Live transfers

A qualified consumer, connected to your team live.

Apex builds consumer demand, adds a human qualification step, and can warm-transfer a matched conversation to an available licensed producer.

How it works

01
We build the brand and run the media
Apex operates the upstream acquisition program that creates the consumer conversation before it reaches your team.
02
A setter starts the conversation
A person speaks with the consumer, captures context, and checks the call against the program criteria before a handoff.
03
The program checks delivery fit
The call and receiving team must match the agreed service footprint, configuration, and current availability.
04
We make the live handoff
When an eligible producer is available, the setter warm-transfers the consumer with the captured context ready for the agency.

Commercial terms

Terms are reviewed before activation.

Program scope and commercial terms are confirmed with each approved client in writing. No payment is collected on this page.

A short call to work out what qualified means for your agency and whether we can fulfil it responsibly.