What phone numbers will live transfers come from?

What phone numbers will live transfers come from?

Important Update For 2021: Any phone number with a 267 area code may be our ISAs calling for Live Transfers. The full number may vary, however the number will always appear as 267-XXX-XXXX. Please answer these calls even if you don't recognize the full number.

In a Live Transfer, we will first call the Primary Client on the account. We will then call the back person in case we can’t reach the primary. 


We strongly recommend that you don’t rely on the back-up contact to handle Live Transfer. The time it takes to call the primary, get a voicemail and then re-launch a 2nd call can often result in the lead hanging up.

Check out this article to learn more about seats, billing, and primary / backup clients. 


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