Terms
Clear boundaries for the LeadChâteau platform.
These Phase 1 materials establish product and operational boundaries. They should be reviewed and updated with qualified legal counsel before a consumer lead program launches.
Platform role
LeadChâteau is a software and consumer-inquiry delivery platform for licensed insurance professionals. It is not an insurance agency, carrier, broker, producer, advisor, or provider of insurance advice.
Subscription and credits
Monthly subscriptions may renew unless canceled according to the applicable subscription terms. Credit allocations, category costs, eligibility, and market availability are configuration-controlled.
Lead Delivery Guarantee
If LeadChâteau is unable to supply eligible credits because of a LeadChâteau-caused inventory shortage, the undelivered amount is preserved as Protected Rollover Credits rather than deleted. The guarantee protects paid lead value only; it does not guarantee leads in every market, sales, quotes, contact, conversion, commissions, or ROI. Customer-selected restricted targeting, ineligible states/categories, and compliance constraints may slow or prevent fulfillment and are not automatically classified as a LeadChâteau shortage.
Renewal protection
When material LeadChâteau-caused protected credits remain and inventory has not recovered, LeadChâteau places the account in an application-side billing protection hold and human billing review. Portal access, LeadChâteau Coach, history, existing leads, and protected credits remain available. No platform charge is automatically paused or resumed by this application; any hosted-billing action requires explicit supported integration and administrator approval after advance notice.
Additional lead packs
If enabled, additional lead packs are available only to active subscribers, require explicit confirmation, and are one-time purchases. They never auto-refill, auto-replenish, or charge automatically at a low balance. Undelivered purchased credits remain separately recorded. After the configured resolution window, an eligible customer may keep waiting, request an approved transfer, or request prorated-refund review; transfers and refunds require human review where appropriate.
Professional review required
These policy materials and operational controls require qualified legal, compliance, and payment-platform review before production activation. LeadChâteau will not represent broader rights than the deployed controls can enforce.