How to get credits for leads
please go here https://retirementprospects.com/training/ and watch the training video titled "How to get Credits for leads"
To understand how your credited leads affect your billing, watch this video and then read the detailed explanation below
https://www.screencast.com/t/lXWXhnOa5
Rules for lead credits/replacement
Here is the section of your original agreement (the one you signed before we activate your account) about lead replacement:
Our Guarantees
While we do not have details about net worth, investment motivation, or age of each prospect, we advertise to secure mature prospects that most advisors would find to be desirable investors and insurance buyers. You acknowledge that some prospects will be more desirable than others and some will be more motivated than others. Retirement Prospects CANNOT guarantee that prospects provided will result in sales, new clients, or any other desired outcome. Retirement Prospects GUARANTEES that every prospect will have a valid name, working phone number, and deliverable postal address or we will provide a replacement. To obtain a replacement prospect, which is also covered under the SAME guarantee, you must notify us within 30 days of receiving a prospect that does not meet the above guarantee. You must use the online credit request system to make your replacement requests. You agree that all prospects for which you do not request replacement do in fact meet the guarantee and that all prospects meeting the guarantee are satisfactory. You further acknowledge that receipt of each prospect into your Retirement Prospects account constitutes "use" of said prospect. Cash refunds are not granted for any reason, and you must have an active account to receive credits. For undeliverable postal addresses, Client Services requires proof of returned mail via fax or scan. To receive credit for prospects, you agree to attend a consulting call within the next 7 days to learn how to contact your prospects most effectively. Initial ______
Occasionally, we get requests to replace leads for other than the ONLY 3 REASONS for which we replace leads, explained above.
For example, you call the prospect and she says "I don't remember ordering any booklet."
We know that sometimes people forget they completed the request or even get confused as this video explains:
http://www.screencast.com/t/Jtvi5KFZ
Fortunately, these occurrences are not frequent. EVERY lead you get from us is a legitimate lead where the prospect ABSOLUTELY requested the booklet and the prospect provided all of their contact info. We have third-party proof of the legitimacy of every prospect request. Contact client services https://Retirement Prospects.com/help