Warm Transfer Submission

Select the DID

Tap a card. The form below shrinks to only the fields that DID requires.

Caller details

Only the fields shown are needed. Anything hidden is not used by this DID.

Contact

First name

Last name

Phone 10 digits

Mobile number D7 uses this field name

State 2 letters

County

ZIP code

Street address

Preferred language

Accident

Accident date

Accident state where it happened

Case type

Accident type

Fault status short description

Injury type

Treatment status

Treatment gap days — max 30

Urgency

Accident description

Case description

Qualification

A wrong answer here is what blocks most transfers. Green = yes, red = no.

Did the caller sustain an injury?

Physical injury?

Was the claimant at fault?

Insurance coverage available to pursue?

Did they receive medical treatment?

Was the caller at fault?

Was the caller FULLY at fault?

Do they already have an attorney?

Already signed with a lawyer?

Currently represented?

Representation OK for intake?

Are they seeking a lawyer?

Seeking legal representation?

OTP / phone verified?

Treated or willing to treat?

Does this qualify under Arizona?

Accident within the last 12 months?

Active insurance coverage?

Treatment gap over 30 days?

Willing to switch attorneys? (optional)

Is the at-fault party insured?

UM / UIM coverage available?

Serious injury case?

Tracking & compliance

Enter these by hand. The TrustedForm box that appears is already the correct field name for the DID you picked.

IP address

TrustedForm URL sends as trustedform_url

TrustedForm URL sends as trusted_form_url

Lead ID

Supplier Lead ID your reference

Sub ID

Pub ID

Caller relationship

Call timestamp blank = now

Send the pre-call data

This does not transfer the call. It parks the caller's details so they attach to the call when you bridge it.

Select a DID in step 1 first.