A business owner who wants Coalition cover has one path: the For Businesses page says "Not connected with a broker? We'll connect you", and that link leaves the site for a 2024 form page that still quotes the 2023 Claims Report ("64% less claims"), while the homepage says 73% and links the 2026 report. The page has no canonical, a placeholder share image and a share URL that points to the broker appointment page. The homepage itself offers businesses no quote button at all: only "Brokers: Get Appointed" and "Free Security Assessment". The new Marketing Data Analyst is hired to find where the insurance funnel leaks; this is the first place to look.
First action
Count last quarter's broker-match form fills and how many became bound policies.
How to measure it
Business quote requests
- Now
- –
- Target
- +40%
- By
- 90 days
Steps
Baseline
Visits, form fills and bound policies from the current broker-match page.
Marketing Data Analyst 2 days
Write the page
Short form, current claims-report proof, what happens next.
Growth Marketing Lead 3 days
Route requests
Partner broker by state and size, with Chili Piper booking.
Sales Operations 3 days
Build and redirect
/get-a-quote on www; 301 the old page to it.
Web Team Lead 2 days
Homepage button
"Get a quote" for businesses beside "Brokers: Get Appointed".
Web Team Lead 1 day
Link it everywhere
Industry pages, case studies, claims report.
Growth Marketing Lead 1 week
Measure the funnel
Visit to request to quote to bind in one dashboard.
Marketing Data Analyst weekly
Why it works
Build a /get-a-quote page on www: one short form (company, revenue band, industry, current broker yes/no), today's proof (73% fewer claims, A+ capacity, 130k+ clients), and an instant Chili Piper booking or a named partner broker. Add "Get a quote" as the homepage hero button for businesses next to the broker button, and link it from every industry page and case study. Redirect the old form page to it so ads and emails keep working, and track each step as an insurance-funnel stage.
Businesses that come to Coalition directly are the warmest insurance demand it gets, and today they are handed to an off-site page with older numbers. A first-party page can be measured in Google Analytics and Salesforce together, which is exactly the gap the analyst role describes.
Ready to use
ChecklistBusiness quote path checklist
[ ] /get-a-quote on www with canonical and share image [ ] Proof from the 2026 Cyber Claims Report (73% fewer claims) [ ] "Every quote goes through a licensed broker" line [ ] Partner-broker routing by state and size [ ] Chili Piper booking after submit [ ] Homepage hero button for businesses [ ] 301 from the old form page [ ] Funnel stages in Salesforce and Google Analytics
Risks and how to handle them
Brokers fear Coalition going direct
Say on the page that every quote goes through a licensed broker, and send requests to partner brokers.
Lead quality
Ask revenue band and industry so small or out-of-appetite requests get the right broker.
Evidence
- Your websiteFor Businesses page (/business): the only quote path reads "Get an Active Insurance quote ... Not connected with a broker? We'll connect you with one of our trusted experts." The link leaves www for a 2024 form page on a separate marketing subdomain whose headline is "Get matched with a cyber insurance broker"; it cites "64% less claims than the industry average*" from the "Coalition 2023 Claims Report", is titled with the old line "Coalition – Cyber Risk, Solved", has no canonical tag, sets its share image to a placeholder address and its share URL to the broker appointment page (checked October 21, 2026).Source
- Your websiteHomepage: H1 "Protect against cyber and AI risk — with Active Insurance"; the two hero buttons are "Brokers: Get Appointed" and "Free Security Assessment" (no quote or find-a-broker button for businesses); "Policyholders experience 73% fewer claims*"; "130k+ clients"; "49% of the US Fortune 100 protected"; "A+ rating from AM Best"; "Up to $25M"; footnote links to a 2026 Cyber Claims Report; no social share image.Source
- HiringMarketing Data Analyst (posted September 17, 2026): will "own the analytical point of view on marketing performance across Coalition's insurance and security businesses"; "The two funnels behave differently"; find "where the funnel is leaking, which channels are carrying weight"; pull together "CRM, marketing automation, ad platform, web analytics, and sales engagement data" (Salesforce, Marketo, Outreach, Chili Piper, Google Analytics); "Establish how we goal, measure, and optimize areas of marketing investment that do not yet have a consistent standard"; owns the "monthly CMO Data Review".Source
- Competitor researchRivals' own homepages: At-Bay, "cyber insurance with integrated MDR", "40K+ policyholders"; Cowbell, "AI-Native Specialty Insurance", with "Find an Agent" and "Start a Quote" links; Corvus by Travelers "empowers brokers to predict and prevent complex cyber risks"; Arctic Wolf (MDR), "10,000+ customers", with hreflang across more than ten language versions.Source