Sales intelligence for every stage of the funnel

Filter bad leads at intake. Qualify intent with AI. Score every enrollment for compliance. Measure source performance. Retain the book you built.

Filter accepts or rejects the lead at intake. Screen ranks what survives — all before an agent's time is spent.

Stage 00 · Intake

Thousands in

Stage 01 · Filter

A fraction accepted

Rejected before you receive a call

Stage 02 · Screen

Fewer qualified

Disqualified before transfer

Stage 03 · Agent

Ranked, best first

Live now

Filter is real-time lead intake filtering and routing for Medicare agencies and carrier call centers.

Screen is AI lead qualification with warm transfer.

Score is nightly compliance call scoring.

Source measures lead source performance end to end so you can shift spend toward sources that convert and away from those that don't.

Retain identifies members at churn risk and prioritizes retention outreach so your book of business compounds instead of leaking.

Coming

Agent coaching.

Coming

Analytics and reporting.

Coming

Decision and recommendation layer.