See information below about refund policies on our phone calls. Please note that inbound calls and warm data transfers have different policies- review each call type accordingly.
REFUND POLICY - INBOUND TRAFFIC (INSURED CALLERS)
Valid Reasons to Submit a Refund:
- Caller is clearly not looking for a quote; caller is looking for customer service or to file a claim
- Caller is currently insured with your same company
- Caller clearly specifies they do not have 1 year of continuous coverage, without a lapse
- Caller clearly specifies they have 2 or more incidents, or 1 major violation
*Please note that 1 accident or ticket is NOT an eligible reason for refund. 2+ incidents only.Please do NOT submit a refund if:
- The caller is quoted. If they are given a price, the call is valid
- The caller is currently with a sub-standard company. Ask for proof of coverage!
- The caller currently has or is looking for minimum limits. Sell your value!
- You exchange information and offer a follow up, or a quote at a later time
Additional Tips:
- Calls under 2 minutes are eligible for a 100% refund
- Calls between 2-8 minutes are eligible for a 50% refund
- Refunds must be requested within 72 hours from the time you receive calls
REFUND POLICY - INBOUND CALLS
(UNDER INSURED CALLERS)
Valid Reasons to Submit a Refund:
- Caller is clearly not looking for a quote; the caller is looking for customer service, or to file a claim
- Caller does not have a current, valid driver's license or own a vehicle
- Caller clearly specifies they have more than 1 year of continuous coverage; without a lapse
*Calls are filtered for less than 1 year of continuous coverage. Callers may have 0-11 months of coverage. - Caller clearly specifies they have 1 or more major violations
*Please note that under insured callers are NOT filtered for accidents or tickets. If the caller has incidents on their record, it is still a valid phone call. Major violations are the only valid reason to end the call
Please do NOT Submit a Refund if:
- The caller is quoted. If the caller is given a price, the call is valid
- You exchange information and offer a follow up, or a quote at a later time
Additional Tips:
- Calls under 2 minutes are eligible for a 100% credit
- Calls that are between 2-8 minutes are eligible for a 50% refund
- Refunds must be requesting within 72 hours of receiving the call
REFUND POLICY - WARM DATA TRANSFERS
Valid Reasons to Submit a Refund:
- Caller is clearly not looking for a quote; caller is looking for customer service; or trying to file a claim
- Caller is currently insured with your same company
- Please note that each data transfer call type has separate guidelines. Please be aware of your specific guidelines listed below:
Premium:
*Caller clearly specifies they do not have 1 year of prior continuous coverage without a lapse
*Caller clearly specifies they have incidents/violations on their record
Preferred:
*Caller clearly specifies they do not have 1 year of prior continuous coverage without a lapse
*Caller clearly specifies they have more than 2 incidents or 1 major violation
Standard:
*Caller clearly species they do not have 6 months of prior continuous coverage without a lapse
*Caller clearly specifies they have 2 or more incidents, or 1 major violation
