How Live Transfers Can Support Medicare Customer Acquisition
How medicare live transfers fit into a customer acquisition strategy, what the delivery process looks like, and how to measure results.
Read articleMedicare
Connect Medicare-eligible beneficiaries reviewing Advantage, Supplement and Part D options with licensed, compliant agents.
Vertical intelligence
Medicare
- Vertical
- Insurance
- Programme family
- Delivery
- Inbound Calls · Live Transfers
- Available products
- Qualification
- 6 checks
- Screened before delivery
- Intent signals
- 6
- 7 tracked keywords
Connect Medicare-eligible beneficiaries reviewing Advantage, Supplement and Part D options with licensed, compliant agents.
Medicare is a structured, deadline-driven market. Beneficiaries first engage when they approach age 65 and enter their Initial Enrollment Period, then re-evaluate every year during the Annual Enrollment Period and, for Advantage members, the Open Enrollment Period in the first quarter. Between those windows, changes in health, prescriptions, provider networks, retirement from employer coverage or a move to a new county trigger Special Enrollment Periods and fresh shopping activity.
Altarious Global runs compliance-focused acquisition programs that reach beneficiaries as they research their options and connect them with licensed agents through Inbound Calls and Live Transfers. Every campaign is built around TCPA-consented contact, clear and non-misleading messaging, and routing exclusively to licensed agents who can present Medicare Advantage, Medicare Supplement and Part D plans appropriately.
Market context
The Medicare population continues to expand as the baby boomer generation ages in, and a growing share of beneficiaries choose Advantage plans over Original Medicare. Regulatory oversight has intensified, with CMS rules governing marketing language, third-party marketing organizations and recorded sales calls. Serious buyers now prioritize acquisition partners that can demonstrate consent capture, compliant creative and clean routing to licensed agents. Demand is highly concentrated in the fall enrollment period, but Turning-65 and Special Enrollment activity provides a steady baseline throughout the year.
Products
Medicare acquisition products
Choose the delivery format that fits your sales operation, or run both.
Qualification
Build your filter
Toggle the criteria you need and see how the program narrows.
Build your qualification filter
Your filter
Send us every consumer in your licensed states.
1,850est. delivered / month
Qualification
What we screen for
Standard criteria for medicare programs. Every program is configured to your appetite.
- Medicare-eligible by age or confirmed disability status
- Enrolled in or eligible for Medicare Part A and Part B
- Located in a county where the agent has plan availability and licensing
- Currently in a valid enrollment period or has a qualifying Special Enrollment event
- Expressed interest in reviewing plan options with a licensed agent
- Consent to be contacted captured and documented per TCPA and CMS requirements
Demand
What consumers search for
FAQ
Questions buyers ask
Search medicare and general program questions.
Knowledge
Frequently asked
Campaign creative avoids misleading benefit claims, consent to contact is captured and recorded, screening scripts do not discuss plan specifics, and calls are routed only to licensed agents. Buyers can review creative and scripts before launch.
Yes. Programs can be configured around Initial Enrollment Period consumers, Annual Enrollment Period shoppers, Special Enrollment events, or a blend based on your agency's focus.
Targeting can be set at the county or ZIP level so that transferred beneficiaries live in areas where you have contracted plans and appropriate licensing.
Most programs are scoped in a single call and live within five business days. The work in between is agreeing qualification criteria, confirming geography and testing delivery into your phone system or CRM.
Yes. Daily and hourly caps are set to your capacity and can be changed at any time. Programs can also be paused entirely without losing your campaign history.
Delivery runs only during the hours your team is available to answer, in your time zone, and follows your holiday schedule. Nothing is routed to a desk that is closed.
Every call is tracked to its source with duration and outcome recorded. Calls that fall below the agreed billable duration or fail qualification are reviewed, and there is a defined dispute window.
Yes. Web leads post in real time to your CRM, dialer or lead management platform, and calls can carry the same metadata so a record exists before your agent picks up.
No questions match . Try or .
Knowledge
Medicare product knowledge
How Medicare Inbound Calls Support Customer Acquisition
How medicare inbound calls fit into a customer acquisition strategy, what the delivery process looks like, and how to measure results.
Read article
Understanding Medicare Call Intent
What drives a medicare consumer to pick up the phone, the signals that separate real intent from research, and how to qualify it.
Read articleInterested in Medicare customer acquisition?
Tell us your criteria, geography and capacity and we will design a program.