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 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.

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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. The Live Transfer is matched to you based on your pre-selected daily calls schedule and filters. If you miss a call you will receive an email notification and the consumer's information is posted to your online account for reference.
  5. Measure your success by tracking call and customer details, review previous call recordings, all from within the QuoteWizard Agent Admin 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. This is to ensure agents connect with the highest-intent insurance shoppers, actively looking for coverage.

image of clockCall Scheduling

Set the times of day when you are available to receive calls that fit with your schedule. You can also easily pause your calls while continuing to receive real time leads.

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.
  • Set a schedule for when you would like to receive your warm transfers using the QuoteWizard client admin system.
  • 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 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.

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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