LifeTel Financial and Insurance Services, LLC

Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and find that this resolution is satisfactory to me

Hello all! Just below would have been my formal response to this complaint, BUT I have since had the opportunity to communicate directly with this customer and he and I have VERY amicably been able to resolve his situationAs a result of our shared correspondence back and forth, I have chosen to,
and in fact already have, refunded to him his agent program feeI did so quite frankly because I like the young man and upon our discussing and my gaining a more detailed understanding of his exact situation with his current I.M.O(industry for "Insurance Marketing Organization" i.ehis current management), I chose to assist this gentlemanWhen you contact him, I'm confident he will convey the same to you and express to you also that it was a very simple matter to remedyIn fact, in one of our agent blogs, he stated, and I quote, that the situation was a "misunderstanding on his part"Once again, he and I directly were easily able to resolve the matter and I wished him very wellIn short, I think he's a good kidAgain, contact him for your own confirmation and, as we strive HARD to maintain an impeccable reputation with you the Revdex.com, we respectfully request this complaint NOT be added to our formal recordThank you very sincerely, *** ***>
Formal response to complaint:
My name is *** *** and I am the president of LifeTel Financial & Insurance Services, LLCI am responding on behalf of our company to this complaint
I have learned through contact by one of our agent managers that this customer is claiming on his own not to be eligible to participate in our agent program, due to the fact that he has current contracts in place for some of our typical starting core insurance carriersMind you, we’ve yet to hear any of this from the customer directly, but had he bothered to actually voice this concern, he would have been told that we represent nearly every A rated insurance carrier, and even some others, and that any possible contracting conflicts could be very easily worked aroundHaving current contracts in place with a handful of our carriers and, therefore, our having the ability to align an alternate and equally strong starting portfolio for him would not be a reason we would refund our agent program fee and withdraw him from the programThe truth of the matter is that this customer is completely eligible to participate in our agent program
Also, this customer claims not to have received leads to date, which we actually provide at no cost, and he also claims not to have received “training”In fact, when this customer enrolled in our program, he spoke to one of my partners and had more than ample opportunity to discuss with him any possible concerns he had about contracts, leads or anything elseHe did no such thingHe went through our entire and usual interview and onboarding processHe obviously voluntarily joined our program, voluntarily gave payment and we sent him immediately ALL of our prepared agent materials, prepared webinars, links to resources and links to begin the formal online appointment processThis customer was also sent a welcome and instructions email and he waited days, actually including the weekend between his onboarding and official company welcome, and during that time he said absolutely nothing to anybody about anything that we can tellAfter official days of total silence, he sent me an email and claimed himself to be “not eligible” for our program and requested a refundI replied same day to him and told him simply that the reason, or lack thereof of any valid reason to withdraw from the program, was not a reason that would warrant a refund be grantedMy actual response to him was that I would not grant a refund based on actually being given absolutely NO true reason for his withdrawalAnd, finally, he has not received leads to date, as he had not reached that stage in our process and he has not received one-on-one training yet, as he hadn’t reached that stage of our process eitherAs it stands today, we stand here firm and fully ready to follow through on our commitments made to this customerWe simply ask the same in returnOnce more, I simply told him, I believe, that at this stage, his program fee would not be returned, but that his position with us was secure and he could move forward with us as originally planned whenever he was readyI have copy of that email, if anyone would care to see it
We take the satisfaction of our customers VERY seriously here and we ALWAYS try to be very fairWe’re OVERLY fair, as a matter of factIf an agent encounters a true personal situation and needs to withdraw, depending on the circumstances being honestly conveyed to us, the odds are overwhelmingly that we’d grant a refund and we and I have on multiple occasionsThe same would be the case for an agent who was not able to be contracted with any of our carriers, perhaps due to a background situation, agent debt, etcI just want to say clearly once more that nothing of the kind exists with this particular customer
In closing, this customer claims not to know about our policy towards participation, when and when we would not refund our program fee, etcI submit to you that we go to exhaustive levels to disclose absolutely everything through various steps up to and through our onboarding processHis claiming to know absolutely nothing is nothing more than a blatant attempt to advance a completely narrativeUnder the circumstances that I was given, I stand completely behind my decision not to grant a refund at this time and this customer already knows that he is fully eligible to continue on and participate in our program and we continue to welcome himIf he, or anyone else, wishes to contact me directly regarding this matter, my email is ***This customer made this complaint quite simply because he was given an answer to his original refund request that he just simply didn’t like
Thank you for your review and consideration of my comments

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and find that this resolution is satisfactory to me.