Payment, Billing & Volume Discounts

You can fund your account with:

• Credit card (Visa, Mastercard, American Express, Discover)
• ACH / bank transfer (for larger deposits)

As leads and transfers are delivered:

• Each lead cost is deducted immediately from your balance
• Transfer costs are deducted when the call is completed
• Transfers under 90 seconds are automatically credited back
• You can see every deduction in your transaction history

You set two numbers:

• Threshold: The balance level that triggers a rebill (e.g., $100)
• Rebill Amount: How much to add when triggered (e.g., $500)

Based on your daily spend:

• Spending under $100/day: Threshold $50, Rebill $250
• Spending $100-$500/day: Threshold $200, Rebill $500
• Spending $500+/day: Threshold $500, Rebill $1,000

Without auto-rebill:

• Your profiles pause automatically when your balance hits zero
• Leads and transfers stop flowing until you manually add funds
• You miss potential customers during the downtime
• Your competitors receive the leads you missed

With auto-rebill:

• Your balance stays funded 24/7
• Leads and transfers flow uninterrupted
• You never lose leads due to an empty account

Volume discounts are applied automatically:

• Standard (0-99 leads/month): Base pricing
• Bronze (100-249 leads/month): 5% discount on all leads
• Silver (250-499 leads/month): 10% discount on all leads
• Gold (500+ leads/month): 15% discount on all leads

• Discounts apply to both leads and live transfers
• Volume resets at the beginning of each calendar month
• Once you hit a tier, the discount applies to all remaining leads that month

Strategies to reach higher tiers:

• Consolidate your lead purchasing through ClearChoicePartner (don't split across vendors)
• Add new verticals or geographies to increase total volume
• Consider increasing volume in your highest-converting profiles
• Team up — all agents under your agency account contribute to the tier count

A 15% Gold-tier discount can be significant:

• If you average $30/lead and purchase 600/month: $18,000 base cost
• With 15% Gold discount: $15,300 — saving $2,700/month
• That's $32,400/year back in your pocket

Your transaction history shows:

• Every lead and transfer charge with timestamp
• Payment additions (manual and auto-rebill)
• Credits for returned leads or short transfers
• Running balance after each transaction

From the Billing page:

• Filter by date range, type, or amount
• Export transactions as CSV for your accounting system
• Download monthly invoices as PDF
• Access historical data for any time period

If you receive a lead that doesn't meet quality standards, you can request a return:

• Invalid contact information (wrong number, disconnected, etc.)
• Duplicate lead (you received the same consumer recently)
• Fake or fraudulent inquiry
• Wrong insurance type or geographic area

Leads that do NOT qualify for return:

• Consumer says they're not interested
• You can't quote competitively
• Consumer already bought from someone else
• You failed to contact the lead in time

For live transfers:

• Calls lasting under 90 seconds are automatically credited
• No action required from you — the credit appears in your account
• This covers dropped calls, wrong numbers, and unqualified transfers
• Check your Calls page to see which transfers were credited