TransferDesk · guide
How Call Qualification Works When an AI Does the Intake
The assistant never closes a sale. It answers, captures the basics, hands off to a licensed agent, and leaves. The call is graded against a written bar after it ends.
What does the assistant do on the call?
It answers instantly and tells the caller the call is recorded and that they're speaking with an automated assistant. Then it asks a short set of questions — state, age, whether they already have coverage, and what they're looking for.
It does not sell, quote, recommend, or close, and it never states anything the caller didn't say. While it asks, the call is offered to one licensed agent in the caller's state at a time, starting with whoever has waited longest; the agent who connects hears a short summary, and the assistant drops off before the agent starts talking.
Who decides whether a call passes?
The server decides, not the model. Answers are pulled from the recording and transcript, then a separate rule check compares them to the published bar and returns a pass or fail.
That separation is deliberate — the qualification standard is enforced in code after the call, not left to the model to announce.
What do you get after the call?
The recording, a transcript with each speaker labelled, and which criteria the call met — state, age, coverage status, intent, and time in the conversation — plus confirmation that recording consent was captured.
If no agent accepts, the caller is asked whether a licensed agent can call them back, and a yes becomes a callback lead an agent can claim.
Common questions
Can the AI give advice or a quote?
No. It only collects answers and hands off. Advice, quotes, recommendations, and closing are always the licensed agent's.
What happens to a call that fails the bar?
It's recorded as a fail with the criterion it missed, and it isn't billable. If you think a call was graded wrong, you have 7 days to dispute it from your console.
TransferDesk publishes the qualification bar in writing and hands qualified callers to a licensed agent — it never sells, quotes, or closes. Founding agents are signing up now.