Live Transfers
Consumers may first be engaged and qualified before being transferred to a participating Final Expense partner. Qualification can include Final Expense interest confirmation, state eligibility, age criteria where applicable and lawful, partner availability and other agreed campaign questions.
Live transfer campaigns are designed for partners that want an additional screening step before the consumer reaches their team.
Campaign control before launch.
- Eligible states / licensed markets
- Operating hours and partner availability
- Daily or hourly call capacity
- Custom qualification requirements
- Partner-specific acceptance rules