Research Outline

Financial Industry Affiliate Marketing Insight


To gain insight about affiliate marketing to insurance/mortgage/financial institutions in order to understand the audience and revenue in the affiliate marketing niche. The ideal research will provide the following insights:
  • the audience that needs the product or potential market
  • the average affiliate income/revenue for companies that make money through insurance/mortgage/financial affiliate marketing.
  • the nature of income (recurring or one-time payment)
  • Examples of products to be promoted include legal services for estate planning/wills, life and disability insurance, and IRA and personal saving/investment accounts.
  • insurance/finance affiliate marketing market size.
  • the number of customers insurance/finance companies gain from affiliate marketing and the number of customers still available through the channel.
  • PolicyGenius/Bankrate affiliate marketing revenue.
  • Traffic-to-sales conversion rate for insurance/finance affiliate marketing.
  • Insights from insurance/mortgage/finance companies or trade groups on how they benefit from affiliate marketing.
  • Information from websites that sell products for affiliate marketers will be excluded.

Early Findings

Data Availability

  • The initial round of research indicates that availability is limited.

Insurance/Mortgage/Finance Industry Affiliate Industry

  • The finance affiliate marketing niche is one of the top 9 affiliate marketing niches globably.
  • Hosting Tribunal states that the global affiliate industry is worth about $12 billion.
  • However, other estimates put it at about $15 billion globally.
  • The affiliate marketing industry in the US is growing rapidly. In 2017, affiliate marketing spend in the US was worth about $5.4 billion, and it is expected to reach $8.2 billion in 2022.
  • Affiliate marketing spending is increasing at a CAGR of 27% globally.
  • About 15% of total digital media revenue is generated from affiliate marketing.


  • We were unable to find relevant and quantitative insight specific to the finance/insurance/mortgage affiliate marketing industry during the initial hour of research and have provided information on the general affiliate marketing market during the initial hour of research.
  • While data availability for the affiliate marketing industry in general is adequate, data specific for the finance/mortgage/insurance affiliate marketing vertical is limited. Hence, we may need to triangulate most of the needed data points and/or insights if more in-depth research is unable to uncover more data.
  • We propose the continuation of the research to provide the remaining parts of the project, including insights on the affiliate marketing industry and insurance/mortgage/financial companies' affiliate marketing benefits.
  • Details on our recommended research paths have been provided in our proposals below. Please select one or more proposals from those provided.