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Lead Replacement Policy

If they don’t work, we replace the lead.

Nine qualifying scenarios. One-for-one replacement. No portal required — just email us.

How it works.

When a lead falls into one of the nine qualifying scenarios below, we replace it one-for-one. You don’t need to open a support ticket. You don’t need to navigate a portal.

Send us an email listing how many leads triggered replacement scenarios and which ones. We’ll send replacements.

The successful outcome is a sold lead — a prospect who purchases a real policy. Replacement isn’t needed when you close. This policy exists for the leads that genuinely don’t work, so your order works as a whole.

How to Claim a Replacement

  1. 1Work the lead — minimum three contact attempts
  2. 2Confirm the lead qualifies under one of the nine scenarios
  3. 3Email support@wts-financial.com with the lead details and the qualifying reason
  4. 4Replacement leads are delivered to your CRM

Successful Outcome

They buy a real policy

$300+ per month ($3,600+ annually). Replacement not needed — this is the goal.

Replacement Outcome

Lead qualifies for replacement

One of the nine qualifying scenarios applies after genuine contact attempts. We replace it.

Nine qualifying scenarios.

A lead qualifies for one-for-one replacement if it falls into any of the following categories after a genuine contact effort.

01

Disconnected phone number

the number is disconnected or invalid

02

Won't answer calls

no response after multiple contact attempts within the working period

03

Won't reply to texts

no response to text outreach within the working period

04

Bounced email

the email address is invalid or bounced

05

Unsubscribed

the prospect unsubscribed from email and cannot be reached by email

06

Can't qualify

the prospect cannot qualify for any policy based on health or age

07

Disputes contact

the prospect credibly disputes having consented to contact

08

Moved to uncovered state

the prospect has relocated to a state where you are not licensed

09

Policy too small

the prospect's only viable policy would be under $3,600 annually ($300/month)

Policy limitations.

The lead replacement policy applies to standard orders. The following limitations apply.

Replacement leads are themselves not eligible for further replacement
Each original lead receives a maximum of one replacement
Introductory or promotional orders are not covered — the guarantee applies to standard orders only
Discounted pricing and lead replacement do not stack
The guarantee does not apply to leads that have been worked fewer than three contact attempts

Ready to place your first order?

Exclusive leads. CRM delivery. Consent documentation included. Lead replacement policy applies to all standard orders.