public DOI rosters, or a list you provide, cleaned and enriched to your ICP · Clay + NeverBounce · lands in your HubSpot
REACH
a few email touches over two weeks, in HealthConnect's name from warmed senders · Instantly / Smartlead · never your main domain
QUALIFY
AI reads every reply, scores the fit, drops the noise · the stage of record stays in your HubSpot
ACTIVATE
a hot broker fires a Slack alert + a booked call · a person closes, the machine never does · Cal.com
ONBOARD
the broker goes live on the HealthConnect engine, the carrot, once CBC's access to it is confirmed · activation tracked in your Amplitude
PRODUCING BROKER
data flywheelevery reply teaches the model who to target and what to say, so each cycle recruits cheaper.
Custom Benefit Consultantsclient lead-gen · inbound, employer groups first
ATTRACT
search + content per line, in front of people already shopping for coverage · insurance is a restricted ad category, so disclaimers and approval are built in
CAPTURE
one focused page + short quote form per product line · into your HubSpot · no dead-end homepage
QUALIFY & ROUTE
score the lead, route to the right line and agent fast · HubSpot workflows + the glue layer
CONVERT
your existing agents work the lead and write the policy · we supply the pipeline and the speed, they close
PREMIUM
data flywheelevery lead teaches the model which traffic converts, so each dollar of outreach works harder.
We draw it. We build it. You own it.
Two machines that fill your pipeline, one that recruits brokers and one that brings in clients, built into the HubSpot and Amplitude you already run. No new dashboard, and the data is yours. Together we make the system better every month.