May 23, 2025 - You’ve got a live transfer call to your agency — the lead is hot, the intent is high and your window to make a lasting impression is small.
But the difference between a call that converts and one that misses the mark? It all comes down to how prepared you and your team members are to lead the conversation.
Here are five tips to help you make the most of every live transfer call:
1. Answer with Confidence
First impressions start the second they hear your voice. Answer with confidence and avoid distracted greetings.
Depending on whether you’re an independent insurance agent or work for a larger company, you may have your own established, branded talking points.
No matter your background, though, sounding confident and friendly is key to establishing any strong first impression.
For example: “Hi, this is [NAME] with [AGENCY NAME], and I look forward to serving your insurance needs. Who do I have the pleasure of speaking with today?”
2. Immediately Set the Tone
Remember, your lead may have spoken to someone on your team or a partner service just seconds ago. That means the handoff is fresh, and your job is to keep the momentum going.
Start with a quick confirmation:
“I understand you were just speaking with someone about auto coverage — I’m here to help find coverage that fits your needs.”
That signals that you’re informed, aligned and ready to deliver value fast.
3. Listen First, Then Sell
Selling yourself before you understand their needs is the fastest way to lose a live transfer lead. You can avoid this scenario by asking a few quick questions to build rapport and uncover pain points.
Think:
“What kind of coverage are you looking for?”, or “Is there anything in particular you’re not satisfied with about your current policy?”
4. Have Your Resources Ready
Since live transfer calls can move quickly, you may not always have time to pull up detailed notes or their background info, so your CRM should be up and running. Have talking tracks, rate sheets or quoting tools within reach so you’re not fumbling mid-call.
This helps you sound on top of things — and more importantly, it keeps the conversation flowing.
5. Don’t Let the Call Drift
Don’t forget, these are high-intent leads, and they can easily get derailed by distractions, vague answers or a lack of direction. Take control by guiding them toward clear, actionable steps:
- Present a personalized quote.
- Schedule a follow-up call.
- Deliver the quote via text, email or mail.
End every call with action, not just a “Thanks for your time.”
Want to Really “Max-imize” Your Calls?
There are live call services, and then there’s Melon Max.
By leveraging advanced AI filtering and exclusive ad placements, Melon Local’s exclusive live transfer call service is designed to connect you with prospects who already know what they’re looking for: Your agency!
That means less chasing, less qualifying and more closing. Schedule a demo today to learn how you can level up your lead game with Melon Local!