The standards we apply in making our decision whether to replace leads are as follows:

  1. Did the telemarketer follow the basic tenets of our published script?
  2. Did the marketer follow the guidelines of how we generate leads as published on our website or agreed to in writing for a particular lead order?
  3. Did the contact express a willingness to get a call and be solicited regarding the product we are calling for without being pressured?

If the above three principals were followed, we will not replace a lead regardless of what the contract may have said about the call to the Insurance Agent or Financial Professional who worked the lead.

If you request that we listen to the recording we have on a lead, you need to write down on the lead form what you experienced when you spoke with the prospect in a clear and understandable way. Then you will need to scan or email the lead sheet back to us at the following:

Email: We will listen to each lead received and reply by email regarding what we heard and our decision to replace it or not. A maximum of 3 leads will be reviewed for each 25-lead order. Leads older than 15 days will not be considered.