Live Transfer Leads

High-intent inbound sales calls direct to your phone with a 100% contact rate!


Connect to insurance consumers at their highest point of interest.

Consider that the average attention span of the average consumer is about 8 seconds, it’s a challenge for today’s sales agents to get a prospect on the phone, let alone get them to respond to emails.

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How Call Transfers Work

QuoteWizard Live Transfer Lead Process

WizardCalls speeds up the sales process by connecting agents with their ideal customers over the phone to help instantly grow their business. We do this by collecting, verifying, and delivering insurance details from interested consumers who are looking for insurance and want to be contacted by phone now.

  1. You select the ideal live transfer lead by choosing your insurance products, risk types, availability, geographic filters, and other advanced targeting options.
  2. We collect high-intent insurance applications from consumers actively searching for insurance rate quotes who want to be connected to an agent by phone.
  3. We verify each new lead’s intent using our U.S based T.C.P.A compliant call center and ensure each contact matches your filter requirements before transferring to you.
  4. You choose to accept or decline any live caller that is transferred to you through an automated message option before connecting with leads at their highest point of interest.
  5. Measure your success by tracking call and customer details, review previous call recordings, all from within the QuoteWizard Agent Administration system.

Benefits of WizardCalls

- 100% Contact Rate

We filter out uninterested insurance contacts by matching them to your specific lead criteria so you can spend time writing business, not chasing it. Talk with live leads who are interested in speaking directly with you.

- Lead Quality Control

Our U.S. based T.C.P.A compliant call center continuously monitors the quality of each insurance lead transfer to ensure agents connect with the highest-intent insurance shoppers, actively looking for coverage.

- Simple Call Selection

Choose to accept or decline calls at anytime with a convenient phone option. Simply choose “1” to connect to a live, interested consumer or “2” to decline if you’re not available to take the call. The choice is yours!

Sales Calls by the Numbers

80% 80% of sales require 5 follow-up calls after the meeting. 44% 44% of sales reps give up after 1 follow-up. 9x If you follow up with web leads within 5 minutes, you’re 9 times more likely to convert them. 8 It takes an average of 8 cold call attempts to reach a prospect.

Features of WizardCalls

  • Advanced filtering and geographic targeting options to connect with the ideal consumer.
  • Convenient pre-call selection option to accept or decline any call to accommodate your availability.
  • Quality control using our U.S. based professional account executive team.
  • Easy-to-use call reporting via the QuoteWizard client admin.
  • Industry leading service and account support by phone, live chat and/or email.

Benefits of WizardCalls

  • Spend time writing business, not chasing it by increasing your contact rate to 100%.
  • Talk with live, pre-screened consumers who are ready to speak with you.
  • Most flexible credit policy in the industry including “consumer dishonesty”.
  • Lower your marketing costs and resource needs with high-intent in-bound calls.
  • Earn points toward your agent rewards program to get discounts, free leads, and more.

Why Use Live Transfer Leads?

  • Live Contacts: High-intent, inbound calls from insurance shoppers at their peak of interest.
  • 100% Contact Rate: Talk with live insurance leads instead of chasing them down.
  • Better ROI: Higher average lead to sale conversion than other methods.
  • Save Time: Talk with more interested consumers instead of searching for them.

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