Quotely Lead Return & Credit Policy
Last Updated: [Insert Date]
At Quotely, we work hard to deliver high-quality insurance Leads. However, we understand that sometimes a Lead may not meet basic quality standards. This Lead Return & Credit Policy (“Policy”) explains the limited circumstances under which you may request a credit.
By using Quotely Pro, you agree to follow this Policy along with our [Pro Terms of Use].
1. Eligible Reasons for Lead Credit
A Lead may be eligible for review and credit only if one of the following applies:
- Disconnected Number – The phone number provided is non-working or permanently disconnected.
- Wrong Contact Information – Key contact details (phone/email) are completely invalid.
- Duplicate Lead – The same consumer information was delivered to you more than once by Quotely.
- Out of Geography – The consumer is located outside of your licensed or contracted service area (as set in your Quotely Pro account).
- Out of Product Type – The Lead is for a type of insurance you did not select (e.g., you only requested auto insurance but received a life insurance Lead).
- Underage Consumer – The consumer is under 18 and therefore not legally eligible for coverage.
2. Ineligible Reasons for Lead Credit
The following are not eligible for return or credit:
- Consumer was not interested in insurance after initial submission.
- Consumer refused to provide more details or did not answer follow-up calls/emails.
- Consumer purchased coverage from another agent or provider.
- Lead information is partially incorrect but still contactable.
- Delays in contacting the Lead caused by the Agent.
- Preference-based issues (e.g., “Lead wasn’t a good fit” or “too expensive”).
3. Process for Requesting a Credit
- Timeframe: You must submit a credit request within 7 calendar days of Lead delivery. Requests submitted after this period will not be considered.
- Submission Method: Requests must be made through the Quotely Pro Dashboard or by emailing [leadsupport@quotely.com].
- Required Info: Each request must include:
- Lead ID or reference number
- Reason for dispute (matching one of the Eligible categories above)
- Supporting evidence (e.g., call recording, email bounce, screenshot of disconnected number)
4. Review & Resolution
- Quotely will review each request within 5–7 business days.
- Approved requests will result in a credit to your account balance (not cash refunds).
- Decisions by Quotely are final.
5. Abuse of Policy
- Excessive, invalid, or fraudulent credit requests may result in suspension or termination of your Quotely Pro account.
- Quotely reserves the right to adjust or amend this Policy at any time.
6. Contact
- For Lead credit requests or questions about this Policy:
- Quotely Lead Support Email: [leadsupport@quotely.com]
- Phone: [Insert Number]