CRM for finance & insurance
CRM for finance & insurance Meta Ads leads
Relay is a CRM for finance, lending and insurance businesses running Meta Ads. Leads arrive fast and in volume across many ad sets, Relay keeps every one assigned, followed-up and attributed, and feeds closed policies and loans back to Meta so lead quality climbs.
High volume, fully organised
Leads from many ad sets flow into one pipeline, each assigned to an agent with logged calls, follow-ups and reminders, nothing lost in the rush.
Track policies & loans closed
Map your real stages (contacted, documents, approved, disbursed or issued) and see conversions per agent and per campaign.
Better-quality leads over time
The Conversions API feeds closed policies and loans back to Meta, so it targets people who actually qualify, cutting junk enquiries and cost per funded case.
Cost per closed policy or loan
Report cost-per-qualified-lead and cost-per-conversion by campaign, so you scale the products and creatives that fund.
Compliance-friendly data handling
Personal data is SHA-256 hashed before it is sent to Meta, and you keep export and deletion controls over the underlying lead records.
Frequently asked
Can each agent work their own leads?
Yes. Leads are assigned per agent with individual pipelines, follow-up logs and reminders, plus admin visibility across the whole team.
Does Relay handle high lead volumes?
Yes, it is built for lead-heavy verticals like finance, lending and insurance where many ad sets feed one team.
How does Relay improve finance and insurance lead quality?
By sending funded loans and issued policies back to Meta via the Conversions API, Relay teaches the algorithm which leads convert, so it optimises for qualified applicants and reduces wasted spend on junk enquiries.
Organise every finance lead
Set up in minutes. 7-day free trial, no card required to start.
Start your free trialBook a free demo
See Relay on your own campaigns
Tell us a little about your business and we’ll walk you through Relay, the Meta Ads analytics, the lead CRM, and the Conversions API loop, on a free demo call.