The first number they see
You control the pricing (your rate card)
Their income, their state, run against your rates. Enough to know it's worth continuing. The full breakdown stays locked until they verify.
Click to enlarge
THE PROSPECT QUALIFIER FOR BROKERS
Give business owners
the reason to call you.
Every broker's site is carrier logos and a contact form. PreQualify greets the owner with a real number. It shows what group-rate healthcare would do to their income, after tax, from your rates and their state's tax law. You still quote and place the coverage.
WHY PRE-QUALIFY WORKS
Your referrals land on your site first. What happens next decides the lead.
PreQualify turns your website traffic into informed, phone-verified, better-fit leads.
-
Your referrals check your website before they call you.
Every introduction, seminar contact, and email click lands there first. That visit happens whether the site is ready for it or not.
-
Business owners come with one question. What would this cost me?
A contact form does not answer it. Most owners will not call to find out. They leave, and you never know they were there.
-
PreQualify answers with a real number.
Their income. Your rates. Federal and state tax law. It shows the owner what group-rate healthcare does to their income after tax, even as an S corp. Not a quote. A reason to call you.
$IncomeYour ratesTax lawOutcomeReal number -
The ones who like their number verify their phone and land in your inbox.
Income, headcount, current coverage, and the result they saw, attached to the lead. Half the financial conversation is done before you say hello.
-
The ones who do not fit never take your hour.
When the math does not favor them, PreQualify says so. Your calls start with people worth calling.
Better first impressions. Better leads. Fewer wasted calls.
Live engine, sample brand, no account. Free until your first verified lead.
What's delivered in under ninety seconds
Real tax math, the prospect's own numbers, and your rates are calculated the moment they ask. You receive the verified lead with the financial context behind it.
What PreQualify Delivers to earn you the lead
Step 1: Earning the name and phone number.
Unlocking the full report and configurator
The full report unlocks with a verified mobile number. No fake emails, no dead-end forms. Every unlock is a real person who wants the rest of the answer.
Click to enlarge
What PreQualify produces to pre-qualify your inbound lead flow
Step 2: Booking the discovery call with you.
By the time they book, they've entered their numbers, seen the comparison, and read the three-year outlook.
Owner current figures vs in the PEO
Federal tax, state tax, payroll tax, the health plan cost, your service cost. Nothing hidden, nothing rounded. This is the math that earns the call.
Click to enlarge
Shows what the next three years look like on each path.
What staying open-market costs against your group rate, three years out. This is the renewal case, made before you're in the room.
Click to enlarge
They build their employee cost sheet.
Open the full view
They see what waiting could cost.
Open the full viewThe call is already framed before it starts
Book the review, ask a question, or start the application, right under their number. You're not opening cold. You're confirming what they already saw.
Click to enlarge
You give us the numbers. We build the rest.
Fifteen minutes of your time.
Then it runs on its own.
What we need from you. That's the fifteen minutes.
01
Your customer averages
Single, spouse, family, the rates you already quote every day.
02
Your PEO cost structure
Flat fee or percentage of payroll, whatever you actually charge.
What happens after that automatic, ongoing
03
We build your rate card and embed it
Configured from what you gave us, live wherever you place it.
04
The prospect runs it
Their number, calculated the moment they ask.
05
You get the lead
Verified contact, full report, already in your inbox.
You're not learning a new tool. You're answering a few questions you already know the answers to.
Optional conversion add-on
Two voice agents. One for each page. Both built to close.
Not every owner activates it. The ones who do get a voice agent that knows the page, answers what's actually holding them up, and drives straight to the action that page exists for: the unlock, or the call. You already have high-intent people in the funnel. This is what turns more of them into booked calls.
On the locked report, it drives the unlockMeets them right after the number lands, before they've decided to keep going.
On the unlocked report, it drives the callWalks them through what they're looking at, then straight to booking.
It never touches the numbersThe math stays exactly what your rate card produced. The agent drives action, not explanation.
Extra cost, clear returnVoice AI isn't free to run. Brokers who add it are paying for a measurable lift in booked calls, not a feature for its own sake.
Adding Voice AI amplifies conversions for the ones who activate it.
Where brokers use it
It doesn't require a new marketing strategy. It gives the one you already have a financial conversion point.
On every page that talks about cost
Cost pages, renewal pages, open enrollment pages, wherever a visitor is already asking what this is going to cost.
In outbound and re-engagement
Paid search landing pages, renewal season emails, quote follow-up, anywhere you're reconnecting with someone who went quiet and want a financial reason for them to reply.
Through people who already trust you
CPA and bookkeeper partners, life and health referral partners, your own benefits clients, anyone who can hand a warm prospect a real number with your name on it.
At live or networking events
Webinars, seminars, anywhere you collect interest live and want to turn it into a verified lead before it goes cold.
Free until it produces your first verified lead.
Plans start at $150 a month after that.
