Frequently Asked Questions About Live Transfer Leads

They are for insurance agencies, brokers and agents that can serve the intended product and market. Tell us what your team sells and where it operates so we can review the relevant program.

You can discuss Medicare, ACA, final expense, and HI campaigns. See the insurance lead directory for the individual program pages.

A live transfer connects an interested prospect during an active phone call. The receiving agent continues that conversation. A contact list supplies records that a buyer would need to contact separately.

Our core live transfer process uses outbound engagement. We establish interest in the relevant product and screen the prospect against the campaign requirements before connecting a suitable call.

Qualified means the prospect meets the screening requirements agreed for that campaign. It does not mean the person is approved for coverage, eligible for a particular plan or certain to buy.

Confirm the exclusivity terms for your selected campaign. The agreement should explain which buyer receives the opportunity, any applicable time period and any exceptions.

Tell us the states your agents are authorized to serve. We will review availability and the requirements for the product and market before confirming the campaign.

Share your team’s availability during setup. The receiving schedule and the process for requesting changes should be confirmed before transfers begin.

Launch depends on the product, market, screening requirements, receiving setup and agreed terms. Ask for a launch estimate after those details have been reviewed.

A suitable active call is connected to the receiving line agreed for the campaign. Any supporting data fields, systems or integrations should be confirmed during setup rather than assumed from a general feature list.

Review our pricing page and request a quote for the program you need. Ask for the billable-event definition, minimum order and applicable payment terms alongside the rate.

Ask how missed, unanswered or disconnected calls are treated under the campaign terms. Receiving arrangements and billing rules should be clear before launch.

Use the review method set out for your campaign and provide the required call reference and details through the approved channel. The agreement should explain the submission window, review criteria and available remedy.

No. A live transfer creates a conversation with a screened, interested prospect. Product eligibility, the prospect’s needs and preferences, and the receiving agent’s work still determine the next step.

The sample lead page explains the transfer format. Ask about available examples for the program you are considering and check whether each is an illustration or an authorized, redacted recording.

Share your agency name, product, target states, receiving schedule and approximate call capacity. Use the contact form and avoid including consumer medical or other sensitive personal information.