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How to Treat a Live Transfer

Writer's picture: David PetersonDavid Peterson

In this session, Coach P covers strategies for efficiently managing live transfer leads, which are calls transferred from an external vendor with prospects ready to interact. He highlights the importance of providing quotes on these calls immediately, rather than following up later, to take advantage of the client's current interest. Additionally, Coach P advises minimizing internal call transfers to avoid frustrating the client and underscores the need for compelling, value-driven conversations to secure the sale in a single call.


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Clint Simpson

"Last month we did 28 life and 6 disability. By far our best premium month we've ever had. The team is loving the program, and are hooked and looking forward to many  more eye opening training sessions."

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