Falcon FEX
    Agent Onboarding

    Next Steps

    Important

    Do Not Create a TrackDrive Account

    If you do not already have a TrackDrive account, please do not create one. Falcon FEX will send you access to ours when we set up your account.

    What's Confirmed Before Every Transfer

    Before a prospect is warmly transferred to you, our team verifies the following so you can jump straight into a productive conversation:

    Full Name
    Age (typically 50–80)
    Phone Number
    Beneficiary Information
    Bank Account (checking or savings)
    Health Screening
    Full Prospect Introduction

    Billing & Non-Billable Guidelines

    A quick breakdown of what counts as billable and what doesn't.

    What Makes a Call Billable

    Avoid these to keep calls from being counted against you.

    • Dropping a call without a valid reason — all calls must be handled professionally.

    • Providing a quote or price range to any prospect — even if the call is dropped within the buffer period.

    • Dropping a call because the prospect had a stroke — stroke is NOT a valid drop reason; most Final Expense carriers cover these prospects.

    • Asking upfront if they have time to talk when the prospect has not raised any concern about availability. You CAN say 10–15 minutes if the prospect brings it up.

    • Asking commitment or pressure questions during the buffer such as buying/paying today, bank account or Social Security numbers, driver's license, or "pen and paper handy?" Keep the buffer to interest, age, banking status, and major health conditions — save commitment and sensitive details for the presentation.

    Acceptable Drop Reasons

    If any apply within the buffer period, drop the call — it won't be billed.

    • The prospect clearly states they are not interested in learning about any insurance options.

    • The prospect does not have an active bank account (checking or savings).

    • The prospect has a major health condition that disqualifies them, and you do not offer a guaranteed issue plan.

      CancerDementiaCOPDAlzheimer'sCHF (Congestive Heart Failure)Kidney failure

    • The prospect is in a nursing home or assisted living facility.

    Want the full breakdown of what you can and can't say during the buffer period?

    Learn More

    Want to hear what a qualified transfer sounds like before you go live?

    Listen to Sample Calls