VitalScale+ · Application only
The black-card infrastructure for health insurance growth.
Exclusive intent signals, agentic qualification, licensed routing, and audit-ready provenance—built for health-insurance agencies that refuse to buy the same lead twice.
For licensed U.S. agents and agencies. Availability is limited by product, market, and operational capacity.
- Exclusive allocation
- License-aware routing
- Consent provenance
- Policy-gated outreach
- Agentic qualification
The lead marketplace is broken
Stop renting the same lead as everyone else.
Traditional marketplaces monetize contact records. VitalScale is designed to operationalize timely demand—from signal and permission through qualification, routing, follow-up, and evidence.
Traditional lead vendors
- Shared with multiple agents
- Unclear source lineage
- Aged before delivery
- Manual qualification
- Disconnected compliance records
- Race-to-contact economics
VitalScale+
- One opportunity assigned by defined market rules
- Source and consent evidence attached
- Time-sensitive intent scoring
- Agentic qualification and follow-up
- License-aware delivery
- Retained-pipeline economics
From signal to retained policy
One connected system. Every step accounted for.
- 01
Detect
Identify permitted coverage-transition, age-in, relocation, employer, and renewal signals.
- 02
Permission
Capture the applicable disclosure, recipient, channel permission, source, and timestamp before activation.
- 03
Qualify
Use AI-assisted conversations to understand timing, product interest, household or business context, and appointment readiness.
- 04
Route
Match each opportunity to the correct licensed team based on product, state, capacity, and configured appointment rules.
- 05
Convert
Coordinate human follow-up, appointment booking, reply handling, reminders, and CRM delivery.
- 06
Prove
Preserve the source, policy decisions, communications, consent artifacts, and user actions behind the opportunity.
The operating layer behind premium pipeline.
Intent Graph
Find high-probability insurance demand using permitted life-event, coverage-transition, age-in, employer, and shopping signals. Score opportunities for urgency, fit, and readiness.
- Age-in 64.8
- Relocation
- Employer change
- Renewal window
Consent Before Transfer
Select an eligible agency, present the named recipient where required, capture permission, and release the opportunity only after configured conditions are satisfied.
- Named recipient
- Disclosure v2
- Timestamped
- Release gate
Policy-Gated AI Agents
Research, qualify, draft, follow up, and book while deterministic policy rules control which actions and channels are permitted.
- Email allowed
- SMS gated
- Voice gated
- Booking allowed
License Guard
Route opportunities using state, product, agency, producer, and appointment eligibility—not a generic round-robin queue.
- FL · ACA
- TX · MAPD
- GA · PDP
- NC · Group
Proof Vault
Maintain source lineage, disclosure versions, timestamps, consent evidence, suppression decisions, communications, and overrides in an exportable record.
- Source lineage
- Consent artifact
- Suppression log
- Export ready
Pipeline Infrastructure
Connect domains, inboxes, phone systems, calendars, CRMs, agency-management systems, webhooks, and internal workflows.
- Inboxes
- Dialers
- Calendars
- Webhooks
Illustrative product view
What an allocated opportunity looks like.
A single record carries its signal, permission state, routing decision, agent activity, and evidence package.
Illustrative product view
- Opportunity
- M. R.
- Product
- ACA SEP
- Signal
- Recent relocation
- Intent score
- 91
- State
- FL
- Assignment
- Eligible
- Consent
- Captured
- DNC check
- Passed
- Exclusivity window
- Active
- Follow-up agent
- Running
- Appointment status
- Booked
- Proof package
- Ready
Sample values only. This preview does not contain real consumer information.
Compliance by execution
The right action should be the default action.
VitalScale is designed to evaluate permissions, suppression requirements, licensing, product rules, and customer policies before an automated action is released.
01Source provenance
Every opportunity carries where the signal came from and when it was observed.
02Consent and disclosure records
The disclosure text, version, recipient, channel, and timestamp are stored with the record.
03DNC and suppression controls
Configured suppression lists and do-not-contact checks are evaluated before outreach is released.
04License and appointment routing
State, product, and appointment eligibility are evaluated at assignment time.
05Communication and override history
Sent messages, agent actions, manual reviews, and human overrides are retained for review.
Compliance controls support agency operations but do not replace carrier guidance, legal advice, or the agency's own compliance responsibilities.
VitalScale+ · Limited access
Turn your acquisition stack into an agentic growth system.
VS+ is designed for licensed operators with the capacity, systems, and follow-up discipline to convert premium opportunities.
Access and commercial terms are based on product mix, licensed footprint, market capacity, and implementation requirements.
VS+ includes
- Unlimited configurable AI-agent workflows
- Exclusive opportunity allocation
- Multi-market and multi-team routing
- AI qualification and reply handling
- Appointment booking and warm-transfer workflows
- Policy-gated multichannel automation
- Proof Vault and audit exports
- Priority CRM and AMS integrations
- Advanced pipeline analytics
- White-glove activation
Who VS+ is for.
VS+ is built for agencies that
- Have active U.S. insurance licenses
- Maintain required carrier appointments and certifications
- Can respond to qualified opportunities quickly
- Track outcomes through a CRM or AMS
- Value exclusivity over bargain lead volume
- Want repeatable infrastructure rather than another spreadsheet
Not designed for
- Unlicensed marketers
- Consumer-data resellers
- Operators seeking shared bulk lists
- Buyers unwilling to follow channel and consent controls
- Agencies without follow-up capacity
Built to fit the systems serious agencies already use.
Integration availability is configuration-driven. Status reflects what is packaged today, not a promise of live connectivity.
- HealthSherpaPlanned
- AgencyBlocPlanned
- Applied EpicPlanned
- SalesforceConfigurable
- HubSpotConfigurable
- CalendarsConfigurable
- Email infrastructureConfigurable
- DialersConfigurable
- WebhooksWebhook/API
Market capacity is limited
Apply before your product and market reach capacity.
We review each agency's licensing footprint, product focus, operating capacity, and technology stack before granting VS+ access.
No purchase is required to apply. Approval and market availability are not guaranteed.