Live Transfer Providers

Separate your Live transfers from
everyone else.

Become the most valuable provider in the market. Attach Kolby AI to every transfer you send. Your clients will love you. They close more. They stay longer. It costs you nothing.

$0
Cost
to you
$2
Per call
passed through
1
Account.
All clients.
Live Transfer Provider Dashboard
Your Edge Over Every Competitor New
Every other provider
Warm transfer delivered
Agent on their own
No post-call insight
High agent churn
You with Kolby
Transfer + AI live on call
Real-time guidance
Post-call scoring
Agents close more. Stay longer.
Your cost per transfer
Passed through to the agent.
Invisible to them. Powerful for you.
$2
per call
What Your Clients Get on Every Call
Live AI
Guidance
🎯
Objection
Handling
📈
Post-Call
Scoring
One account. Unlimited clients. Zero overhead.
Assign AI numbers. Pass the cost. Keep the edge.
Enterprise
The Problem You Already Know

Agent churn is your biggest
expense. And it's invisible.

You deliver the transfer. What happens next is completely out of your hands. The agent fumbles the call. They blame you. They stop buying. You lose the account.

Provider Dashboard — This Month
▼ Churn Alert
Active clients
43
Churned this month
7
Churn rate
14%
MR
M. Rivera
Active
JT
J. Thomas
Churned
AL
A. Lopez
Active
SK
S. Kim
Churned
DW
D. Walsh
At Risk
BN
B. Nelson
Churned
Monthly revenue bleeding out
7 churned × $2,000 avg spend — every month
-$14K
per month
01
Agents blame the leads when they lose

The prospect was qualified. They were warm. The transfer was clean. But the agent didn't know what to say, couldn't handle the objection, and lost the deal. You get the blame. They don't come back.

Your cost → Lost account
02
You have no visibility into what happens on the call

Once you send the transfer, you're blind. You don't know if the agent opened strong or fumbled the intro. You don't know if they handled the objection or folded. You find out when they stop buying.

Your cost → Zero insight, maximum exposure
03
Your competitors are selling the exact same thing

Same qualification. Same price range. Same pitch. The only thing differentiating you is price — and that's a race to the bottom. If a competitor drops $5, you lose the client. There is no loyalty in a commodity.

Your cost → Margin compression, no stickiness
The Real Problem

You are losing clients because your your agents don't know how to close what you send them. That's not your fault. But it is your problem to solve - and Kolby is how you solve it.

$2
fixes all three problems
How It Works

One account. Every transfer
powered by Kolby from that day on.

You assign individual AI numbers to your clients. Every transfer you send goes through that number. Kolby lights up on the agent's screen the moment they pick up.

Live Transfer Flow — With Kolby Attached. Zero Delays.
📞
Prospect
Prospect
🏆
You
Your Company
Kolby
Kolby AI Number
📈
Agent
AI
Your Client
Watching the flow...
01
You open one account

One enterprise account covers your entire client base. No per-user setup. No complicated onboarding.

02
You assign each client a Kolby AI number

Every client gets a dedicated AI number. You send transfers to that number instead of their personal line. Nothing changes for the sales rep.

03
Kolby bridges the call to the agent

The AI number rings the agent's phone. The moment they pick up, Kolby is live on their screen.

04
$2 passes through. You keep the edge.

You add $2 to the transfer price. The agent never questions it — they just notice their calls come with AI that tells them exactly what to say. You become indispensable.

The agent receives a warm transfer and Kolby simultaneously. To them, it feels like a premium feature you built. To you, it's a $2 pass-through that makes every client stickier, every account more valuable, and every competitor irrelevant.

What Your Agents Experience

The transfer lands.
This is what happens next.

The moment your agent picks up a transfer through their Kolby AI number, this is exactly what they see on their screen. Every objection handled. Every move guided. Every call scored. Pick a scenario and watch it happen.

Pick a scenario
Scenario 01 — Auto Insurance Transfer
"I already have State Farm. Been with them 12 years. I'm not switching."

The loyalty objection kills most agents before they even start. Kolby doesn't fight it — it creates curiosity about the rate. Watch your agent handle this without breaking a sweat.

👁

What your client sees: Real-time move guidance appears above each response. The agent knows exactly what to say before they finish thinking. You sent a warm transfer — Kolby closed the gap.

01
Kolby respects the loyalty and pivots to curiosity — "do you know your rate?"
02
Surfaces the overpaying insight — long-term customers rarely get the best rates.
03
Closes on a two-minute comparison — no obligation, just a number.
Agent Screen — Kolby AI Active
Live
Inbound Transfer — Auto Insurance
Male · 44 yrs · Florida · Qualified · Your transfer
01:22
Ready
Scenario 02 — Final Expense Transfer
"I need to think about it. I don't want to be pressured into anything today."

The stall on final expense is almost always fear, not indecision. Kolby slows the call down, validates the emotion, and brings it back to the family. Your agent never has to improvise.

👁

What your client sees: Kolby detects the stall in real time and surfaces the exact emotional reframe. The agent stays calm, patient, and in control — because Kolby already has the next move ready.

01
Kolby validates immediately — never pushes against the emotion.
02
Surfaces the cost of waiting — rates go up, health can change.
03
Closes on protection, not the product — family, not features.
Agent Screen — Kolby AI Active
Live
Inbound Transfer — Final Expense
Female · 67 yrs · Georgia · Qualified · Your transfer
02:44
Ready
Scenario 03 — Life Insurance Transfer
"I'm healthy. I don't really need life insurance right now. Maybe when I'm older."

The most expensive objection in life insurance. Kolby flips the entire logic — healthy is exactly when you buy. Your agent delivers this with confidence because Kolby already wrote the play.

👁

What your client sees: Kolby surfaces the rate comparison in real time — $25 now vs $120 at 50. The agent delivers it naturally. The prospect does the math themselves. Your transfer closes.

01
Kolby agrees they're healthy — that's exactly the point.
02
Shows the real cost of waiting — rates lock in for life at today's age.
03
Closes on the smart move, not the scary one — locking in, not buying.
Agent Screen — Kolby AI Active
Live
Inbound Transfer — Life Insurance
Male · 32 yrs · Texas · Qualified · Your transfer
01:08
Ready
Post-Call Analysis

Every transfer scored.
Every mistake caught.

The moment your client ends the call, Kolby gets to work. Full transcript. Performance grade. Exactly what they said that won — and exactly what cost them the deal. Your transfers don't just connect calls. They make your clients better with every single one.

Overall call grade across rapport, objection handling, product knowledge, and close timing.
What won the call — specific moments and phrases that moved the prospect forward.
What cost them the deal — exact moments where the call lost momentum.
One improvement for next time — a specific, actionable coaching note.
👁

What this means for you: Your clients get better on every transfer you send. Closing rates go up. They stop blaming the leads. They stay longer. And they tell other agents your transfers come with something nobody else offers.

Kolby AI — Post-Call Analysis
Complete
Inbound Transfer — Final Expense · M. Johnson
Today · 9:42 AM · Duration: 7m 14s · Florida · Male, 63
✓ Closed
Your Transfer
Rapport
A
Strong open, fast trust
Objections
B+
Recovered well on price
Product Fit
A
Matched coverage perfectly
Close Timing
B
Asked 40 sec late
✓ Moments That Closed the Deal
Opened with the prospect's first name and referenced the qualifier's intro — built instant continuity.
When price concern surfaced, reframed to "$1 a day" without hesitation. Prospect agreed immediately.
Tied coverage back to the family — "your daughter won't have to worry about this" — prospect went quiet and said yes.
▼ Moments That Lost Momentum
At 4:22 — said "I think this would work for you" instead of asking directly. Lost 40 seconds of momentum.
Paused 8 seconds when asked about medical exam requirement. Kolby had the answer — screen wasn't checked.
Key Moment — 5:08
Prospect:"I just don't know if I can afford it right now."
Agent:"I completely understand. Most of my clients felt the same way until they saw it breaks down to less than $1 a day — less than a cup of coffee. Can I show you the breakdown?"
Prospect:"...yeah. Yeah, let's see it."
🎯
One Thing to Do Better Next Call
When the prospect goes quiet after an emotional statement, ask for the close immediately. Silence means they're deciding — not stalling. "Can I get you started today?" is all you need.
Provider Intelligence Dashboard

Every client. Every call.
All in one place.

You're not just sending transfers anymore. You're sitting on a goldmine of performance data. Use it to identify your best clients, rescue the ones at risk, and have conversations your competitors can't even dream of.

Kolby AI — Provider Dashboard — June 2026
Live
Client Performance
Call Volume
Churn Risk
Objection Trends
Export Reports
Active Clients
61
▲ +4 this month
Avg Close Rate
28.4%
▲ +6.2% vs last month
Avg Call Score
81/100
▲ +5 pts this month
Churn Risk
3
▼ Needs attention
All Clients — Performance This Month
61 Active
Agent
Calls
Close %
Trend
Score
Status
M. Rivera
84
34%
▲ +8%
92
Active
T. Washington
71
31%
▲ +5%
88
Active
A. Lopez
66
27%
▲ +3%
83
New
S. Kim
58
19%
▼ -4%
62
At Risk
D. Walsh
49
16%
▼ -6%
55
At Risk
P. Johnson
77
29%
▲ +2%
85
Active
Top Closers This Month
▲ All improving
🏅
MR
M. Rivera
92
34% close
2
TW
T. Washington
88
31% close
3
PJ
P. Johnson
85
29% close
4
AL
A. Lopez
83
27% close
⚡ Provider Intelligence — This Week
S. Kim and D. Walsh are declining. Both struggled with price objections. Call them before they churn.
A. Lopez is new and trending up fast — 27% close rate in week 3. High retention probability.
Final expense transfers are closing at 31% avg this month — your highest performing product.
Avg Close Rate — Last 6 Months
Jan
Feb
Mar
Apr
May
Jun
Platform avg: 28.4% — up from 22.2% in January
Top Objections Across All Clients
Price concern38%
Need to think about it24%
Already have coverage18%
Talk to spouse first12%
Not interested8%
Recommended Actions
3 This Week
📞
Call S. Kim — score dropped 18 pts in 2 weeks. Price objection not being handled. Churn risk high.
🏆
Highlight M. Rivera to new agents — 34% close rate. Share their call recordings as training material.
📈
Final expense transfers performing best — consider increasing volume to top 10 agents this week.
Why This Wins You the Market

Retention. Differentiation.
Zero cost to you.

You are not just adding a feature. You are changing the relationship your clients have with their results — and crediting you for it. That is the most powerful position a provider can be in.

01
Your clients close more. They never leave.

When an agent starts closing at a higher rate, they don't attribute it to their own skill. They attribute it to your transfers. You become the reason they're winning. Churn doesn't happen when clients think you're the edge.

Outcome → Higher retention, longer accounts
02
You are selling something nobody else has.

Every other provider pitches price, volume, and qualification quality. You pitch results. Live AI on every call. Post-call scoring after every transfer. Your product is no longer a commodity — it's a performance system. That comparison doesn't exist.

Outcome → Category of one
03
It costs you nothing. You keep all the upside.

The $3 per call passes directly to the agent. Your margin doesn't move. Your overhead doesn't change. You add the most powerful differentiator in the live transfer market for zero dollars out of pocket. The economics are unreasonable in your favor.

Outcome → Pure margin, no cost
Average agent monthly spend
$2K
in live transfer volume
per active client
Extra months retained with Kolby
+4
when close rate improves
clients don't churn
Value of one retained client
$8K
in additional revenue
per account saved

"We added Kolby to every transfer and our churn dropped by more than half in 90 days. Agents stopped blaming the leads because they started closing them. We didn't change anything else."

Live Transfer Company CEO · 300+ active agents on platform
-54%
Churn in
90 days
📈
Agents close more

Kolby raises close rates. Happy agents buy more transfers. Your volume grows without you doing anything.

🔒
Accounts get stickier

When clients win with you they don't shop around. You become the provider they can't replace.

🗣
Referrals go up

Agents talk. When one of your clients starts closing at 30% on your transfers, the agents in their network want the same thing.

🏆
No one can copy this fast

You're live with Kolby tomorrow. Your competitors will spend months trying to figure out what you did differently.

Run Your Numbers

What does one retained
client actually worth to you?

Put in your numbers. See exactly what Kolby is worth to your business — not in features, in dollars. Move any slider and watch the retention value change in real time.

Active clients on your platform
50

How many agents are currently buying transfers from you?

10500
Average monthly spend per client
$2,000

What does each agent spend with you per month on average?

$500$10K
Current monthly churn rate
15%

What percentage of clients stop buying each month?

5%40%
Where you are now
Monthly revenue $100,000
Clients lost per month 8
Monthly revenue lost to churn $15,000
Annual revenue lost to churn $180,000
With Kolby — churn reduced by 50%
New churn rate 8%
Clients saved per month 4
Monthly revenue recovered $8,000
Additional annual revenue
From clients who stay
instead of churning.
$96,000
per year
Kolby costs you $0. Every dollar above is pure recovered revenue.

The $2 per call your clients pay covers Kolby entirely. Your cost is zero. Your upside is every client who would have churned but didn't. That number compounds every single month.

Enterprise Partner Pricing

One account. Every client.
Zero cost to you.

Talk to us about becoming a partner.

This is not a software subscription for your agents.

You open one enterprise account. You assign AI numbers to your clients. The $2 per call passes through to the agent — invisibly, automatically, every time.

Your cost is zero. Your clients close more. Your retention goes up.

One enterprise account covers your entire client base.
$2 per call passed through to the agent — you keep your margin.
Kolby AI live guidance + post-call scoring on every transfer.
Works across all insurance products — auto, life, final expense, home.
Full setup and onboarding handled by Kolby. You just assign the numbers.
LET'S TALK

You are running a live transfer business. You know what churn costs. You know what differentiation is worth.

The question is whether you believe your clients will appreciate your efforts to improve their results for $2 per call.

Become a Kolby AI provider partner

Become a Partner →

No long contracts. No per-agent fees.
One account. Every client. Zero cost to you.