Consumer Intelligence Platform — Internal Strategy

From Data Routing to Consumer Intelligence.

HiQOR transforms event participation, wellness, and consumer data into actionable intelligence across insurance and future verticals.

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Section 01

Current State

Today HiQOR primarily facilitates consumer acquisition, consent capture, and data routing between event partners and downstream insurance ecosystems.

Current Value Creation: Consumer Acquisition, Consent & Routing
Current Capabilities
Capture registrations
Persist consumer records
Capture consent
Route data downstream
Current Gaps
Consumer Intelligence
Longitudinal Analytics
Enrichment & Scoring
Qualification Models
Proprietary Data Assets

HiQOR is evolving from a data routing platform into a consumer intelligence platform powered by persistent identities, enrichment, and downstream signals.

Section 02

The Opportunity

How does HiQOR transform consumer data into long-term enterprise value?

Consumer Record
Registration & consent data
Consumer Intelligence
Persistent consumer profile
Long-Term Enterprise Value
Compounding data asset
Without Intelligence
PartnerHiQORCakewalk

Value is created primarily through routing and transactions.

With Intelligence
PartnerHiQOR Intelligence LayerHiQOR IPCakewalk

HiQOR retains and compounds consumer intelligence over time.

Persistent Identity (patientUUID)

Insurance is the anchor vertical. As HiQOR captures, enriches, and learns from consumer interactions, it builds a durable intelligence layer that extends beyond insurance into adjacent verticals.

Intelligence Layer Creates
Consumer Profiles
Historical Outcomes
Consumer Segments
Qualification Models
Cross-Vertical Analytics
Lifetime Value Models
The Strategy Arc
Today:HiQOR routes consumer data through insurance ecosystems.
Opportunity:HiQOR builds a compounding consumer intelligence layer.
Future:Consumer intelligence unlocks health, insurance, wellness, financial services, and additional verticals.
Section 03

Incoming Data

Real-time consumer registration payloads flow into HiQOR from event partners. Each payload contains identity, contact, consent, event, and insurance data that become the foundation of the consumer profile.

Leads Received
487,231
Live ingestion active
Incoming Payloadevent_partner → HiQOR
{
// Identity
"firstName": "Sean",
"lastName": "Warstler",
"dateOfBirth": "1988-06-14",
"ageRange": "35–44 Family Builders",
"gender": "male",
// Contact
"email": "seanwarstler@yahoo.com",
"phone": "(918) 541-3716",
// Address
"address": "123 Main St",
"city": "Konawa",
"state": "OK",
"zip": "74849",
// Event Context
"clientId": "solutionone",
"funnelID": "Muddy Dash",
"eventName": "Muddy Dash | Oklahoma City 2026",
"eventDate": "2026-05-30",
"registrationDate": "2026-03-21",
"assessmentType": "Race Registration",
// Consent
"eventConsentOptIn": "yes",// registered race participant
"marketingConsent": "yes",// TCPA marketing consent
"consentURL": "https://endurancecui.active.com/event-reg/..."
// Insurance
"insurance": {
"trainingInsurance": { "purchased": true, "coverageMonths": 3 },
"adAndD": { "purchased": true },
"termLife": { "purchased": false }
}
}
Section 04

Consumer Tier Model

Five tiers define a consumer's intelligence profile inside HiQOR — from raw registration through lifetime value. Tiers reflect data richness, enrichment depth, and downstream conversion signals. Tiers are independent of routing and consent decisions.

Tier 1
Free-Enriched Consumer
Every lead starts here. The consumer has been enriched using free/public data sources such as Census ACS, IRS SOI, CDC PLACES, and other geographic datasets. No paid enrichment has been performed.
Identity
Registration Data
Consent
Geography
Free Enrichment
Tier 2
Paid-Enriched Consumer
Passed the Prequalification Engine and qualified for paid enrichment. Consumer-level or household-level enrichment has been appended through Cakewalk or other enrichment providers.
Identity Verified
Household Data
Property Data
Financial Data
Contactability
Tier 3
Premium Consumer
High-value consumer identified through combined first-party, free enrichment, and paid enrichment signals.
High Household Income
Homeowner
High Affluence Score
Strong Stability Profile
Tier 4
Converted Consumer
Consumer has completed a meaningful downstream conversion event confirmed by Cakewalk or downstream partners.
Application Completed
Policy Purchased
Revenue Generated
Tier 5
Lifetime Consumer
Long-term consumer value demonstrated through retention, renewals, repeat purchases, or cross-sell opportunities.
Policy Retained 6–12mo
Multiple Products
Cross-Sell Accepted
High LTV
Tiers are HiQOR analytics designations and do not control routing or consent. Not all Tier 1 consumers move to Tier 2. Not all Tier 2 consumers move to Tier 3. Routing may occur at any tier.
Section 05

HiQOR Pre-Qualification Engine

A proprietary decision engine that evaluates every incoming consumer using first-party signals and free enrichment data to determine whether paid enrichment should be performed.

Every consumer receives FREE enrichment. Paid enrichment is performed only when the expected value of additional intelligence exceeds the cost of enrichment.

Engine Inputs
Validated Email
Validated Phone
Address
Full Name
Date of Birth
Age Range
Gender
Event
Registration Date
Event Date
Event Consent
Marketing Consent
Training Insurance
AD&D Insurance
Paid Enrichment Decision Engine
HiQOR Consumer Intelligence Platform

Proprietary IP that combines first-party signals, consent signals, and free enrichment data to determine whether additional consumer intelligence should be purchased.

Paid Enrichment Qualified
Run Cakewalk Enrichment
Move to Tier 2
Not Qualified
Remain Tier 1
No Paid Enrichment

Every consumer receives FREE enrichment. Only qualified consumers receive paid enrichment.

Decision Factors
Consent Signals
95
First-Party Signals
88
Free Enrichment Signals
82
Consumer Intent
76
Data Completeness
70
Historical Performance
65

Consent is both a signal and a rule: it may improve prequalification confidence, while routing eligibility is governed separately by marketingConsent and business rules.

Paid Enrichment Sources
Identity ResolutionIdentity
Identity verification · Phone validation · Consumer matching
Financial ProfileCredit + Wealth
Income range · Credit band · Affluence indicators
Property & HomeownerReal Estate
Homeownership · Property value · Occupancy status
Household IntelligenceHousehold
Marital status · Children present · Household composition
Contact IntelligenceContact Intel
Carrier lookup · Deliverability · Contact validation
Free Enrichment Sources (Applied to Every Consumer)
Census ACSPublic
ZIP, income, household, housing data
IRS SOIPublic
Tax filing & income statistics by ZIP
CDC PLACESPublic
County and ZIP-level wellness metrics
CDC SVIPublic
Social vulnerability index by census tract
AHRQ SDOHPublic
Social determinants of health indicators
FEMA National Risk IndexPublic
Climate, flood, wildfire, storm risk
FCC BroadbandPublic
Digital access and connectivity data
CMS MedicarePublic
Provider, hospital, and health datasets
Consumer Tier Lifecycle
Tier 1
Free-Enriched Consumer
Enriched using free/public data sources.
Tier 2
Paid-Enriched Consumer
Met prequalification threshold and received paid enrichment.
Tier 3
Premium Consumer
Exhibits strong combined first-party, free, and paid enrichment signals.
Tier 4
Converted Consumer
Completed a meaningful downstream conversion — quote, application, or policy purchased.
Tier 5
Lifetime Consumer
Demonstrates long-term value through retention, renewals, or cross-sell.
Business Rules
Tier ≠ ConsentTier ≠ RoutingConsent ≠ Routing

A consumer may be high value but not marketable.

A consumer may be marketable but not premium.

A consumer may be premium but not routable.

Routing is governed by business rules agreed upon between HiQOR and Everyday Life.

Marketing eligibility is governed by marketingConsent.

Consumers without marketingConsent may still be enriched, analyzed, and retained for consumer intelligence, analytics, and future first-party experiences.

Section 06

Enrichment Pipeline

Every consumer receives FREE enrichment. Consumers that pass the HiQOR Pre-Qualification Engine trigger paid enrichment and become Tier 2: Paid-Enriched Consumers. Strong combined signals may elevate a consumer to Tier 3: Premium Consumer.

Free Enrichment
~$0 per lead
Census ACSIRS SOICDC PLACESCDC SVIFEMAPublic Data
Census TractCensus ACS
ZIP DemographicsCensus ACS
Median Household IncomeIRS SOI
Homeownership RateCensus ACS
Education LevelsCensus ACS
Community Health MetricsCDC PLACES
Climate & Risk IndicatorsFEMA
Population DensityCensus ACS
Broadband AccessFCC
Social Vulnerability IndexCDC SVI
Healthcare AccessAHRQ
Food AccessUSDA

Sources: Census ACS · IRS SOI · CDC PLACES · CDC SVI · FCC · FEMA · USDA · AHRQ

Fields being appended to consumer profile
SW
Sean Warstler
Muddy Dash | Oklahoma City 2026
Tier 2: Paid-Enriched
Free Enrichment Signals
Census TractB-07-4481
Median ZIP Income$84,200
Community Health RiskLow
Social VulnerabilityModerate
Climate RiskLow
Free Data + Paid Data
= Consumer Intelligence
Paid Enrichment Signals
Household Income Range$125k–$150k
HomeownerYes
Marital StatusMarried
Children Present2
Credit BandPrime
Affluence Score84
Stability Score91
Important

Paid enrichment appends person-level intelligence to the consumer profile. Consumers with strong combined first-party, free enrichment, and paid enrichment signals may be elevated to Tier 3: Premium Consumer.

Paid Enrichment
Variable Cost per Lead
CakewalkIdentityPropertyFinancialContact
Identity VerificationCakewalk
Phone ValidationCakewalk
Household Income RangeCakewalk
Homeowner StatusCakewalk
Property ValueCakewalk
Property TypeCakewalk
Credit BandCakewalk
Marital StatusCakewalk
Children PresentCakewalk
Years at ResidenceCakewalk
Affluence ScoreHiQOR Derived
Stability ScoreHiQOR Derived
Consumer Intelligence Economics

Paid enrichment is selectively triggered when the expected value of additional consumer intelligence exceeds the cost of enrichment. Not all consumers receive paid enrichment.

Lead Arrives
FREE Enrichment
Tier 1: Free-Enriched Consumer
Prequalification Engine
Paid Enrichment
Tier 2: Paid-Enriched Consumer
Premium Qualification
Tier 3: Premium Consumer

Tiering represents consumer intelligence and value. Routing and marketing eligibility are governed separately by consent and business rules.

Section 07

Consumer Profile

After enrichment, a consumer transitions from Tier 1 to Tier 2. A full profile now supports product matching and propensity scoring in Cakewalk.

SW
2
Sean W.
Muddy Dash Participant • Tier 2 Consumer
Tier 1
Tier 2
Age
39
Household Income
$125k–$150k
Homeowner
Yes
Marital Status
Married
Children
2
Location
ZIP 74849

Propensity Scores

Affluence
742/ 1000
Stability
811/ 1000
Credit Band
High85/ 100
Next: Behavioral Signals Required

Sean is now a Tier 2 Enriched Consumer. To advance to Tier 3 Premium, engagement and qualification signals must be captured — email opens, quote starts, application activity.

Section 08

HiQOR + Cakewalk

Consumer intelligence flows bidirectionally between HiQOR and Cakewalk — feeding downstream workflows and returning engagement signals that compound the intelligence model.

HiQOR
Consumer Intelligence
→ Enriched profiles
← Engagement signals
Cakewalk
Scoring + Carrier Routing

Inside Cakewalk

Scoring
AI-driven propensity models score each consumer against 50+ insurance products
Product Matching
Match consumer profile attributes to optimal product configurations
Carrier Routing
Route qualified consumers to the highest-converting carrier for their profile
Engagement
Orchestrate multi-channel outreach and capture downstream behavioral signals

Sample Cakewalk Output — Sean W.

Life Insurance Score
89/100
Likelihood to Buy
High
Recommended Products by Affinity
Term Life94%
AD&D78%
Umbrella67%
Disability52%
Section 09

Downstream Signals

Engagement and conversion signals flow back from Cakewalk into HiQOR. These signals update consumer profiles, advance tier designations, and improve pre-qualification accuracy over time.

Signals flowing back to HiQOR
Live
Email Opened
SMS Clicked
Quote Started
Application Started
Application Completed
Policy Purchased
3-Month Retention
6-Month Retention
12-Month Retention

Dynamic Tier Movement

Tier 2
Tier 3
Triggered by: Strong enrichment profile (income, homeowner, affluence) OR downstream engagement signals
Tier 3
Tier 4
Triggered by: Policy Purchased / Application Approved
Tier 4
Tier 5
Triggered by: Policy Retained 6–12mo / Multi-Product / Cross-Sell
Intelligence Compounds Over Time

Each signal returned from Cakewalk improves HiQOR's pre-qualification models, enriches consumer profiles, and increases the accuracy of future product matching — creating exponential value.

+34%
Model Accuracy
-28%
Cost per Lead
+2.1x
LTV Growth
Section 10

Consumer Intelligence Portal

HiQOR's proprietary intelligence platform — visualizing the consumer data, tier depth, and compounding IP being built across the ecosystem.

portal.hiqor.com/intelligence
Consumer Intelligence
487,231
+32% YoY
Consumers Under Intelligence
42,118
8.6% of total
Premium Consumers (Tier 3+)
311,402
64% consent rate
Eligible for Outreach
$42.8B
Aggregate
Est. Household Wealth
$187M
Projected
Predicted Lifetime Value
126,114
Actionable
Cross-Sell Opportunities
Consumer Tier Distribution
Consumer Lifecycle Funnel
Tier 1
487,231
23%
Tier 2
112,084
38%
Tier 3
42,118
22%
Tier 4
9,412
22%
Tier 5
2,103
Promotion rates show % of tier that advances to next tier
Consumer Composition
Homeowners61%
Married54%
College Educated49%
Children Present47%
Income > $100k38%
Excellent Credit31%
Affluent22%
Audience quality indicators across Tier 2+ consumers
Top Performing Segments
Core IP
Ironman + Income >$100k
Qual 91%Conv 10.1%LTV $2,840
Spartan + Married + Children
Qual 84%Conv 8.2%LTV $2,210
Marathon + Female 35–50
Qual 72%Conv 6.3%LTV $1,780
Tough Mudder + Homeowner
Qual 68%Conv 5.1%LTV $1,540
Bubble Run + Under 30
Qual 28%Conv 0.4%LTV $310
Enrichment ROI
Leads Enriched
118k
Enrichment Spend
$41,200
Attributed Revenue
$612,000
Return on Investment
14.8x
Pre-qualification filters reduced unnecessary enrichment spend by an estimated $28,400.
Top Predictive Attributes
Qual Model
1Married + Children
94
2Homeownership
88
3Income > $100k
82
4Age 35–54
77
5Prior Event Participation
71
6High Affluence Score
63
7Property Ownership
58
Derived from historical consumer outcomes.
Product Opportunity Matrix
Consumer eligibility across product verticals. Future verticals TBD.
Signal Intelligence
Email Opens
182k
+14%
SMS Clicks
48k
+22%
Quotes Started
8,400
+9%
Applications
2,100
+6%
Policies Purchased
812
+3%
12-Mo Retention
521
+11%
Event Intelligence
Ironman
9.2%
Spartan
6.8%
Marathon
5.1%
Tough Mudder
3.7%
Muddy Dash
2.4%
Bubble Run
0.7%
Wealth Distribution
Household Income
<$50k
18%
$50k–$100k
31%
$100k–$200k
34%
>$200k
17%
Property Value
<$250k
22%
$250k–$500k
38%
$500k–$1M
29%
>$1M
11%
Avg Household Income$94,200
Avg Property Value$412,000
Consumer Journey — Sean W.
Tier 1 → Tier 5 in 378 days
03/21/2026
Race Registration
Tier 1 — Raw Consumer
03/22/2026
RRDB Enrichment
Tier 2 — Enriched
03/25/2026
Email Opened
Engagement Signal
03/28/2026
Quote Started
Tier 3 — Premium
04/01/2026
Policy Purchased
Tier 4 — Converted
04/10/2026
Cross-Sell Flagged
Intelligence Signal
04/01/2027
12-Month Retention
Tier 5 — Lifetime
Section 10

Long-Term IP Strategy

HiQOR's ultimate value is not lead routing — it is the proprietary consumer intelligence platform that compounds in value with every interaction.

Consumer Profiles
Unified identity, enrichment, and behavioral history across 487K+ consumers
Historical Outcomes
Conversion rates, retention patterns, and LTV data by segment, event, and region
Audience Segments
Proprietary audience clusters built from behavioral and demographic intelligence
Pre-Qualification Models
Machine-learning models trained on HiQOR's proprietary conversion dataset
Cross-Vertical Analytics
Intelligence transferable beyond insurance into health, financial services, and wellness
Lifetime Value Models
Predictive LTV scoring across product lines and consumer lifecycle stages
Conversion Intelligence
Real-time feedback loops that continuously refine qualification and product matching
Compounding Data Moat
Every signal strengthens every model — creating defensible, long-term IP advantage
Insurance is the first monetization layer.
Consumer intelligence is the long-term asset.
Own the Consumer.
Build deep, enriched profiles that no competitor can replicate.
Learn Continuously.
Every signal, every conversion, every retention event improves the model.
Monetize Intelligently.
Expand beyond insurance into any vertical where consumer intelligence creates value.
Expansion Horizon

The HiQOR intelligence layer is vertical-agnostic. As consumer profiles deepen across event participation, enrichment, and behavioral signals, the same data becomes applicable to product categories far beyond insurance.

InsuranceActive
LifeAD&DDisabilityTraining InsuranceHomeownersAutoUmbrella
Health & WellnessHorizon
Preventive CareSupplementsTelehealthGLP-1Fitness
Financial ServicesHorizon
BankingLendingWealthRetirementEstate Planning
Home & PropertyHorizon
MortgageSolarHome ServicesSecuritySmart Home
Travel & ExperiencesHorizon
TravelHotelsEventsLoyalty Programs
Consumer CommerceHorizon
WearablesApparelNutritionSubscriptionsRetail