TransferDesk · Medicare Advantage · on the roadmap

Medicare Advantage live transfers, graded against a bar you set in writing

A line for Medicare Advantage inquiries, answered instantly on a recorded line by an automated assistant that captures the basics and connects the caller to a licensed agent in their state. Every call is graded afterward against a bar published in writing. If no agent accepts, the caller is offered a callback.

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 calls graded against a written bar
  • Agencies that want the recording, transcript, and the criteria each call met

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 lands on the call record

  • The recording and transcript, with the campaign the call came from
  • Whether it met your bar, and which criterion it missed if it didn't
  • 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 calls that miss it aren't billable. The one time rule is published too: the caller has to stay in the conversation for at least 90 seconds.

See what a buffer really costs →

Questions

Is this a compliant Medicare intake?

Every call is recorded with a consent notice up front and graded against a written bar afterward. The automated assistant says it is automated, captures the basics, and hands off to a licensed agent — it never sells, quotes, or recommends a plan.

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.