FROM AD / TO LIVE CONVERSATION
How Inboundsify™ inbound calls work
The Inboundsify™ path is designed to build intent before an agent answers. For Premium Pre-Qualified Final Expense calls, consumers encounter an educational ad, complete a questionnaire, reconfirm key details through IVR, and then connect with an available agent licensed in their state.*
*The advertising, questionnaire, and IVR pre-qualification process applies only to Premium Pre-Qualified Final Expense calls. Social Media Final Expense and Premium TV Final Expense calls follow separate campaign criteria.
The bulletproof path to pre-qualification*
- An honest, educational adNo bait and switch, no promise of free coverage, and no hidden purpose. Campaigns explain that the consumer is exploring final expense insurance.
- The questionnaireThe consumer answers questions about age, medical conditions, banking status, and other campaign criteria. Unsatisfactory answers can end the process before a phone number is shown.
- IVR (“Press 1 if…”)The caller reconfirms intent and key qualification details through an automated Interactive Voice Response system.
- The agent qualification bufferThe connected agent uses the opening conversation and sample script to confirm fit before the campaign’s billable threshold.
Read the complete call qualification guide →
*The advertising, questionnaire, and IVR pre-qualification process applies only to Premium Pre-Qualified Final Expense calls. Social Media Final Expense and Premium TV Final Expense calls follow separate campaign criteria.
How calls reach the right agent
During onboarding, the buyer selects the states where they are licensed and configures their availability. When ready, the agent logs into the tracking platform and sets their status to available. Eligible calls can then route based on state, campaign, and real-time availability.
What happens after connection
The agent greets the caller, confirms the applicable campaign criteria, and begins the sales conversation. The billing threshold depends on the campaign selected.
- Premium Pre-Qualified Final Expense30-second billable buffer
- Premium TV Final Expense10-second billable buffer
- Social Media Final Expense10-second billable buffer
If the connected call clears its listed threshold, it becomes billable under the campaign terms. Final campaign terms govern.
From approval to taking calls
- Complete the buyer fit check.Share licensing, volume, availability, and operating details.
- Review campaign terms.Confirm states, pricing, buffer, criteria, and routing expectations.
- Complete onboarding.Receive platform access and the sample qualification script.
- Set your status to available.Take eligible inbound calls as campaign supply and routing allow.
Frequently asked questions
What is an IVR?
IVR stands for Interactive Voice Response. Premium Pre-Qualified Final Expense callers complete the automated “Press 1” qualification step before reaching an agent. Premium TV and Social Media campaigns follow their own confirmed qualification and routing criteria.
What buffer applies to each campaign?
Premium Pre-Qualified Final Expense uses a 30-second buffer. Premium TV Final Expense and Social Media Final Expense use a 10-second buffer.
Are these transfers?
No. The consumer independently places the call after completing the applicable campaign path.
Will calls be sent to my cell phone?
No. Agents log into the tracking platform and set their status to available to receive calls through the configured workflow.
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