Build Spec · Closed-Loop Intelligence

The engineering behind the System Map. Every layer, the tool that runs it, what it costs, and the compliance gate it clears. Built in your name.

HealthConnectbroker recruitment · the build
1SOURCE & VALIDATE
JobPull licensed producers from public records, filter to ICP, enrich the gaps, validate every email before a single send.
Tools State DOI rosters public · freeClay enrich · pass-throughNeverBounce / ZeroBounce validate
StoreHubSpot Contacts · NPN, line, state, source / provenance as properties.
GateFCRA: deeper NIPR data only after a producer says yes; cold prospects = public records only. Purchased / aggregated lists need heavy validation and a slow ramp.
2OUTREACH
JobA few email touches over ~two weeks, in HealthConnect's name, from warmed senders. The sequence auto-stops the moment a producer replies.
Tools Instantly / Smartlead sequences + warmupdedicated domains + mailboxes ~30 sends/day eachGlockApps deliverability
StoreCampaign + reply events flow into HubSpot.
GateCAN-SPAM: a legal sender, working unsub, accurate header. Google / Yahoo bulk rules: SPF + DKIM + DMARC, under 0.3% spam, 1-click unsub. Never the main domain. No SMS in v1 (TCPA).
3QUALIFY
JobAI reads every reply, tags it (interested / objection / not now / question), scores the fit, and forwards only the real ones with a suggested next step.
Tools Claude reply triage + scoringn8n / Make the glue
StoreStage of record in HubSpot; conversion events to Amplitude.
4ACTIVATE
JobA hot broker fires a Slack alert and a booking link that drops the meeting on the closer's calendar. The machine never closes; a person signs the broker.
Tools Slack hot-lead alertCal.com booking
StoreHubSpot meeting + owner.
GateA closer has to exist before the first email. CBC has no recruiter, contracting, or broker offer today, so this seat is a precondition, not a detail.
5ONBOARD
JobContracting, appointment, and portal access put the broker live on the HealthConnect engine: multi-carrier quoting in one workflow. That access is the reason a broker says yes.
Tools HealthConnect engine / carrotAmplitude activation meter
Gate[UNCERTAIN] Confirm first: is CBC itself on HealthConnect, or is the engine a Hooray asset? Is Hooray live on it today, and what is the path to onboard new brokers? The whole carrot rests on this.
PRODUCING BROKER
Data backbone
HubSpot owns the top of the funnel (pipeline of record: who is in what stage, owner, every reply and booking). Amplitude owns the bottom (funnel conversion + whether the broker is actually using HealthConnect, i.e. producing). No custom dashboard. We report inside the tools your team already runs, and you own the data. The real build hours are the integration glue (n8n / Make) mapping email + web events into HubSpot stages and Amplitude events. [UNCERTAIN] connector depth depends on your HubSpot tier and the sending tool chosen.
Cost (pass-through · vendors paid direct)
Lean launch (1–2 states): ~$200–300/mo + ~$250 one-time validation. At pace (~50K ICP over a quarter): ~$600–900/mo + validation up to $1,200–2,400 for a full scrub. Per email = a fraction of a cent. The two real limits are send pace vs sender reputation (~30/day/mailbox; scale by adding mailboxes, never by blasting) and closer throughput (size the infra to the closer, not the list). Figures are honest estimates, not guarantees.
Custom Benefit Consultantsclient lead-gen · the build · phase 2, sketched
1ATTRACT
JobPut CBC in front of people already shopping for coverage, per product line (employer / group first, then Medicare and ACA).
Tools Google Search Ads active intentSEO / content per lineMeta weak for licensed targeting
GateInsurance is a restricted ad category on Google and Meta: approval friction and disclaimers.
2CAPTURE
JobOne focused landing page + short quote form per line. Every ad points at a matched page, no dead-end homepage.
Tools landing pages per linequote formHubSpot Forms capture
StoreLead + source into HubSpot.
3QUALIFY & ROUTE
JobSort by product line and readiness, dedupe, and route to the right agent with speed-to-lead alerting.
Tools HubSpot workflows routingn8n / Make glueClaude optional triage
4CONVERT
JobThe routed lead lands with a CBC agent who already sells that line. We supply the pipeline and the speed; they close.
Tools HubSpot pipelineCBC agents the close
GateEmployer / group is clean B2B, so build it first. Medicare and ACA consumer lead-gen trigger CMS TPMO + TCPA (recorded line, prior express written consent, disclaimers), so counsel clears it before launch.
PREMIUM
Lead-gen is sketched, not fully spec'd. It was scoped as Phase 2, to build only after recruitment proves out. The shape above is sound; the per-line page count, ad budget, and routing rules need a real build pass once Phase 1 is moving.
cross-cutting · both engines
  • Built in the client's name: every account, domain, and lead is yours from day one. The data lives in your HubSpot and Amplitude.
  • Deliverability is monitored continuously; CBC (or HealthConnect, per sender) approves every template before it ships.
  • Hooray's list is not CBC's list. Using one company's data to recruit for another needs both to sign off; no co-mingling without permission.
  • Source code and runbooks live in the client's own GitHub / accounts from day one, so nothing is hostage to us.

Volumes, reply rates, and costs are honest estimates for a brand-new sending domain in one launch state, not guarantees. Three open decisions still gate the build: who closes the broker at ACTIVATE; whether CBC is on HealthConnect or the engine is a Hooray asset; and whether Hooray is live with a path to onboard new brokers. The integration connector quality drives the real build hours.

System Map · cbc-system-map.pages.devjoseph@paperst.ai · ghibler@icloud.com