Getting Started With Truvo IQ

If you're moving your live-transfer operation onto Truvo IQ, this is the short version of how to go from a blank account to a floor that's taking calls. The platform is built around four things agencies actually do every day: run campaigns, control when leads arrive, organize the team, and read the numbers. Here's how each one works and the order to set them up in.

How do you set up your first campaign?

A campaign in Truvo IQ is the container for a stream of live-transfer leads — its sourcing, its filters, and its delivery rules in one place. Setting one up well is mostly about defining your buying box precisely.

1. Name the campaign by what it represents — line of business plus geography, like "Final Expense — Southeast," so it's obvious in reporting later.
2. Set your states. Multi-state agencies run several campaigns or a single multi-state campaign; either way, pick only the states where your agents are licensed and appointed.
3. Set your line and daily cap — choose the line of business and how many transfers a day this campaign should take.
4. Connect delivery — decide which agents or teams the campaign routes to.

Tighter buying criteria up front means fewer wasted transfers later. The campaign is where you encode "what a good lead looks like for us" — get that right and everything downstream gets easier.

How does lead scheduling work?

The fastest way to waste a live transfer is to let it ring into an empty room. Scheduling exists so leads arrive only when your floor is staffed to take them.

• Set delivery windows to match the hours your agents are actually on the phone, by day of week.
• Pause instantly when you're short-staffed, in a meeting, or slammed — without losing your campaign setup.
• Align delivery to capacity, so you're not flooded at lunch and starved at 4pm.

This is the single biggest operational difference between agencies that win on transfers and ones that quietly burn them: the winners make sure a hot prospect always reaches a ready agent.

How do roles and agency collaboration work?

Truvo IQ uses three roles so the right people have the right control, and your closers aren't buried in admin.

• Owner — full control. Manages billing, campaigns, all users, and sees agency-wide analytics. This is you, or whoever runs the business.
• Admin — runs day-to-day operations: campaign tweaks, scheduling, user management, and coaching. Admins free up the owner without touching billing-level controls.
• Agent — works the leads. Agents take transfers and see their own performance, without the ability to reconfigure campaigns or other users.

The structure mirrors how a real floor operates: owners set strategy, admins run the floor, agents close. As you grow, you add agents and promote trusted people to admin so delegation scales with you instead of bottlenecking on one login.

What do the analytics actually tell you?

Numbers you can't act on are decoration. Truvo IQ ties every transfer back to a source and an outcome so you can manage on evidence, not hunches.

The metrics to watch from day one:

• Close rate by source and by agent — tells you instantly whether a slump is a lead problem or a people problem.
• Cost per acquisition (CPA) — total spend divided by policies bound, per campaign, so you can see the moment a source stops paying off.
• Call volume and contact patterns — to confirm your scheduled hours match where the conversions actually happen.
• Per-agent performance — to spot who needs coaching before a slow week becomes a quit.

Because the data is source-level and real time, you can cut an underperforming campaign or time slot the same week it goes soft, instead of discovering it in next month's spreadsheet.

What's the right order to get going?

Stand it up in this sequence and you'll be taking calls quickly without skipping the parts that matter:

1. Create your account and add your team as Agents, with at least one Admin if you delegate floor operations.
2. Build your first campaign with tight state and coverage filters.
3. Set the schedule to your floor's real staffed hours.
4. Route a test batch to your strongest closers first, so you learn the ceiling before you scale.
5. Watch the analytics for the first week and adjust filters, hours, and routing based on what converts.

That loop — campaign, schedule, route, measure, adjust — is the whole operating rhythm. Once it's running, scaling is mostly repeating it across more states and more agents.

Ready to run transfers like an operation?

Truvo IQ brings multi-state campaign management, schedule-aware lead delivery, role-based collaboration, and source-level call analytics into one place — so a live transfer never rings an empty floor and every outcome ties back to a source you can act on. Get started or see Truvo IQ.