TransferDesk · guide
How Call Qualification Works When an AI Does the Intake
AI intake is not a robot closing a sale. It's a structured screen that runs before a human ever picks up.
What does an AI intake line actually do on a call?
It answers, captures recording consent, reads the disclosures the caller's state requires, then asks a short set of questions — state, age, existing coverage, and what the caller wants.
It records the answers and scores them against a written bar. It does not sell, quote, recommend, or close.
Who decides whether a call passes?
The server decides, not the AI. The AI collects the answers; 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 AI returns, not left to the model to announce.
What does the agent get on transfer?
A qualified caller and their answers on screen: state with your license status flagged, age, coverage status, intent, and confirmation that consent and disclosures were captured.
You start the conversation already knowing who you're talking to.
Common questions
Can the AI give advice or a quote?
No. It qualifies and hands off. Advice, quotes, recommendations, and closing are handled by the licensed agent after the transfer.
What happens to a call that fails the bar?
It isn't transferred, and the failure is recorded with the reason so the bar can be tuned. You don't pay for calls that miss the published standard.
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.