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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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.
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.
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.
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.
