Insurance Agent Services

INTELLEGENT Healthcare · Intellegent.ai LLC

Intellegent.ai LLC, operating under the INTELLEGENT Healthcare brand, provides business-to-business services to independent insurance agents and agencies.

Services for Insurance Professionals

ACA Insurance Lead Generation

ACA lead generation campaigns and lead files sold to independent agents and agencies serving the individual health insurance market.

Medicare Lead Generation

Medicare lead generation campaigns and lead files sold to independent insurance professionals serving Medicare prospects.

Life Insurance and Final Expense Leads

Life insurance and final expense lead generation and lead files sold to independent agents and agencies.

Digital Marketing and Customer Acquisition

Customer acquisition, lead generation campaigns and related digital marketing services for insurance professionals.

Agency Growth and Operational Support

Business development, customer outreach, CRM and operational support services where offered. The services included in each engagement are specified before payment.

Consulting Services

B2B consulting for independent insurance agents and agencies on business development, customer acquisition, campaign planning and agency operations, where offered. The scope, deliverables, fees and completion timeline are agreed before payment. Consulting fees do not purchase insurance coverage, and no sales, commissions or business results are guaranteed.

Business Services and Consumer Insurance

INTELLEGENT Healthcare also assists consumers with health insurance, life insurance, Medicare and other available insurance products, subject to applicable licensing, authorization, eligibility and carrier availability. These consumer insurance agency activities are separate from B2B services sold to insurance professionals. Payments for leads, marketing, consulting, and agency support are business service fees, not insurance premiums, and do not purchase insurance coverage.

Billing Transparency

All insurance agent lead generation and business service payments are processed by Intellegent.ai LLC. Customers should expect the Intellegent.ai LLC billing name or its applicable abbreviation on their bank or credit card statements.

Payment Authorization, Invoices and Receipts

Before authorizing payment, customers review the service, amount, campaign criteria, delivery timing, and applicable terms. Recurring billing must be separately disclosed and authorized.

Invoices and payment receipts identify the business service and amount charged. Contact support for copies of billing records.

Lead Ordering and Fulfillment

Agents and agencies can request information about a lead order or campaign using the contact options on this page. Before payment, the order identifies the lead category, agreed quantity or scope, campaign criteria, price, delivery expectations and applicable service terms. Lead files are fulfilled by email according to the agreed order.

Lead Delivery and Expectations

Lead files are delivered by email. Delivery timing varies by campaign and may be immediate or take up to 14 days. Expected delivery timing and agreed criteria are specified with the order.

Leads do not guarantee contact, appointments, sales, policy issuance, commissions, or business results.

Service Policies

Lead Replacements

Replacement requests must be submitted within 14 days of email delivery for invalid contact details, duplicates within the same order, or leads outside the agreed campaign criteria. No replacement is provided solely because a prospect does not answer, declines, or does not purchase.

Refunds and Cancellations

Undelivered work may be cancelled for a refund if campaign work has not started. Once work starts, refund eligibility depends on work completed. Delivered files are generally non-refundable except for an approved correction or where required by law.

These B2B policies do not govern insurance premium refunds or cancellation of insurance coverage.

Customer Service and Billing Support

For service information, lead delivery, replacements, cancellations, or billing inquiries, contact [email protected] or 305-560-3285.

For a delivery issue, billing question or replacement request, include your name, business name, order or invoice reference, and transaction date and amount. For lead concerns, identify the affected lead records and explain how they fail the agreed criteria so support can review the request under the applicable service policies. Do not email full card numbers or security codes.

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