QuoteWizard.com LLC

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

Hello ***,
Thank you for your messageI definitely understand your frustration and I'm sorry for any undue burden you've enduredThe contract has already been discussed over the phoneI left a voice mail for you concerning the accountPlease call me back at 866-224-so that we can discuss this situation further
All the best,
Anthony D***
Client Services Supervisor
866-224-

Complaint: ***
I am rejecting this response because: These are illegitimate leads I am going to file a complaint with the FCC so they can investigate and see how this erroneous information is being fraudulently sold as legitimate insurance leadsIn the meantime as a side note only a small percentage of the leads are contactable Of the people that are contacted 90% say they did not request a quote Then we are asked to assume that 100% of the people who will not answer the phone return texts or emails were legitimate leads that we have to pay for What a rip off
Sincerely,
*** ***

Hello,
The company overcharged us $above our original agreed price of $They have refunded us $now but still owe us a remaining $

Hello ***,Thanks for your message and I hope this response finds you wellIn the interest of customer service, we will refund the remaining balance on the account of $to the card ending in That should process within the next 7-business days.If you have any further questions, please call us at 866-224-2194.All the best,Anthony D.Client Services Supervisor866-224-

Hello ***,
Thank you for this messageI hope that I can address your questions and concerns in this forum, but please feel free to contact us directly at 866-224-if you'd like to discuss your account with a Client Services Representative directly.
When you signed up for an account
on 8/19/16, you signed a contract agreeing to an automatic $recharge when the account balance fell below the cost of one leadYou were successfully recharged for $a total of three times (on 9/14/16, on 9/21/16, and on 10/8/16).
On 10/20/16, you reached out to a Client Services Representative and asked for us to cancel out the account once the remaining funds on the account had been exhaustedAt that time, you had $remaining on your account from your last $recharge on 10/8/We set a cap on the remaining funds so that you would no longer be automatically rechargedWe sent you a confirmation email of this request
In fact, on 10/21/you initiated another chat session with a Client Services Representative and asked for us to set the account back to activeWe sent you a confirmation email of this request too
Currently, you have $remaining on the accountIf you wish, we can process the account for cancellation at this time and issue a refund on that remaining balanceWould you like us to go ahead and process the account for cancellation?
If you have any further questions, please let us knowYou can reach us at 866-224-
All the best,
Anthony D
Client Services Supervisor
866-224-

Complaint: ***I am rejecting this response because:
We have attempted to contact you several times since we last spoke. We have called on several occasions, and are always told that you are in a meeting, and you'll call back later. The call is after hours, if we get a call at all. It's highly inappropriate to blame us for not contacting you if you make yourself unreachable. When we spoke, I told you that I preferred to solve this problem between us, and it gives me no pleasure that it's come to this. I still hope that we can come to a mutually agreeable solution
When we last spoke, I told you that crediting additional leads was not sufficient, and that is still the case. I think I'm being quite reasonable in asking for a refund of the deposit, minus leads that I have not confirmed were legitimate.
You said that you got the lead in question from a vendor. We have been told time and time again, during and after the sales process, that you generate your own leads, and I'm glad to see it in writing that this is not the case. This is exactly why I'm asking for a refund of our deposit. We paid you for quality leads that you're generating, and you have not delivered it
Regards,*** ***

Hello [redacted],
Thank you for reaching out to us about this matter and I hope this message finds you well. We have already removed your information from our system so that it is not sent out to our agent base again. Unfortunately, after it is sent out to the agents, we don't have control over the...

information. If you tell them not to call you again, then they will stop calling. It would have only gone out to a total of 4 insurance agents so you should expect the calls to stop soon.
If you'd like to speak to us directly about how this information was obtained, please call us at 866-224-2194 and we can look into this matter for you further. When you call, please ask to speak to a Supervisor and we can address your concerns personally. Someone went online to request a quote on insurance. We can see if we can track down how that information was obtained, but we would need to speak to you directly to do so. We would only be able to see basic information on how we obtained the contact information (i.e. they went to this search engine and found our form or they clicked on advertisement, etc.). If you want to know that information, please call us at 866-224-2194 and we can talk to you about it over the phone.
All the best,

Hello [redacted],
Thanks for reaching out to us with your questions and concerns. I'm sorry if there has been any confusion and hopefully I can clear this matter up for you.
You can submit leads for credit if they are disconnected phone numbers, wrong numbers, if the person states they did not make the...

request for whatever reason, or if it does not match one of your filters. You have 10 days to submit a lead for credit from the day that you received it. However, in your email exchanges with our Support Team, you are attempting to submit leads for "no contact." Unfortunately, non-response is not a creditable reason.
It does not look like you have contacted us about adjusting the age filters on your Life leads. This is something that we offer and can adjust for you. To adjust the age filters, please call our Client Services team at 866-224-2194 and we can discuss those options with you.
All the best,
Anthony D[redacted]
Client Services Supervisor
866-224-2194

Hello [redacted],
Thanks again for your message and I hope this response finds you well. I apologize if there is any confusion. If you have any further questions, please give us a call and ask to speak to a Supervisor. The document I provided required you to type your name, type your initials, and it captures the IP Address of the computer from which that was done. 
The filters on the lead that you originally agreed to take are listed on the contract. However, as I previously offered, we can adjust those filters to better suit what you are looking for.
All the best,
Anthony D[redacted]
Client Services Supervisor
866-224-2194

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. I did not accept anything via email.  Sincerely, [redacted]

Complaint: [redacted]
I am rejecting this response because: You have no idea what your lead rejection rate is because you will not let your agents reject leads past a certain point.  Furthermore I have not found any of your leads that I should have to accept.  You should get a 100% rejection rate so far because these leads are not interested or have not filled out a request for information.  I call them the minute I get them then twice more during the day and then 3 times a day thereafter, not to mention a friendly email.  100% of the people I contacted claimed they never requested a quote and you will not even give me credit for those leads.  Why should I expect that leads who will not answer are any different.  If you will not give me credit for leads that tell me they have not requested a quote then you have perpetrated a fraud on me.  Furthermore I was led to believe there would be a very high rate of contact that I could expect from these leads.  So far the number of people who expressed any present or past interest in an auto insurance quote is O%.  I was told you had a liberal lead return policy but when leads are bad I have been told that leads can not be credited.   I have no confidence that these are really insurance leads that have expressed an interest in car insurance.   I think you should be investigated to see where these are coming from and how old they are. 
Sincerely,
[redacted]

[redacted], 
I am sorry to hear that you had a negative experience in working with our company. From our records, I am showing that you spoke with two different representatives in Client Services who made changes to your filters free of charge in an attempt to match you with the variety of...

leads you were looking for. Of the leads you purchased, $619.50 of those leads were credited back to your account. Thus far, you have spent $343.00 out of pocket for $962.50 worth of leads. 
Unfortunately, as is the nature of internet leads, we cannot guarantee you will be able to make contact with the consumer and we cannot guarantee you will make the sale. Our purpose as a company is to connect you with those consumers who have gone online to make requests for Life insurance quotes and have requested to only be contacted by a singular agent. As you mentioned that three of the leads you received you made successful contact with, I would be happy to offer you a refund of all but three leads. That would mean a refund of $266.00 of your initial $350.00 nonrefundable deposit, the nature of this deposit is additionally outlined in the contract you signed upon set up of your account as well as in our Terms and Conditions which you may review at any time through your Admin page. 
Please let us know if this solution is satisfactory for you and we would be happy to apply the funds back to your card on file. Thank you and I hope you have a great day!

Complaint: [redacted]I am rejecting this response because:  I would have loved to cancel my account with Quote Wizard after receiving the first couple of leads!! but I was told the five hundred dollars was non refundable.  The reason it is non refundable is because they sell bogus leads.  I have no problem paying for actual leads that meet my filters just none of the quote wizard leads did.  The reason I won the credit card dispute is because I sent them many of the leads I received from quote wizard and they could see that they were not what I purchased.  looking at online reviews it seems a large number of quote wizard customers feel the same way.
QuoteWizard · Reviews
Sep 15, 2016 11:23 AM
I have purchased about 100 life leads. They appear to be 6 months old. About 20% have disconnected phones. These leads appear to have been sold over and over again to other agents. I have been hung up… [redacted]
Jul 08, 2016 12:59 PM
First, I'd like to revise the star rating here to negative -1. Quote Wizard has got to be the most annoying telemarketer around. I have been called at least a dozen times per month for the past six mo… [redacted]
 
Sincerely,[redacted]

Hello [redacted],
Thank you for reaching out to us about this issue. I'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 quote. I...

think you're confused about the third and final screen where it offers you the option to check your rates with specific insurance companies. That's an optional step. Regardless, 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 866-224-2194 and ask to speak to a Supervisor and we'd be happy to go over them with you.
All the best,

Hello [redacted],
Thanks again for your message and I hope this response finds you well. This account had three cards on file, each under a different persons name, that paid the original deposit of $350.
The card belonging to [redacted] ending in [redacted] was charge five times for $500. Of that $500, we refunded $384 so that only $116 would make up the deposit from that card. We charged a card in the name of [redacted] ending in [redacted] for $116 and a card in the name of [redacted] ending in [redacted] for $116. The three separate charges were done to make the initial non-refundable deposit to open the account. I have attached a copy of the contract that you signed that outlines that non-refundable deposit.
Per your request, we placed a cap on the remaining funds on the account. When we reached out to you, after not hearing from you since 4/7/16, to see how you'd like to proceed with the account, you expressed dissatisfaction with the service you received and asked for a refund. The credit window that you agreed to in the Terms and Conditions of the contract that you signed is 10 days. After that time period has passed, the leads are no longer available for credit. I have attached a copy of the Terms and Conditions to this response as well.
You had a chat session with one of our Client Services Team members on 3/28/16 asking for assistance with lead credits. We offered to work with you on additional lead credits after conducting an account review. We instructed you to follow up with us via email in the chat session for any additional lead credits. You never sent us an email in response after that account review was sent to you on 3/28/16.
If you have additional questions, please contact us at 866-224-2194.
All the best,
Anthony D[redacted]
Client Services Supervisor
866-224-2194

Complaint: [redacted]I am rejecting this response because: One more time. I never agreed to term leads and as my agreement reads; I only asked for Final Expense leads.
As far as I'm concerned you are a deceitful and unscrupulous business and I don't want to hear from you again
I'll be contacting your Attorney General next..Sincerely,[redacted]

Hello [redacted],Thanks for your message and I hope this response finds you well. When you signed up for a QuoteWizard account, you signed a contract agreeing to a $1,000.00 non-refundable deposit. A copy of that contract is attached to this response.At this point, we are already processing your...

account for cancellation. If you have any final lead credits to submit, please send them to [email protected] no later than 3/23/17. We would need to know the name of the consumer and the reason that you are requesting a credit on the lead. You can submit a lead for credit if it's a disconnected phone number, wrong number, if it does not match one of your filters, or if you speak to the consumer and they state that they did not make the request for whatever reason. You have 10 days to submit a lead for credit from that day that you received it. We will finalize your account cancellation on 3/24/17 and refund any remaining credit to the primary card on file at that time. If you require further assistance, please call us at 866-224-2194.All the best,Anthony D.Client Services Supervisor866-224-2194

To Whom It May Concern:Agent [redacted] signed up for a QuoteWizard account on 3/15/17. They signed up at the Silver Loyalty Level with a $500.00 non-refundable deposit. They agreed to a recharge billing model in which their primary card on file would be charged $100.00 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 $500.00 which is non-refundable. After that balance has been reached, I understand that my account will continue to receive leads and the credit card on file will be charged $100.00 when the balance falls below the cost of one lead.” –[redacted], New Agent Contract Form, signed 3/15/17On 3/15/17, we sent ** an email titled, “Welcome to QuoteWizard Marketing, Silver Member!” This email also detailed their $500.00 non-refundable deposit as well as the $100.00 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 not. At that time, [redacted] also filed a chargeback with his credit card company. When this happens, the funds are withdrawn from our organization and we have to dispute the validity of the charges. Ultimately, 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 $151.70. [redacted] no longer has an account with QuoteWizard and we consider this issue settled.All the best,Anthony D.Client Services Supervisor866-224-2194

Complaint: [redacted]I am rejecting this response because: As you'll see the response I received was not quite the response I received. Additionally I'm including a response I sent to another agency.
The document you'll see is a fraud and I would welcome proof that this document was sent to me and I initialed it.
Hi [redacted], I am just checking in regarding your account and I was hoping to get you some information. Your account was set up to receive Exclusive Final Expense leads. You only received two leads during the life of your account. The delivery of your account was set to receive Monday - Friday: 1 per day / Saturday - Sunday: 5 per day.
You have many years of experience in the insurance industry, so you know the majority of consumers cannot tell the difference between a term policy and Final Expense until you start the conversation and educate them.Right now, your filters for these final expense leads are: Minimum age 25, Maximum age 75, and they are to have a Major Medical Condition. Again, I can adjust the age filters so that you receive leads that are closer to the profile you are looking for. I was going to suggest to raised the minimum and and maximum age filters so that you only receive leads that more fit the Final Expense profile.The $350 deposit you put in with us is non-refundable, but I set a cap on your account so that you will not be charged again after this deposit is spent. My goal is to keep you happy with the money you already spent with us. If you give us a chance and you receive more leads, you'll find that we will be able to work with you and put you in the best possible position to sign new policies.I attached a copy of your signed contract to this email for your review. Please let me know if you have any questions and I can get them answered for you.
Steven P[redacted] | Client Services Representative | QuoteWizard.com T 866.224.2194 | F 206.816.6369 157 Yesler Way, Suite 400|Seattle, WA 98104 Like us on FaceBook!
Sincerely,[redacted]