Service family
Insurance Leads & Live Transfers
Licensed insurance agents need a steady, well-defined flow of people to talk to. This family covers two distinct products - prospect data delivery and live-transferred calls - across final expense, Medicare, auto, and ACA.
This family serves licensed insurance agents and agencies who need prospect flow for final expense, Medicare, auto, and ACA products. It is built around two genuinely different product types that are easy to confuse but should not be treated as interchangeable. Data-lead products (final expense leads and Medicare leads) deliver prospect information - contact and interest details a consumer has provided - directly to your CRM for your team to call and follow up on. Live-transfer products (final expense live transfers, Medicare live transfers, auto insurance live transfers, and ACA live transfers) go a step further: a prospect is screened for interest and fit, then connected to your licensed agent on a live phone call while they are still engaged.
Because insurance products, state licensing, and consumer expectations are involved, every page in this family is deliberately specific about what is and is not included. Prospect data is not a guaranteed sale, and a live transfer is not a guaranteed enrollment - both are a qualified opportunity to have the actual insurance conversation, which remains your licensed agent's responsibility. No page in this family collects sensitive health information or completes any insurance application; that stays entirely within your licensed process.
Services in this family
Choose the specific service you need
Who this family serves
Is this the right family for you?
- Licensed insurance agencies and independent agents who need a reliable, definable source of prospect conversations.
- Agencies deciding between managing their own outbound follow-up (data leads) and wanting an agent-ready conversation immediately (live transfers).
- Final expense and Medicare-focused agencies with defined licensed states and answer capacity.
- Health insurance brokerages needing ACA-specific seasonal prospect flow tied to enrollment periods.
How these services differ
Choosing between similar-sounding services
Data leads vs. live transfers
Data leads deliver prospect records for your team to call; live transfers deliver an already-screened prospect connected to your agent by phone in real time.
Shared vs. exclusive data
Some data-lead engagements are shared among multiple agents; others are exclusive to one buyer. This distinction and its effect on quote and cost is explained clearly, not glossed over.
Product-specific rules
Final expense, Medicare, auto, and ACA each have distinct buyer profiles, seasonal patterns, and, in ACA's case, enrollment-period timing that shape how each product is delivered.
How engagements typically run
What to expect working with this family
- Agencies confirm licensed states, product focus, and answer/call capacity before any delivery volume is agreed.
- For data leads, delivery cadence and CRM integration are set up before volume ramps up.
- For live transfers, agent availability windows are matched to when calls will actually be transferred, since a transfer with no one to answer defeats the purpose.
- Reporting distinguishes between delivered volume, contacted/connected outcomes, and appointments or sales, since conflating these numbers misrepresents performance.
Buying questions
Questions before you choose a service
Should we buy data leads or live transfers?
Data leads suit agencies with the capacity and process to run their own outbound follow-up; live transfers suit agencies that want an agent-ready conversation immediately without running that follow-up process themselves.
What does 'exclusive' actually mean for a lead?
An exclusive lead is sold to only one agent or agency; a shared lead may be sold to more than one buyer. This distinction directly affects cost and expected contact competition, and is stated plainly for any specific quote.
Do you sell direct to consumers?
No, these products are sold to licensed insurance agents and agencies; consumers are never charged, and no application or enrollment is completed by us.
Can you guarantee a certain number of sales from a batch of leads or transfers?
No, prospect data and live transfers are opportunities to have a qualified conversation, not guaranteed sales; actual conversion depends on your product, pricing, and follow-up.
What licensing information do you need from us?
Your licensed states and lines of authority are confirmed before any delivery begins, so prospects are matched to agents who can legally serve them.
Not sure which insurance leads service fits?
Tell us about your situation and we'll help you scope the right starting point.