Life Insurance Live Transfer
Realtime Call – API Integration Panel
staging
1
Pre-Ping – Check Agent Availability
Caller Number
*
Caller ZIP Code
*
County
*
State
*
Check Availability
✔ Agent is
available
. Proceed to Step 2 to transfer the call and post lead data.
✘ No agent available at this time. Do
not
transfer the call.
Transfer Call To
+1 (833) 952-3674
2
Post Lead Data to Retreaver
Caller Number
*
Caller ZIP
*
Lead ID
Jornaya Lead ID is required with every call.
First Name
Last Name
Email
State
Date of Birth
Gender
-- Select --
Male
Female
Coverage Amount
Tobacco Use
-- Select --
Yes
No
Post Data & Transfer
API Log
[ready]
Waiting for actions…