A partnership that pays.
Compliant buyers. Healthier downline. Shared upside —
without putting Keystone in the compliance chain.
Let's skip the
throat-clearing.
Your buyers' floor health
is your throttle.
When a buyer's reps run clean and convert — they reorder, scale, and refer.
When they don't — complaints land at your door, carriers ask questions, and they churn.
Scion QA Audit
Insurance Edition.
AI scores every call against a custom rubric. Surfaces rep performance and the disclosures that keep their license clean. Runs in the background — no extra dialer, no workflow change.
Pre-Qual
Front-end qualifier and transfer floor. 30–120s target. Did they capture intent, confirm callback, route cleanly?
Insurance Sales
ACA + fixed indemnity + ancillary closers. Did they say "not major medical"? Plan accuracy? Consent on the recording?
Insurance Customer Service
Post-sale care. Cancellation authority handled correctly? Plan questions answered without giving advice they can't?
Coaching,
not policing.
Reps get a per-call scorecard. Managers get a per-agent dashboard. Compliance gets a paper trail. Nobody gets a new tab to babysit.
"Here's where you crushed it. Here's the one line you missed."
Specific call, specific moment, specific criterion. No vague "be more compliant." A coach in their ear after every call instead of a QA review every six weeks.
Rank, drill, intervene.
See team rank, agent rank, criterion-level pass rates over time. Spot a trend on day 2, not month 2. Duration brackets calibrated per team — Pre-Qual ≠ Sales ≠ Service.
What the floor lead sees, every week.
1,496 connected calls · 12 agents · 8 duration brackets · per-agent ranking. Real numbers from a live insurance IMO running ACA + indemnity + ancillary.
500 calls. Auto-scored.
500 calls in the last 30 days · 63/100 floor average · every call has a one-click listen + score button. Outliers get coached, not chased.
Any rubric. Weighted 1–5.
Real compliance language: Major-Medical vs. Indemnity Distinction · Non-Government Statement · Plan Presentation Accuracy. Configured once with their compliance officer — lives forever.
You don't own their compliance.
You never have.
Same arms-length you already have on lead quality. Keystone carries the relationship. Scion carries the compliance conversation. Your buyer owns their own floor — full stop.
Sends warm intro. Earns commission.
Zero compliance liability.
Onboards buyer, runs the audit,
owns the compliance conversation.
They contract directly with Scion.
Keystone is not a counterparty.
How a referral
pays you.
Mutually agreeable structure — let's design it together on Monday. The shape we're picturing:
Recurring, not one-shot.
Their floor stays on as long as they're insuring. You earn the whole time — not just at signup.
Warm intros. That's it.
A 2-line email. We take it from discovery through close, onboarding, support, renewal. You never demo, never quote, never carry a ticket.
A clean, residual revenue line.
Branded "Scion partnership" on your end. Quarterly reporting. Paid monthly. We'll bring two numbers to anchor the conversation.
How an intro
actually flows.
You never have to learn the product, demo it, support it, or invoice anyone.
Your part is the part you're already best at: vouching for people you trust.
Aligned for the
long game.
Compliance is the floor. Performance is the ceiling. As your buyer base scales, the QA layer scales underneath them — and your residual line scales with it.
Healthier buyers, paid intros.
Your top 10–20 referred buyers convert. Each one becomes a residual line. You see your first quarterly check and decide how aggressive to go.
Reorder rate climbs. Residual compounds.
Healthier floors buy more leads. Your downline's LTV improves. Your residual book grows on autopilot — without you ever entering the compliance conversation.
Time to get rockin'?
Let's design a structure that pays Keystone, protects your name, and gets your buyers on a real QA stack.