How It Works

How our live transfer process works

From landing-page lead capture through verification, disclosures, and transfer to your agent or team.

1

Lead capture

  • Customers submit their request for more information on a landing page.
  • Our fronting team reviews the submission to verify the details provided: first name, last name, date of birth, email address, phone number, and mailing address.
2

Verification and transfer

Once the information is confirmed, the fronting team transfers the call to our verification team. The verification team confirms additional details to ensure accuracy and eligibility:

  • Full name and contact information
  • Mailing address
  • Social security information and income source (applies if relevant, such as disability, retirement, or veterans benefits)
  • Banking information (traditional bank or credit union)
  • Medical eligibility questions (e.g., presence of severe medical conditions)
  • Smoking status (smoker or non-smoker)
3

Consent and disclosure

If all details are accurate and the required disclosures are read and acknowledged, the call is transferred to the appropriate company or agent for next steps.

Why you can trust our process

  • ✓ We verify information at multiple stages to ensure accuracy.
  • ✓ Our team follows clear, compliant steps to ensure your company receives a quick and seamless transfer to the right specialist.