Pricing & Plans FAQ
Are there upfront costs or additional fees?
Unlike other Cloud-Based offerings like Salesforce, GoToMeeting, or even GoogleSuite who bill on an annual basis, we bill our customers on a monthly basis.
That said, we require your first month's payment in addition to a one time setup and configuration cost for implementation and training required to get you and your users on the platform.
How long does it take from the moment we say "Yes" to get my team on the platform?
Our implementation process is typically complete within 1 - 2 business weeks. It's contingent on the speed to service as well as the amount of onboarding required in accordance with the level of plan purchased.
IE more features, customization, users, and enablement will take upwards of 2 business weeks as opposed to a Starter plan with less requirements.
How long is the subscription?
While all of our products and plans are billed on a monthly basis, our agreements are for a one year period.
Can I upgrade my offerings at any time or do I have to wait until my subscription is over?
Yes.
While some of our products and plans are priced to scale together, we do allow the ability for our customers to upgrade products and services in the middle of their contract term.
How do I know this will work?
The same question could be asked of your agency and when you first started, how did you know it was going to succeed?
The reality is, you DON'T know if this will work. It has worked for other agents like yourself, and for ourselves as insurance agents where we developed our methods and approach.
However, there is a strong committment needed from you and your team to enact the material and exercise the knowledge on a daily basis. This is not a one time thing, this is a constant committment to always improving, learning, practicing, drilling, and rehearsing.
Can I write this off my taxes as a business expense?
Great Question!
While we are not tax professionals and can't legally advise you on your tax preparation we can tell you this:
The US Government allows you to deduct expenses for education that maintains or improves your skills in your present line of work as well as the expenses of tuition, books, supplies and fees that are required by your course of study.
Since Insurance Lead HQ is an Insurance Sales Training Platform for the purposes of education and improving skills in your industry, we would recommend you seek the advice of a qualified tax professional if this is a serious concern of you.
That said, we do understand that our function is to help you improve skills in your industry by expanding your education and many other agencies that use our platform have followed this understanding when looking into potential business expense write-offs.
What are my guarantees this will work?
Since our product has a performance guarantee clause written inside of our agreements based on our initial consultation call, if we do not meet the agreed metrics set forth for the annual subscription, your costs are 100% GUARANTEED!
Yes, if you do not meet or exceed the metrics written out in our annual performance guarantee within the subscription agreement, we refund every penny you paid over the term of the agreement.
Who else can give you that guarantee?
