A Lead Generation Agreement form is a contract between a company, which agrees to develop annuity leads through various online programs, and an agent, who desires to purchase these leads. This document outlines the terms including lead development, cost, notifications, and compliance standards to ensure both parties understand their obligations and the scope of the agreement. To ensure a thorough understanding and to safeguard your interests, it's advisable to fill out the form carefully.
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In today's rapidly evolving digital marketplace, the establishment of clear and effective agreements between companies and agents for lead generation is more crucial than ever. Such agreements lay the groundwork for mutually beneficial relationships where companies, like Bullseye Interactive Group, commit to developing high-quality annuity leads through sophisticated online generation and database programs, and agents agree to purchase these leads. These agreements are designed not only to specify the nature and cost of leads but also to outline the obligations and expectations from both sides. This includes compliance with all applicable laws and regulations, especially those concerning data privacy and the handling of personal information. Moreover, lead generation agreements detail the procedures for lead delivery, payment, crediting for invalid leads, and circumstances under which the agreement can be terminated or suspended. Both parties' responsibilities in ensuring accurate and lawful advice to the end consumer are also a key focus, alongside mechanisms for dispute resolution, emphasizing the critical role these agreements play in safeguarding the interests of both the lead generating company and the purchasing agent.
Lead Generation Agreement
Whereas Bullseye Interactive Group (Company) desires to develop annuity leads (Leads) and to sell the leads to __________________________________ (Agent), and the Agent desires to purchase the leads
from the Company, the Company and the Agent agree to the following.
The date of this agreement is the _______ day of _____________ 20 ______.
Lead Development
The Company agrees to develop leads through its online lead generation & database programs. The Company will make every effort to insure the leads meet the qualifications as defined in the Company’s policies. A lead will only be sold to one Agent. The Company cannot determine or insure that the individual providing information in the lead has not made inquiries with other lead provider companies and is not working with or getting information from other Agents not affiliated with the Company.
Annuity Lead
An annuity lead is defined as 1). A lead with information about an individual that is requesting information specifically about annuities or other savings or investment programs or products. 2). A lead with information about an individual that is requesting information, product comparisons or services related to income or retirement planning.
Lead Cost and Notification
The Agent agrees to pay the Company for leads provided to the Agent from the Company per this agreement. The cost for each lead provided by the Company to the Agent is $ ________. The Company
may change the cost of the lead by providing the Agent notification via the email address provided to the Company by the Agent. The Agent has the right to decline to accept the new cost by withdrawing from the lead program within 48 hours of the notification. If the Agent does not withdraw from the lead program within the time allotted, the Agent agrees to accept and pay for the leads provided at the new cost. The new cost will not apply until the prepaid leads with the prior cost have been provided to the Agent.
Compliance
The Agent agrees to comply with all applicable local, state, national laws and regulations in connection with its use of the leads purchased from the Company, including those related to data privacy, international communications and the transmission of personal data, and export.
Result Expectations
The Company makes no expressed or implied representations as to the sales and income results of the Company’s lead program.
Agent Lead Notification
Notification of the Agent’s leads will be emailed to the Agent immediately after the lead has been validated and qualified by the Company per its policies. Leads are emailed the following day with all the
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Bullseye Interactive Group • 410 McKenzie Trail, Alpharetta, GA 30004 • (770) 753-1477
06/2015
contact information; we cannot stress the importance of contacting this lead within 24 hours. The Agent agrees to accept all leads provided except as provided in the Company’s lead suspension policy.
Lead Payment and Crediting
The Agent agrees to pay the Company for five leads in advance of receipt of the lead and minimum initial start-up of 20 leads. Once the five leads have been provided to the Agent, the Company will bill the Agent’s credit card for the next order of five leads. The Company will provide a credit for a lead that has been determined to be invalid due to having an invalid telephone number, email address, or the lead information being that of an insurance agent or other financial services professional. Crediting will be fulfilled by providing the Agent a replacement lead. If an Agent terminates this lead agreement with proper notification and maintains a credit balance for leads not provided, the Company will refund to the Agent the amount of the credit. The Company will not refund any credit balance in the event the Agent suspends lead flow. After the initial start-up, and agent can order as many leads as possible based on the demand of the market. Agent can cap the leads per week or per month, but a minimum of 20 leads must be purchased each month to keep your rotation in the lead program. Agent can cancel at any time given a 48 hour notice.
Territory and Market Exclusivity
The Company makes no guarantees either expressed or implied as to any territorial agreement of exclusivity to the Agent. The Agent agrees to accept all leads provided within the Designated Market Area (s) (DMA) selected by the Agent on the Lead Request Form provided by the Company and is part of this agreement.
Lead Flow and Suspension
The Company makes no guarantees either expressed or implied to the number of leads that can be provided to Agent or in what time frame other than as provided for below. The Agent may select the maximum number of leads the Agent desires on a weekly and monthly basis on the Lead Request Form provided by the Company. The Agent agrees to commit to purchasing a minimum of ______ leads to be
provided by the Company at a rate of no less than 20 leads per month or the maximum number of leads the Company is able to provide the Agent, whichever is the lesser.
Once the minimum lead requirement has been met by the Agent, the Agent may stop or suspend lead flow with a 48 hour notification to the Company. Any leads sent to the Agent prior to expiration of the notification period will be considered received and must be paid for by the Agent. During the initial minimum requirement period, if the Company is unable to provide the Agent with a minimum of five leads within forty-five days of billing the Agent, the Agent may terminate this agreement with proper notification and any remaining credits will be refunded to the Agent.
Hold Harmless
It is the Agent’s responsibility to comply with all compliance rules of the carriers the Agent represents. The Agent further agrees that the Company provides no business or legal advice and that it is the Agent’s responsibility to comply with all local, state and federal regulations regarding and pertaining to the conduct of the Agent. The Agent agrees to be responsible for safe and proper handling and storage of all personal information contained in the lead and abide by all local, state and federal laws pertaining to privacy and handling of personal information. The Agent agrees that the Agent is solely responsible for any and all insurance, financial or other advice provided to the individual whose name was provided by the Company in the lead. The Agent agrees to hold harmless and indemnify all parties, officer, agents, employees, directors, and owners of the Company against any and all claims, demands, actions,
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judgments, liabilities, losses, damages, expenses and costs including attorney’s fees that may arise from any action of the Agent at any time, including but not limited to those stated above.
Governing State
Both parties agree that any dispute or legal action arising out of this agreement shall be interpreted under the laws of the state of Georgia. Should any claim arise out of this agreement result in an action for damages from the Company, the sole amount of damages available to the Agent shall be no more than the amount paid by the Agent for the specific lead (s).
Agent
Company
_______________________________
________________________________
Agent Name
Company Name
Agent Address
Company Address
City, State, Zip
Agent Signature
Company Signature
Agent Email
Title
Date
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The Agent agrees to pay the Company for (30) thirty leads in advance of receipt of the leads by invoice. Once payment has arrived, the (30) thirty leads will be provided to agent per the destination DMA or State for one month. The agent can determine the cap per day or per week. After the initial order, the agent can re-order more leads by invoice payment or credit card billing. The Company will bill the Agent’s credit card for the next order of _________ Monthly Leads. The Company will provide a credit
for a lead that has been determined to be invalid due to having an invalid telephone number, email address, or the lead information being that of an insurance agent or other financial services professional. Crediting will be fulfilled by providing the Agent a replacement lead. If an Agent terminates this lead agreement with proper notification and maintains a credit balance for leads not provided, the Company will refund to the Agent the amount of the credit. The Company will not refund any credit balance in the event the Agent suspends lead flow. After the initial start-up, and agent can order as many leads as possible based on the demand of the market. Agent can cap the leads per week or per month, but a minimum of 20 leads must be purchased each month to keep your rotation in the lead program. Agent can cancel at any time given a 48 hour notice.
The Company makes no guarantees either expressed or implied to the number of leads that can be provided to Agent or in what time frame other than as provided for below. The Agent may select the maximum number of leads the Agent desires on a weekly and monthly basis on the Lead Request Form provided by the Company. The Agent agrees to commit to purchasing a minimum of _30_____ leads to
be provided by the Company per month.
Once the minimum lead requirement has been met by the Agent, the Agent may stop or suspend lead flow with a 48 hour notification to the Company. Any leads sent to the Agent prior to expiration of the notification period will be considered received and must be paid for by the Agent. During the initial minimum requirement period, if the Company is unable to provide the Agent with a minimum of twenty leads within forty-five days of billing the Agent, the Agent may terminate this agreement with proper notification and any remaining credits will be refunded to the Agent.
Lead Generation Request Form
Our Online Lead Generation program is segmented into Designated Market Areas (DMAs) or States. Agents may choose to work within more than one DMA or the entire State. Choose DMA’s or States, if you have any zip codes within the DMA or State that you would prefer as a priority, please list those zip codes. However we cannot guarantee that all the leads we generate in your DMA will come from those selected zip codes. Please understand, you are responsible for all leads within the DMA or State whichever you select, but we will try our best to secure leads in your selected zip codes.
DMA Selection:
_______________________
________________________
State Selection:
Key Zip Codes within Your DMA
__________ __________ ___________ __________ __________ _________ ___________
___________ ___________ ___________ __________ __________ _________ ___________
___________ ___________ ___________ __________ __________ __________ ___________
Lead Flow Caps
Weekly Cap ________________
Monthly Cap ________________
Monthly caps begin the first full calendar month of the lead generation agreement.
Once the monthly cap is met, no additional leads will be provided until the beginning on the next month. Minimum Monthly cap is 20 Leads. Billed minimum five (5) leads per transaction.
Payment Information
Invoice:
________ (Please mark an X. We need the following for an invoice)
Name:
_____________________________________________________
Company: ____________________________________________________
Title:
Address:
______________________________________________________
City:
State:
___________
Zip Code: ___________
Phone:
__________________________________
Email:
(Leads are sent once payment is cleared, most clients pay by Credit Card, faster process in getting leads)
Visa/MC/AMEX/Discover (Circle One) Credit Card Number ______________________
3 – 4 Digit Code on Card _______Exp. Date (MO/YEAR) ____________
Billing Address (on card) _________________________________________________
Name as it Appears on Card_______________________________________________
Phone Number _________________________________________________________
Email _________________________________________________________________
Signature _________________________________ Date ___________________
This document is referenced in the Lead Generation Agreement between the signed Agent and Bullseye Interactive Marketing dated ________________, 20 ____ and is an addendum to the agreement.
Bullseye Signature ____________________________ Date _________________
Please return forms to one of the following. Thank you!
Email: Tina@bullseyemsg.com or Rick@bullseyemsg.com
Contact: Tina Mathews, VP of Marketing or Rick (770) 753-1477
Filling out a Lead Generation Agreement form is an important step towards acquiring quality leads that can potentially transform into valuable clients. It is crucial for both the Company and the Agent to have a clear understanding of the terms laid out in this agreement, ensuring that both parties are committed to their roles and responsibilities. This form includes several sections that require attention to detail, including dates, personal and company details, lead costs, and conditions for lead provision and payment. Below is a step-by-step guide that will ensure the form is filled out accurately and completely.
Once the form is fully completed and signed by both the Agent and the Company, it signifies a mutual agreement to the terms laid out within the document. This is a crucial step in ensuring a successful partnership between the agent purchasing the leads and the company providing them. Proper completion of the form will help in avoiding misunderstandings and set clear expectations for the lead generation process. Remember, the accuracy and completeness of the information provided are key in facilitating a smooth and efficient collaboration geared towards achieving desirable outcomes for both parties involved.
What is a Lead Generation Agreement?
A Lead Generation Agreement is a contract between Bullseye Interactive Group (the Company) and an agent, where the Company agrees to develop and sell annuity leads to the agent, and the agent agrees to purchase these leads. This agreement outlines terms including lead development, cost, notification, compliance, payment, and territory exclusivity.
How are leads developed under this agreement?
Leads are developed by the Company through online lead generation and database programs. The Company strives to ensure that leads meet the qualifications set out in its policies and sells each lead to only one agent.
What defines an annuity lead?
An annuity lead is defined as information from an individual requesting details specifically about annuities, savings, investment programs, or products, as well as information related to income or retirement planning.
How much does each lead cost?
The cost of each lead is agreed upon in the Lead Generation Agreement and can be changed by the Company with notification. If the agent disagrees with a new cost, they can withdraw from the program within 48 hours of the notification.
What are the expectations regarding the results of the leads?
The Company provides no guarantee expressed or implied about the sales and income results that the agent might achieve from using the leads provided.
How will the agent be notified about the leads?
Leads will be emailed to the agent immediately after being validated and qualified by the Company. It is highlighted as crucial that the agent contacts the lead within 24 hours of receiving the information.
What is the procedure for lead payment and crediting?
The agent agrees to pay in advance for a set number of leads. The Company credits the agent for any leads identified as invalid. If the agent terminates the agreement with outstanding credits, a refund will be issued.
Can an agent request a specific number of leads?
Yes, agents can select the maximum number of leads they desire on a weekly and monthly basis, with a commitment to purchase a minimum number of leads as per the agreement.
Is there any market exclusivity provided to agents?
No, the Company does not guarantee territorial exclusivity. Agents agree to accept leads within the Designated Market Area (DMA) selected on the Lead Request Form.
What are the agent’s responsibilities regarding compliance?
The agent must comply with all applicable local, state, national laws, and regulations, including those related to data privacy and the handling of personal information. The agent is solely responsible for any advice provided to the individual from the lead and must hold the Company harmless against any claims or actions arising from their actions.
Filling out a Lead Generation Agreement form can be a straightforward process, but mistakes can and do happen, often with significant implications. Here are nine common mistakes:
One prevalent mistake is not thoroughly reading the entire form before starting to fill it out. The excitement of getting new leads can cause agents to rush through the document, leading to oversight of crucial details such as the cost per lead, notification processes, and the minimum number of leads required per month. This can result in unexpected expenses or obligations.
Another mistake is inaccurately filling personal or company details. A typo in an email address or forgetting to write the Agent or Company Name can delay the setup process or lead to miscommunication. It's vital to ensure all contact information is correct to avoid missed lead notifications.
Underestimating the importance of the “Lead Development” section is common. Agents may not ask for clarification on what qualifies as a lead under the company’s policies or fail to understand the exclusivity of the leads. This could lead to dissatisfaction with the quality or uniqueness of the leads provided.
Overlooking the “Lead Cost and Notification” segment can lead to budgetary surprises. Ignoring details about how the cost per lead can change, or how notifications about these changes are communicated, may result in an agent paying more than anticipated for the leads.
Failure to understand the “Compliance” requirements is a critical mistake. Not adhering to local, state, and national laws regarding lead usage can have legal repercussions. This oversight could threaten the agent’s license and the company’s reputation.
Ignoring the “Lead Payment and Crediting” terms can cause financial misunderstandings. Specifically, not realizing that payment for leads is required upfront or misunderstanding the conditions for receiving lead credits can lead to disputes.
A significant error is not recognizing the stipulations around “Territory and Market Exclusivity.” Assuming exclusivity without confirmation can lead to competitive disadvantages and frustration when leads within the same area are also sold to other agents.
Not setting a clear “Lead Flow and Suspension” plan leads to operational inefficiencies. Agents need to understand how to adjust the volume of leads they receive and what the process is for pausing the lead flow, to ensure they’re neither overwhelmed with leads nor receiving too few.
Last is not paying heed to the “Hold Harmless” clause, which absolves the company from liability arising from the agent’s actions. Agents who do not understand the extent of this clause might not realize the importance of compliance and accurate advice, putting themselves at risk of legal action.
In summary, by addressing these common mistakes, agents can ensure a smoother, more productive relationship with the lead generation company, ultimately leading to a better return on their investment.
When entering into a Lead Generation Agreement, several additional forms and documents often come into play to support the process, ensure compliance, and clarify the responsibilities and expectations of all parties involved. These documents play pivotal roles in establishing a clear framework for the business relationship, safeguarding data privacy, and managing financial transactions.
Each of these documents serves to enhance the transparency, efficiency, and legal integrity of the lead generation process. Proper use and management of these documents help prevent misunderstandings, ensure regulatory compliance, manage financial transactions effectively, and pave the way for a successful and sustainable partnership between the company and the agent. By clearly defining the roles, responsibilities, and expectations of each party, businesses can foster positive relationships with their partners and achieve their lead generation goals efficiently.
A Service Agreement is similar to a Lead Generation Agreement as they both outline the terms under which services will be provided. In a Service Agreement, one party agrees to provide a specified service to another party for a fee, just as the Lead Generation Agreement outlines the provision of lead generation services from the Company to the Agent. Both types of agreements detail payment terms, service expectations, and how either party can terminate the agreement, ensuring clear communication and understanding of the responsibilities of each party.
The Non-Disclosure Agreement (NDA) shares similarities with Lead Generation Agreements, particularly in regard to confidentiality and the handling of sensitive information. In a Lead Generation Agreement, there may be clauses that require the Agent to handle the leads (which can contain personal data) securely and in compliance with privacy laws, mirroring the purpose of an NDA to protect confidential information from being disclosed to unauthorized parties. Both agreements lay out the legal responsibilities related to privacy and the penalty for breaches of this trust.
Affiliate Marketing Agreements resemble Lead Generation Agreements in their core purpose of defining a relationship based on the referral of potential customers. In Affiliate Marketing Agreements, one party agrees to promote a product or service in exchange for a commission on sales generated through their referral efforts, similar to how a Lead Generation Agreement operates with the provision and sale of leads. Both documents specify how referrals will be tracked, payment structures for successful referrals, and terms for termination of the agreement.
The Sales Commission Agreement is another document that bears resemblance to the Lead Generation Agreement, with both setting the foundation for a relationship based on achieving sales or leads. In a Sales Commission Agreement, the compensation is often directly linked to the sales performance of the individual or entity, analogous to how the cost and payment of leads are detailed within a Lead Generation Agreement. Both agreements generally outline payment schedules, performance expectations, and conditions under which the agreement can be adjusted or terminated.
Finally, the Vendor Agreement shares aspects with the Lead Generation Agreement, especially in terms of supply of services or products. Both agreements define the relationship between parties where one supplies a particular service or product (in this case, leads) to another. They detail the expectations for quality, delivery, and payment terms. Vendor Agreements, like Lead Generation Agreements, may also include clauses related to exclusivity, compliance with laws and regulations, and conditions under which the agreement may be reviewed or terminated.
When filling out a Lead Generation Agreement form, it is crucial to follow a set of dos and don'ts to ensure clarity, compliance, and effectiveness in the agreement. Here are seven key points to consider:
By following these dos and don'ts in preparing your Lead Generation Agreement form, you can better protect your interests, maintain compliance, and foster a productive relationship between the Agent and the Company.
Misconceptions about Lead Generation Agreement forms can lead to misunderstandings between companies and agents. Below are six common misconceptions and their clarifications:
In summary, while Lead Generation Agreements are a crucial component in the relationship between companies and agents, misconceptions can cloud the understanding of their terms and conditions. It’s essential for both parties to thoroughly review and understand the agreement to ensure a mutually beneficial partnership.
Understanding the Lead Generation Agreement form is crucial for agents looking to purchase leads from a company. Here are key takeaways from the agreement to guide you through filling out and using the form:
By understanding these key aspects, agents can navigate the Lead Generation Agreement with clarity and ensure they are making informed decisions about purchasing and using leads from Bullseye Interactive Group.
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