Refund Policy

At Agent Outreach, we are committed to delivering high-quality marketing tools, outreach systems, and lead generation services for insurance professionals in Medicare, Final Expense, Group Benefits, and more. Your satisfaction matters, and we believe in being transparent about how refunds are handled.

1. Eligibility for Refunds

Refunds are granted only under the following circumstances:

  • Duplicate Payments – If you were charged twice for the same service.

  • Technical Issues – If our platform fails to deliver purchased services and we are unable to resolve the issue within a reasonable timeframe.

  • Service Non-Delivery – If you did not receive your purchased service or subscription due to an error on our end.

2. Non-Refundable Services

The following are not eligible for refunds:

  • Services already delivered in full (e.g., generated leads, launched campaigns).

  • Completed setup fees, onboarding sessions, and training.

  • Used subscription periods, whether in whole or part.

  • Digital tools, assets, or content once accessed or downloaded.

3. How to Request a Refund

Submit your refund request within 7 days of purchase by emailing with:

  • Full Name

  • Email used for purchase

  • Order Number or Invoice

  • Reason for request

    Our support team will respond within 3–5 business days.

4. Refund Processing

If approved, your refund will be issued to your original payment method within 7–10 business days.

5. Changes to This Policy

We reserve the right to update or modify this Refund Policy at any time without prior notice. Changes take effect immediately upon posting on this page.

Note: If you are on a subscription plan, you may cancel future billing at any time by contacting our support team. Cancellation stops future charges but does not entitle you to a refund for time already used.

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About Us

Agent Outreach utilizes advanced AI technology to empower insurance agents to market effectively and increase sales. From lead generation to follow up, the platform fits smoothly into an agent’s workflow. It is trusted nationwide as a fast- growing solution for sales and marketing management in the insurance industry.