Fulfillment Policy | Fidelity Insurance U

Fulfillment, Refund, and Cancellation Policy for

Fidelity Insurance Direct LLC

Lead Fulfillment Policy:

Agents subscribing to leads will be billed weekly in advance based on their chosen subscription plan.
Leads will be promptly delivered upon successful payment.
If a lead's phone number is incorrect or non-functional ("bad lead"), agents must notify Andrew Pineda at andrew.pineda@fidelityfl.com within 48 hours of lead delivery.
Bad leads will be replaced with leads of equivalent value within 1-2 business days.
The replacement process will continue until the agent receives a lead with a valid phone number.

Refund Policy:

Once a lead is purchased and delivered, refunds are generally not provided.
Refunds may be considered in exceptional circumstances, subject to review and approval by management.
Agents will be notified upfront that refunds are generally not available after leads are delivered.

Cancellation Policy:

Agents can cancel their subscription at any time.
To cancel, agents must notify Andrew Pineda at andrew.pineda@fidelityfl.com of their intent to cancel.
Cancellations will be effective immediately upon receipt of the cancellation notice.
No further charges will be applied following cancellation, and agents will continue to receive leads up until the effective cancellation date.

Policy Updates:

This policy may be updated periodically without prior notice.
Agents will be notified of any changes to the fulfillment, refund, or cancellation policies via email.

Contact Information:

For questions regarding this policy, contact:

Andrew Pineda

Phone: 407-383-0805

Effective Date:

This policy is effective as of 03/02/2024 and can be subject to changes in the future.