Call Us: +1-925-701-9070

Email Us: [email protected]

To generate leads for your life and health insurance products for seniors, you need to generate leads. It is essential that youany ways to do this, but if you’re looking for an excellent ROI, look no further than Life Insurance Live Transfers Leads. 

It is essential that yougo nowhere. Sometimes, the prospect is no longer interested. Other times, they’ve already purchased from your competitor. They may also be very interested – but also very busy. The result is the same – your agents waste time on leads that don’t convert.

To generate leads for your Life Insurance Live Transfers products for seniors, you need to generate leadsr ROI. 

To generate leads for your life and health insurance products for seniors, you need to generate leadssfer leads for many of the largest insurance carriers and agencies in the business. If you’re starting to explore this revenue-generating opportunity, or if you’re comparing providers, here’s a quick primer that covers everything you need to know to make an informed decision.

How does a live transfer work? 

When a call centre representative transfers a call to an insurance agent, it is called a live transfer.

Theliveleads generate demand by reaching out to people who have engaged with information about Medicare and Life Insurance Live Transfers. In order to ensure that each prospect is interested in purchasing insurance, our live agents contact them directly. The call is then transferred to a live agent who can complete the sale once the lead has been qualified. 

How do live, warm, and cold transfers differ?

  • A live transfer occurs when a call center representative qualifies a lead and transfers the call to a specialized agent. 
  • When making a warm transfer, the first representative provides information to the agent. The agent will feel "warm" as a result of this. 
  • During a cold transfer, the agent does not receive any information. There is also the term "blind transfer".  

What is the process of a live transfer call?

There are three basic steps involved in live transfer calls:

  1. Prospects and call center representatives initiate a call.
  2. In order to qualify the lead, the call center representative speaks briefly with the prospect.
  3. The lead is transferred to an insurance agent if the call center representative qualifies it. 

What are the best ways to source live transfer insurance leads?

As with all leads, it's important to choose a good source when using live transfers.

  • To ensure legal compliance, leads need to be scrubbed. (See below for more information.)
  • It is imperative that call center agents receive proper training. Scripting should be reviewed, as well as the different questions and scenarios that may arise. It's also important for representatives to know how to handle prospects with dementia - they should know not to transfer them.
  • It is important to have high-quality leads. Even when transfers are low quality or not legally compliant, insisting on them at all costs can waste time and expose you to legal risks.
  • It is essential to maintain a healthy work environment. First impressions matter in sales, after all. Unless the call starts off right, it won't succeed. You need a lead source with a good culture, one that is professional but not too rigid or corporate. Setting the right tone and setting your insurance agents up for success can be accomplished with a little personality, passion, and care.


ADMIN is fairy versed with ins and out of the new modern day techs. He also loves to write the blogs on the knowledge he possess.

Prepare for takeoff

Looking for business opportunity?