ROS

RETIREMENT OS™ Lead Order Request

Group purchasing power for Beta Agents — better data, better targeting, better pricing.

Welcome

One Agent Buys Retail. Fifty Agents Buy Wholesale.

Use this pre-order form so Retirement OS can combine agent requests, forecast demand, and negotiate larger list purchases. The goal is to maximize volume buying power and help Beta Agents potentially save up to 50% on higher-quality lead data.

✅ Premium targeting:
Age, income, home value, net worth, investments, homeowner status, and more.
✅ Group savings:
We combine demand across agents before placing orders whenever possible.
Important: Submitting this request does not place a final order. It puts your request into the group purchasing queue.
Step 1

Agent Information

Step 2

Choose Your Geographic Target

Geo targeting can be built by city, state, ZIP code list, county, or a radius around the advisor's office.

Step 3

Choose Demographics

Step 4

Advanced Filters

Why premium data? Better filters can reduce wasted outreach and help agents focus on prospects closer to the ideal retirement client profile. Some requested audience attributes may vary by vendor, geography, and compliance review.
Step 5

Lead Quantity & Marketing Plan

Group Buying Goal: Reduce the 29¢ Starting Cost

Leads start at approximately 29¢ each when agents buy alone. Retirement OS is gathering requested orders from up to 50 agents so we can combine volume and negotiate lower pricing before final orders are placed.

50,000 Leads
25¢ target
Avg. 1,000 leads per agent
100,000 Leads
22¢ target
Avg. 2,000 leads per agent
250,000 Leads
18¢ target
Avg. 5,000 leads per agent
500,000 Leads
15¢ target
Avg. 10,000 leads per agent
1,000 leads
$290 → $180*
2,500 leads
$725 → $450*
5,000 leads
$1,450 → $900*
10,000 leads
$2,900 → $1,800*
*Example savings shown using an 18¢ target price. Final pricing depends on vendor, geography, filters, and total combined order volume.
Important: Your requested quantity helps Retirement OS measure total demand and negotiate. It is not a final purchase commitment.
Final Review

Submit Your Group Lead Request

What happens next?

Retirement OS will collect requests from participating agents, combine demand where possible, negotiate group pricing, and follow up with available options before any final order is placed.

Forecast DemandCombine OrdersNegotiate PricingPresent Options

Request Received

Your lead request has been added to the Retirement OS group purchasing queue.

For internal agent use. Lead availability, pricing, and targeting options may vary by vendor, geography, and order volume.