FAQ
Your Live Transfer FAQs, Answered
Here’s what final expense agents ask most about our live transfers — from ordering to quality and compliance
General Question
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Our agents undergo industry-specific training focused on final expense. They’re trained to ask compliant, qualifying questions, build rapport, and only transfer highly engaged, eligible prospects.
Absolutely! We understand you want to know exactly what you’re investing in. Upon request, we can provide you with a sample recording (with sensitive data redacted) so you can hear the quality and tone of our transfers first hand.
Each prospect goes through a multi-step qualification process with our trained agents. We confirm key details such as interest level, eligibility, and product fit — and only then do we transfer the call live to you, saving you time and ensuring higher closing potential.
If you miss a live transfer, don’t worry — we’ve got you covered. Our agents can reschedule the call or provide you with the prospect’s contact details, along with a brief summary of the conversation, so you never lose the lead.
Yes. All our live transfers are 100% TCPA compliant. Our agents use strict opt-in protocols and call scripts that align with federal and state regulations. Compliance isn’t optional — it’s built into everything we do.
Absolutely. All our live transfers are 100% exclusive to you. Once the prospect is connected to you, they won’t be shared or resold to any other agent or agency.
Yes! You’re in full control. Just log in to your Lead Portal, set your availability, and turn your campaigns on or off in real time. This way, you’re only paying for calls when you’re ready to close deals.
Unlike static lead lists, our live transfers connect you with real-time, engaged prospects who just spoke with our agent and are ready to talk. This means less chasing, more closing.
Our agents undergo industry-specific training focused on final expense. They’re trained to ask compliant, qualifying questions, build rapport, and only transfer highly engaged, eligible prospects.
Absolutely! We understand you want to know exactly what you’re investing in. Upon request, we can provide you with a sample recording (with sensitive data redacted) so you can hear the quality and tone of our transfers first hand.
Each prospect goes through a multi-step qualification process with our trained agents. We confirm key details such as interest level, eligibility, and product fit — and only then do we transfer the call live to you, saving you time and ensuring higher closing potential.
If you miss a live transfer, don’t worry — we’ve got you covered. Our agents can reschedule the call or provide you with the prospect’s contact details, along with a brief summary of the conversation, so you never lose the lead.
Yes. All our live transfers are 100% TCPA compliant. Our agents use strict opt-in protocols and call scripts that align with federal and state regulations. Compliance isn’t optional — it’s built into everything we do.
Absolutely. All our live transfers are 100% exclusive to you. Once the prospect is connected to you, they won’t be shared or resold to any other agent or agency.
Yes! You’re in full control. Just log in to your Lead Portal, set your availability, and turn your campaigns on or off in real time. This way, you’re only paying for calls when you’re ready to close deals.
Unlike static lead lists, our live transfers connect you with real-time, engaged prospects who just spoke with our agent and are ready to talk. This means less chasing, more closing.
Business Question
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Our live transfer calls connect you directly with prospects who have already expressed interest and passed our screening. Unlike static lead lists, each transfer is handled by our trained agents who verify interest in final expense coverage before connecting the call to you in real time.
No cold calls, just warm prospects ready to talk.
Yes! We offer geo-targeting so you can filter live transfers by state, county, or city radius. This helps you focus on your licensed states or highest converting areas, giving you more control over your marketing spend.
Every prospect goes through a multi-step screening process. Our trained agents confirm key details like age, interest in final expense coverage, and intent to speak with a licensed agent. This ensures you spend less time filtering and more time closing.
You control your availability in our system. If you’re not ready, you can pause or stop campaigns anytime. Plus, you only pay for connected, qualified calls — so you’re not wasting money on dropped or missed opportunities.
Yes! You’re in full control. Just log in to your Lead Portal, set your availability, and turn your campaigns on or off in real time. This way, you’re only paying for calls when you’re ready to close deals.
While results vary by agent and follow-up strategy, many clients report conversion rates between 15%–25%. Our high-intent screening process ensures you speak only with prospects genuinely interested in final expense coverage.
No special tools needed. We can transfer calls to your existing phone line, CRM dialer, or call center setup — whatever works best for you.
Never. We offer flexible, no-commitment options so you can scale up or pause your campaign anytime based on your sales needs.
Absolutely! We understand you want to know exactly what you’re investing in. Upon request, we can provide you with a sample recording (with sensitive data redacted) so you can hear the quality and tone of our transfers first hand.
Each prospect goes through a multi-step qualification process with our trained agents. We confirm key details such as interest level, eligibility, and product fit — and only then do we transfer the call live to you, saving you time and ensuring higher closing potential.
If you miss a live transfer, don’t worry — we’ve got you covered. Our agents can reschedule the call or provide you with the prospect’s contact details, along with a brief summary of the conversation, so you never lose the lead.
Yes. All our live transfers are 100% TCPA compliant. Our agents use strict opt-in protocols and call scripts that align with federal and state regulations. Compliance isn’t optional — it’s built into everything we do.
Yes! You’re in full control. Just log in to your Lead Portal, set your availability, and turn your campaigns on or off in real time. This way, you’re only paying for calls when you’re ready to close deals.
While results vary by agent and follow-up strategy, many clients report conversion rates between 15%–25%. Our high-intent screening process ensures you speak only with prospects genuinely interested in final expense coverage.
No special tools needed. We can transfer calls to your existing phone line, CRM dialer, or call center setup — whatever works best for you.
Never. We offer flexible, no-commitment options so you can scale up or pause your campaign anytime based on your sales needs.
