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Service 01 — Enrolment volume, verified first

Medicare

Medicare is the least forgiving campaign to run carelessly. A transfer that fails eligibility burns a licensed agent's time, and a disclosure missed on a recorded line is a compliance problem rather than a coaching note. We put the checks before the handover, not after the sale falls over.

What is included

Capabilities

Medicare campaigns run end to end — sourcing interest, confirming eligibility and transferring to a licensed agent while intent is live.

01

Eligibility Screening

Age, enrolment window and plan criteria confirmed against what your carrier will actually accept.
02

Scripted Disclosures

Required wording read on every call and monitored by QA, not sampled occasionally.
03

Live Transfer

Warm handover to a licensed agent with a clean introduction while the prospect is still engaged.
04

Suppression Checks

Do-not-call and internal suppression lists applied before any number is dialled.
05

Recorded for Audit

Every call retained and retrievable for any record you want to review.

What you should expect

Outcomes we are measured on

  • Eligibility confirmed before the transfer, not after
  • Compliance evidence available on any record
  • Steady daily volume through the enrolment period
Scope a programme

Questions

About Medicare

All questions

Our agents qualify and transfer; the licensed conversation stays with your agent. That separation keeps the compliance line clean and is how we scale without licensing exposure.

We hold a trained bench ahead of the window and scale the pod rather than pulling untrained agents onto the campaign mid-season.

It is dispositioned with a reason and reported back, so the source gets corrected rather than the rejection simply absorbed.

Next step

Let’s build the pipeline together

Tell us what you are trying to grow. We come back with a scoped programme, a timeline and a number — not a brochure.

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