Our replacement guarantee is simple: if an appointment doesn't meet the qualification standard we agreed on with you, we replace it at no charge. No credits, no arguments, no forms in triplicate — a new appointment on the calendar. It's the shortest policy we have, and the one we're proudest of.
Why we offer it
Lead vendors optimize for volume. We optimize for booked hours that turn into conversations. Those two goals pull in opposite directions, and the guarantee is how we keep ourselves honest about which one we're actually serving.
Putting our own revenue on the line for qualification means we can't quietly let standards slip as we scale. If the bar drops, the replacements pile up, and we feel it before you do. Aligned incentives beat good intentions every time.
What "below the bar" means
The bar isn't a mood or a judgment call after the fact. Every producer onboarding defines the specifics together with us:
- Age — the bands where the product genuinely fits.
- Income — enough to sustain the premium or fund the contract.
- Product interest — a real, stated reason for the conversation.
- Geography — states where you're licensed and appointed.
If a booked appointment misses those agreed criteria, it's below the bar. We log it, learn from it, and replace it.
How a replacement actually works
We keep the process deliberately boring:
- Report — flag the appointment that missed the standard, ideally with a quick note on what was off.
- Verify — we check it against the bar we set together. This is fast, and the benefit of the doubt goes to you.
- Rebook — a replacement appointment goes on your calendar, at no additional cost.
"A guarantee you have to argue for isn't a guarantee. Ours is meant to be the easiest conversation you have with us."
A few honest questions
What if the prospect no-shows? Show rate and qualification are different things. We work hard to keep no-shows rare, and we'd rather talk through patterns than nickel-and-dime a single miss. The guarantee is about whether the appointment met the standard, not about policing every calendar event.
What if the fit was borderline? Borderline is exactly where trust is built. If it's genuinely close, we lean toward replacing it — because an appointment we have to defend to you is one that probably shouldn't have been booked.
That discipline is why producers stay — and why our ops team sweats the details on every handoff instead of hoping you won't notice.
