Warm Transfers

Pre-qualified, hand-delivered prospects

Our floor screens the consumer first, then introduces them to your agent by name. Fewer calls, higher intent.

  • Home
  • Solutions
  • Warm Transfers
What a warm transfer is

Not a cold connect. An introduction.

The consumer calls in from one of our campaigns. Before they reach you, one of our front-line agents confirms who they are, which state they are in, what they are shopping for and whether they meet your specific filters. Only then do we conference your agent in and make the introduction verbally.

Your licensed agent joins a conversation that is already underway with someone who has been told exactly who they are about to speak with — which is also what keeps the consent trail clean.

  • Verbal handoff, not a blind transfer
  • Named-party disclosure before the transfer completes
  • Screening script written against your filters
  • Transfer recorded end to end
Call floor agent conducting a warm transfer
The sequence

Five steps, roughly four minutes

01

Inbound arrives

Consumer calls from a search ad, social campaign or one of our quote pages.

02

Screening

Our agent runs your qualifying questions — state, age, coverage, current carrier.

03

Disclosure

We name your agency and confirm the consumer wants to speak with you specifically.

04

Live handoff

Your agent is conferenced in, briefed in one sentence, and the transfer completes.

Choose warm transfers when…

  • Your agents are expensive and their minutes are precious
  • You sell final expense, Medicare or life where age qualification is strict
  • You want fewer, better conversations rather than raw volume
  • Your close rate is strong but your talk-time per sale is too high
  • You need a documented named-party disclosure on record

Choose pay per call when…

  • You have a large floor that can absorb volume
  • Your own agents prefer to qualify from the first hello
  • You want the lowest possible cost per connected call
  • You are running auto or home where qualification is lighter
Compare pay per call
Get started

Send us your qualifying script

Give us the questions your best closer asks in the first ninety seconds. We will build the screening script around them and run a calibration batch before you commit to volume.

Request warm transfer pricing

Tell us your vertical, filters and daily transfer capacity. We reply the same business day.

Prefer to talk now? Call (737) 339-7378.
Ready when you are

Get live calls on your phones this week.

Call (737) 339-7378