The Lead Generation Agreement is a contract between a company and an agent, outlining the terms for developing and purchasing annuity leads. This form ensures both parties understand their responsibilities, including lead costs and compliance with regulations. Ready to get started? Fill out the form by clicking the button below.
The Lead Generation Agreement form serves as a crucial document between Bullseye Interactive Group and an Agent interested in purchasing annuity leads. This agreement outlines the responsibilities and expectations of both parties. It begins with the Company’s commitment to develop leads through its online programs while ensuring these leads meet specific qualifications. Each lead is sold exclusively to one Agent, emphasizing the importance of individual lead integrity. The document defines what constitutes an annuity lead, focusing on individuals seeking information about annuities or retirement planning. Additionally, the form specifies the cost per lead and the process for notifying the Agent of any changes in pricing. Compliance with local and federal laws regarding data privacy is emphasized, placing responsibility on the Agent to adhere to these regulations. The agreement also addresses lead notification procedures, payment terms, and conditions for lead crediting. Importantly, it clarifies that the Company does not guarantee sales results and outlines the Agent's obligations in handling personal information. Furthermore, the agreement stipulates conditions for lead flow and suspension, allowing the Agent to manage their lead acquisition while maintaining a minimum purchase requirement. Overall, this form is designed to create a clear framework for the relationship between the Company and the Agent, ensuring both parties understand their rights and obligations.
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 the Lead Generation Agreement form is an important step in establishing a partnership for purchasing leads. This process requires careful attention to detail to ensure that all necessary information is accurately provided. Once the form is completed, it will need to be signed and submitted to finalize the agreement.
What is the purpose of the Lead Generation Agreement?
The Lead Generation Agreement is a contract between Bullseye Interactive Group (the Company) and an Agent who wishes to purchase leads for annuity products. The Company generates these leads through its online programs and sells them to the Agent, who agrees to the terms outlined in the agreement.
How are leads developed and sold?
The Company develops leads through its lead generation and database programs. Each lead is sold to only one Agent. However, the Company cannot guarantee that individuals have not contacted other lead providers or Agents. This means that while leads are generated, their exclusivity cannot be assured.
What constitutes an annuity lead?
An annuity lead is defined as a lead that contains information about an individual seeking details on annuities or related investment products. It may also include inquiries regarding income or retirement planning services.
What are the costs associated with purchasing leads?
The Agent agrees to pay a specified amount for each lead. This cost may change, and the Company will notify the Agent via email. If the Agent does not withdraw from the program within 48 hours of notification, they accept the new cost. The new pricing will only apply after all prepaid leads at the previous cost have been delivered.
How does the lead notification process work?
Once a lead is validated and qualified by the Company, the Agent will receive an email notification. It is crucial for the Agent to contact the lead within 24 hours of receipt to maximize the chances of conversion.
What happens if a lead is invalid?
If a lead is determined to be invalid—due to an incorrect phone number, email address, or if the lead is a professional in the financial services industry—the Company will provide a replacement lead as a credit.
Can the Agent cancel the agreement?
The Agent can cancel the agreement at any time by providing a 48-hour notice. However, they must meet the minimum lead purchase requirement to maintain their position in the lead program.
Is there any territory or market exclusivity?
The Company does not guarantee any exclusivity in terms of territory. The Agent agrees to accept leads within the designated market areas specified in the Lead Request Form, which is part of the agreement.
What are the compliance responsibilities of the Agent?
The Agent is responsible for complying with all applicable laws and regulations related to the use of leads, including data privacy and communication laws. The Company does not provide legal advice, so the Agent must ensure they handle all personal information appropriately and adhere to all relevant regulations.
Filling out the Lead Generation Agreement form can be straightforward, but many people make common mistakes that can lead to confusion or complications. One frequent error is leaving the date of the agreement blank. This date is crucial for establishing the timeline of the agreement and for any potential disputes that may arise later.
Another common mistake is failing to specify the cost per lead. This detail is essential for both parties to understand the financial obligations involved. Without this information, the Agent may face unexpected charges, and the Company may struggle to enforce payment terms.
Some individuals overlook the importance of providing accurate contact information. Incorrect email addresses or phone numbers can result in missed notifications about lead availability or changes in costs. It is vital to ensure that all contact details are correct to facilitate smooth communication.
Additionally, many agents neglect to read the compliance section thoroughly. Ignoring the responsibility to adhere to local, state, and federal laws can lead to serious legal issues. Understanding these obligations is essential for protecting both the Agent and the Company.
Another mistake is not specifying the minimum number of leads to be purchased. The agreement states that a minimum of 20 leads must be bought each month. Failing to acknowledge this requirement can disrupt the Agent's participation in the lead program.
Some agents also mistakenly think they can cancel the agreement without proper notice. The requirement for a 48-hour notice is critical. Ignoring this can lead to financial penalties or an obligation to pay for leads that are already in process.
Additionally, agents sometimes misunderstand the lead suspension policy. They may assume they can stop receiving leads at any time without following the proper notification process. It is essential to adhere to the established guidelines to avoid unwanted charges.
Another frequent oversight is not keeping track of the lead validation process. Agents must contact leads promptly after receiving them. Delays can result in lost opportunities, and the Company emphasizes the importance of reaching out within 24 hours.
Lastly, some agents fail to recognize the implications of the hold harmless clause. This section emphasizes that the Agent is responsible for any claims or liabilities arising from their use of the leads. Not understanding this can lead to unexpected legal issues down the line.
By being aware of these common mistakes, agents can fill out the Lead Generation Agreement form more accurately and effectively. Taking the time to review each section carefully will help ensure a smoother experience for both the Agent and the Company.
When entering into a Lead Generation Agreement, several additional forms and documents may be necessary to ensure clarity and compliance. Here is a list of commonly used documents that accompany the Lead Generation Agreement.
Each of these documents plays a crucial role in the lead generation process. They help establish clear expectations and protect both parties involved in the agreement. Having these forms in place can streamline operations and ensure compliance with applicable laws.
When filling out the Lead Generation Agreement form, it's essential to approach the process with care and attention to detail. Here’s a list of things you should and shouldn't do:
In reality, the Company sells leads to multiple Agents. No exclusivity is guaranteed.
The Company does not promise any specific sales or income outcomes from using the leads.
While the Company strives for quality, it cannot guarantee that all leads will be valid or meet expectations.
The Agent must provide a 48-hour notice to suspend lead flow. Any leads sent before this notice will still need to be paid for.
Refunds for unused credits are only available if the Agent terminates the agreement properly. No refunds are given if the Agent suspends lead flow.
The Agent must commit to a minimum purchase of 20 leads each month to stay in the program.
The Agent is solely responsible for complying with all applicable laws and regulations regarding the use of leads.
The Company does not offer legal or business advice. It is the Agent’s responsibility to seek their own guidance.
Key Takeaways for the Lead Generation Agreement