TransferDesk · Medicare Advantage · on the roadmap

Medicare Advantage live transfers, qualified before you pick up

An intake line for Medicare Advantage inquiries where AI captures the required consent and disclosures and qualifies the caller before a licensed agent is connected.

Final Expense is our first live vertical. Medicare Advantage is on the roadmap — the waitlist is how you'll hear when it opens.

Who it fits

  • Licensed Medicare agents who want intake done before they pick up
  • Agencies that want the compliance steps captured on every call automatically

What qualifies a caller

  • The caller is in a state you're licensed and appointed to write
  • Basic eligibility and intent are captured
  • Existing-coverage status is captured

What the agent sees on transfer

  • Caller state with your license status flagged
  • Captured eligibility and intent answers
  • That consent and disclosures were completed

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

Is this a compliant Medicare intake?

The AI captures recording consent and reads the disclosures required for the caller's situation before anything else. It never sells, quotes, or recommends a plan — a licensed agent handles the conversation.

Is Medicare Advantage live yet?

No. Final Expense is the first live vertical. Medicare Advantage is on the roadmap — join the waitlist to be told when it opens.

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