QuoteWizard.com LLC

Hello [redacted] , Thanks for your message and I hope this response finds you wellI'm sorry that you have not had a good experience so far and hopefully I can help you find some resolution Let's first review your territoryCurrently, your territory is set up to receive leads from the following: Total Zips: 23Total Counties: 7Total States: 2NE Cedar KnoxSD Clay 57069, Yankton 57067, 57031, 57046, 57037, 57072, 57040, Hutchinson 57052, 57376, 57332, 57354, 57331, 57045, 57029, Bon Homme 57059, 57315, 57062, 57066, Turner You should not be receiving leads from outside of this territory unless the consumer mis-typed their zip codeWe don't have any control over that if that's the case, but we will gladly credit that lead back to you if you have run across thatWe are only sending you leads from consumers who report that they live in one of the above zip codesIf you would like to adjust your territory, please call us at 866-224- How long are you waiting to call out to the consumers? You mentioned in your response that you are just now working quotes sent to you last WednesdayWe typically recommend trying to contact the consumer within the first 5-minutes of receiving the leadThese consumers are online making these requests in the moment and it's important to contact them as soon as possibleWe have more Tips & Tricks on our website under the Resources tab on your QuoteWizard Account We'd like to work with you to help you have more success, but if you'd like to go ahead and close the account now, we can do that as wellTypically, the initial deposit is considered non-refundableThe contract that Roy Wilcox signed states thatHowever, since you've had a negative experience, we'd be more than happy to issue a refund the remaining balance on your accountWe have set your account on PausePlease call us at 866-224-to let us know how you'd like to proceed with the account All the best,

Complaint: [redacted] I am rejecting this response because:Sincerely, [redacted] ***

Hello ***, Thank you for reaching out to us about this issueI'm sorry if you were confused with the website or how the process works, but once you submit your information online via our website it would be sent out to insurance agents who would then reach out to you about providing a quoteI think you're confused about the third and final screen where it offers you the option to check your rates with specific insurance companiesThat's an optional stepRegardless, your information was sent out to insurance agents and they should be contacting you shortly about a quote if they have not already If you have further questions, please call us at 866-224-and ask to speak to a Supervisor and we'd be happy to go over them with you All the best,

Hello ***,Thank you for your messageI'm sorry to hear about your experience and I apologize for any inconvenience it may have caused youI will have your information removed from our systemThe information would have only gone out to up to four insurance agentsIf you inform them that you didn't make the request, they will not contact you again.If you have any further questions, feel free to contact our Client Services Team at 866-224-2194.All the best,Anthony D [redacted] Client Services Supervisor866-224-

Complaint: [redacted] I am rejecting this response because: Again, nothing that I actually stated has been addressedThe sales rep LIED TO ME about multiple things to get me to sign up for serviceHe told me that if I had any questions or needed any help to CALL HIMI have ZERO interest in a partial refundSincerely, [redacted]

To Whom It May Concern:Agent [redacted] signed up for a QuoteWizard account on 3/15/They signed up at the Silver Loyalty Level with a $non-refundable depositThey agreed to a recharge billing model in which their primary card on file would be charged $when the funds on the account were less than the cost of one lead“I agree that QuoteWizard will charge the credit card on file for $which is non-refundableAfter that balance has been reached, I understand that my account will continue to receive leads and the credit card on file will be charged $when the balance falls below the cost of one lead.” – [redacted] , New Agent Contract Form, signed 3/15/17On 3/15/17, we sent [redacted] an email titled, “Welcome to QuoteWizard Marketing, Silver Member!” This email also detailed their $non-refundable deposit as well as the $automatic recharge when the account balance falls below the cost of one lead.On 4/10/17, [redacted] , after realizing that he had been recharged, tried to submit every single lead for credit regardless of if it was a creditable reason or notAt that time, [redacted] also filed a chargeback with his credit card companyWhen this happens, the funds are withdrawn from our organization and we have to dispute the validity of the chargesUltimately, these charges were verified by his credit card company and the case was decided in our favor.At this point, we have processed **'s account for cancellation and issued a refund on the remaining $ [redacted] no longer has an account with QuoteWizard and we consider this issue settled.All the best,Anthony D.Client Services Supervisor866-224-

Hello [redacted] , Thanks for your message and I hope this response finds you wellI reviewed your account and I see that you've only received leads so farYou signed up to take our Final Expense Life LeadsThe filters on this lead are 25-years of age with some form of major medical health conditionThis is how our Final Expense Life lead is normally set up, but we can definitely adjust those filters if you wishPlease call us at 866-224-and we can discuss your options The initial deposit of $is non-refundable per the contract that you signed, but we'd more than happy to work with you to make any adjustments that we can All the best,

Hello [redacted] , Thanks for your message and I hope this response finds you wellI apologize for any issues you experienced after signing up with QuoteWizard and that you were not satisfied with our serviceWe already issued you a full refund of your full initial $depositYou have not been charged for anything at this timeIf you have any further questions, please reach out to us at 866-224- All the best,

Hello [redacted] , Thank you for reaching out to us with this request and we'd be more than happy to address your concernsI'm sorry if the emails and phone calls from insurance agents interrupted your dayI understand your frustration and I'd be happy to alleviate your concerns I've had your information removed from our system The information would have only been sent out to up to four insurance agentsIf you ask them not to contact you again, they will stop calling If you need further assistance, please call us at 866-224- All the best, Anthony D [redacted] Client Services Supervisor 866-224-

Hello ***, Thanks for your message and I hope this response finds you wellI definitely understand your frustration and we're more than willing to work with you to resolve this issueI believe that this issue can easily be resolved if you allow us the opportunity to address it with you and speak with us over the phone at 866-224- Unfortunately, our position on this issue won't change, but we are more than willing to help you with the email delivery problem that you are experiencingThe initial deposit is non-refundable per the contract you signed and we only guarantee delivery on the Lead Tracking tabYou are the only agent experiencing this issuePerhaps, we can work together to address it? As I stated in a previous response, we are not directly affiliated with Bankrate and do not offer zip code demographics on the accountI'm sorry if you assumed that we did offer this information, but it is not something that we includeAs far as I understand, this information is also readily available on the internet Again, I believe we can easily resolve this technical issue if you will contact us at 866-224- All the best, Anthony D [redacted] Client Services Supervisor 866-224-

Hello ***, Thanks for your message and I hope this response finds you wellI'm sorry if you were confused about how the process works, but once you input your information online it's sent out to up to four insurance agents who will then reach out to you to provide a quoteAdditionally, you are also provided with the option of clicking on specific insurers to contact them directlyIf you have further questions about how this process works, please let us know and we'd be more than happy to address themAll the best,Anthony DClient Services Supervisor 866-224-

Hello [redacted] ,Thanks for your message and I hope this response finds you wellWe appreciate this feedback and, hopefully, we can address your questions and concernsI'm sorry that you feel like something has been misrepresented, but, in our email messages to you, we have been very explicit and forthcoming about what we issue credit on.In looking over the notes on your account, you feel like you were told that we would issue credit for "non-response" or if you were "unable to speak with consumer." Unfortunately, these are not creditable reasonsPrior to signing up for your QuoteWizard account, our Sales representative sent you an email on 8/2/titled "QuoteWizard Return Policy." This email detailed our return policyThe reasons, included in that email are listed below:Bad Contact InformationThe person did not intend to request insurance or was incentivizedThe person is already insured through your companyAny duplicate leads between us and another vendorLanguage barrierAs you can see, "non-response" or if you were "unable to speak with the consumer" are not listed as creditable reasonsA copy of this email has been attached to this responseYou signed a contract agreeing to a non-refundable deposit on 9/8/(after we sent you our Return Policy via email)A copy of that contract has been attached to this responseAs we informed you yesterday, we have placed a cap on the remaining funds on the accountOnce they have been exhausted, we'll reach out to you to see how you'd like to proceed with the accountI'm sure, if you give the account a chance, you will have successIf you have questions about how you can be more successful, please contact our Client Services Team at 866-224-You have a designated team of support specialists who can offer tips & tricks, advice, and make suggestions to improve your ROI.We'd be more than happy to address any of your other questions or concerns, but we were very upfront in what we issue credit onIf you have any further questions about our Return Policy, please feel free to call us at 866-224-or email us at [email protected] and we'd be more than happy to address them.All the best,Anthony D.Client Services Supervisor866-224-

To Whom It May Concern: Thank you for your message and I hope this response finds you well Again, [redacted] is attempting to argue the meaning of a sentence and interpret it in a way that only suits her purposesAs I have previously addressed, the sentence that [redacted] is attempting to mis-interpret is, "This recharge amount is 100% stoppable and refundable, so it is no further commitment on your part." She believes that this means she can ask for a full refund on any money spent past her initial non-refundable depositThis is not that caseAs I have previously stated, [redacted] is able to receive a refund on any remaining balance on the account not spent on the purchase of leadsTo interpret this sentence in the manner that [redacted] is attempting to it would need to read, "This recharge amount is 100% stoppable and 100% refundable, so it is no further commitment on your part." The sentence is not written in that manner, but she is attempting to read it that wayThe recharge amount is NOT 100% refundableOnly the portion not spent on leads Additionally, ***'s interpretation of that sentence does not make any logical senseImagine that [redacted] had been a customer of our company for years and spent thousands of dollars with us past her initial non-refundable depositIn her interpretation, no matter how many leads she purchased from us in those years, we'd have to give her a refund on everything if she asked for oneThat's why her interpretation doesn't begin to make any kind of logical sense And, as I responded previously, regardless of how she is attempting to interpret that sentence, [redacted] signed a contract and agreed to the Terms and Conditions of that contractSection of the Terms and Conditions detail the Termination of AgreementThis is what [redacted] signed a contract agreeing to: "Termination of AgreementEither party may terminate this Agreement at any time for any reason upon notice to the other partyPromptly upon termination, QUOTEWIZARD shall cease providing the Services and Client's account with QUOTEWIZARD shall be terminatedOn date of termination of this Agreement, (a) Client shall pay to QUOTEWIZARD any amounts due and payable for Services provided prior to the date of termination, and (b) all deposits made to QUOTEWIZARD are non-refundable, but can be exhausted prior to termination of account(c) Any promotional credits (i.ereferral bonuses, sign up bonuses, etc...) applied by QUOTEWIZARD is subject to removal at the time of cancelationThe current account balance will be re-calculated without the promotional funds and the credit card on file will be charged the final balanceSections 7, 8, 9, 10, 11, 12, 14, 15, 16, 17, and shall survive any termination of this Agreement."The Terms and Conditions of the contract that [redacted] signed are very clear in regards to the Termination of Agreement"Client shall pay to QUOTEWIZARD any amounts due and payable for Services provided prior to the date of termination." If she has any questions about the contract and agreement that she entered into, I would be happy to address thoseI won't continue to argue the meaning of a sentence in an email that she is interpreting incorrectlyThat sentence is not in the agreement that [redacted] entered into when she signed the contractI will only address the contract that she signed moving forwardI have again attached that contract to this response Now, to address the two lead denials she has questions about: On the 1st Denial that she offered as evidence, our credit review team reached that consumer and verified that they had made the request for a quoteThis is why that lead was denied On the 2nd Denial she offered as evidence, [redacted] submitted the lead incorrectly if that's the reason she was attempting to get credit on the lead forShe sent that lead back under the reason of "Bad Contact/Lead Info Disconnected." Our credit review team verified that it is a working number and was not disconnectedIn the notes on that lead, [redacted] mentions it is already a consumer with her agency, but she submitted it back for credit under the incorrect reason code if that's why she was attempting to credit the leadThe correct reason code would have been "Lead Distribution/Duplicate Consumer already has a policy with my company." That lead was denied due to her user errorShe did not submit the lead for credit under the correct reason and therefore it was denied when the number was not disconnected All that said, we issued credit on 17% off all the leads that [redacted] received and she only had a handful of denials (credits and denials)All denials were made for valid reasons At this point, the deadline that I gave [redacted] to submit additional lead credits for review has come and goneWe have already processed this account for cancellation and issued a refund on the remaining balance -- a total of $ All the best, Anthony D Client Services Supervisor 866-224-

Hello [redacted] , I hope this message finds you wellThank you for reaching out to us about this issueI've gone ahead and had your information removed from our systemThis will insure that if anyone ever inputs it again, that it is not sent outThe information would have only gone out to a total of insurance agentsIf you inform them that you are not interested then they will not call againIf you have any addtional questions, please call us at 866-224-Mon.-Fri8AM-5PM PST and any of our Client Services representatives should be able to assist you All the best,

To Whom It May Concern:I believe that this complaint was incorrectly assigned to QuoteWizard since we are not an insurance providerIn the supporting documents, this consumer references Infinity Car Insurance; does this complaint need to be assigned to them?All the best,Anthony D.Client Services Supervisor866-224-

Hi [redacted] , As it seems we will not be able to come to a mutual agreement, I have credited the remaining billable leads back to your account Your account will be processed for cancellation tomorrow 8/18/and at that time the full $will be refunded back to your card on fileI understand that QuoteWizard is not a perfect fit for everyone and wish you the best of luck in the futureThank you

***,I apologize for the confusion that occurred with your WizardClicks account billingAfter reviewing your account notes, it appears that you reached out on 10/1/and spoke with the Director of the Client Services department regarding this issueShe sent and additional copy of your contract to the email address you provided and reviewed the Terms and Conditions regarding billing with you during your conversationThe section she referenced is as follows:"Client agrees to purchase set amount of Impressions displayed on all qualified websitesowned by QUOTEWIZARD at the prices set forth by QUOTEWIZARDPrices are subject to change at any time at QUOTEWIZARD’S sole discretionQUOTEWIZARD will notify Client by e-mail of any pricing changes at least ten (10) days prior to the changeAfter the expiration of such 10-day period, Agent will be bound by any such pricing changes, regardless of Agent’s failure to review the then-current price list or to read or receive any such e-mail for any reason."In this section you will see that QuoteWizard has the discretion to adjust pricing on products so long as they notify the agents utilizing the product days prior to the change in billingThe email message notifying you of this impending change was sent on 8/3/You confirmed in the phone conversation you had with our Director that the email message was received to your inbox successfullyThe change in billing went into effect, as detailed in the email message, on 8/17/15, business days after the email notification had been received to your inboxI am very sorry for the misunderstanding regarding your accountPlease let us know if you have any further questions, we would be happy to address them with youThank you and have a great day

Hello [redacted] , Thank you for reaching out to us about this matter and I hope this message finds you wellI apologize if you have not received a call back from us, but I have gone ahead and removed your information from our systemUnfortunately, once the information is sent out to our agent base we don't have control of it any longerHowever, the information would have only gone out to up to total agentsIf you ask them not to call again, then they will stop callingYou should see those calls stop soon if they have not already Our phone number is 866-224-and our regular business hours are Mon.-Fri8AM-5PM PSTIf you do have any questions concerning this manner, please call that number and speak to one of our Client Service RepresentativesI'm not sure if that is the number you dialed before, but that would be the correct one to address this matter if you have further questions All the best,

Complaint: [redacted] I am rejecting this response because:The reply from the company is and misleadingTheir sales representative was aware that I did not agree to automatic deductions from my cardSecond, I did Not request credits for every lead, I only requested credits to the leads they sent our officeI had requested that we do a conference call and dial their leads together that they were rejecting for credit, Quotewizard declined, and that proves that they are sending fake recycled leadsThey should be ashamed of themselves for misrepresenting the way the do business, and mislead agents to sign up with themKnow I know why they lost the State Farm corporate contractI will never do business with such unethical dishonest company or such people who are representing it Sincerely, [redacted]

Complaint: [redacted] I am rejecting this response because:I have still not received a refund.Sincerely, [redacted] ***