FREQUENTLY ASKED QUESTIONS

Answers to common inquiries are posted below. If your question isn't answered here, click here to contact us.

  • Is it possible to make any changes to the sales tools that I download?
    Yes. Virtually every tool on this site contains sample language that you easily edit using Microsoft® Word. Exception: The postcard templates require Microsoft Publisher instead of Word.
  • I subscribe to the print edition of Agency Ideas® sales & marketing newsletter. Am I entitled to a discount on my downloads?
    Yes. Paid subscribers to Agency Ideas® newsletter enjoy a 20% discount on every download in the store. For instance, instead of paying $15 for a tool, you pay only $12. It's another benefit of your subscription. Use the same discount code that's posted in the password-protected Subscribers-Only Area of the www.agencyideas.com Web site to get your 20% discount.
  • Why is my download delayed? I thought everything was supposed to be "instant."
    Almost always the purchase and download process is seamless and instant. However in rare instances, our online credit card company takes a full day to process your charge.

    When there is a delay and your payment method is valid, everything will go through and you will be sent your download link(s) by our shopping cart, via email, almost exactly 24 hours after you placed your online order. Please be patient and do not place a second order otherwise you'll be charged twice. When this delay occurs, it is a matter of routine by the credit card company, and it is not a reflection on you.

    If you have not received your download link(s) after waiting 24 hours, please contact us and we'll investigate the hold-up for you. If the reason is other than delayed credit card processing, we'll find out and let you know.
  • What happens if I lose the file that I just downloaded?
    Simply download the tool again. The download link that you originally clicked on expires after 120 hours or after 5 attempts, which ever event happens first.
  • Can I download a single file and then email it to every producer in my agency to use?
    You can edit a tool that you have downloaded and then email it to your producers, as long as they work in the same physical office and use it solely for marketing or selling insurance. If you want producers or other staffers in your agency to use a downloaded tool in another office, you must purchase an additional copy for that office. Refer to our Terms of Use and pricing examples for further details.
  • Can I see a sample before I buy?
    Samples of actual tools are not available. However, a full-color thumbnail image and an extensive description is provided for each tool in the download store.
  • Are your health, life and retirement planning sales and marketing tools pre-approved?
    Our sales and marketing tools contain generic sample language that you can freely modify. Every Word and Publisher document offered in this store is editable. It is your responsibility to get your final edited version approved by any regulatory body, if so required. Also see our Terms of Use.