Falcon FEX
    Agent Onboarding

    Next Steps — Direct Inbounds

    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 inbound campaign routing.

    What to Expect on Every Direct Inbound Call

    Direct-from-consumer calls connect instantly. Here is how leads reach your line:

    Direct Ad Response

    High-intent prospects calling directly from our targeted Google, Bing, Facebook, and Instagram ads.

    Immediate Call Routing

    The moment the prospect dials, the call rings straight to your phone or dialer queue without a transfer agent.

    Caller ID & Location Data

    Real-time phone number, state location, and phone carrier details are pushed directly to your dashboard.

    Full Agent Discovery

    You handle the initial greeting and qualify age (50–80), bank account availability, and health history.

    Billing & 90-Second Buffer Guidelines

    A clear, strict breakdown of our 90-second buffer rule.

    90-Second Buffer Rule

    How the timer decides whether a call is billed.

    • Billable Status Any call connected for longer than 90 seconds is automatically counted as a billable call.

    • Non-Billable Status Any call disconnected in 90 seconds or less will NOT be billed.

    • Proper Handling Avoid hanging up on valid prospects. Always conduct a swift 30-second initial screening to verify age and bank account status before deciding to keep or drop the call.

    Acceptable Disconnect Reasons (Under 90s)

    If any of these apply, drop the call before the 90-second timer expires:

    • Caller does not have an active checking or savings account for monthly premiums.

    • Caller is under 50 years old or outside target age qualifications.

    • Caller has disqualifying health conditions and you lack a suitable plan.

      CancerDementiaCOPDAlzheimer'sCHF (Congestive Heart Failure)Kidney FailureNursing Home
    • Wrong number, misdial, or existing policy customer service inquiry.

    • Prospect cannot communicate in English.

    • The caller isn't located in your licensed state.