Live Transfer Leads: Explore the Power of Call Tracking & Analytics

Whether you buy or sell live transfer leads – phone calls – your success largely depends on how well you match them with a sales agent. A perfect connection is much more likely to secure a sale, whereas mismatches often result in rejections and lost revenue.

This is why it’s so important to screen all your calls – all your live transfer leads.

Knowing where they are coming from, who they are, and what they want opens up unlimited marketing opportunities, from better routing to personalization to closure. And it’s not that hard to uncover call & caller insights – you just need the right software in place.

Speaking of call management software, our Call Logic has everything you need and then some for smooth call processing. From exhaustive insights on callers, phone calls, and agent performance to custom call distribution strategies, Call Logic unlocks it all for you AND works in full sync with our all-in-one performance marketing tech stack.

“You need Phonexa to squeeze the most revenue out of the calls, to monetize them as well as possible, keep fraud out of the picture, and keep everyone happy on both sides of the equation.” – Evan Weber, an expert in B2C and B2B digital marketing and online advertising, from Phonexa’s Amplify webinar series

Book a demo to learn how Phonexa’s all-in-one performance marketing software suite can help you realize your full marketing potential.

But I might be getting ahead of myself.

Before I dig deep into the value of call tracking, distribution, and analytics, let me briefly explain what live transfer leads are and what makes them different from other types of leads you can sell or buy on the market.

What Are Live Transfer Leads?

Live transfer leads are callers generated by publishers (affiliates) or lead generation platforms and directed to buyers (advertisers) in real-time via a live transfer, which typically involves using an IVR system. On the caller’s side, the transfer happens momentarily.

What Makes Live Transfer Leads So Profitable?

As their name suggests, live transfer leads are routed directly to an advertiser right after expressing purchase interest. In general, such consumers are more likely to purchase a product than web leads, and certainly more so than aged or disengaged leads.

“When phone calls convert 30% faster, spend 28% more, and retention rate is 28% higher, you don’t need to generate as many as you would web leads. A lot of people are used to generating hundreds of thousands of web leads, but you can’t consider phone calls as equal. Calls are more valuable, and therefore, you don’t need to generate as many. So businesses are leaving money on the table if they’re just neglecting them altogether.” – David Pickard, CEO at Phonexa, from Phonexa’s Amplify webinar series

So it’s all about striking while the iron is hot – until the customer is emotionally ready to make a purchase and before their interest starts to fade. Naturally, this requires accurate targeting, data-driven lead distribution, and a personalized offer from the sales agent handling the call.

Read also: Pay-Per-Call Advertising: Your Best Source of Pay-Per-Call Leads

How Much Do Live Transfer Leads Cost?

Live transfer leads cost between $20 and $250 per lead, depending on the industry, demand, location, and traffic source. Speaking of the industries, high-ticket industries include finance, insurance, home services, and solar.

That said, much also depends on the seller’s reputation. If you generate high-quality traffic, you may be able to negotiate a higher commission, as advertisers try to retain reliable affiliates to support a consistent influx of leads.

The Best Industries To Buy And Sell Live Transfer Leads

Naturally, the most profitable industries are industries where financial commitment is significant, stakes are high, and sales cycles are longer. The good news is that the right call tracking, distribution, and analytics can help you get the most out of your campaigns in the most complex markets, and even if callers don’t convert initially.

Financial Live Transfer Leads

Financial live transfer leads encompass the widest range of consumers who are looking for personal loans, debt consolidation, credit repair, tax relief, and other popular financial services.

➥ The two most used financial products in the United States are loans and mortgages.

Important qualification parameters for financial live transfer leads:

• Financial details: loan amount, debt balance, etc.
• Income level, employment status, and monthly obligations
• State of residence, credit history, and bankruptcy status

Financial live transfer leads are among the most complex leads to process due to the numerous details that must be considered when generating, qualifying, and closing these leads.

Read also: 5 Proven Strategies to Get Business Loan Leads

Real Estate Live Transfer Leads

The real estate market is growing at over 3% annually, with some of the highest payouts for affiliates and profits for construction companies, both residential and commercial.

➥ The world’s seven biggest real estate investment brokerage companies are located in the United States: CBRE, Newmark, Colliers, Cushman & Wakefield, Marcus & Millichap, TNC Worldwide, and SVN International Corp.

Important qualification parameters for real estate live transfer leads:

• Location and property type
• Ownership status
• Mortgage pre-approval
• Purchase timeframe

In real estate, where a sales cycle can span months or even years, motivation plays a significant role. For example, property sellers who are relocating, at risk of foreclosure, or in the process of divorce are considered more valuable than those who are not constrained by circumstances.

Read also: How to Get Leads in Real Estate for Free

Home Security Live Transfer Leads

With the home security market size expected to double by 2029, home security seekers are one of the most profitable live transfer leads to generate. For AI security companies and their affiliates targeting these audiences, profits are expected to grow exponentially as the security market transitions to AI.

Important qualification parameters for home security live transfer leads:

• Homeownership and family status
• Current security system: brand, age, condition, etc.
• HOA restrictions

Among other things, when buying or selling home security live transfer leads, one of the most important factors is that the lead should be located in a serviceable area. Likewise, knowing the lead’s location, installers can develop ZIP-based service schedules for their on-site crews.

Take a product tour to explore how Phonexa helps businesses grow marketing profits.

Life Transfer Insurance Leads

With written insurance premiums exceeding $1 trillion, the U.S. insurance industry presents ample opportunities for lead generation and acquisition, led by Berkshire Hathaway, Prudential Financial, and MetLife as the three largest insurance companies.

However, your success ultimately depends on how well you can research the market, track leads in real-time, and analyze the collected data to make strategic adjustments.

Take, for example, the auto insurance industry. There’s a significant difference in premiums across states, influenced by the number of uninsured drivers, claims rates, and the frequency of natural disasters. On the same note, claims in 12 no-fault states are generally more common.

Here are some high-value live transfer insurance leads:

Final Expense Live Transfer Leads	Final expense insurance is a small life insurance policy that covers funeral costs.Lead qualification criteria:Age 50 to 85Ability to pay monthly premiumsHave no severe health issues
ACA Live Transfer Leads	Affordable Care Act (ACA) health insurance, also known as Obamacare, is subsidized insurance for people who don’t already have insurance from an employer, Medicare, or Medicaid.Lead qualification criteria:Household income within subsidy rangeNo other major insuranceActive enrollment period
Medicare Insurance Live Transfer Leads	Medicare insurance is a range of health insurance plans for people 65 and older, which includes Medicare Advantage, Medigap, and drug plans.Lead qualification criteria:Location where the plan is providedActive enrollment periodAlready having Medicare Part A (hospital insurance and Medicare Part B (medical insurance) if buying additional plans
Health Insurance Live Transfer Leads	Health insurance leads are looking for non-ACA health plans either because they don’t qualify for ACA subsidies or want cheaper options or coverage that is not included in ACA.Lead qualification criteria:Not covered by ACA, Medicare, or MedicaidReason for purchasing the coverage (self-employment, between jobs, etc.)Ability to pay monthly premiums
Auto Insurance Live Transfer Leads	Auto insurance leads are drivers looking for coverage that matches their needs and budget, including those switching providers.Lead qualification criteria:Valid driving licenseOwning at least one vehicleState where the coverage is providedHistory of accidents, tickets, and claims

Read also: Insurance Marketing Analytics to Get More Purchase-Ready Leads

Reverse Mortgage Live Transfer Leads

Reverse mortgage – converting a part of home equity into cash without selling the house – requires lots of nuanced knowledge, like what specific types of leads qualify and what these leads would like to know about reverse mortgage.

➥ The biggest reverse mortgage lender in the United States is Mutual of Omaha Mortgage Inc., accounting for 22.4% of the market, followed by Finance of America Reverse LLC with a market share of around 19.4%. 

Non-homeowners, leads with existing liens, and leads with insufficient equity may not qualify as purchase-ready reverse mortgage consumers.

Read also: Where to Buy Mortgage Leads: Your 9 Best Lead Acquisition Hubs

HVAC Live Transfer Leads

With the heating and cooling market growing at a steady 2.5% annually, HVAC leads remain a reliable source of profit for local contractors and affiliates who can factor in urgency, seasonality, and regional focus in their campaigns.

➥ California is traditionally the biggest HVAC market in the United States, followed by Florida and Texas. Each of the states has well over 10,000 HVAC manufacturers, wholesalers, and contractors.

Among the core lead qualification factors are homeownership status, the type and state of an existing HVAC system, and the level of urgency, with leads requiring instant repair or replacement potentially costing more.

Read also: Where to Buy HVAC Leads: Top Platforms & Websites Overview

Construction Live Transfer Leads

The project-driven nature of construction leads to significant differences in profits for both advertisers and affiliates. For example, a 10% commission on a $1,500 bathroom remodel may bring an affiliate $150, whereas the same commission size on $100,000 home renovation may generate a whopping $10,000.

➥ The three largest construction markets in the United States are California, New York, and Florida, with the latter state also being among the states with the highest number of residential building permits issued annually.

Read also: How To Generate More Construction Leads

Solar Live Transfer Leads

Growing at over 5% per year, the U.S. solar market is home to dozens and hundreds of thousands of consumers looking for cost-effective ways to power residential and commercial buildings.

The largest share of the solar market is held by utility-scale solar systems (approximately 174 gigawatts), followed by residential (41.7 gigawatts), commercial (20.8 gigawatts), and community solar (8.6 gigawatts).

Important qualification parameters for solar live transfer leads:

• Homeownership status
• Roof condition, orientation, and shading
• Solar energy bill

Last but not least, solar leads are obviously geo-specific, so location-based routing makes perfect sense.

Read also: Solar Lead Generation Guide: How To Get High-Intent Solar Leads

How To Unlock the Full Potential of Live Transfer Leads

When dozens of other companies are hunting for the same leads, it all comes down to being the most accurate and most convenient for the consumer. Indeed, the better you understand who your leads are and what they want, the easier it will be to develop cost-effective marketing strategies.

This is why we at Phonexa have put all essential lead management and performance marketing tools under one roof, allowing you to control your campaigns from a single dashboard. From real-time lead reports to deep-level settings, you’re in full control and on top of the game with Phonexa.

 

And now to Call Logic, our cornerstone solution for live transfer leads.

Book a demo to learn more about how you can realize your full lead generation or acquisition potential by tracking, distributing, and analyzing your leads within one software ecosystem.

Call Logic: Your Live Transfer Call Campaigns at a Glance

Working with Call Logic is simple, as every essential bit of data is pulled into a comprehensive, fully customizable dashboard. Without going excessively deep, the dashboard helps you track key KPIs, such as daily revenue, leads, acceptance rates, conversion rates, EPL, and more.

If you operate several traffic sources, you’ll get them all streamlined in the Performance Summary tab, which tracks the performance of each of your products. Among other things, you can see the number of leads, sales, sales rates, reject rates, average call duration, and other metrics for each of the websites (publishers) you track and in total.

Depending on how you generate leads, you may get extra value from metrics like IVR rejects, IVR errors, lead hangups during an IVR session, system hangups, and partner hangups, all available in the Call Summary tab of Call Logic.

Knowing the detailed performance metrics on incoming or outgoing calls makes it easier to identify the reasons for drop-offs and continuously improve your call campaigns. 

For example, if the IVR rejection rates rise, or many leads hang up before connecting to an agent, you might want to look into your IVR settings – maybe the lead processing algorithm needs adjustments, or you need to upgrade your call agents’ conversation lines.

For the most in-depth analytics on your call campaigns, proceed to the Call Details tab. Here, you’ll see fields like the call status, quality, when the call was submitted, as well as if the call was sold, hung up by the buyer, and other parameters.

Again, there are numerous adjustments you can make based on this data.

Take, for example, call quality – how many times the same call has been offered. Quality “0” means the call is offered for the first time, quality “1” means the same call is offered for the second time, and so on. This way, you can identify fresh calls and calls that haven’t been successfully sold before, which may also indicate the quality of your traffic.

Next, knowing the call duration and outcome, you can make a data-driven assessment of how effective specific buyers are at closing phone calls. For example, if some of your buyers hang up calls more frequently than others, you may want to investigate the issue.

The same goes for call duration. Depending on the call qualification criteria, you may only be paid for calls that last, say, 120 seconds or longer. If so, you might want to investigate scenarios where the majority of your calls end just short of the qualification time.

Ping Tree Strategies for Live Transfer Lead Buyers

When it comes to live transfer lead distribution, Phonexa offers one of the most advanced ping trees on the market, allowing you to set up any imaginable call routing. You can create just as many ping trees as you need, with any number of campaigns and rules within.

You can choose the call distribution rule for all your ping trees – the percentage of calls that are assigned to, say, Ping Tree 1 and Ping Tree 2. For example, if Ping Tree 1 contains more profitable campaigns, you may want to allocate, say, 75% of calls there.

Next, for every ping tree, you can enable the following call distribution strategies:

Price	Within the price-based call distribution, the phone call is directed to the highest-paying buyer (regardless of the campaign’s position in the ping tree), allowing you to maximize revenue per call as long as the majority of your calls meet this buyer’s qualification criteria.
Priority	Within the priority-based call distribution, phone calls are directed to the campaign with the highest priority, which is the campaign with the highest position in the ping tree, regardless of the payout size. Such a call distribution allows you to connect callers to the preferred buyers.
Weight	Within the weight-based call distribution, you can set the percentage of phone calls that go to a specific campaign in the ping tree. For example, if you’ve set Weight 7 to Campaign 1 and Weight 3 to Campaign 2, then 70% of your calls will go to Campaign 1 and 30% of your calls will go to Campaign 2.
Parallel Pings (higher price)	Within the parallel pings (higher price) call distribution, you ping all eligible buyers simultaneously and sell the phone call to the one that pays the most. With this strategy, you can sell your calls faster and at the highest price.
Parallel Pings (all sold)	Within the parallel pings (all sold) call distribution, you ping all eligible buyers simultaneously and sell the phone call to multiple buyers at the same time. The caller still connects to a single buyer, but other buyers can also buy the caller’s ID, ZIP code, IVR answers, source, consent record, etc., to reach out to them later.
Ping-Post	Within the ping-post call distribution, you send partial caller data (the caller’s location, product interest, and age) to eligible buyers, and then connect the call to the winning buyer.
Even Distribution	Distributing phone calls evenly among buyers makes sense if you want to make sure all your partners receive leads.

Take a product tour to explore the synergy of Phonexa’s solutions for calls and leads.

IVR with AI Call Agents for Live Transfer Lead Distribution

For large-scale businesses, it’s almost impossible to process calls without an IVR that qualifies and distributes calls as well as solves simpler requests on the spot.

Phonexa’s IVR ensures smooth call processing and robust fraud protection, regardless of call volume. However, what truly redefines caller experiences is AI Call Agents, which can handle industry-specific conversations at the same level as the best human agents.

Based on conversational AI, Call Agents analyze the caller’s speech in real-time and use the pre-set database and AI algorithms to return the most accurate answers. Moreover, you can train AI Call Agents to keep conversations within specific boundaries, and you can feed any data that you’d like your AI Call Agents to use for training.

 

How To Synergize Inbound and Outbound Calls

While Call Logic covers inbound phone calls through and through, you may still want full autonomy for your call center, including outbound calls. If so, you need a dedicated cloud phone call center like Cloud PBX, a phone system within Phonexa.

Cloud PBX ensures your call center stays online no matter what, while you’re the only one controlling your cloud phone system. Among other features, Cloud PBX offers agent scoring, call recording, keyword tracking, and unlimited scalability to meet your growing needs.

 

How To Tell Good Calls From Bad Calls

Phonexa’s built-in lead verification solution, iClear, can keep your pipeline clean by verifying both offered and submitted leads, including an overarching quality score assigned to every checked live transfer lead.

• Real-time lead validation and verification
• Identifying low-quality, irrelevant, duplicate, and fraudulent leads
• Integration with your CRM (if needed) on top of Phonexa’s lead management system

iClear may become your perfect protection layer that screens all offered leads in real-time with (synchronous check) or without (asynchronous check) pausing the acquisition process. Or you can verify your leads before submitting them for sale, a great reputation protection strategy.

Read also: Phone Number Verification to Protect Your Business from Unwanted Calls

Predictive Modeling to Simulate Call Campaigns

Did you know you can simulate campaigns with zero risk? Our predictive modeling software allows you to run thousands of simulations before you implement the winners or A/B test the best-performing sets of settings.

Read also: Predictive Lead Scoring: How to Make Sure You Buy the Leads You Need

Predictive modeling software relies on AI that analyzes historical performance against specific campaign settings – and you can change these settings any number of times until you’ve reached the desired outcome. For example, you can test various advertising platforms, targeting options, ad assets, and other campaign parameters without spending a dime on real ad campaigns.

 

All-in-One Performance Marketing Software Suite for Phone Calls and Leads

As a performance marketer, you can only achieve success if you’re synergizing the collected data across campaigns and channels – and it’s much easier when you can do it with one solution without having to switch reports or systems.

“We’re seeing issues when people can only buy web leads or can only buy calls. They’re essentially missing out on a huge part of the market. So you have to diversify and have a system in place that allows you to diversify and basically roll with the punches. Every six months, the industry changes, so it’s worth having a system that can be flexible enough to make those adjustments to your campaigns.” – David Pickard, CEO at Phonexa, from Phonexa’s Amplify webinar series

 

At Phonexa, we’ve gone the extra mile to eliminate every marketer’s nightmare – the need to integrate dozens of solutions to tackle heterogeneous campaigns and traffic channels. You’re getting one single software suite and one single dashboard to manage it all.

For example, for calls that didn’t convert, you can send an email follow-up with E-Delivery. Or you can pull data from LMS Sync to create a holistic customer profile, or you can exclude unwanted leads from all your marketing lists using Opt-Intel.

 

Get Phonexa’s all-in-one performance marketing software suite at a single price:

 

Build your plan now, or book a demo to learn more about Phonexa.

Frequently Asked Questions

What are live transfer calls?

Live transfer calls are calls that are connected to a buyer immediately after they have expressed interest in making a purchase. Real-time connection makes it easier to convert consumers into sales because the buyer doesn’t have to compete with other companies.

What is live lead transfer?

A live lead transfer is the process of connecting a caller to a buyer’s sales agent in real-time. For example, if a caller first communicates with the publisher’s IVR system, they may be qualified for a matching buyer after answering a few questions, and then the system makes a live transfer. The entire process usually takes just a few seconds, with no significant delays for the caller.

Why are live transfer leads expensive?

Live transfer leads indeed cost more than many other types of leads, but that’s because they are usually highly motivated to make a purchase and are sold to a single company. That said, the price per lead alone doesn’t matter much – what really matters is your profits versus costs.

Can you sell live transfer leads to several buyers?

Yes, it’s possible to sell live transfer leads to several buyers, but the process is different than selling shared web leads. With live phone calls, only one buyer may receive a live call, while the rest of the buyers may receive the caller’s phone number, location, age, and other details that they can use to contact the caller.