↝

Blank Lead Generation Agreement Form

The Lead Generation Agreement is a document that outlines the terms between a company and an agent regarding the purchase and sale of leads for annuity products. This agreement establishes the responsibilities of both parties, including how leads are developed, their costs, and compliance with applicable laws. Understanding this agreement is essential for agents looking to effectively utilize leads in their business operations.

Outline

The Lead Generation Agreement form serves as a crucial document that outlines the relationship between a lead-generating company and an agent seeking to purchase leads. This agreement is designed to clarify the roles and responsibilities of both parties while ensuring compliance with applicable laws. At its core, the form details how the company, Bullseye Interactive Group, will develop and sell annuity leads to the agent. It specifies that leads are defined as individuals requesting information about annuities or retirement planning, and emphasizes the importance of timely contact with these leads. The agreement also addresses the costs associated with purchasing leads, stipulating that agents must pay in advance and can be notified of any changes in pricing. Compliance with local, state, and federal regulations is a key aspect, as agents must handle personal data responsibly. Furthermore, the document outlines expectations regarding lead delivery, payment processes, and crediting for invalid leads. By signing this agreement, both parties commit to a structured approach to lead generation and sales, fostering a transparent and accountable business relationship.

Sample - Lead Generation Agreement Form

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

1
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,

2
Bullseye Interactive Group • 410 McKenzie Trail, Alpharetta, GA 30004 • (770) 753-1477	06/2015

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	City, State, Zip
_______________________________	________________________________
Agent Signature	Company Signature
_______________________________	________________________________
Agent Email	Title
_______________________________	________________________________
Date	Date

3
Bullseye Interactive Group • 410 McKenzie Trail, Alpharetta, GA 30004 • (770) 753-1477	06/2015

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

Annuity Lead

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

Compliance

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

1
Bullseye Interactive Group • 410 McKenzie Trail, Alpharetta, GA 30004 • (770) 753-1477	06/2015

Lead Payment and Crediting

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.

Territory and Market Exclusivity

Lead Flow and Suspension

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.

Hold Harmless

2
Bullseye Interactive Group • 410 McKenzie Trail, Alpharetta, GA 30004 • (770) 753-1477	06/2015

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

Agent	Company
_______________________________	________________________________
Agent Name	Company Name
_______________________________	________________________________
Agent Address	Company Address
_______________________________	________________________________
City, State, Zip	City, State, Zip
_______________________________	________________________________
Agent Signature	Company Signature
_______________________________	________________________________
Agent Email	Title
_______________________________	________________________________
Date	Date

3
Bullseye Interactive Group • 410 McKenzie Trail, Alpharetta, GA 30004 • (770) 753-1477	06/2015

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.

1
Bullseye Interactive Group • 410 McKenzie Trail, Alpharetta, GA 30004 • (770) 753-1477	06/2015

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: [email protected] or [email protected]

Contact: Tina Mathews, VP of Marketing or Rick (770) 753-1477

2
Bullseye Interactive Group • 410 McKenzie Trail, Alpharetta, GA 30004 • (770) 753-1477	06/2015

Click for PDF

Form Information

Fact Name	Description
Parties Involved	The agreement is between Bullseye Interactive Group (the Company) and the Agent who purchases leads.
Lead Definition	An annuity lead is defined as an individual requesting information about annuities or retirement planning.
Lead Cost	The cost for each lead is specified in the agreement and can change with prior notification to the Agent.
Compliance Requirement	The Agent must comply with all local, state, and federal laws regarding the use of purchased leads.
Governing Law	This agreement is governed by the laws of the state of Georgia.

Detailed Guide for Filling Out Lead Generation Agreement

Completing the Lead Generation Agreement form is a crucial step in establishing a working relationship between the Company and the Agent. This process involves providing specific information that will facilitate the lead generation and purchasing agreement. Follow these steps carefully to ensure the form is filled out correctly.

Write the date of the agreement in the designated space, using the format: day, month, year.
In the first blank line, enter the name of the Agent who will be purchasing the leads.
Fill in the cost of each lead in the space provided, ensuring it reflects the agreed amount.
Provide the Agent's name in the appropriate section, ensuring correct spelling and title.
Complete the Agent's address, including street, city, state, and zip code.
Sign the form in the designated area for the Agent's signature.
Enter the Agent's email address to facilitate communication regarding lead notifications.
Indicate the date of signing in the provided space.
In the section for the Company's name, write the full name of the Company.
Fill out the Company's address, including street, city, state, and zip code.
Obtain the Company representative's signature in the designated area.
Enter the title of the Company representative signing the agreement.
Ensure the date of the Company's signature is filled out correctly.

Obtain Answers on Lead Generation Agreement

What is a Lead Generation Agreement?
A Lead Generation Agreement is a contract between a company that generates leads (in this case, Bullseye Interactive Group) and an agent who wishes to purchase those leads. The agreement outlines the terms under which the leads will be developed, sold, and used. It includes details about costs, compliance, and expectations for both parties.
How are leads developed and what qualifies as an annuity lead?
The company utilizes online lead generation and database programs to develop leads. An annuity lead is specifically defined as:
- A lead that contains information about an individual requesting information on annuities or related savings and investment products.
- A lead that involves inquiries regarding income or retirement planning services.
This ensures that the leads provided are relevant and targeted to the agent's needs.
What are the payment terms for leads?
The agent agrees to pay a specific amount for each lead, which is outlined in the agreement. Initially, the agent must pay for a minimum of five leads in advance. After that, the company will bill the agent’s credit card for subsequent orders. If the company changes the lead cost, the agent will be notified via email and has the option to withdraw from the program within 48 hours if they do not agree to the new terms.
What responsibilities does the agent have regarding compliance?
The agent is responsible for adhering to all applicable laws and regulations related to data privacy and the handling of personal information. This includes ensuring that they comply with local, state, and federal regulations. The agreement emphasizes that the company does not provide legal advice, and it is the agent's duty to manage compliance effectively.
Can the agent suspend lead flow, and what are the conditions?
Yes, the agent can suspend lead flow after meeting the minimum lead requirement. A 48-hour notification must be given to the company before suspending the flow of leads. Any leads sent before the notification period ends will still need to be paid for. The agreement also mentions that if the company fails to provide a minimum number of leads within a specified timeframe, the agent has the right to terminate the agreement with proper notification.

Common mistakes

Filling out the Lead Generation Agreement form correctly is crucial for both the Company and the Agent. However, many individuals make common mistakes that can lead to complications. One frequent error is leaving the date section blank. This omission can create confusion regarding the effective date of the agreement and may lead to disputes later on.

Another common mistake involves failing to specify the Agent's name in the designated blank. Without a clear identification of the Agent, the agreement lacks validity. Similarly, neglecting to fill in the lead cost can result in misunderstandings about payment expectations. Both parties need clarity on financial obligations to avoid disputes.

Agents often overlook the importance of providing accurate contact information. An incorrect email address or phone number can hinder communication about lead notifications and updates. This oversight can lead to missed opportunities and potential losses. Additionally, failing to acknowledge the minimum lead purchase requirement can lead to non-compliance with the agreement's terms.

Another mistake is not reading the compliance section thoroughly. Agents must understand their legal responsibilities regarding data privacy and handling personal information. Ignoring this can result in serious legal repercussions. Furthermore, agents sometimes forget to specify the maximum number of leads they desire on a weekly or monthly basis, which can affect their lead flow.

Agents should also pay attention to the section regarding lead suspension. Failing to notify the Company within the required timeframe can lead to unexpected charges. Similarly, not understanding the refund policy can result in frustration if the Agent wishes to terminate the agreement prematurely.

Finally, neglecting to sign and date the form can invalidate the agreement. Both parties must provide their signatures to confirm their acceptance of the terms. It is essential to double-check that all sections are filled out completely and accurately to avoid any issues down the line.

Documents used along the form

When engaging in a Lead Generation Agreement, several other forms and documents are often necessary to ensure clarity and compliance throughout the process. Below is a list of commonly used documents that accompany the Lead Generation Agreement.

Lead Request Form: This form allows the Agent to specify the number of leads desired and the geographical areas from which leads should be generated. It serves as a crucial tool for both parties to align expectations.
Payment Authorization Form: This document authorizes the Company to charge the Agent’s credit card for lead purchases. It ensures that payment terms are clearly defined and agreed upon.
Lead Validation Report: This report outlines the criteria used to validate leads before they are sent to the Agent. It provides transparency regarding the quality of leads and the validation process.
Compliance Acknowledgment Form: The Agent acknowledges understanding and compliance with applicable laws and regulations regarding data privacy and lead handling. This form helps protect both parties from legal issues.
Lead Suspension Policy: This document details the conditions under which lead flow can be suspended, including the notice period required. It helps manage expectations regarding lead availability.
Termination Notice: In the event either party wishes to terminate the agreement, this form provides a structured way to communicate the intent to end the relationship, ensuring proper documentation.
Credit Balance Refund Request: If the Agent has a credit balance for leads not provided, this form is used to formally request a refund. It ensures that financial transactions are documented and processed correctly.
Marketing Materials Agreement: If any marketing materials are shared between the Company and the Agent, this agreement outlines the usage rights and responsibilities regarding those materials.
Indemnity Agreement: This document outlines the responsibilities of the Agent to indemnify the Company against any claims arising from the Agent's use of the leads. It provides an additional layer of legal protection for the Company.

Each of these documents plays a vital role in the overall process of lead generation and management. They help ensure that both the Company and the Agent are on the same page, minimizing misunderstandings and protecting both parties’ interests.

Similar forms

Sales Agreement: Similar to a Lead Generation Agreement, a Sales Agreement outlines the terms under which one party sells goods or services to another. Both documents establish the expectations and obligations of each party, including payment terms and delivery schedules.
Service Agreement: A Service Agreement details the terms under which services are provided. Like the Lead Generation Agreement, it specifies the obligations of both parties, including payment, compliance with laws, and the scope of services offered.
Partnership Agreement: This type of agreement defines the relationship between business partners. It shares similarities with the Lead Generation Agreement in that it outlines roles, responsibilities, and the distribution of profits or losses.
Confidentiality Agreement: Also known as a Non-Disclosure Agreement (NDA), this document protects sensitive information shared between parties. Both agreements emphasize the importance of compliance and safeguarding personal or proprietary information.
Independent Contractor Agreement: This agreement governs the relationship between a company and a contractor. It parallels the Lead Generation Agreement by specifying the services to be provided, payment terms, and the responsibilities of each party.
Terms of Service: Commonly used by online platforms, Terms of Service outline the rules and guidelines for using a service. Similar to the Lead Generation Agreement, they establish user obligations and the company's rights regarding service delivery.
Purchase Order: A Purchase Order is a document issued by a buyer to a seller. It details the type and quantity of goods or services ordered, akin to the Lead Generation Agreement, which specifies the quantity and cost of leads being purchased.
Distribution Agreement: This agreement outlines the terms under which a distributor sells a company's products. It shares characteristics with the Lead Generation Agreement, particularly in defining the roles and responsibilities of the distributor and the supplier.
Franchise Agreement: A Franchise Agreement establishes the terms of a franchise relationship. Similar to the Lead Generation Agreement, it includes provisions about compliance with regulations, payment structures, and operational guidelines.

Dos and Don'ts

When filling out the Lead Generation Agreement form, it is important to follow certain guidelines to ensure accuracy and compliance. Here are seven things you should and shouldn’t do:

Do provide accurate contact information. This includes your name, address, and email.
Don’t leave any required fields blank. Incomplete forms may delay processing.
Do read the terms carefully before signing. Understanding your obligations is crucial.
Don’t ignore the payment details. Make sure to fill in the cost for each lead accurately.
Do notify the Company of any changes in your email or contact details promptly.
Don’t forget to sign and date the agreement. An unsigned form is not valid.
Do keep a copy of the completed form for your records. This can help resolve any future issues.

Misconceptions

Understanding the Lead Generation Agreement form is crucial for agents looking to purchase leads. However, several misconceptions often arise regarding this document. Here are six common misunderstandings:

Misconception 1: Agents believe they have exclusive rights to leads.

This is not true. The Company sells each lead to only one agent, but it does not guarantee exclusivity in a specific market or territory.

Misconception 2: Agents think they will receive a guaranteed number of leads.

The Company makes no promises about the number of leads or the time frame in which they will be delivered. Agents can request a maximum number, but fulfillment is not guaranteed.

Misconception 3: Agents assume they can cancel their lead order at any time without notice.

While agents can cancel their participation, they must provide a 48-hour notice. Any leads sent before this period ends will still need to be paid for.

Misconception 4: Agents think they will automatically receive credits for invalid leads.

Credits are only issued for leads deemed invalid due to incorrect contact information or if the lead is an insurance agent. Replacement leads will be provided in such cases.

Misconception 5: Agents believe they are not responsible for compliance with laws.

In fact, agents are fully responsible for complying with all relevant laws and regulations regarding data privacy and handling personal information.

Misconception 6: Agents think they can ignore changes in lead costs.

Agents must be aware that if they do not withdraw from the lead program within 48 hours of a cost change notification, they will be obligated to pay the new rate.

It is essential for agents to fully understand these aspects of the Lead Generation Agreement to make informed decisions and avoid potential pitfalls.

Key takeaways

Filling out and utilizing the Lead Generation Agreement form involves several important considerations. Here are key takeaways to keep in mind:

Understand the Agreement: This document outlines the relationship between the Company and the Agent regarding the purchase of annuity leads.
Lead Definition: An annuity lead specifically relates to individuals seeking information about annuities or retirement planning.
Lead Costs: The Agent must pay a specified amount for each lead, which can change with prior notification from the Company.
Compliance Obligations: The Agent is responsible for adhering to all relevant laws, particularly those concerning data privacy and communications.
Notification of Leads: Leads will be emailed to the Agent after validation, emphasizing the importance of contacting them within 24 hours.
Payment Structure: The Agent must pay in advance for leads, with an initial order of at least 30 leads required.
Territorial Acceptance: The Agent agrees to accept leads within their selected Designated Market Area, with no guarantees of exclusivity.
Termination Rights: The Agent can cancel the agreement with a 48-hour notice, but must still pay for leads received before that notice period ends.