Insurance Agent Solutions

Last Updated: February 13, 2025

1. Service Overview

Insurance Agent Solutions provides appointment-setting services for agents who require scheduled appointments with potential clients. Agents supply their own leads, and we use AI-driven outreach and direct phone calls to schedule these appointments on the agent’s calendar.

2. Fulfillment of Services

Appointments are scheduled directly onto the agent’s calendar via phone. AI and automation tools are used to reach out to leads, provided there is explicit opt-in consent.

Fulfillment timelines vary based on the agent’s request:

-Agents may receive a set number of appointments per week.

-Agents purchasing a package will receive appointments until the package is fulfilled.

3. Billing & Payment Terms

Agents are only billed after their requested appointment amount has been fulfilled.

If an agent requests additional appointments, their invoice will be adjusted accordingly.

4. Cancellation Policy

Agents may cancel their appointment-setting service before their scheduled start date with no charge.

If cancellation occurs after outreach has begun, no refunds will be issued, but the service will be paused until the agent is ready to continue receiving the remaining appointments.

If an agent wishes to modify their requested number of appointments, they can do so, and their invoice will be adjusted accordingly.

5. Refund Policy

We do not offer refunds for appointment-setting services.

If an agent is dissatisfied with the quality of appointments, we will work with them to book additional appointments and improve their experience.

6. Dispute Resolution & Customer Support

Agents experiencing issues with their service may contact our support team for assistance.

We offer support via phone, text, or email, and we will work closely with agents to resolve concerns and ensure satisfaction.

Contact us at hello@insuranceagentsolutions.com for assistance.

7. Legal & Compliance

By using our service, agents agree to the terms outlined in this Fulfillment Policy.

This policy is subject to updates and modifications as needed.

Changes will be reflected on this page with the last updated date noted above.

For any questions or support inquiries, please contact us at

hello@insuranceagentsolutions.com

or visit

https://insuranceagentsolutions.com