Brokers ask first.And offer nothing back.
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1 lead per
28 to 50
visits
More traffic.
Fewer results.
They are searching for what this costs them and finding opinions. Give them arithmetic instead: on your page, sourced to enacted law, and checkable by their own accountant.
Option A: contact form
Option B: math engine
About 9 to 10 times as many booked calls, using the low and high cases shown here.
You're shopping for something new. You want the price. The site says "give us your name and number and we'll be in touch." You leave. Your prospects are doing the same thing on your site right now.
1 lead per
28 to 50
visits
More traffic.
Fewer results.
$4,500
Short report preview, example
Enter the 6-digit code sent to (555) 123-4567
Unlock and view reportThe behavior you'd expect shows up in the numbers.
2.0% to 3.5%
1 lead per 28 to 50 visits
Visitor-to-lead conversion
6.0% to 11.0%
1 verified lead per 9 to 17 visits
About 65%
30%+ invalid or fake numbers
Real phone capture
100%
SMS-verified. No typos, no dead numbers.
10% to 15%
of form fills
Discovery call booking rate
30% to 45%
of unlocked report views
Modeled comparison. Standard form: 2.0% to 3.5% visitor-to-lead, then 10% to 15% booking. Math engine: 6.0% to 11.0% visitor-to-verified-lead, then 30% to 45% booking from unlocked reports.
The prospect asks their questions the moment they see their number. Answered instantly, captured fully, attached to the lead.
This is the top of the funnel. It's where sharp converters separate from average sites — before anyone ever calls.
45% of surveyed B2B buyers use GenAI to gather information about vendors and products.
51% say they are more likely to encounter misleading information from GenAI. Almost the same share, 49%, say sales reps are more likely to provide misleading information.
A self-serve math engine gives prospects another path: inspect the arithmetic instead of relying on an AI summary or a sales claim.
+6 points in 12 months: prefer a rep-free buying experience
These findings show concern about misleading information from both GenAI and sales reps. A self-serve math engine offers another path: arithmetic prospects can inspect themselves.
Source: Gartner press release, May 20, 2026.
One question runs this business: what makes an owner with a real payroll problem stop reading and book a call. In this market the answer is always a number. We built the arithmetic, and we built the path from the arithmetic to your calendar.
Our only focus is your conversion: more market share, more group placements. That rests on three things: trust, precision, and a prospect experience with no friction in it.
16 years
Each stage is built to be measured and tuned.
Why the number holds up
The math engine runs on enacted 2026 federal IRS and state tax law. When an owner sees their position, they are looking at compliant tax math, not marketing.
Law changes every year and the engine is maintained to enacted statute. The report a prospect runs next January is computed on next January’s law, not on the day you installed it.
Every figure cites the authority behind it. Their CPA can open the report and check the work line by line, which is exactly why they believe it.
What you get
Trades customised tax math for a verified phone number. The core of the pipeline.
A visual side-by-side so a client can understand their best option without needing a meeting to get there.
Extends the same interactive pipeline into property and casualty intent.
How we work with you
Complete onboarding, done by our team, embedded into the workflow you already run. You are not managing an implementation project.
Your boots are on the ground. Product ideas and feedback from brokers get built into the platform, because you see the objections before we do.
One thing it will not do: create your traffic. The engine converts the visitors you already have. If nobody is landing on your site and nobody is being sent there, there is nothing for it to work on.
For brokers who would rather not assemble it themselves, we run a conversion-focused website managed service, built from the ground up with the engines, the copy, and the tracking already in place.