Applicable Verticals:Home Security | Auto Warranty | Solar | Insurance (U65/Medicare/ACA, Life, Auto) | Auto Accident | Debt Settlement | Tax Debt | Mass Tort | Mortgage

Effective Date: May 31^st, 2022

Contact: support@leadexcel.com and your account rep

Understanding our business model is key to understanding why we place certain restrictions on which types of leads can be returned. LeadExcel Inc. has built a firm client base based on making our clients’ businesses grow and become more profitable. If you do not profit from our leads and we do not benefit from your purchases, then our partnership may not be a good fit. This document explains which types of leads are eligible for replacement, describes our lead process, outlines how to return leads, and details the timeline for receiving replacements.

Leads — including live transfers — provided by LeadExcel.comare deemed valid if they meet all the pre-agreed criteria based on vertical and campaign specifics. These will be defined in your service agreement and confirmed in writing before campaign launch.

• Consumer gave clear verbal or digital consent.
• Not listed on any internal DNC, National DNC, or litigant/TCPA blacklist.
• Unique (not submitted in the last 30 days).
• Transferred and connected for the agreed upon buffer time.
• Within the targeted location, demographic, or legal scope.

• Renter with no ability to install security system
• Already has service and under contract for >12 months
• No home internet service (if required)

• Rents home or does not have roof rights
• Roof is fully shaded or solar-ineligible
• Credit score below 600 (if pre-qualified)

• Rents home or does not have roof rights
• Roof is fully shaded or solar-ineligible
• Credit score below 600 (if pre-qualified)

• Already covered with no intent to switch
• Not legally able to purchase (e.g., undocumented for health)
• Fake or invalid contact info

• Accident occurred outside claimable window (e.g., 12+ months ago)
• No injuries or property damage reported
• Lead not directly involved (third-party)

• Debt under minimum threshold (e.g., <$10,000)
• Currently in bankruptcy or legal proceedings
• Does not have unsecured debt

• Owes less than $5,000 in tax debt
• Already working with IRS or in resolution plan
• Business tax only (if not allowed)

• Not taking the relevant medication or product
• No diagnosis or injury related to case type
• Statute of limitations exceeded

• Credit score below threshold (e.g., 580)
• Income below qualifying minimum
• Already in process with another lender

Leads are eligible for return within 5 business days, (24 hours for Live transfers), of delivery if they meet one or more of the following criteria:

1. Disconnected/Wrong/Fake Number – Number is not in service or does not connect to the intended contact.
2. Duplicate Lead – Same contact info as a previous lead delivered within the last 30 days.
3. Lead is for the wrong person(Misidentified contact)
   
4. Underage – Contact is under 18 or not legally able to enter a contract (21 for certain verticals).
5. Outside Geographic Target – Lead is from a state or zip code outside the agreed-upon geographic coverage.
6. Not Interested/Immediate Hang-up – If the lead clearly stated no interest in the product/service before any qualifying questions were asked. (Evidence required)
7. Incomplete or Blank Fields – Key data such as name, phone number, or qualifying info is missing or obviously fake.
8. Lead Mismatch – The lead was submitted under the wrong vertical (e.g., a solar lead marked as mortgage), or outside your specific parameters.
9. Known Litigator or DNC Complaint(Evidence required)

The following are not eligible for return:

• Buyer didn’t close the sale
• Consumer said “no” after hearing offer terms
• Call duration exceeded return window
• Lead disqualified post-transfer based on criteria not shared before campaign
• Lead requested removal from list after call
• Late submission of return request

Live transfer campaigns follow these guidelines:

• You must be available to take the transfer within your specified and agreed upon time period.
• If no answer, lead is considered delivered if connected to your line and or voicemail for a period of (60) sixty seconds.
• We do not credit leads for post-transfer disconnection unless call was blatantly fraudulent.
• All transfers are recorded for quality verification.
• Missed or mishandled calls on your end are not returnable.

NOTE: We (and some of our advertisers) have a full-time telemarketing staff that calls to verify each and every return for validity. This helps them ensure they are only giving credit for valid returns. If our suppliers reject a return for any reason, we will also do research on your behalf to ensure that the rejected lead is rejected for a valid reason. We will pursue a credit for you to ensure your company and ours are satisfied with our sources.

Submit return requests to: support@leadexcel.com and ALWAYS submit a copy to your account rep.
Must include:

• Lead ID or timestamp
• Call recording (if available)
• Specific reason for return
• Any supporting proof

All requests must be submitted within 5 business days of delivery (24 hours for live transfers).
Review and decision will be provided within 2 business days.

As the receiving party, you are responsible for post-transfer verification and compliance.
We are not liable for disqualifications based on criteria not covered in your intake form or campaign brief. Excessive returns or abuse of this policy may result in account suspension or review.

We have supplied (or will supply) a lead return Excel spreadsheet that can be filled out daily if necessary that we use to follow up and return leads to our supplier. This form may change periodically to fulfill the requirements of our suppliers to return leads properly. When you return a lead, you will be set to receive a replacement lead on the next pull. We always try to send all the leads you need for new orders and replacements each day. If you build up too many leads owed, the system will be set to fill your replacements before you get chargeable leads.

$25.00 per lead, and you can close 2 deals, you will have an advertising rate of $250.00 per closed deal. Even if you only closed one deal, you would have an advertising rate of $500.00. These are very good costs in this business. If we cannot meet or exceed your expectations for an advertising cost, then we need to discuss things between our companies. We want nothing but very long-term relationships with everyone. We do value your business and hope that our lead return policy is acceptable. If you have questions or concerns, please feel free to contact us.