Ping/post lead filtering: decide before you pay

What happens in a ping/post transaction

You already know this transaction well. A ping asks whether you want the lead, you bid or pass inside a tight window, and a post delivers what you accepted. When you accept with almost no signal, you end up buying from the same pool of low-intent leads as every other buyer. In UGP-owned agencies, we've found that 90%+ of bought leads never produce an enrollment within a year.

The hard part isn't that quality is difficult to judge. The hard part is that quality usually becomes visible only after an agent already has the call, when the money and the agent's time are both spent. Before the buy, visibility into lead quality is zero unless something evaluates the ping inside the bid window.

Filtering at the ping versus ranking after the buy

Ranking a lead you've already purchased can reorder a queue, but ranking can't take back the money you spent on the ping. Filter works earlier, at the acceptance moment, before a matched ping is purchased. Filter evaluates intent and fit against your rules inside the bid window, in real time rather than in an overnight review. Because Filter runs inside that window, it doesn't slow intake. The Filter page covers how that decision works.

How to evaluate a filtering system

Start by asking where the decision sits, because a filter that acts after the post can only sort leads you've already paid for. Next, ask what gets logged for every ping: whether the ping was accepted or rejected, the reason, and the source it came from. Then confirm that rejected pings never reach your dialer, since a rejection that still rings an agent hasn't saved anything. Finally, ask how the system splits work with qualification after the buy.

In UnifiedYield, that split is explicit. Filter rejects the pings that aren't worth buying, and Screen, UnifiedYield's ranked-qualification product, ranks the accepted leads so agents take the strongest conversations first. The Screen page covers how that ranking works, and yield basics shows both steps on a single lead request. For what a source is worth once you look past the application, read What cost per application can't tell you. If agents are still taking calls from leads you'd rather not have bought, request a demo and we'll walk through your ping/post flow together, from the first ping to the agent.