Live transfer campaigns
Live transfer leads: qualified first, then handed to your rep.
A live transfer starts with a campaign agent who reaches the prospect, asks the screening questions you approved, and then warm-transfers the call to your representative with a short introduction. It costs more per contact than a web lead, and the conversation your rep inherits has already cleared the basic hurdles.
- Your screening script
- Warm hand-off with context
- Rejection rules in writing
What you receive
- Prospects who answered your screening questions the way you specified, handed over live.
- The screening answers passed along with the transfer, so your rep does not start from zero.
- Rejection reasons and the review window written into the agreement.
- Disclosure language reviewed with you before launch, and recordings where configured.
Campaigns run across the United States. Pricing is quoted per campaign after a short discussion of your criteria.
Live transfers work when
- Several facts must be true before a conversation is worth your rep's time: age, eligibility window, debt amount, case facts.
- A rep can pick up the transfer on the first ring during campaign hours.
- The value of a closed deal justifies paying for screening on every contact.
Verticals we run live transfers in
Medicare and final expense
Eligibility and timing screened before an agent's time.
Debt settlement
Debt amount and type confirmed before enrollment specialists.
Student loans
Loan type and status screened before a consultation.
Legal intake
SSDI, MVA, and mass tort facts gathered before intake.
How a campaign gets scoped
- 01
Tell us what you sell and where
Products, states or ZIP codes, hours you can take calls, and the screening answers that qualify or disqualify you will and will not accept. Ten minutes on a call is usually enough.
- 02
We write the campaign specification
Screening questions, delivery format, routing hours, what counts as billable, return rules, and reporting cadence, all in one document you approve before launch.
- 03
Launch small, then scale
The first weeks are for learning how your team handles the format. We review results on the agreed schedule and adjust criteria, hours, or volume from what you see.
Questions buyers ask first
Straight answers, with no numbers we cannot stand behind. Anything specific to your territory is confirmed during the campaign discussion.
Related
What is a live transfer lead?
A prospect who has been contacted and screened by a campaign agent and is then transferred, live, to your representative. The prospect is on the line when your rep picks up, with the screening answers already gathered.
What if a transfer reaches voicemail?
This is the most common dispute, so the specification settles it before launch: whether the agent holds, schedules a callback, or does not attempt the transfer when no rep is available, and whether such attempts are billable.
Can we reject a transfer after the fact?
Yes, for the reasons written into the agreement, within the review window it sets. Typical reasons are a disqualifying answer that was missed or a prospect outside your states.
Which is better for my team, live transfers or web leads?
Live transfers when qualification matters more than volume and your reps can answer immediately. Web leads when you have a fast, persistent follow-up process and a lower value per deal. Our guide on lead formats walks through the decision.
Other campaigns we run
Ready when you are
Tell us what you sell. We will build the campaign that brings buyers to you.
Start with a short application or a message. Either way, the first conversation is about your criteria, not a sales pitch.