TransferDesk · ACA / Individual Health · on the roadmap

ACA / Individual Health live transfers, qualified before you pick up

An intake line for ACA / individual health inquiries where AI captures consent and disclosures and qualifies the caller before a licensed agent is connected.

Final Expense is our first live vertical. ACA / Individual Health is on the roadmap — the waitlist is how you'll hear when it opens.

Who it fits

  • Agents writing individual health who want intake handled first
  • Agencies that want consent and disclosures captured on every call

What qualifies a caller

  • The caller is in a state you can write
  • Basic eligibility and intent are captured
  • Existing-coverage status is captured

What the agent sees on transfer

  • Caller state with license status flagged
  • Eligibility and intent answers
  • Consent and disclosure confirmation

The buffer problem this is built against

Most transfer vendors bill off a hidden timer called a buffer — some set it at 10 seconds. You end up paying for wrong numbers, wrong states, and hang-ups that were never yours to work. TransferDesk publishes the qualification bar in writing and doesn't transfer calls that miss it.

See what a buffer really costs →

Questions

Does the AI quote a plan or price?

No. It qualifies the caller and hands off. Quoting and enrollment are handled by the licensed agent.

Is ACA live yet?

Not yet — Final Expense is the first live vertical. Join the waitlist for updates.

We're signing founding agents now. We route and qualify calls; we don't carry live volume yet.