Step 01
The Initial Ping
Anonymized metadata only — state, age band, tier, and intent signals. Zero PII leaves our perimeter until you win.
Transfer Lifecycle Hub
How a Prime Transfer Reaches Your Headset
A radically transparent walkthrough of every compliance gate, qualification check, and routing decision between cold data and a billable conversation.
Phase 1 CompliancePhase 2 QualificationPhase 3 RoutingPhase 4 Buffer
Phase 1 of 4
TCPA Shield Verification
100% opt-in outbound dialing targeting strict demographics. Every prospect we route has explicitly opted in. This is the confirmation script our live agents read before any transfer is offered:
“Hi, this is an automated confirmation for Prime Edge… I see you requested information on state-regulated final expense programs to cover burial costs. Is that correct? Great, this call may be recorded for quality, and your consent is on file — I am transferring you to a licensed program specialist now.”
Phase 2 of 4
Human-Vetted Qualification
Live agents confirm interest, verify age (50–80), state, and bank-draft eligibility before the patch. Only prospects who want to speak with a licensed specialist right now move forward.
Phase 3 of 4
STIR / SHAKEN Routing
The qualified prospect is introduced and transferred to your phone within seconds. Routing respects your licensed states, daily caps, and pause status from the dashboard.
Phase 4 of 4
The Buffer Window
Express includes 3 minutes, Elite includes 2, Direct includes 90 seconds. Valid drops inside the buffer — wrong age, no bank draft, unlicensed state, duplicate, or they never asked for an agent — are credited back.
ROI Forecast Engine
Model your exact return before you buy
Adjust the levers below. Every number updates in real time — no sales call required.
Partner Infrastructure
Real-Time Data Routing & Infrastructure
A ping/post pipeline engineered for high-velocity buyers — anonymized pings, sub-second matching, and secure full-payload delivery into your stack.
Step 02
Real-Time Matching Engine
Our routing engine evaluates the ping against every active partner's filters, price, caps, and pacing in milliseconds.
Step 03
The Secure Post
Winning partner receives the full encrypted payload — direct into their CRM, dialer, or webhook endpoint.
| Platform | Type | Delivery Method | Latency |
|---|---|---|---|
| VanillaSoft | Native CRM/Dialer | Direct API push | < 350ms |
| RingCentral | Native VoIP | SIP + Webhook | < 350ms |
| HubSpot | Native CRM | Contact + Deal sync | < 500ms |
| Salesforce | Native CRM | Lead object push | < 500ms |
| Zapier | Webhook → 6,000+ apps | JSON payload | < 350ms |
| Custom Dialers | Any high-speed dialer | JSON / HTTPS POST | < 350ms |