Jon H.
The best option for live transfer
I’ve been in the industry for a long time. I’ve used DataLot for the past few years off and on. When I need to find a way to write a volume of auto policies in a hurry, there is no better option than their live transfers. Katte McNeil has been extremely helpful with suggesting specific filters and settings to help us match our underwriting criteria while still meeting our volume and cost needs. She’s responsible and helpful whenever I’ve reached out with questions. In terms of results, we’re running a high volume and are closing above 20% of the calls. Independents who are able to cross shop for price would probably close much, much higher numbers. The biggest advantage with DataLot is the predictability. You can actually depend on a consistent flow of calls. Generally, the people are legitimately shopping for insurance and can be closed within 24 hours if your price is palatable. There are other live transfer lead companies out there, as I’m sure you know. The issue is that their processes are a mess, their volume is unpredictable and all over the place, and their lead quality seems to be inconsistent. DataLot simply seems to have most of these kinks worked out.



