Live transfer leads
Medicare, ACA and Final Expense live transfer leads
Screened, consented, state-matched prospects transferred to your agents on a live call. Every transfer arrives in the Switchboard dialer, is recorded and transcribed, and is credited against your order automatically.
You can create an account free and look around the dialer before buying a license.
Aged leads that never pick up
These are live people already on the phone and expecting to speak to an agent.
Arguments about what counted
A 180-second buffer decides what is billable, and you can see every billed call, its length and the reason.
Transfers arriving outside your hours
Delivery runs Monday to Friday, 9:30am to 7:00pm Eastern, inside the windows you set.
No record when a carrier asks
Every transfer is recorded, transcribed and exportable as a full compliance report.
Medicare live transfers
Age-qualified prospects with Parts A and B, screened and state-matched before the call reaches you.
- Age and eligibility checked on the screening call
- Matched to the states you are licensed in
- Consent captured before the transfer
- Delivered as an inbound call to your agent's direct number
ACA live transfers
Subsidy-range households that are enrollment-eligible and ready to talk about a plan.
- Household size and income range screened
- Enrollment eligibility confirmed
- State-matched to your licensing
- Recorded and transcribed on arrival
Final Expense live transfers
Age 50 to 85 prospects with a qualifying payment method and the decision-maker on the line.
- Age band and payment method screened
- Decision-maker confirmed before transfer
- Minimum of six states for Final Expense campaigns
- Three-hour minimum per delivery window
How ordering and crediting works
Buy a package, attach it to a number, and watch the order tick down as calls land.
- Buy packages online without a sales call
- Orders are attached to your number automatically when you have one
- Live order progress with alerts at 50% and 25% remaining
- Add or remove a specific call from an order when a judgement call is needed
Common questions
- What is a live transfer lead?
- A screened prospect who is already on the phone and is transferred to your licensed agent mid-call, rather than a form fill you have to chase.
- When do transfers arrive?
- Monday to Friday, 9:30am to 7:00pm Eastern, within the delivery windows you set. Each window is a minimum of three hours.
- What counts as a billable transfer?
- A call is billable once it passes the 180-second buffer. Shorter calls are not charged, and every billed call is listed with its length and reason.
- Do I need a dialer seat to buy leads?
- No, packages can be bought on their own. Running them through Switchboard means recording, transcription and crediting happen without any admin.
- How many states do I need to be licensed in?
- Six states minimum for Final Expense, eight for Medicare and ACA, so there is enough volume to fill your windows.
Get live transfers on your agents' phones
Pick a package, set your delivery windows and start taking calls. You can create a free account first and look around.
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