Frequently Asked Questions

We build decision support tools that actually get used — in real funnels, with real outcomes.

Our AI Agent helps distribution teams quote faster and place cleaner. Our Predictive Intelligence scores leads for fit before you even engage. Both are built for Life & Health, but already expanding into healthcare, financial services, and beyond.

Why it matters:

• Backed by carrier-specific logic and proven data models

• Works inside your current workflow — no big tech lift

• Real results from quoting through placement, not theory

• Built by Life & Health pros, not generic SaaS builders

AI Agent

Supports agents with decision guidance during quoting and product matching. Helps prevent NIGOs, underwriting delays, and quoting misfires — all in real time. Can be used standalone or inside CRMs, eApps, or marketing flows.

Predictive Intelligence:

Targets, filters, and scores lead inventory for best fit — before any quoting or outreach occurs. Used for smarter bidding (e.g. on MediaAlpha), inbound routing, and prioritization in Medicare, Life, and other acquisition-heavy channels.

AI Agent

No-code web app or lightweight iframe.

Add directly into existing workflows or give agents direct login access. Built for quick launch.

Predictive Intelligence:

Delivered via API with 100–400ms response time. Already integrated with platforms like MediaAlpha and customizable for internal use in under a day.

AI Agent

Nothing needed to start. The AI Agent is already built on underwriting logic from the biggest national carriers.

If you have specific carrier rules or custom products, we can incorporate those as well.

Predictive Intelligence:

Just a few lead inputs:

• Required: First name, last name, DOB, gender, ZIP code

• Optional: Address, phone number, etc.

• Some models (like MedicareLTV) can run on ZIP alone.