Medicare Live Transfers With Strict Eligibility Screening

A Medicare live transfer puts a warm, qualified beneficiary on the phone with your agent in real time. AnJaanX delivers live transfers screened to strict Medicare Part B criteria: date of birth 1943 or later, no brace billing in the prior 2 months, single brace per transfer, and eligible states only, with excluded states filtered out before the call ever reaches you.

Live transfers are the highest-intent product in DME lead generation because the beneficiary is on the line, has already expressed interest, and can be enrolled in the conversation. They are also the easiest product to abuse: transfers with no screening, recycled callers, and padded durations have burned many buyers. The entire value of a transfer program is the screening discipline behind it, which is why our criteria are published on this page instead of hidden in a contract.

The Eligibility Criteria, Published Up Front

Every Medicare live transfer we deliver meets all of the following.

• Medicare Part B beneficiary: active Part B coverage, the benefit under which DME is covered.
• Date of birth 1943 or later: the age band our campaigns are calibrated for.
• No brace billing in the prior 2 months: the beneficiary has not had a brace billed to Medicare in the last two months, keeping the claim clean.
• Single brace: one brace per transfer, so utilization rules stay straightforward.
• Eligible states only: transfers are filtered by state before delivery.

Excluded States

The following states are excluded from our Medicare transfer campaigns: CT, AK, IL, OH, MI, MS, AL, and OK. State exclusions exist because payer behavior, utilization review, and program economics differ by state, and running transfers into states where claims cannot be cleanly supported helps no one. If your program needs a different state footprint, talk to us and we will tell you honestly what we can and cannot support.

Call Quality Standards

Screening the beneficiary is half the product; the call itself is the other half. Our transfers run on strict quality rules.

• No recordings reused as live calls: every transfer is a real, live beneficiary on the line. Recorded or simulated calls have no place in a transfer program.
• Warm handoff: the beneficiary knows who they are being connected to and why, so your agent starts from a real conversation, not a cold ambush.
• Consent on a recorded line: where verbal consent is used for the transfer, it happens on a recorded line with the beneficiary agreeing to speak with the next party by name, consistent with CMS expectations.
• Duration buffer: a standard talk-time buffer applies before a transfer is billable, so accidental disconnects and wrong-party calls do not cost you.

Compliance: The Rules That Govern Medicare Transfers

Medicare marketing is one of the most regulated spaces in lead generation. CMS rules for third-party marketing organizations require prior express written consent before beneficiary data moves between marketing organizations, on a one-to-one basis, and prohibit cold calling of beneficiaries. The FCC's one-to-one consent framework adds its own requirements for telemarketing contact. Our transfer programs are built inside these rules: documented consent, no purchased beneficiary lists of unclear origin, and no data daisy-chaining. If a transfer vendor cannot explain their consent flow, walk away.

How Transfers Fit Your Funnel

Live transfers convert best when your intake team is ready: agents available to take the call immediately, a clear enrollment script, and documentation follow-up that starts the same day. Transfers pair well with our DME lead generation for pipeline volume and our PPO braces leads for commercial-plan beneficiaries. Partners running insurance lines can also look at our ACA insurance leads on the same compliance infrastructure.

Frequently Asked Questions