Live Transfer Leads
A live transfer connects a pre-qualified, consenting Medicare prospect directly to your agent by phone, in real time. No callback queue, no cold dial. Your team picks up already talking to someone who asked for the conversation.
What You Get
Every lead is TCPA-consented and CMS-aligned before it ever reaches your team.
Pre-Qualified Before Transfer
Prospects are verified for age, state, and plan interest before ever reaching your line.
Warm, Real-Time Bridge
Calls bridge directly to your agents; no queue, no callback request.
Paced to Your Capacity
Delivery volume is paced to your staffed hours and concurrent call capacity.
Recorded Consent
Verbal TCPA consent to connect is captured and recorded on every transfer.
Connection-Based Billing
Dropped or abandoned calls before agent connection aren't billed.
Seasonal Surge Ready
Surge capacity for AEP, OEP, and SEP without long-term staffing commitments.
From Click to Contact
A transparent delivery process, built around your intake capacity.
Prospect Engages
A prospect responds to a compliant campaign and speaks with a qualification specialist.
Qualified Live
Age, state, coverage status, and plan interest are confirmed, along with consent to transfer.
Warm Transfer
The call bridges directly to your available agent, warm and in progress.
Your Agent Closes
Your agent takes over the conversation already knowing why the prospect called.
Best Suited For
Live Transfer Leads tend to perform best for these buyer profiles.
Call Centers
Outbound and inbound teams with agents available to take live calls throughout the day.
Insurance Agencies
Agencies that convert best on live conversation rather than callback scheduling.
Insurance Brokers
Brokers who want to skip the cold outreach and start every call already warm.
Frequently Asked Questions
What qualification happens before the transfer?add
Before any transfer, we confirm the prospect's age or Medicare eligibility, state of residence, current coverage status, and specific interest (Advantage, Supplement, or Part D), plus verbal TCPA consent to be connected to a licensed agent.
What are your intake hours and capacity requirements?add
We build transfer volume around your agents' live availability. Tell us your staffed hours and concurrent call capacity, and we pace delivery to match, avoiding drops or long hold times.
What if the prospect hangs up before my agent connects?add
Warm transfers are bridged so your agent joins the call already in progress. Dropped or abandoned transfers before connection are not billed.
Can live transfers be recorded for compliance?add
Yes. The qualification call is recorded and available for your compliance review, along with the verbal consent to transfer.
Other Medicare Lead Types
Ready to Start Receiving Live Transfer Leads?
Tell us your target states, volume, and intake capacity. We'll map a delivery plan within one business day.