What makes a consumer qualified.
A starting list. Most buyers add, remove, or tighten criteria based on what they already know converts — and we adjust as results come in.
Hard rules, then preferences.
Criteria are written with your agents before launch and split into two lists: hard disqualifiers that are never delivered, and preferences we tune as volume and quality move. Leads that fail screening are not sent and are not billed.
Every lead is SMS-verified before delivery and carries a consent certificate, so your team calls real people who asked to hear from you.
Field set configured per buyer.
Included with every Annuities lead.
Qualified live transfer
Screened on the phone, then warm-transferred to your agents.
Exclusive delivery
Delivered to your agency alone and never resold.
Verified contact & consent
SMS-verified phone and a consent certificate on every lead.
Written replacement policy
What counts as invalid, the window, and the remedy — agreed before launch.
Other programs
Let’s fill your pipeline.
Tell us your vertical, programs, markets, and qualification standards. We’ll show you what a campaign would look like for your team — and tell you plainly if a market can’t support it.