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.

487K+
Consumers
14.2M
Signals Captured
18,902
Active Policies
$1,240
Avg LTV
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Section 01

Current State

Today HiQOR primarily acts as a data router between upstream partners and downstream insurance workflows.

Current Value Creation: Data Routing
Current Capabilities
Capture registrations
Store leads
Capture consent
Route data downstream
Current Gaps
Consumer intelligence
Audience analytics
Enrichment
Qualification models
Long-term IP creation
Section 02

The Opportunity

How does HiQOR create long-term value beyond routing data?

Raw Lead
Registration payload
Consumer Intelligence
HiQOR intelligence layer
Long-Term Enterprise Value
Durable IP asset
Without Intelligence
PartnerHiQORCakewalk
With Intelligence
PartnerHiQOR Intelligence LayerHiQOR IPCakewalk

Insurance is the anchor vertical. The more data HiQOR captures and enriches, the broader the surface area becomes — health, financial services, wellness, and beyond.

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

Incoming Data

Real-time consumer registration payloads flow into HiQOR from race partners. Each payload contains identity, contact, consent, and event context data.

Leads Received
487,231
Live ingestion active
Consent Breakdown
Event Consent Opt-In78%
TCPA Consent62%
No Consent22%
Incoming Payloadrace_partner → HiQOR
{
// Identity
"firstName": "Sean",
"lastName": "Warstler",
"ageRange": "35–44 Family Builders",
// Contact
"email": "seanwarstler@yahoo.com",
"phone": "(918) 541-3716",
"city": "Konawa",
"state": "OK",
"zip": "74849",
// Event Context
"eventName": "Muddy Dash | Oklahoma City 2026",
"eventDate": "2026-05-30",
"registrationDate": "2026-03-21",
"funnelID": "Muddy Dash",
"assessmentType": "Race Registration",
"clientId": "solutionone",
// Consent
"eventConsentOptIn": "yes",// registered race participant
"tcpaConsent": "yes",// TCPA marketing consent
"consentURL": "https://endurancecui.active.com/new/events/95050316/select-race?..."
}

source: Muddy Dash | Oklahoma City 2026 · registered 2026-03-21

Section 03

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
Raw Consumer
Every lead starts here. No pre-qualification or paid enrichment has occurred yet. Lead is stored as a raw consumer record.
Identity
Registration Data
Consent
Geography
Partner Source
Tier 2
Enrichment-Qualified
Passed the Pre-Qualification Engine. Paid enrichment has run. Some Tier 2 leads remain Tier 2 — enrichment alone does not advance to Tier 3.
Passed Pre-Qualification
Demographics
Financial Data
Property Data
Household Data
Tier 3
Premium Consumer
Premium consumer designation. Requires strong enrichment profile indicators — high income, homeownership, affluence — or strong Cakewalk engagement signals.
High Household Income
Homeowner
High Affluence Score
Strong Stability Profile
Tier 4
Converted Consumer
Has completed a meaningful downstream conversion — policy purchased, application approved, or revenue-generating event confirmed by Cakewalk.
Policy Purchased
Application Approved
Revenue Generated
Downstream Confirmed
Tier 5
Lifetime Consumer
Long-term retention and repeat value. Driven by downstream signals: policy renewals, multi-product holding, or cross-sell acceptance.
Policy Retained 6–12mo
Multiple Products
Cross-Sell Accepted
High LTV
Tiers are HiQOR analytics designations — they do not control routing or consent. Not all Tier 1 leads move to Tier 2. Not all Tier 2 leads move to Tier 3. Routing may happen at any tier.
Section 04

HiQOR Pre-Qualification Engine

A proprietary decision engine that evaluates every incoming Tier 1 record against event type, geography, consent, age range, and historical patterns to determine if the lead qualifies for paid enrichment.

Engine Inputs
Validated Email
Validated Phone
Validated Address
Full Name
Age Range
Event
Event Consent
Marketing Consent
Pre-Qualification
HiQOR Decision Engine

Proprietary IP — validates identity, contact, and consent signals from every incoming record to determine the optimal enrichment pathway.

Qualified
Moves to Tier 2
Not Qualified
Stays Tier 1

"Every lead is evaluated. Only qualified leads move to Tier 2 and paid enrichment. Tier 1 leads can still be stored, analyzed, or routed based on business rules."

Signal Weights
Consent Signals
95
Identity Match
88
Phone Valid
82
Email Valid
78
Address Valid
71
Tier 2 Path — Paid Enrichment Sources
Identity ResolutionIdentity
RRDB · Full name, address, DOB match
Financial ProfileCredit + Wealth
Equifax WealthInsights · Credit tier, income band, net worth
Property & HomeownerReal Estate
BatchData · Ownership status, home value, equity
Person + Contact EnrichmentContact Intel
People Data Labs · Job title, company, LinkedIn profile
Phone ValidationLine Intelligence
Twilio Lookup · Line type, carrier, caller ID
Always Available — Free Public Sources
Demographic & EconomicPublic
Census ACS · ZIP, income, household, housing data
Local Health SignalsPublic
CDC PLACES · County and ZIP-level wellness metrics
Climate & Weather ContextPublic
NOAA Climate · Regional weather and climate patterns
Economic IndicatorsPublic
FRED (Federal Reserve) · Unemployment, income, mortgage rates
Healthcare ContextPublic
CMS Medicare · Provider, hospital, and health datasets
Section 05

Enrichment Pipeline

Only Tier 2 leads — those that passed the Pre-Qualification Engine — trigger paid enrichment. Strong enrichment profile results may advance a lead to Tier 3. Some Tier 2 leads remain Tier 2.

Free Enrichment
~$0 per lead
CensusCDCNOAAZIP DemographicsPublic DataBiometric Scan
Census Block GroupUS Census
ZIP Code DemographicsPublic Data
Health Metrics by RegionCDC
Climate & Risk IndicatorsNOAA
Area Income EstimatesACS
Population DensityPublic Data
Biometric Scan
Licensed — Event Flows

Captured through wellness and fitness event participation flows. Health-relevant signals are collected with explicit consumer consent and appended to the profile at no additional cost.

BMI EstimateHiQOR Biometric
Resting Heart Rate BandHiQOR Biometric
Activity Level ScoreHiQOR Biometric
Race Completion SignalEvent Flow
Wellness Engagement IndexHiQOR Biometric
Health Risk IndicatorHiQOR Biometric
Fields being appended to consumer profile
SW
Sean Warstler
Muddy Dash • ZIP 74849
Tier 2 — Enriching
Census BlockB-07-4481
Median ZIP Income$84,200
Activity Level ScoreHigh (87)
Health Risk IndicatorLow
Credit BandHigh (742)
Household Income$125k–$150k
HomeownerYes
Marital StatusMarried
Children2
Affluence Index742
Important

Enrichment runs on Tier 2 leads only. Strong profile indicators — high income, homeownership, affluence — may advance to Tier 3. Enrichment alone does not guarantee it.

Paid Enrichment
$0.05–$5.00 per lead
RRDBEquifaxProperty DataPhone Identity
Full Name VerificationRRDB
Credit BandEquifax
Household Income RangeEquifax
Homeowner StatusProperty DB
Property ValueProperty DB
Phone Identity ScorePhone ID
Marital StatusRRDB
Number of ChildrenRRDB
Cost Management

Paid enrichment is only triggered for pre-qualified leads, optimizing spend while maximizing data quality for high-propensity consumers.

Section 06

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 07

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 08

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 09

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
+
Health & WellnessHorizon
Financial ServicesHorizon
Home & PropertyHorizon