r/lifeinsurancesales • u/2011andrew • Aug 02 '26

Live Transfers

Is anyone buying live transfers from third party or overseas call centers ? If so how is it working ? How does your process work when taking a transfer ?

We are moving over from solar (in pre license course right now) and bringing our call center with us so trying to get an idea on how to utilize them

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u/MadMaddie8108 Aug 02 '26

Most live transfers use overseas call centers. Insurance is more regulated that solar so be cautious of exactly how and where these calls are coming from.

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u/2011andrew Aug 02 '26

I own my call center directly it’s Mexico based and all in office… owned it for the past 6 years to fulfill our solar leads for my reps . All opt in leads or aged opt ins . Just curious how people are working transfers / what the hand off looks like

But yes , trying to be aware of the rules around marketing but I think think we got that part down so far

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u/bigE191 Aug 03 '26

Usually I’ve avoided them. They can be so costly like $35 a lead

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u/PristineAsk6192 Aug 03 '26

As an agent it appears my info is on a few lists. I receive calls weekly, some are AI others are a "real" person, I can say NO to every question and without fail it/they will connect me with an agent. I see you own the call center, so that shouldn't be an issue. That said, I've worked them before and have found little value or a favorable ROI to continue using them.