📱 Insurance agents, this is the mobile upgrade you’ve been waiting for.

We’re thrilled to announce that Inbound Call Transfers are now live inside the Agent CRM mobile app (powered by HighLevel and LeadConnector)! 🙌

Whether you’re in the field, between appointments, or working from home, this new feature puts call flexibility and professionalism in the palm of your hand.

Already loving outbound call transfers? This update brings that same power to inbound calls, giving you full control over call handoffs — no desktop needed.

✨ What’s New?

Here’s what’s rolling out in the latest mobile app update:

🔁 Inbound Call Transfers

When you answer an incoming call in the app, you’ll now see a new Transfer button at the top-right of your screen.

Choose between:

  • Blind Transfer – Instantly pass the call to another team member and disconnect.

  • Warm Transfer – Join the new call, introduce the caller, share context, then either leave or stay on the line.

👥 Smart Participant Management (Warm Transfers)

During a warm transfer, you can:

  • See everyone on the call

  • Leave without ending the call

  • Remove participants

  • End the call for everyone if needed

This is especially useful for team-based agencies, virtual assistants, or agents working with closers or underwriters.

📲 How Insurance Agents Can Use This (With Real Examples)

💡 Example 1: Hand Off a Warm Lead

You’re on a call with a life insurance prospect, but they want to dive deep into annuity options.

Use a Warm Transfer to bring in your team’s annuity expert, introduce the client, and then gracefully exit while they continue the conversation.

No call-back. No awkward “let me give you their number.” Just a seamless client experience.

💡 Example 2: Escalate a Service Request

Your client has a billing or claims issue. Instead of taking notes and creating a ticket, transfer the call to your admin, who can solve it on the spot.

Result? Faster resolution, happier clients, and less time stuck relaying info.

💡 Example 3: Route Leads from Facebook or Google Ads

Someone calls your business line from an ad, and you answer on your mobile app. Based on the product they’re asking about, you quickly use the Blind Transfer to send them to the appropriate producer or closer.

This is how high-performing agencies boost conversion rates and reduce response time.

📲 How to Use Inbound Transfers in the Agent CRM App

  1. Answer any inbound call on the mobile app

  2. Tap the Transfer icon in the top-right

  3. Select the teammate (from contacts, staff, keypad, or recents)

  4. Choose:

    • Blind Transfer (instant handoff)

    • Warm Transfer (join, assist, and manage the call)

  5. If using Warm Transfer, manage participants from the bottom panel

🚀 Available Now (In Public Beta)

Inbound call transfers are available in version v3.96.5+ of the Agent CRM mobile app (via HighLevel/LeadConnector). A full rollout is coming soon!

View the changelog here:
 🔗 https://ideas.gohighlevel.com/…/mobile-app-inbound-call…

See a demo video here:
 🎥 https://share.descript.com/view/Jg5C8SjmEm4

🎯 Why This Matters

✅ Keep leads moving while you’re mobile
 ✅ Provide better service with faster handoffs
 ✅ Avoid missed opportunities or dropped communication
 ✅ Look and sound more professional to every caller

Whether you’re a solo agent or managing a team, this update gives you more control and flexibility on the go.

👉 Ready to Try It Out?

Make sure your Agent CRM mobile app is updated to the latest version and start using Inbound Call Transfers today!

Not using Agent CRM yet?
 👉 Start your free 14-day trial at www.agent-crm.com

Stay flexible. Stay connected. Stay in control—wherever you are.

 

 


Marketing, Updates

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