Medicare live transfers
People turning 65 and beneficiaries reviewing their options, screened by our intake team and transferred live to an agent licensed and appointed for their state.
Who calls
Turning 65 or already enrolled
People turning 65 and beneficiaries reviewing their options during enrollment periods.
What they ask about
Medicare Advantage plans
Medicare Supplement plans, Part D prescription coverage.
Your agents need
Health licence, carrier appointments and current certification
Calls only reach agents licensed in the caller's state.
Why it works
Eligibility confirmed
Intake confirms the caller is on, or about to join, Medicare and wants to talk about their plan.
Matched to your licences
Calls only reach agents licensed in the caller's state.
Recorded every time
Every billed call carries its recording, so your compliance team can play it back.
Billing
Your buffer is agreed with your agency before you start and applied the same way to every Medicare call.
Unanswered
A call nobody picks up is never billed.
Inside the buffer
A call that ends before your buffer is never billed.
Voicemail
If a voicemail answers, yours or the caller's, it is credited back.
Past the buffer
A live conversation that clears your buffer is billed, with its recording attached.
Questions
A Medicare caller screened by our intake team and transferred live to your licensed agent while still on the line.
Callers ask about Medicare Advantage, Medicare Supplement and Part D. Your agents need the right licence, appointments and certification.
Yes. Every billed call has its recording attached, and you can flag any call for review.