Terms of Service

Terms of Service

Services

Fin Coach designs and builds follow-up systems (recruitment, sales, client retention) for insurance agency leaders.

No insurance advice

We do not sell, advise on, or collect insurance premiums; only licensed advisors do.

No guaranteed results

We cannot guarantee leads, recruits or sales.

Agreements & fees

Payments, setup timelines and monthly fees are defined in each client's written agreement.

Content and data

Clients own their data; we may show anonymized results only with permission.

Contact

You can reach us at support@mail.rocketfunnel.net.

Last updated: October 2026