RIROADWAYINTAKE

Guide · 6 min read

How to Evaluate an MVA Lead or Live Transfer Vendor: 12 Questions to Ask

A due-diligence checklist for personal injury firms and call centers vetting a motor vehicle accident lead or live transfer vendor — exclusivity, consent, recordings, returns and more.

By Roadway Intake Partners · Updated

01

Why vendor due diligence matters

The MVA lead market has excellent vendors and very poor ones. Poor vendors resell the same claimant to several firms, recycle aged data, or collect consent that won't survive a TCPA challenge. The cost is not just wasted budget — it's compliance risk that lands on your firm.

02

Sourcing and exclusivity

Understand exactly where claimants come from and who else receives them.

  • Where do your claimants come from — your own campaigns, affiliates, or purchased data?
  • Is every lead or transfer exclusive to one firm? Is that in the contract?
  • Do you ever ping-post or auction the same claimant?
  • How old can a lead be when it's delivered?

04

Quality, screening and returns

The screening script determines what reaches your intake team.

  • What qualification questions do your agents ask, and can I add disqualifiers?
  • What is the minimum call duration before a transfer is billable?
  • What is your return policy, and how long is the window?
  • Can I cap volume by hour, day and week?

05

Run a pilot before you scale

A good vendor will offer a capped pilot. Listen to the recordings, track sign-up rate and cost per signed case, and only increase volume once the numbers hold for several weeks. Vendors that insist on large minimum commitments before any test are a warning sign.

Next step

Get cases in your stateStart with a capped pilot.

Book a 20-minute partner call. We map your states, criteria and capacity, then propose a small pilot — before you commit to any volume.

Call (800) 555-0199Get Cases →