepPeopleLost at this step

The measured window is 90 days (March 11 to June 9); month and day views are that window divided down, so they are averages, not separate pulls. Segment audiences overlap.

The wall and the friction

What the click data says about the form itself.

SignalPer quarter

The Next-button total spans both quote flows (the click events carry the button's identity but mostly not the page). A click that "went nowhere" includes validation rejections and frustrated re-clicks; it is not 15,000 distinct people. Of the minority of dead clicks that do name a page: the large-group landing page leads (282), then the census upload dialog (231), then the alert page of the individual flow's life-event wall (172).

Where they live

Pick a segment. Unique people per month; location is IP-based, so shares are approximate.

StatePeople / moShareLeads / mo

What recovering these people is worth

Arithmetic on your own funnel, not a forecast. The two money inputs are yours to fill in: we don't guess your close rate or your deal value.

Closed deals per quarter...
Closed deals per year...
Revenue per quarter...
Revenue per year...

Use the segment's own numbers: a large-group close is worth a different amount and closes at a different rate than a small-group one. Scenario lead counts are measured people from the 90-day window above; rows marked "if" apply a stated assumption to a measured base.