Live Transfer

Why it matters

Live transfers cost more per lead than many other lead types, but the prospect is already on the line. Speed matters because interest fades fast. Vendors set the rules for screening, call length, and refunds, and these differ by vendor. Agents should track cost per sale, not just cost per call. Families should know that a transferred caller is still free to ask who the agent is, which carriers they represent, and whether to stop the call.

Source: law.cornell.edu

Where we use this term

• Inbound calls for insurance agents: how Epic Life leads work
• Telesales life insurance agent: selling on inbound calls