TransferDesk · Final Expense

Final Expense live transfers, graded against a bar you set in writing

A final expense line where a licensed agent answers first, on a recorded line. Every call is graded after it ends against a bar you publish — age, state, existing coverage, and intent. If no agent is free, an AI takes a short callback and a human calls back.

Who it fits

  • Independent final expense agents tired of paying for wrong numbers and hang-ups
  • Small agencies that want a written qualification bar instead of a hidden buffer
  • Agents who want the recording, transcript, and score on every call

What qualifies a caller

  • Age is inside the band you set (final expense is typically 50–85)
  • The caller is in a state you're licensed to write
  • Existing-coverage status is captured — yes, no, or unsure
  • The caller actually wants to talk about coverage — not a wrong number or a complaint

What lands on the call record

  • The recording and full transcript of the call
  • How it scored against your bar — pass or fail, and which criterion missed
  • Caller state and the campaign the call came from
  • That recording consent was captured, with a timestamp

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 →

Final Expense by state

Licensing notes and the state insurance regulator for each state.

Questions

Does the AI sell the policy?

No. A licensed agent handles every conversation. If no agent is free, an AI takes a short callback and a human calls back — it never sells, quotes, recommends, or binds coverage.

What makes a call qualified?

A published bar you agree to in writing: age band, licensed state, existing-coverage status captured, and a genuine intent to discuss coverage. Every call is graded against it after it ends, and a call that misses the bar isn't billable.

Do you have call volume in my state today?

No. This is a founding-agent program — we route calls and grade them, we do not currently carry live inventory. Join the waitlist and we'll be in touch as spots open.

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