Final Expense Live Transfer Program

BID SUBMISSION FORM

Issued by: Crankshaft Technologies, LLC

Location: Phoenix, Arizona

Email: bids@crankshaft.ai

Website: www.crankshaft.ai

RFB Reference: Final Expense Live Transfer Partnership

Please review, understand and agree to RFB documentation before submitting your bid: FE-RFB-documentation.pdf

SECTION 1 — BIDDER INFORMATION

Company Name *

Legal Entity Type *

Primary Contact Person *

Title / Position *

Email Address *

Phone Number *

International numbers accepted (10-15 digits)

Company Website *

Years in Operation *

Business Address *

City / State / ZIP *

Number of Active Agents *

Price per Qualified Transfer (USD) *

Minimum Daily Volume Commitment *

Maximum Daily Volume Capacity *

Requested Payment Terms *

Preferred Payment Method *

Ready to Go-Live Date *

Please confirm each statement:

(failure to comply will disqualify you from the program)

All leads will be generated using Crankshaft's Vici dialer platform.

All data will be scrubbed against the DNC Registry before dialing.

All calls will comply with TCPA and applicable U.S. telemarketing laws.

All transfers will meet Crankshaft's 10-point Quality Verification Checklist.

Buyer intent and fraud screening protocols will be followed.

Describe your experience in the Final Expense or insurance vertical *

Average daily transfer volume over the last 90 days *

Describe your TCPA and DNC compliance process *

Do you employ live agents, remote agents, or both? *

List any major clients or buyers currently served *

Successful bids will be responded to as soon as possible.

For follow-up email: bids@crankshaft.ai