Seven Principles - Strategic Partnership
Seven Principles Logo
Seven Principles
VA Claims

Veteran Insurance
Distribution
Platform

Strategic Partnership Proposal โ€” 2026
Connecting America's veterans with trusted protection solutions through 12 years of earned trust.
100K+
Veterans Served
$3.47M
2025 Revenue
98.3%
Success Rate
12 Yrs
In Market
Executive Summary
America's Premier
Veteran Acquisition
Platform
100K+
Veterans Reached
123K+
Email Subscribers
14,198
2025 Intakes
"Protecting veterans doesn't end with disability benefits."
Who We Are
Built by veterans.
Trusted by veterans.
  • Founded by former VA Rating Specialists with 12 years serving the veteran community
  • National veteran acquisition platform โ€” digital-first, data-driven, relationship-centered
  • $500K annual media spend across Google, Meta, YouTube, and SEO
  • 3,670 appointments booked in 2025 โ€” the highest-intent veteran audience in the nation
  • Insurance is the natural next chapter of a lifetime relationship with every veteran we serve
  • $3.47M in 2025 revenue โ€” 39.4% year-over-year growth vs $2.49M in 2024
Our Story
Twelve Years of Growth
2013
Founded
Former VA Rating Specialists launch the platform
2015
Digital Growth
Google & Meta campaigns launched. Email list grows
2018
National Expansion
Operations reach all 50 states. CRM deployed
2021
Media Scale
$500K annual spend. 100K veterans reached
$2.49M
2024 Revenue
2024
Platform Maturity
AI, call center, automation integrated
$3.47M
2025 Revenue
2026
Insurance Expansion
Strategic partnership launch
Platform Dashboard โ€” 2025
$3.47M
โ†‘ 39.4% year over year
vs $2.49M in 2024
1,104
Claims Won
98.3%
Success Rate
14,198
Annual Intakes
$2.68M
Pipeline
$500K
Media Spend
123K+
Subscribers
12 Yrs
In Market
2025 Key Metrics
Appointments Booked
3,670
High-intent veteran touchpoints
Veterans at 100% P&T
195
Maximum disability rating
Clients Accepted
1,098
Vetted & onboarded
VA Submissions Filed
693
Cases submitted to VA
Total Calls Logged
61,788
Outbound & inbound 2025
Monthly Revenue
$3,479,654
Peak: Jul $294K
JAN
$278K
FEB
$307K
MAR
$311K
APR
$333K
MAY
$340K
JUN
$333K
JUL
$294K
AUG
$349K
SEP
$285K
OCT
$324K
NOV
$310K
DEC
$265K
Geographic Reach
National
Veteran Footprint
Virginia
$477K
Texas
$375K
Georgia
$251K
Florida
$220K
Maryland
$185K
California
$156K
N. Carolina
$145K
New Mexico
$137K
New Jersey
$119K
New York
$92K
Total 2025 Revenue
$3.47M
โ†‘ 39.4% YOY
Revenue by State โ€” 2025
Active veteran clients across 33+ states
Top states: Virginia $477K, Texas $375K, Georgia $251K, Florida $220K, Maryland $185K.
The Pathway
Why Insurance
Fits Naturally
  • 1
    Veteran discovers Seven Principles
    Via search, social, or referral
  • 2
    VA Benefits Review
    Claim filed, rating increased
  • 3
    Financial Stability Achieved
    Monthly VA income established
  • 4
    Life Insurance Conversation
    Natural, trusted next step
  • 5
    Mortgage Protection
    Homeownership secured
  • 6
    Retirement Planning
    Estate & long-term care
  • 7
    Lifetime Client Relationship
    Family, referrals, legacy
The Insight
The highest-trust moment in a veteran's financial life is right after a claim win.

When a veteran receives their VA rating increase, they suddenly have a new, stable monthly income. They're emotionally receptive, financially motivated, and actively thinking about their family's future.

This is when insurance becomes a welcome conversation โ€” not a pitch.

195
Veterans hit 100% P&T in 2025
3,670
Appointments for warm handoff
Partnership Scope
Insurance Opportunity
๐Ÿ›ก๏ธ
Life Insurance
Core offering for all families
Primary Channel
๐Ÿ 
Mortgage Protection
Tied to VA home loan activity
High Conversion
๐ŸŒน
Final Expense
Senior veteran segment
Volume Play
๐Ÿ’Š
Medicare Supplement
65+ veteran population
Recurring Revenue
โ™ฟ
Disability Income
Gaps in VA coverage
Underserved
๐Ÿฅ
Hospital Indemnity
Supplemental care
Ancillary
๐Ÿฆบ
Long-Term Care
Aging veteran demographics
Growing Demand
โš•๏ธ
Critical Illness
Combat-related conditions
Mission Fit
๐Ÿฆท
Dental & Vision
VA benefit gaps
Add-On
๐Ÿšจ
Accident Insurance
High-risk veteran roles
Volume
๐ŸŽ—๏ธ
Cancer Insurance
VA burn pit exposures
Mission Critical
โญ
Custom Packages
Co-branded veteran bundles
Partnership Exclusive
Growth Projection
Lead Volume
Forecast
30 Days
100โ€“150
60 Days
250โ€“350
90 Days
450โ€“600
180 Days
1,000โ€“1,500
365 Days
2,500โ€“4,000+
Based on 14,198 annual intakes ยท 3,670 high-intent appointments ยท 98.3% claim success rate ยท Warm referral model post-claim ยท 60-day integration ramp-up assumed
Projected leads: 30d 125, 60d 300, 90d 525, 180d 1250, 365d 3250
Why Us
Why Seven
Principles
  • ๐ŸŽ–๏ธ
    Former VA Rating Specialists
    We speak veteran โ€” not as a pitch, as a credential
  • ๐Ÿค
    Relationship First, Always
    12 years of trust โ€” insurance is welcomed, not resisted
  • ๐Ÿ“ก
    Technology Enabled
    AI, CRM, and analytics drive every decision
  • ๐ŸŒŽ
    National Reputation
    100K+ veterans served across 33+ states
  • ๐Ÿ“š
    Education First Model
    Informed veterans make committed policyholders
Track Record
Proven at scale.
Ready to grow.
$3.47M Revenue in 2025
Generated entirely through veteran service โ€” not lead sales
โ†‘ 39.4% YOY vs $2.49M in 2024
14,198 Intakes ยท 3,670 Appointments
A fully operational, high-volume veteran engagement machine
1,104 Claims Won ยท 98.3% Success Rate
These are your highest-value insurance prospects โ€” and they trust us
Highest lifetime value segment
Seven Principles Logo
Seven Principles
VA Claims

We Don't Generate Leads.
We Build Lifetime Relationships
With America's Veterans.

Let's protect the people who protected us.