ExclusiveOne-agent routing
ConsentTCPA record
20leadStarter batch
NoAnnual contract
47-second median delivery

From form fill to phone ring. 47 seconds.

The system is built around one belief: intent decays fast. If the lead waits in a queue, your close rate pays the bill.

01 · Five gates

A lead has to earn its way into your CRM.

Step 01

Capture

Owned quote flows and approved partner pages capture active shoppers while the question is fresh.

  • Product-specific forms
  • State and age filters
  • No aged spreadsheet buys
Step 02

Verify

Phone, email, and address checks happen before routing. Bad data costs you twice: the lead cost and the dial time.

  • Phone syntax and carrier checks
  • Email validation
  • Address and ZIP match
Step 03

Score

A+ leads show clean contact data, high declared urgency, matching product intent, and complete form behavior. A leads are strong but missing one signal. B leads are workable with fast follow-up. C leads do not ship unless requested.

  • A+: call first, text second
  • A: normal priority
  • B: nurture and multi-touch
Step 04

Match

Routing checks license state, line of authority, territory, capacity, and vertical. Wrong-state leads are not a sales problem. They are a vendor problem.

  • License match
  • Territory cap
  • Capacity control
Step 05

Deliver

Webhook, API, CRM post, or email. The goal is simple: your phone rings while the shopper still remembers the form.

  • Webhook JSON
  • Email fallback
  • CRM-ready fields
02 · Stack

Useful plumbing. No IT theater.

Webhooks

Post JSON to your endpoint with consent metadata attached.

API

Pull records, status, and replacement outcomes when your system needs control.

Email parsing

Fallback delivery that still works for small shops and legacy CRMs.

CRMs

Salesforce, HubSpot, AgencyBloc, Zoho, and most webhook-ready tools.

03 · Setup

10-minute setup. No IT team.

Send a webhook URL or a lead intake email. We test with one record, confirm fields, then turn on pacing. The point is controlled volume, not a surprise dump into your pipeline.