Someone who will not phone a stranger will still answer a few questions. That is the whole idea behind the funnels.
What a funnel is
A short quote flow — a handful of questions about the coverage someone is looking for — that runs on your own domain, carrying your business name and logo. To the visitor it reads as part of your site, not a hop to somebody else’s. The funnel keeps its own colors on purpose: the design is identical everywhere it runs, so a visitor never sees it change partway through.
Three funnels run today:
- Mortgage Protection — for homeowners looking at coverage tied to their mortgage
- Veterans Life Options — for veterans, service members and their families
- Life Insurance — the general-audience flow: coverage goal, amount and type
Where they appear
The quote buttons on your website point at the funnel. Each coverage line on your site can route to the funnel that fits it, and a line with no matching funnel simply shows no button rather than sending someone somewhere irrelevant.
What arrives when someone completes one
| Name and phone | Verified before it reaches you |
| What they asked about | The coverage they were looking for |
| Their answers | In their own words |
| Where they came from | Campaign and page |
| When | Timestamped |
That last set is the part that matters most. Because the same system runs the funnel and the CRM, the answers travel with the lead — so you open it already knowing what the conversation is about. A CRM fed by somebody else’s form cannot do that; it was not there when the questions were asked.
The one thing we never re-brand
The funnel carries your name and your logo. It does not carry your name on the consent language, or on the disclosure naming the entity that actually collects the lead. Those stay exactly as written.
That is deliberate. Those sentences are a statement about licensure, not branding, and pointing them at you would make them false. It also means the consent a consumer sees is the consent that gets stored, which is the whole point of having it.
How it gets set up
We set this up with you. The funnel is provisioned onto your domain and branded to your business during onboarding — it is not a switch you flip yourself today. That means a short conversation rather than a signup form.
What this is not
We are not selling you a list. A lead vendor sells the same name to several agents and stops there. These are people who found your site and filled in your funnel, and they land in your CRM with their context attached.
Want funnels on your site?
Get in touch — build your website free first, and we will talk about adding funnels to it.