What Happens Next?

Our team is currently setting up your campaign and creating your account within our campaign management system.

Campaign setup typically takes 1–2 business hours, although setup times may vary depending on campaign requirements and order volume.

Once setup is complete, you will receive an invitation email from TrackDrive with access to your CRM dashboard.

Inside Your CRM, You Will Be Able To:

• Pause your campaign at any time
• Resume your campaign whenever you’re ready
• Monitor campaign activity and call delivery
• Manage campaign availability and settings
• Track lead and call performance

Important Campaign Guidelines

To ensure smooth operations and consistent results, please review the following guidelines carefully.

Valid Reasons to Drop a Call Within Buffer Time

• The prospect clearly states they are not interested in receiving information about Final Expense insurance.
• The prospect does not have a checking or savings account, and you do not accept Chime, Cash App, or similar payment alternatives.
• The prospect has major health conditions that fall outside your underwriting guidelines and you do not offer Guaranteed Issue coverage.

Quotes & Price Ranges

Please avoid providing quotes, premium amounts, or price ranges during the buffer period.

Once a quote, premium amount, or pricing information is discussed, the call becomes billable, even if it is disconnected within the buffer time.

Prospect Engagement

We transfer prospects who have expressed interest in learning more about Final Expense coverage.

If a prospect remains interested in receiving information, we strongly encourage agents to continue the conversation rather than disconnecting the call.

Recommended Questions During Buffer Time

Credit Expiration Policy

All purchased credits must be used within 30 days of purchase.

Additional credit purchases may extend your campaign and allow continued use of any remaining balance.