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Medicare Advantage Recruiting Live Transfer

Medicare Advantage — Live Transfer

Qualified live transfers for a Medicare Advantage plan expanding across Arizona. Consumers must be Medicare-eligible, enrolled in Parts A and B, resident in the target counties, and must consent to speak with a licensed benefits advisor.

At a glance

Campaign type
Live Transfer
Lead type
Qualified Transfer
States
Arizona
Availability
Recruiting
Last updated
2026-02-17

Who this campaign is for

Centers with prior Medicare experience, at least 10 dedicated agents available during Mountain Time business hours, full call recording and a documented QA process.

How it works

Your agents qualify the consumer on Medicare eligibility, Parts A and B enrollment, county of residence and lock-in status, then warm-transfer to the buyer's licensed agent. The transfer is billable when the consumer meets the published criteria and remains on the line through the introduction.

Qualification requirements

  • Minimum 10 dedicated agents
  • Prior Medicare vertical experience
  • Full call recording with 12-month retention
  • Documented QA process with minimum 10% sampling
  • Compliant, consented traffic — no data aged beyond 90 days
  • Agents individually certified on this campaign before dialing

Quality expectations

  • Invalid rate below 5%
  • Duplicate rate below 2%
  • Consumer must remain on the line through the introduction
  • Approved script used without material deviation

Compliance information

  • Required non-affiliation disclosure delivered verbatim on every call
  • No implication of Medicare, CMS or Social Security affiliation
  • No specific plan benefit, premium or coverage claims
  • Opt-outs honored immediately with dialer-wide suppression

Compliance responsibility rests with the center making the contact. Full campaign terms, the approved script and the complete rejection rules are provided to verified centers before activation.

What is not shown publicly
Exact payout, the approved call script, transfer numbers, routing logic, tracking credentials and the campaign owner's identity are available only to verified centers that are eligible for this campaign. This page is built from a separate public projection of the campaign record — the restricted fields are not present in it.

Common questions

Do my agents need to be licensed for this campaign?
No. This is a transfer campaign — the buyer's licensed agent handles the plan discussion. Your agents qualify and transfer only, and must not make plan-specific claims.
Why is county-level residency screened?
Medicare Advantage plan availability and benefits are set at county level, so a consumer in an adjacent county may have entirely different options. Out-of-area is a published rejection reason.
How quickly can we go live?
Once your center is verified, campaign activation — accepting terms, completing training and passing certification — takes about 15 minutes. Verification itself happens before that and includes a short call with an account manager.

How to apply

Centers must be verified before they can access campaign detail or apply. Verification includes an automated eligibility check against your operational profile followed by a short call with an account manager. Once verified, activating a campaign — accepting terms, completing training and certifying your agents — takes about fifteen minutes.

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Relevant guides

Medicare Advantage Campaign GuideMedicare Advantage campaigns generate qualified transfers of Medicare-eligible consumers to licensed agents selling Part C plans. Volume is high, qualification hinges on Parts A and B enrollment plus county residency, and approval rate is the metric buyers scale on.Medicare Call Center Campaign GuideMedicare call center campaigns connect Medicare-eligible consumers with licensed agents. They split into Medicare Advantage and Medicare Supplement, which differ in volume, economics and qualification, and both carry the heaviest disclosure requirements in the industry.What Is a Qualified Transfer?A qualified transfer is a live call handed to the buyer in which the consumer meets every published qualification criterion, has consented to the transfer, and remains on the line through the introduction. Failing any one of those makes the transfer non-billable.

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