How Live Transfers Can Support SSDI Customer Acquisition
How ssdi live transfers fit into a customer acquisition strategy, what the delivery process looks like, and how to measure results.
Read articleSSDI Live Transfers
Connect with high-intent consumers actively looking for ssdi solutions.
Overview
What SSDI Live Transfers is
SSDI Live Transfers are consumers qualified by our team and warm-transferred to your agents, generated by Altarious Global performance campaigns and delivered to your business in real time. Connect people who can no longer work due to a medical condition with advocates who help pursue Social Security Disability benefits.
Live transfers add a qualification layer before the representative engages. Our team confirms that the person is unable to work, that the condition is expected to be long-term, and that they are seeking help with an application or appeal, and verifies TCPA consent before warm-transferring the call. This is especially valuable for advocacy firms with limited intake capacity, because the pre-screen filters out consumers who are already working or clearly outside the program before they reach an authorized representative.
This product is suited to insurance businesses with a team ready to answer during defined hours, a clear view of the consumer they want, and the capacity to convert a live conversation. The acquisition objective is simple: put your team in front of ssdi consumers at the moment they are deciding.
Target consumer
Adults who are unable to work due to a physical or mental medical condition expected to last twelve months or longer, and who are either preparing an initial application or appealing a denial. The strongest segments are claimants with a recent work history, those who have already been denied once and face an appeal deadline, and people who feel overwhelmed by the paperwork and want representation.
Consumer intent
Typical intent signals include: searching for help applying for disability benefits; unable to work due to a medical condition; received a denial and wants to file an appeal; approaching an appeal or reconsideration deadline.
How live transfers are generated
Consumers are acquired through performance campaigns targeting searches such as "SSDI benefits help" and "social security disability application", plus social and comparison placements. Interested consumers speak with our qualification team before any transfer is attempted.
Qualification approach
Qualification is configured to your appetite. Standard ssdi criteria include: currently unable to work due to a medical condition; condition expected to last twelve months or longer; has a qualifying work history or is exploring eligibility; located in the united states; seeking help with an initial application or an appeal; provided tcpa consent to be contacted about disability assistance.
Delivery process
Once qualified, the consumer is bridged directly to your designated number or queue with a warm introduction. Delivery runs only during your operating hours with daily caps, and you can pause or adjust criteria at any time.
Process
How it works
The path from campaign to delivered live transfers.
Traffic Acquisition
Performance campaigns generate ssdi consumers with active interest across search, social and comparison channels.
Consumer Interest
The consumer responds to a relevant offer and engages with our qualification team.
Qualification
Our team confirms the consumer meets your ssdi criteria and verifies key details where required.
Live Connection
With the consumer still on the line, our agent bridges the call to your designated destination.
Transfer to Client
Your agent takes over a warm, expecting consumer who has already confirmed interest and eligibility.
What a transfer sounds like
From first contact to your agent
Every ssdi transfer passes the same four stages before your team is connected.
RingingConsumer engagedQualifiedBridged to you
Waiting for the next qualified ssdi consumer…
Qualification
Set the filter for your desk
Toggle criteria to see how tightly SSDI Live Transfers can be screened before delivery.
Build your qualification filter
Your filter
Send us every consumer in your licensed states.
1,850est. delivered / month
Benefits
Product benefits
Pre-qualified consumers
Every transfer has been screened against your ssdi criteria before your agent says hello.
Real-time opportunities
Transfers happen immediately after qualification, so intent never has time to cool.
Industry targeting
Scripts and criteria are written specifically for ssdi consumers and buyers.
Faster customer acquisition
Your team skips discovery and starts the conversation at the point of decision.
Agent efficiency
No dialling, no voicemail, no wrong numbers. Agent time goes to consumers who can convert.
Controlled volume
Daily caps, schedules and pause controls keep delivery aligned to your capacity.
Model it
What this volume would mean
Volume calculator
5200
5%60%
$200$5,000
Monthly customers won194
Potential monthly revenue$174,240
Your upside from your own inputs, across 22 working days a month. Program pricing is scoped to your criteria and shared in a proposal.
An illustrative model using your own inputs. Actual performance depends on vertical, geography and how your team works the calls.
Compare
SSDI across all three formats
Which delivery model fits
| Attribute | Web Leads | Inbound Calls | Live Transfers |
|---|---|---|---|
| Cost model | Per lead | Per qualified call | Per accepted transfer |
| Consumer intent | Requested information | Chose to call | Screened and on the line |
| Speed to contact | Minutes, if you call fast | Immediate | Immediate, already talking |
| Agent effort | Dialling and follow-up | Answer the phone | Take the handover |
| Best fit | CRM-driven teams with capacity to work records | Licensed desks that close on the first call | Small teams that need only qualified conversations |
Product knowledge
Related industry articles
Industry knowledge supporting SSDI Live Transfers.
Understanding SSDI Customer Intent
What drives a ssdi consumer to ask to be connected, the signals that separate real intent from research, and how to qualify it.
Read articleFAQ
Questions buyers ask
Search ssdi and general program questions.
Knowledge
Frequently asked
Yes. Every consumer provides TCPA consent before contact and is connected only with advocates or authorized representatives. Programs make no claim of government affiliation and never promise guaranteed approval of a claim.
Yes. Delivery can prioritise initial applicants, consumers facing a denial or appeal, or both, so your intake team receives the situations your representatives are best equipped to handle.
Messaging focuses on helping the consumer pursue the benefits they may be entitled to. It does not promise a specific outcome, and consumers understand they are being connected with a representative, not a government agency.
Most programs are scoped in a single call and live within five business days. The work in between is agreeing qualification criteria, confirming geography and testing delivery into your phone system or CRM.
Yes. Daily and hourly caps are set to your capacity and can be changed at any time. Programs can also be paused entirely without losing your campaign history.
Delivery runs only during the hours your team is available to answer, in your time zone, and follows your holiday schedule. Nothing is routed to a desk that is closed.
Every call is tracked to its source with duration and outcome recorded. Calls that fall below the agreed billable duration or fail qualification are reviewed, and there is a defined dispute window.
Yes. Web leads post in real time to your CRM, dialer or lead management platform, and calls can carry the same metadata so a record exists before your agent picks up.
No questions match . Try or .
Get started
Interested in SSDI Live Transfers?
Tell us the states you cover, your qualification criteria and the volume you need. We will scope a ssdi live transfer program for your team.
Your inquiry is tagged Insurance → SSDI → Live Transfers so the right specialist responds.
Talk to the buyer desk
+1 (000) 000-0000Inbound calls & live transfers · US & CA coverage
Operating hours below [email protected]
Your time--:--Local time
Our desk--:--America/New_York
| Mon–Fri | 08:00 – 20:00 |
|---|---|
| Saturday | 09:00 – 15:00 |
| Sunday | Closed |