Platform

Every layer owned.
Every decision connected.

Every layer of the platform is proprietary and connected by one data backbone, with Aurora AI on every call and LeadGraph on every click, lead and call.

01 · CRM & Infrastructure 02 · Attribution & Media 03 · Conversational AI 04 · Distribution 05 · Data 06 · Compliance
0%
Platform uptime
01

CRM & Infrastructure

Built-in dialer and omni-channel engagement in the same system of record

A proprietary CRM and sales management platform on enterprise-grade architecture, hosted across multiple cloud regions allowing for 99.9% uptime.

One System of Record, Always On

  • Dial from the CRM. Dialer and softphone are built in, so there’s nothing to bolt on.
  • Launch a number in seconds. Buy local and toll-free lines and build IVR flows without leaving the platform.
  • Reach consumers on any channel. Calls, SMS, MMS, and email run through native integrations.
  • Track every call. AI Assistant captures 100% of agent activity.
  • Give agents an AI copilot. Agents get answers in real time while they’re on the call.
  • Keep one source of truth. Every conversation is stored in the same system of record.
  • Advanced Analytics enables end-to-end insights covering the entire consumer lifecycle.
02

Attribution & Media

Omni-channel acquisition on one backbone

LeadGraph, the attribution and performance-marketing platform Vertical Pulse runs on, scores, prices, and routes every click, lead, and call in real time — then closes the loop by feeding verified outcomes back into media buying.

Powered by LeadGraphSee LeadGraph

3 Transaction types: clicks, leads & calls

  • Dual scoring per lead — 0–100 compliance risk on a four-tier gate, plus 0–100 revenue probability driving real-time tiered pricing
  • Consent provenance and fraud signals checked pre-dial, ahead of contact
  • Full-funnel attribution: ad impression, click, lead, call, verified sale — one continuous chain
  • Autonomous media-buying agents adjusting spend across major ad platforms, with insurance-vertical logic for Medicare and ACA intent
  • Three autonomy levels — manual, supervised, and bounded full-auto — every action gated by consent guardrails
  • Native call routing and outbound dialing, human and voice AI, with calling-window and do-not-call scrubbing on every dial
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Of interactions scored in real time
03

Conversational AI, built in-house

Full call coverage, no sampling, no blind spots

Aurora AI, our homegrown conversational AI trained specifically on CMS and ACA guidance, scores every agent interaction in real time, coaches live in-call, and flags struggling calls through sentiment detection — rather than generic call analytics applied to a regulated vertical.

Aurora AIVisit Aurora AI

AI on Every Conversation

  • In-ear coaching prompts delivered mid-call, without a supervisor listening in
  • Sentiment-based early warning surfaces risk before it becomes a complaint
  • Scoring patterns trigger targeted agent development instead of blanket retraining
  • Automatic PHI and PII redaction on every transcript, with timestamped audit logs generated without manual compilation
  • Customer-specific CPIs (Critical Performance Indicators), updated in real time
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States licensed
04

Distribution

Licensed agents in fifty states

A national network of licensed agents operating across three U.S. offices, backed by carrier relationships spanning Medicare and ACA products.

Licensed Agents, National Outreach

  • 500+ licensed agents and growing every month
  • 50-state licensed distribution footprint
  • 70,000+ square feet of U.S.-based operating infrastructure
  • 3M+ consumers served to date, 40,000+ enrollments monthly
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Calls analyzed
05

Data That Drives Every Decision

Every click, call, and enrollment makes the platform smarter.
Intelligence at scale
  • 12M+ calls analyzed, with proprietary AI turning conversations into insight.
  • Every lead is scored, priced, and routed through one attribution backbone.
  • Optimization is closed-loop: verified outcomes feed back into media buying, so spend follows results.
Smarter agents, better outcomes
  • Predictive routing matches each consumer with the agent most likely to help them.
  • Live AI insight puts product and plan answers in front of agents mid-call.
  • Performance data on every agent drives coaching, quality, and conversion.
Built for carriers and partners
  • Real-time dashboards give full-funnel visibility from first click to enrolled member.
  • Consumer data is never sold.
  • Secure data feeds deliver carrier-ready reporting on demand.
  • HIPAA and CMS-aligned data handling
Financial intelligence
  • Bespoke commission reporting reconciles every carrier payment against every enrollment.
  • Automated auditing catches discrepancies, chargebacks, and missed payments before they cost the business or its partners.
  • AI-driven analytics connect acquisition cost, retention, and lifetime value, so every dollar is deployed with discipline.
06

Compliance

Compliance as infrastructure, not an afterthought
Compliance Infrastructure

Every lead is scored for compliance risk before an agent ever dials. Routing decisions are enforced automatically, ahead of contact — with timestamped, transcript-level audit logs generated without manual compilation.

See how compliance works
Next

See the platform run on your plans.

Carriers, agencies and marketing partners can run on the same stack HFP Management built for itself.

Talk to our team