Prospect65 AI

One-stop Medicare, auto, homeowners, life, health, recruiting + compliant lead marketplace

Real-life map integration added

Import legally obtained Turning-65 leads, display them on Google Maps, assign CRM follow-up, and track compliance.

This package includes demo leads only. For real prospects, import a compliant CSV from your purchased/permission-based lead source. Do not scrape private personal data.

Growth Score

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Today’s Priority Leads

Important Compliance Boundary

Real T65 names are not publicly provided by this app.
Use your own compliant lead vendor, permission-based forms, CRM imports, seminar registrants, referrals, or internal clients. Keep proof of permission, DNC review, and SOA records where required.

Google Maps T65 Lead Discovery

Paste your Google Maps JavaScript API key, load the live map, then view, filter, route to, and manage leads.

For production, restrict your key to your website domain and only the APIs you use.

Live Google Map

Map not loaded yet.

Paste your API key and click Load Google Map. Without a key, the lead list and CRM still work.

Mapped Leads

Import Real Turning-65 Leads

Upload or paste CSV with legally obtained lead records. Required: name, DOB or T65 date, city/state/zip. Recommended: latitude/longitude.

CSV Rules

  • Use only compliant lead data that you have permission to contact.
  • Include lat and lng for instant map pins.
  • If lat/lng are blank, the app stores the lead but cannot pin it until coordinates are added or geocoded in a production backend.
  • Document TCPA consent, DNC checks, and SOA before sales discussions where applicable.

Accepted headers

name,dob,t65_date,phone,email,address,city,state,zip,lat,lng,source,permission,notes

Permission-based lead generation

Free Medicare Turning 65 Checklist

Consumers enter basic contact details, birthday month/year, preferred contact method, and permission to contact. No Medicare ID, Social Security number, bank card, or sensitive health details are requested.

Compliance First

Lead can enter the marketplace only if marketplace consent is checked and an audit record is stored.

Recent Checklist Leads

Lead Marketplace Monetization

Sell or reserve only leads with documented permission and marketplace consent. Buyers see masked information until the compliance release gate passes.

Buyer Checkout Simulator

Masked Lead Inventory

Compliance-Gated Lead Release

Full lead contact details are released only when consent, opt-out, buyer, state, carrier, DNC, TCPA, CMS, and privacy checks pass.

Buyer Eligibility File

Release Queue

Audit Log

Federal + State Compliance Rules Engine

Operational guardrails built into Prospect65 AI. This is not legal advice; it creates the workflow foundation you asked for.

CRM Pipeline

Advance mapped leads from new prospect through enrollment and cross-sell.

AI Follow-Up Studio

Generate compliant call, voicemail, SMS, email, no-show, and cross-sell scripts.

Generated Message

Appointment Booking

Schedule education calls, SOA reviews, plan comparisons, enrollment appointments, and cross-sell reviews.

Upcoming

Compliance Vault

Track permission, SOA, DNC review, disclaimers, and audit notes.

Compliance Alerts

Carrier Contracting + Appointment Hub

Give agents one place to discover carriers, submit appointment requests, track license/RTS readiness, and store carrier/FMO/IMO relationship notes.

Carrier Directory

Agent Carrier Signup Request

Appointment Request Queue

Agent + Agency Recruiting Portal

Recruit licensed agents, new agents, referral partners, agency partners, appointment setters, and bilingual field reps into your Prospect65 AI ecosystem.

Recruit Application

Recruiting Pipeline

Agency / FMO / IMO Onboarding

Invite agencies to buy leads, recruit under your platform, white-label the portal, and manage agents with compliance-gated lead release.

Agency Application

Agency Partner Queue

Unbeatable Growth OS

The competitive moat: lead generation, compliance-gated marketplace, carrier contracting, agent recruiting, agency onboarding, training, CRM, and map-based territory growth.

What Makes It Hard to Beat

    Next Premium Modules

    • Stripe billing for carrier appointment packages and recruiting subscriptions.
    • DocuSign/Dropbox Sign for agency agreements and no-resale contracts.
    • Twilio + SendGrid opt-in campaigns with automatic suppression.
    • NIPR/Sircon verification workflow links and admin checklist.
    • Training Academy with AHIP/certification tracker, quizzes, certificates, and RTS dashboard.
    • International expansion table: country, regulator, privacy law, product type, carrier directory, consent language.

    Homeowners Insurance Quote Intake

    Capture homeowner, condo, landlord, renters, flood, and umbrella leads with permission-to-contact and marketplace consent.

    Consumer Home Quote Request

    Recent Home Insurance Leads

    Buy Home Insurance Workflow

    Prepare carrier/rater handoff, lender proof, payment/e-sign, binder tracking, and document delivery. Binding requires approved carrier authority.

    Create Buying Workflow

    Home Buying Queue

    Homeowners Carrier + Rater Hub

    Track standard home markets, non-standard property, flood, condo, renters, landlord, umbrella, MGA/broker markets, and API-readiness.

    Add Home / Property Market

    Home Market Directory

    Homeowners Lead Marketplace

    Monetize property insurance requests only when consent, licensing, appointment, privacy, and no-resale conditions are satisfied.

    Buyer Reservation

    Home Lead Revenue

    Homeowners / Property Insurance Recruiting

    Recruit licensed P&C producers, home insurance specialists, CSR/servicing staff, mortgage/realtor referral partners, and property quote closers.

    Recruit Application

    Home/P&C Recruiting Pipeline

    One-Stop Insurance Shop

    Bundle Medicare, ACA, life, final expense, auto, home, renters, condo, landlord, flood, umbrella, commercial auto, and business insurance into one customer journey.

    Cross-Sell Engine

    Unbeatable Additions Roadmap

    • Home + auto bundling score and renewal reminder.
    • Mortgage/realtor referral partner portal.
    • Flood-zone workflow and home inspection task tracker.
    • Carrier appetite matrix by ZIP, roof age, claims, property type, and occupancy.
    • Agency acquisition board for local P&C agencies looking to sell or partner.
    • International property-insurance expansion: country, regulator, carrier, privacy law, consent language.

    Inbound quote demand capture

    Home + Auto Insurance Shopper Capture

    Capture people actively shopping for homeowners, renters, condo, landlord, flood, auto, SR-22, commercial auto, and bundle quotes. This is the compliant alternative to scraping the web for private shoppers.

    2-Hour SLA

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    Routes lead to an available licensed agent, starts countdown, and tracks sale status.

    Consumer Quote Request

    Do not collect SSN, driver's license number, bank/card details, Medicare ID, or protected health details in this public lead form.

    Live Shopper Leads

    Web Search Lead Console

    Instead of scraping people, this module creates and tracks compliant demand channels that attract shoppers who voluntarily submit quote requests.

    Demand Channel Builder

    Generated SEO + Ads Assets

    Approved Lead Sources

    Blocked / High-Risk Methods

    Do not scrape personal shoppers from social media, forums, public records, or websites and auto-contact them. Use opt-in forms, quote pages, partner referrals, ads, SEO, Google Business Profile, and approved lead vendors with consent records.

    2-Hour Auto-Router + Sales Completion Board

    Every incoming home/auto shopper is assigned to an available licensed agent with a 2-hour contact and close workflow.

    Routing Queue

    2-Hour Close Playbook

    1. 0-5 min: auto-assign to licensed available agent.
    2. 5-15 min: first call + SMS/email confirmation.
    3. 15-45 min: collect underwriting details and quote path.
    4. 45-90 min: compare carrier/rater options or carrier portal quote.
    5. 90-120 min: e-sign/payment/binder handoff where legally and operationally available.

    True binding depends on state license, carrier appointment, underwriting approval, payment, e-sign, and carrier authority.

    Agent Availability + License Routing

    Agents enter states, product lines, availability, and close capacity. The router assigns leads only when state/line/availability match.

    Available Agent Profile

    Available Agent Pool

    Ads + SEO Growth Engine

    Build pages and campaigns that attract real shoppers, then auto-send them into the routing engine.

    Landing Pages to Publish

    Monetization Model

    • Exclusive home lead: $25-$85 depending on state and intent.
    • Exclusive auto lead: $15-$60 depending on risk and intent.
    • Bundle lead: $45-$120 because cross-sell value is higher.
    • Agent subscription: $99-$299/month for routing access.
    • Agency subscription: $399-$1,500+/month for team routing and lead territory control.
    • Carrier/MGA package: custom CPL, CPA, or monthly sponsorship.

    Automation Integrations

    Agency Dashboard

    Lead counts, agent assignments, territories, and revenue forecast.

    Agent Leaderboard

    Territory Summary