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What lands
on your desk.

One example per vertical. The people are fictional. The questions, the consent wording and the fields are the real ones. Every record passes the five checks first.

Example record. Fictional person, real format.

MVA / personal injury

Live call, record posted with it

Received
Thu 1 Oct 2026, 2:32 PM ET
Source brand
Settlement Scout (crash check)
Delivery
Live transfer to your intake line, with this record posted to your endpoint

Contact

Name
Jordan Example
Phone
(404) 555-0142
ZIP
30303
Best time to call (their pick)
Now

Their answers, word for word

When did the crash happen?
Last 30 days
What date did it happen?
2026-09-21
Were you driving, a passenger, or on a bike / on foot?
Driver of a car or truck
Was the other driver at fault?
Yes
Were you also at fault, even partly?
No
Did the other driver have insurance?
Yes
Was a police report filed?
Yes
Does the report confirm the crash and its date?
Yes
Have you seen a doctor, chiropractor or physio about it?
Yes, and I am still going
Did the crash cause a physical injury?
Yes
Is a law firm already handling it for you?
No
Have you ever hired an attorney for this crash?
No
Has this claim already been settled?
No
Has an attorney ever turned this case down?
No
Which state did the crash happen in?
GA
Which state do you live in now?
GA

Consent record

“By checking this box and clicking below, I give my prior express written consent for OptiMAX (OPTIMAX AI LTD) and the personal injury law firm(s) it shares my details with to call and text me about my injury claim at the number I provided, including via automated technology and prerecorded messages. Consent is not a condition of any service, this is not legal advice, and no attorney-client relationship is created. Message frequency varies. Msg & data rates may apply. Reply STOP to cancel, HELP for help. This request is made through Settlement Scout at leads.optimax-ai.com/crash-check.”

Agreed at:
2026-10-01 18:29:07 UTC
IP address:
203.0.113.•••
Consent version:
mva-crash-national-v1-2026-09-13
TrustedForm certificate:
cert.trustedform.com/••••••••••••
Recording:
Call recording link, sent with every billed call
Example record. Fictional person, real format.

Business funding

Real-time application

Received
Thu 1 Oct 2026, 10:14 AM CT
Source brand
CreditLineCheck (funding calculator)
Delivery
Posted in real time to your CRM or webhook, or by email

Contact

Name
Sam Example
Business phone
(512) 555-0187
Email
sam@example.com
State
TX

Their answers, word for word

What’s the funding for?
Smoothing cash flow
How long has the business been trading?
2 to 5 years
Roughly, what’s your annual revenue?
$300k to $750k
Roughly, where’s your personal credit score?
650 to 719
What’s the average balance in the business bank account?
$3,000 to $10,000
Have you already applied for funding elsewhere?
No, this is my first check

Consent record

“By checking this box and clicking below, I give my prior express written consent to receive recurring text messages, calls, and emails from CreditLineCheck (OPTIMAX AI LTD) and its independent financing partner about my business funding enquiry at the phone number and email I provided, including calls and messages made using an autodialer, automated technology, or an artificial or prerecorded voice. Consent is not a condition of purchase. Message frequency varies. Msg & data rates may apply. Reply STOP to cancel, HELP for help.”

Agreed at:
2026-10-01 15:13:52 UTC
IP address:
203.0.113.•••
TrustedForm certificate:
cert.trustedform.com/••••••••••••
Example record. Fictional person, real format.

Final expense

Real-time lead, or a live transfer

Received
Thu 1 Oct 2026, 11:47 AM ET
Source brand
OptiMAX Coverage (final expense quiz)
Delivery
Email, webhook, Google Sheets or your CRM in real time; live transfers ring your phone

Contact

Name
Pat Example
Phone
(614) 555-0163
Email
pat@example.com

Their answers, word for word

What’s your age?
65 to 75
Which state do you live in?
OH
How much coverage are you looking for?
Around $15,000
Do you currently use tobacco?
No
How would you describe your health?
A few managed conditions
Who would this coverage protect?
My children

Consent record

“By checking this box and clicking below, I give my prior express written consent to receive recurring text messages, calls, and emails from OptiMAX Coverage (OPTIMAX AI LTD) about my coverage enquiry at the phone number and email I provided, including by autodialer, automated or prerecorded voice, and text message. Consent is not a condition of purchase. Message frequency varies. Msg & data rates may apply. Reply STOP to cancel, HELP for help. See our SMS Terms (optimax-ai.com/sms-terms) and Privacy Policy (optimax-ai.com/privacy).”

Agreed at:
2026-10-01 15:46:31 UTC
IP address:
203.0.113.•••
Recording:
Call recording link, for live transfers
Two minutes
Reply in one business day

Which states,
and how many?

Tell us what you buy, where, and what it costs you today. You get a straight answer on whether we can supply you and what delivery looks like.

What you want
How should it arrive?
Who you are

Prefer to talk first? Book a call with Mike.

Call +1 (855) 591-9197

Calls are recorded.