FINANCIAL SERVICES LEAD MANAGEMENT SOLUTIONS
Grow your pipeline without compromising compliance
WHAT YOU GET
Acquire & distribute financial leads with confidence
Evaluate contact validity, duplication, eligibility signals, and source requirements before a lead enters your sales workflow.
Capture and retain independent documentation of the consumer experience to support TCPA compliance and complaint response.
Use real-time rules for optimized financial lead distribution to direct each inquiry by product, geography, value, or team while limiting unnecessary handling.
THE ACTIVEPROSPECT PLATFORM
One platform for responsible financial growth
Capture with transparency
Standardize inquiries from owned forms, publishers, affiliates, and partners while preserving source details.
Qualify before engagement
Apply acceptance criteria and optimize lead data in real time so teams spend time on stronger opportunities.
Control delivery and performance
Distribute leads into existing systems and compare source quality, compliance signals, and outcomes from one workflow.
INTEGRATIONS & ADD-ONS
Build a compliance foundation across your workflow
Use integrations and add-ons to connect ActiveProspect with your CRMs, dialers, decisioning tools, and lead sources, without adding friction to the customer journey.
INSURANCE
“Your product saved me twice this month. Do you have any idea how ninja it is to actually have full everything when a complaint comes through?”
Manny Zuccarelli | Founder and CEO
QuoteVelocity
INSURANCE
“[ActiveProspect] has allowed us to scale our business aggressively while keeping true peace of mind on the compliance of our models.”
Eric Gilbert | Chief Revenue Officer
QuoteStorm
HOME SERVICES
“Test leads come through much more accurately, and duplicates never hit our system. It’s been a game changer in my world.”
Alli Hobgood | CRM Manager
Zintex
HOME SERVICES
“[ActiveProspect] has saved me a bunch of money, which we just put back into lead generation, and that has helped us grow faster.”
Eric Peschke | VP of Marketing
Zintex
WE’RE HERE TO HELP