- You receive contact information
- You do the speed-to-lead dialing
- You fight spam flags and voicemails
- You deal with angry flex-card seekers
- You hope they have their Medicare card ready
Our live verification floor helps licensed Medicare agents spend less time dialing disconnected numbers and more time speaking with real beneficiaries by verifying Part A & B eligibility, Medicare card in hand, and enrollment intent before they're ever connected to you.
Free 3-minute training for licensed Medicare agents & agencies.
Most licensed Medicare agents know the routine. You buy a batch of leads, you sit down, and you start dialing. And after hours of follow-up, you've spent more time chasing people than actually presenting Medicare coverage.
Carrier spam flags and robocall blockers flag your number before seniors even pick up. You spend 4 to 6 hours dialing just to reach 2 or 3 live people.
Predatory affiliates promise seniors "$3,300 food cards" or "free money." When they finally answer, they're angry and demand groceries, not healthcare.
During OEP and peak enrollment windows, every minute spent chasing bad numbers is a lost enrollment. You need seniors with Medicare cards ready to talk today.
You didn't pass your state health exam and complete annual AHIP certification to be a telemarketer leaving voicemails. You make money when presenting policies.
Instead of selling you raw contact data to chase, our live intake floor verifies Part A & B eligibility, confirms their Medicare card is in hand, ensures genuine enrollment intent, and transfers the live beneficiary directly to your phone.
Most lead vendors sell you contact info and leave the chasing to you. Our live intake team focuses on the screening process before you get the call.
You still have to sell. We're not trying to remove the sales process. We're trying to help you spend more of your day actually having sales conversations.
Not every Medicare lead should be transferred to an agent. Before a beneficiary reaches your phone, our intake specialists verify 7 critical criteria live on the line.
We verify that the beneficiary has active Part A and Part B coverage in place and has their red, white, and blue Medicare card physically in hand.
We verify an authorized enrollment window (Open Enrollment Period / Annual Enrollment) so you speak only with seniors eligible to make plan changes.
We explicitly confirm they understand this is a review of Medicare health plans, actively screening out seniors who only want free grocery gift cards.
We verify the caller is the beneficiary or their legal power of attorney, living independently (not in an institutional nursing facility).
The caller's zip code and county are captured and routed exclusively to an agent licensed and appointed in that exact state.
Calls are verified for clear English communication so you never waste valuable transfer minutes on language barriers.
The beneficiary explicitly consents to be transferred to a licensed Medicare specialist right now to review coverage options.
Comprehensive call and caller data delivered directly to your dashboard before and during the transfer for total operational transparency.
Your agency's reputation and carrier contracts are your lifeblood. Every single transfer is verified through our rigorous multi-layer compliance firewall.
Full digital consent tracking with TrustedForm & Jornaya verification certificates on file.
Scrubbed continuously against Federal and State Do-Not-Call registries in real time.
Cross-referenced against known serial TCPA litigators and professional plaintiffs.
Complete unedited inbound call recordings stored securely for carrier audit protection.
Focus 100% of your energy on client consultations. Every lead transferred to your phone is fully vetted, verified, and strictly compliant with Medicare marketing regulations.
See how independent Medicare producers and agencies are scaling their production with pre-qualified live transfers.
"These live transfer calls have been a complete game-changer for my Medicare practice. The leads are genuinely pre-qualified, and I've seen an immediate increase in conversions. The 180-second buffer gives me absolute confidence that I only pay for serious beneficiaries."
"I've been thoroughly impressed with how compliant these live transfers are with TCPA and CMS marketing rules. I can focus on conducting plan reviews without worrying about compliance issues or flex card misrepresentations. The peace of mind is worth everything."
"The screening process is outstanding. Every caller is thoroughly checked for Part A & B and has their Medicare card in hand before bridging. I know I'm speaking with seniors who actually need coverage. This has cut my wasted dialing time to zero and doubled my sales efficiency."
All packages include triple-scrubbed leads, a 180-second buffer, and multi-state sourcing.
We're selective about who we partner with because our agents' results depend on mutual commitment.
Not sure you're a fit? That's exactly what the short application is for. We'll be straightforward with you.
These cover what we hear most often from Medicare agents considering live transfers.
From the moment a transfer is bridged to your phone, you have a full 3 minutes (180 seconds) to determine if the caller meets our qualification standards. If the caller disconnects, does not speak English, does not have their Medicare card in hand with active Part A & B, or was somehow transferred in error, the call is automatically credited back with zero charge.
Calls are bridged directly to your designated direct phone line or agency softphone. Our live intake specialist speaks with the prospect first, confirms all 7 qualification checks, announces the caller to you, and bridges the live connection smoothly.
To ensure consistent daily call volume throughout your active hours (10:30am - 7:00pm EST), a broader footprint across multiple states allows our intake team to route qualified live transfers continuously without bottlenecks.
Our intake specialists screen for active Medicare Part A & B, verify the senior has their Medicare card readily available, ensure they are within an active enrollment window (such as OEP / AEP), and confirm their genuine intent to review plan options with a licensed agent. Unqualified callers are filtered out immediately.
Our intake team explicitly states that the transfer is to speak with a licensed insurance specialist regarding Medicare health coverage and plan benefits. We actively disqualify and disconnect anyone who is solely inquiring about grocery gift cards or flex-card giveaways before they ever reach your line.
Once your application is submitted and your strategy session is completed, onboarding typically takes 24 to 48 business hours to configure your dialer portal, register your licensed states, and test your inbound transfer routing.
Watch the short 3-minute training to see exactly how our live screening and transfer process works, then apply to check live transfer capacity in your licensed states.
Watch The TrainingFree training for licensed Medicare agents. No commitment, no credit card required.