Here at iLife we offer two types of Live Transfer leads. Warm Live Transfers and Consumer Initiated Transfers. Continue reading to learn the difference and how to approach the two different types of calls.
Warm Live Transfers:
These live leads are transferred to the number of your choosing. After you press 1 to connect, you will hear a live transfer call specialist on the other line.
Introduce yourself so the specialist can hear you.
Once the call specialist confirms you are on the line, they will introduce you to the lead and ask you to assist.
You have two minutes to ask qualifying questions (see this article for a script).
Consumer Initiated Transfers:
These transfers will be forwarded directly to the number of your choosing with no call specialist.
These leads are calling directly after seeing an ad about life insurance.
After you answer the call, you will hear this: "Press 1 to accept this consumer initiated call".
After you press 1 to connect, you should introduce yourself stating your name and profession.
You have 90 seconds to ask the lead your qualifying questions.
Qualifying questions: These could be any questions that help you determine if the lead could be a client you want to take on. The flow could go something like this:
Are you looking for life insurance today?
Is it for yourself or a loved one?
What is the date of birth of the person getting insured?
Have you been diagnosed with any serious health issues like congestive heart failure or diabetes?
Do you have an active bank account?
Do you have means of signing an application? (i.e. a cell phone or email address)
After you ask these questions, or a list of your own - and if they pass - then start building rapport with your client.
Only if you take the Warm Live Transfer over 2 minutes or the Consumer Initiated Transfer over 90 seconds, will you then be able to see the lead file in your agent CRM. See this article on managing leads there.
Remember, every call (no matter the type) will come from this number: 833-250-8777
You will know which type of lead you are getting during the call prompt to accept each call, allowing you to answer the call appropriately.