Home + Auto Live Transfers

Stop chasing leads. Take the live conversation.

A dedicated telemarketer works your lead flow, qualifies the opportunity and transfers interested Home and Auto shoppers directly to your licensed team.

$1,995
Program activation
Setup + first month + $750 usage credit
$995
Monthly management
Per dedicated telemarketer
≤ $5.75
Optional Home / Auto lead
Wholesale + $1.50; standard maximum
$45
Qualified live transfer
30-second buyer connection
The Operating Model

One system. Clear accountability.

Use your own compliant lead inventory at no lead-data charge or have Yield supply Home and Auto leads at wholesale plus $1.50, with a standard $5.75 maximum unless you approve a higher rate. We work the volume, transfer qualified conversations and give your producers more at-bats.

01 / INPUT

Fund the lead flow

Bring your own leads or select Yield lead supply. Best practice starts near 75 new leads per business day per telemarketer for the first three weeks, then may continue near 75 or reduce near 50.

02 / WORK

Dedicated outreach

Your assigned telemarketer works the lead pool and creates a consistent daily contact rhythm.

03 / CONNECT

Live handoff

A transfer is billed at $45 only when it relates to the selected product, meets the written campaign criteria, connects to your team and remains connected for at least 30 seconds.

04 / SCALE

Add capacity

The planning model adds a second telemarketer at six producers. Actual additional staffing requires your approval and adds $995 per month per assigned telemarketer.

Interactive Economics

Build your agency scenario.

Every output responds to your assumptions. Adjust the sliders to model capacity, placement and unit economics before deciding how you want to launch.

Scenario inputs

Adjust assumptions
Fully loaded lead model50 Yield/day @ $4.25
All 50 daily planning leads per telemarketer are supplied by Yield at the fixed fully loaded calculator cost of $4.25 each.
3
The model adds a second telemarketer at 6 producers; actual additional staffing requires customer approval.
13
Planning input only. Yield does not guarantee a minimum transfer volume.
20%
$1,000
80%
$70
25%

Projected monthly result

User-controlled model
NET REVENUE$0$0 per producer
Gross new-business commission$0$0 written premium
Projected ROI0%0% break-even close rate
1Telemarketers
13Daily transfers
286Monthly transfers
1,100Monthly leads

Production projection

Closed households0
Average items per closed household0
Bound policy items0
Transfers per producer / month0
Closed households per producer0

Modeled monthly cost

Yield-supplied lead cost$0
Live-transfer charges$0
Telemarketer management$0
LSP compensation$0
Total modeled cost$0

Funding and efficiency

New leads / business day50
Per-TM daily lead mix50 Yield / 0 agent
Modeled cost per closed household$0
Acquisition cost per bound item (excludes LSP pay)$0
Standard initial program payment$1,995
Starting prepaid usage credit$750
Selected close rate20% vs. 0% break-even
Model Guardrails

What the math assumes.

The calculator makes the operating assumptions visible so agencies can pressure-test the model instead of relying on a single best-case headline.

75 → 50

Recommended lead volume

Best practice is approximately 75 new leads per business day per telemarketer for the first three weeks, then continuing near 75 or reducing near 50. This is not a billing minimum or performance guarantee.

1.7 / 1.1

Auto and Home item counts

Auto sales average 1.7 items; Home sales average 1.1. The bundle slider adds the complementary line to a share of closed households.

5 LSPs

Planning capacity

The model assigns one telemarketer through five producers and models a second at six. Any actual additional telemarketer requires customer approval and adds $995 per month.

22 DAYS

Production month

Monthly projections use 22 active production days so every scenario is compared on the same operating calendar.

50 / 50

Home and Auto mix

The projection uses a fixed 50% Auto and 50% Home opportunity mix when calculating average policy items.

$1,000

Automatic replenishment

When available usage credit reaches $250 or less, the saved payment method replenishes the prepaid usage balance by $1,000 after successful payment.

Program Terms

Clear rules before the first call.

Campaign details, written qualification criteria, approved territory, transfer hours and assigned staffing are documented in the customer Order Form and governed by the applicable services agreement.

90 DAYS

Initial commitment

The program begins with a 90-day initial term and then continues month-to-month. After the initial term, written cancellation takes effect at the end of the current monthly billing period.

30+ SEC.

Final transfer charge

A qualifying buyer connection at or above 30 seconds earns the $45 charge. Calls below 30 seconds do not incur it. Verified duplicate or duration-recording errors are corrected.

WEEKLY

Activity statements

Statements reconcile lead activity, transfer activity, pricing, replenishments, adjustments and remaining prepaid balance. A statement is not a separate billing event.

30 DAYS

Unused credit reconciliation

After termination and final usage reconciliation, remaining unused prepaid usage credit is returned to the original payment method within 30 days. Setup and earned management fees are non-refundable.

WRITTEN

Campaign criteria

Only qualification criteria recorded in the Order Form or later accepted in writing are required campaign filters. Your team supplies functioning transfer numbers, hours, licensed staffing and current instructions.

NO MINIMUM

No performance guarantee

Yield does not guarantee calls, transfers, quotes, policies, premium, sales, revenue, ROI or profitability. Your team remains responsible for post-transfer communications and lawful consumer-data use.

Campaign Planning

Put more qualified conversations in front of your team.

Bring your own lead flow or use Yield Home and Auto leads. We will document the staffing, approved territory, written filters and transfer hours around your agency's licensed capacity.

Projection and program notice: This interactive calculator is an illustrative planning tool based entirely on user-selected assumptions. It is not a guarantee of calls, contacts, transfers, quotes, policies, premium, sales, commission, profitability or return. Actual results may vary materially based on carrier appetite, product and territory mix, producer skill, licensing, lead quality, contact rates, staffing, commission schedules, retention, chargebacks, taxes and other operating expenses. Final campaign, billing, cancellation and qualification terms are established in the signed customer Order Form and applicable services agreement.