QuoteWizard.com LLC

[redacted],  I apologize for the original billing error that occurred onyour account and understand that this has been a frustrating process. I assureyou that QuoteWizard Management and [redacted] Corporate have been working closelytogether to resolve the issue. Originally, the refund was...

going to go through yourfolio and be deposited in September. However, understanding that was not the desiredsolution, QuoteWizard will have the $300.00 directly deposited into your bankaccount by Friday, 7/31/15. Thank you for your patience and understanding through this process.  If you haveany further questions or concerns, please reach out.

Complaint: [redacted]I am rejecting this response because:
I am requesting my initial deposit refund. I am not getting what I paid for.
I receive other emails from Quote Wizard just not my leads. I WAS getting my leads by email then they stopped. I received a test lead to both emails. I also have my leads set up to go to my CRM email they are not going there either. The manual test email worked for both.
 
If you only guarantee being able to get leads on your site. Then this is useless to me and I was not aware of that when I signed up.
 
Also the demographics are an issue. Most other Bankrate companies offer zip code demographics but Quote Wizard does not for some reason. Not looking for County demographics either.
 
My problems with Quote Wizared are beyond repair.
 
I can understand why you all may TRY to make the initial deposit non-refundable with this kind of service. I've never had soooo many problems before with a lead provider. Most lead providers have faith in their company and DO over refunds of initial deposits. I will continue to fight for my RIGHT to my so-called non-refundable deposit!
Based on the above reasons I am entitled to and SHOULD receive a refund of my unused initial deposit. I don't want any future leads from this company!
Sincerely,[redacted]

Henry,
I apologize for the inconvenience you incurred with Insurance agents reaching out to you to provide you with free quotes. I have taken your contact information and have requested all record of your information be deleted from our system entirely. This will ensure that no additional agents...

receive your contact information. If any other agents do call you, please let them know that you have spoken with us to have your information removed. If you continue to run into issues regarding this matter, please let us know. Thank you and have a great day!
 
Best,

Hello [redacted],
Thank you for your message and I hope this response finds you well. I'm sorry to hear that you did not have a satisfactory experience. I will do my best to answer your questions and concerns. If you would like to speak to us directly, feel free to call us at 866-224-2194.
We send the...

leads out to you once someone makes a request to get a Life insurance quote. If they report that they did not make a recent request, you can submit that lead for credit. You can also submit leads for credit if they are disconnected phone numbers, wrong numbers, or if the person states that they did make the request. You have 10 days to submit a lead for credit from the day that you received it.
I see that when you requested your account cancellation we gave you extra time to submit additional lead credits and, on another occasion, we assisted you with lead credits outside of the 10-day credit window.
At the time of cancellation, we issued a refund on the remaining balance on the account ($88.00). Unfortunately, we will not be able to issue a blanket refund.
If you have any further questions, please feel free to let us know.
All the best,
Anthony D.
Client Services Supervisor
866-224-2194

[redacted], I understand your frustration, unfortunately, we are unable to guarantee sales with the leads we provide. What our business offers is to connect you with those consumers who have gone online to make requests for insurance quotes. From there, it is the agent's prerogative to make and close the sale. We would like to offer to meet you half way and refund those leads which were not marked as sold on your account. Your request is for $262.50, and the cost of those leads marked as sold is $122.50. Subtracting the free promotional credit we applied to your account of $150.00, we have gone into your account as a courtesy and processed the difference for your refund. You will see a refund of $140.00 on your card ending in 2170. At this time, this is the largest refund we are able to offer to your account. Thank you and have a good day.Best,

Complaint: [redacted]I am rejecting this response because:This is not what your salesperson told me. They said if it was no contact I could request a credit and if you couldn't get a hold of them it would be credited back. Not getting ahold of someone is no contact which is the same thing as a bad number or wrong number. How am I misunderstanding this?Sincerely,[redacted]

Complaint: [redacted]I am rejecting this response because: The company advised that the "will remove" me from their list, when I had already contacted via telephone and requested that they remove my name and phone number.  This means that they took no action to my telephone request and haven't yet taken action on my complaint.  The telephone number they supplied was tried numerous times by me and I never contacted a live person or had any of my messages returned.  I will accept resolution when they advise that they have completed action and when I am no longer currently on their list.Sincerely,[redacted]

Hello [redacted],
Thank you for your message and I hope this response finds you well. I'm sorry to hear about your experience. We'd like to work with you to resolve any issues that you've had.
I know that you spoke with one of our representatives on 6/16/16 who is working with you on additional lead...

credits and to help process the account for cancellation. After we go through that process, we will issue a refund of any remaining balance on the account.
If you need further assistance, please contact our Client Services team at 866-224-2194.
All the best,
Anthony D[redacted]
Client Services Supervisor
866-224-2194

Complaint: [redacted]I am rejecting this response because:
There were 13 billable leads, out of which I marked 4 as sold. I did not actually get any business from those 4 leads, but I marked them as sold because the lead requested a quote. The rest of the leads-9, were bad leads. That means that the phone number was wrong, the person never requested the lead. When I signed the contract, the representative told me that I will only be charged for a lead that I sell to. 
 
I requested a credit for the bad leads within the time limit to request the credit. Some of the leads were credited back to me. After I decided to put the automatic funding on hold, because money was taken quite often and I wasn't getting any sales, the reps told me that I exceeded the maximum limit for credit. In your Terms and Conditions, there is never a clause that says there is a maximum for crediting bad leads. That's why I filed this complaint and I expect to be refunded the amount for the leads I requested for the bad leads. Here is a copy of your terms&conditions:
 
2. Unqualified Leads. Client may return Unqualified Leads (as defined below) within seven (7) to ten (10) days of receipt to receive credit for such Unqualified Leads. All Unqualified Leads not returned within such seven (7) to ten (10) day period shall be deemed qualified and payment shall be due in full. For purposes of this Agreement, the defined term "Unqualified Leads" shall mean any leads returned for invalid contact information. All lead credit requests are subject to review by QuoteWizard for approval or denial. Upon receiving notice of cancellation, all non-returned leads delivered to client will be deemed qualified. A final statement will be generated and emailed to the client and payment will be due in full same day.Sincerely,[redacted]

Complaint: [redacted]I am rejecting this response because:  I was lied to by Jessica about the cap on the leads and am 110% sure that I did ask the question concerning the lead cap on one of our many calls that took place over the course of several weeks.  Therefore, I am entitled to a full refund of any and all charges concerning this matter.  You either don't record ALL your calls, or you are lying about what was said....which wouldn't surprise me at all.Sincerely,[redacted]

QuoteWizarddeeply apologizes for any inconvenience that you may have suffered over thepast couple of weeks. We can guarantee you that we have removed your personalinformation from our database. We also have contacted the original source thatsupplied your information to us to prevent any further...

distribution. We canassure you that QuoteWizard values customer service and our goal is to helpconsumers find the insurance quotes they are looking for online. Again,QuoteWizard apologizes for the trouble you have encountered and your personalinformation is no longer in the QuoteWizard system.

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. Sincerely, [redacted]

To Whom It May Concern:Agent [redacted] signed up for a QuoteWizard account on 5/10/2016. [redacted] signed up at the Silver loyalty level with a $500.00 non-refundable deposit. He agreed to a recharge billing model in which his primary card on file would be charged $100.00 when the funds on the...

account were less than the cost of one lead. The details of his non-refundable deposit and billing agreement can be found in the contract as well as in the Terms and Conditions, both of which have been provided. “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 5/10/16On 5/10/16, we sent [redacted] an email titled, “Welcome to QuoteWizard Silver Member!” This email also detailed the $500.00 non-refundable deposit and the $100.00 automatic recharge when the account balance falls below the cost of one lead.
On 5/10/16, [redacted] sent an email to our Support Team asking for his schedule to be adjusted to 7 a.m. – 7 p.m. Mon. – Fri. and 8 a.m. to noon on Sat. We confirmed this adjustment via email.
On 5/11/16, [redacted] sent our Support Team an email asking for us to put a cap on the remaining funds on his account so that we did not automatically recharge him once the balance fell below the cost of one lead. We set this cap and sent [redacted] a confirmation email.
On 5/12/16, [redacted] sent a message to our Support Team asking for a call about a lead credit issue that he was experiencing. One of our representatives called out and spoke to him and assisted him with his issue. We explained how the crediting process works and credited 1 lead for [redacted] as a courtesy. 
During [redacted]’s time with QuoteWizard we worked with him to quickly address any account changes or issues. He agreed to a $500.00 non-refundable deposit when he signed up for a QuoteWizard account and those funds were spent toward the purchase of leads. We received a notification that [redacted] had filed a chargeback on his initial non-refundable deposit of $500.00. We won the original chargeback and the funds were returned to us. Then [redacted] continued to fight the chargeback and the dispute went into Pre-Arbitration. At this point, we accepted the chargeback and assigned the balance due of $500 to collections.
At this point, [redacted] has two options. He can either pay us the balance due of $500 directly and we will remove him from collections. Or, he can pay the balance due directly to the collections agency.All the best,
Anthony D.
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.
Sincerely,
[redacted]

Hello [redacted],
Thank you for reaching out to us about this matter and I hope this message finds you well. I apologize if you have not received a call back from us, but I have gone ahead and removed your information from our system. Unfortunately, once the information is sent out to our agent base...

we don't have control of it any longer. However, the information would have only gone out to up to 4 total agents. If you ask them not to call again, then they will stop calling. You should see those calls stop soon if they have not already.
Our phone number is 866-224-2194 and our regular business hours are Mon.-Fri. 8AM-5PM PST. If you do have any questions concerning this manner, please call that number and speak to one of our Client Service Representatives. I'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,

Hello [redacted],
Thanks for your message. I'm sorry to hear about your experience and I definitely understand your frustration. I've gone ahead and had your information removed from our system. The information would have only been sent out to four insurance agents. If you ask them not to call you...

again, they will not reach out to you.
Again, I apologize for any inconvenience you experienced and, if you have any further questions, please call us at 866-224-2194.
All the best,
Anthony D[redacted]
Client Services Supervisor
866-224-2194

Hello [redacted],
Thanks for your message and I hope this response finds you well. I'm sorry to hear about the difficulties with lead delivery that you're experiencing. This not a typical experience for our agents and none of our other current clients are reporting this issue. We'd be more than happy to...

troubleshoot why you are experiencing this issue and do everything within our means to resolve it. 
Your leads are currently set to deliver to: [redacted]
I'm not familiar with that particular email provider. Is this a custom email that you've set up through a website? Have you ever experienced this issue with other emails delivering to this email provider? Have the emails gone to your spam folder?
When we spoke to you on 5/19/16, we asked you to add us to your Safe Sender's List. Have you done this already? 
I noticed that you have an email of [redacted] connected to your account, but it's not set as an email to receive leads. Should we try adding this email to your lead delivery and see if that works? I think that this may resolve any issues you are experiencing with the [redacted] email account.
Please call us at 866-224-2194 so we can help you through this issue.
The initial deposit of $350 is non-refundable per the contract you signed and we only guarantee delivery on the Lead Tracking tab. However, this is an issue that no one else is currently experiencing with email delivery and I believe we can troubleshoot the issue with you and find a way to get leads going to an email account. 
All the best,
Anthony D[redacted]
Client Services Supervisor
866-224-2194

Hello [redacted],
Thank you for your message. I'm sorry to hear that you were unhappy with your experience and I hope that I can answer any questions that you have about the account. 
A Supervisor called and left a voice mail for you on 5/18/16, per your request, but we did not hear back from you...

after that message was left.
When you signed up for your QuoteWizard account on 2/25/16, you signed a contract agreeing to a $350 non-refundable deposit and a recharge billing model that would automatically charge the card on file for $100 when the account balance fell below the cost of the next lead. We also sent you an email on 2/25/16 titled, "Welcome to QuoteWizard Bronze Member!" This email outlined that billing agreement as well. 
When we spoke to you on 3/11/16, you inquired about the $100 recharges and we lowered your day caps to limit the amount of leads you received per day so that you would not be recharged as often.
When you called us on 4/4/16, we set a monthly spending limit of $300 on your account.
After that monthly spending limit was set, we did not hear from you until 5/2/16 when you requested for the account to be canceled. At that time, you asked for a refund and the representative informed you that we would not be able to issue a blanket refund as you received leads for the funds spent and that you would need to submit leads for credit to maximize any return. In the cancellation email that was sent to you on 5/2/16, it asks you to request credit on any necessary leads within the next 7 days.
When we processed the account for cancellation on 5/10/16, we issued you a refund of $82.50. You were not charged for $82.50 on that day. In total, you spent $1,067.50 on leads.
If you have any further questions, please call us at 866-224-2194 and we'd be happy to assist.
All the best,
Anthony D[redacted]
Client Services Supervisor
866-224-2194

Hello [redacted],
Thanks for your response. When we originally spoke on the phone I offered to work with you on any lead credits as long as they were for valid reasons and issue you a refund on any remaining balance on the account. We both agreed with this offer, but then a few days later you informed me that you had filed a chargeback. This limited my ability to work with you since a chargeback would need to be resolved through a third party and we are not able to work directly with each other to solve the issue. However, this ended up being a retrieval -- not a chargeback -- and I issued you a refund on the original agreement of $947.50.
At this point, I have not heard back on the status of the retrieval, but you have opened another complaint with the Revdex.com rather than letting the issue be resolved through the retrieval process which you initiated. In the interest of customer service, so we can both focus on more important matters moving forward, I will go ahead and issue you a credit on the remaining balance of $52.50. You should see this process within the next few business days.
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 under the following conditions.
For the record however, I made additional attempts to contact all the leads in the CRM system one more time.  There are a total of 11 leads from the dates I was given in the response from Anthony. Out of that 11 leads there were 10 that are bad. There are a couple that will ring but no one ever responds and since there is no name given if a machine picks up we have no way of knowing if the number is actually good. I expect to be reimbursed to my Debit card on file 210.00 as per their offer. Anything less will void their offer and at that time I would hope the Revdex.com Northwest would go to the next step to ensure as much as they can that this company does not continue selling a bad product.Sincerely, [redacted]