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Blank Lead Generation Agreement PDF Form

The Lead Generation Agreement is a contract that outlines the terms between a company and an agent for the purchase of annuity leads. This form establishes the responsibilities of both parties, including lead development, costs, and compliance with regulations. Ready to get started? Fill out the form by clicking the button below.

Article Guide

The Lead Generation Agreement form is a crucial document for agents looking to purchase annuity leads from Bullseye Interactive Group. This agreement outlines the responsibilities and expectations of both the company and the agent. It begins with a clear statement of intent, indicating that the company will develop leads through its online programs, while the agent agrees to buy these leads. Key components of the form include the definition of an annuity lead, which consists of individuals seeking information about annuities or retirement planning. Cost and payment terms are also specified, with agents required to pay for leads in advance and given the option to accept changes in lead pricing. Compliance with applicable laws is mandatory, ensuring that agents handle personal information responsibly. The agreement emphasizes the importance of timely lead follow-up and outlines the conditions under which leads may be credited or refunded. Additionally, it addresses market exclusivity and lead flow, allowing agents to set limits on their lead orders. Finally, the form includes a hold harmless clause, protecting the company from any claims arising from the agent's actions. This comprehensive structure helps both parties understand their obligations and fosters a transparent working relationship.

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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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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

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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

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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

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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

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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.

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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

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

➤ PDF File

Form Specifications

Fact Name	Details
Purpose	The Lead Generation Agreement outlines the terms under which Bullseye Interactive Group sells annuity leads to agents.
Lead Definition	An annuity lead is defined as a request for information about annuities or retirement planning services.
Lead Cost	The cost for each lead is specified in the agreement and can be changed with notification to the agent.
Compliance Requirement	Agents must comply with all applicable laws regarding data privacy and the use of personal information.
Notification of Leads	Agents receive immediate email notifications after leads are validated and qualified by the Company.
Refund Policy	If leads are invalid, agents receive replacement leads. Refunds are available for credit balances under certain conditions.
Governing Law	This agreement is governed by the laws of the state of Georgia.

Lead Generation Agreement: Usage Guidelines

Completing the Lead Generation Agreement form requires careful attention to detail. Each section must be filled out accurately to ensure that both parties are clear on the terms of the agreement. Follow the steps below to fill out the form correctly.

Begin by entering the date at the top of the form. Write the day, month, and year in the designated spaces.
In the first blank line, write the name of the Agent who will be purchasing leads from the Company.
Fill in the Agent's address, including street, city, state, and zip code in the appropriate sections.
In the Company Name section, write "Bullseye Interactive Group".
Fill in the Company Address, including street, city, state, and zip code.
Both the Agent and Company representatives must sign the form. The Agent should sign and date in the designated area.
Enter the Agent's email address in the appropriate field.
Specify the title of the Agent in the provided section.
In the "Lead Cost and Notification" section, write the cost per lead in the blank provided.
Indicate the minimum number of leads the Agent agrees to purchase each month in the relevant section.
Review the entire form for accuracy and completeness before submitting it.

After completing these steps, the form is ready for submission. Ensure that all provided information is correct and that both parties have signed where required. This will finalize the agreement and facilitate the lead generation process.

Your Questions, Answered

What is a Lead Generation Agreement?

A Lead Generation Agreement is a contract between a lead generation company and an agent who wishes to purchase leads. It outlines the terms of lead development, payment, compliance, and other essential aspects of the relationship between the two parties.

What are annuity leads?

Annuity leads refer to individuals who are seeking information specifically about annuities or related financial products. These leads may also include those interested in income or retirement planning services. The Company aims to provide leads that meet these criteria.

How much does each lead cost?

The cost per lead is specified in the agreement and can vary. The Company reserves the right to change this cost, but must notify the Agent via email. If the Agent does not withdraw from the program within 48 hours of notification, they accept the new price.

What are the payment terms for leads?

The Agent must pay for a minimum of five leads in advance, along with an initial order of 20 leads. After the initial order, the Agent can continue to order leads based on demand. Payment can be made via invoice or credit card.

What happens if a lead is invalid?

If a lead is found to be invalid due to incorrect contact information or if it belongs to a financial professional, the Company will provide a replacement lead. The Agent is entitled to a credit for any invalid leads.

Can the Agent stop or suspend lead flow?

Yes, the Agent can stop or suspend lead flow after meeting the minimum lead requirement. They must provide a 48-hour notice to the Company. Any leads sent before this notification period ends must still be paid for by the Agent.

What are the compliance responsibilities of the Agent?

The Agent is responsible for complying with all applicable laws and regulations regarding data privacy and the handling of personal information. The Company does not provide legal advice, and it is the Agent's duty to ensure they adhere to relevant laws.

Is there any exclusivity in the territory for the Agent?

The Company does not guarantee any territorial exclusivity for the Agent. The Agent agrees to accept leads within the designated market area they select on the Lead Request Form.

What happens if a dispute arises?

Any disputes arising from the agreement will be governed by the laws of Georgia. The maximum damages available to the Agent will be limited to the amount paid for the specific lead(s) in question.

Common mistakes

Leaving fields blank: Failing to fill in required fields can lead to delays or rejection of the agreement.
Incorrect pricing: Entering the wrong lead cost can cause confusion and financial discrepancies later on.
Not specifying the number of leads: Forgetting to indicate how many leads are needed may result in unexpected charges.
Using an invalid email address: Providing an incorrect email can prevent important notifications from reaching you.
Ignoring compliance requirements: Overlooking local, state, or federal laws can lead to serious legal issues.
Not reviewing the lead suspension policy: Failing to understand this policy may lead to unexpected obligations regarding lead acceptance.
Missing the 48-hour notification window: Not adhering to this timeline could result in automatic acceptance of new lead costs.
Neglecting to sign: Omitting your signature can invalidate the agreement, making it unenforceable.
Forgetting to date the agreement: Not including the date can create ambiguity about when the agreement takes effect.

Documents used along the form

When working with a Lead Generation Agreement, there are several other forms and documents that may be needed to ensure a smooth process. Each of these documents serves a specific purpose and helps clarify the relationship between the parties involved. Here’s a list of commonly used forms that complement the Lead Generation Agreement.

Lead Request Form: This form allows the Agent to specify the number of leads they wish to purchase and the geographic area from which these leads should be sourced.
Payment Authorization Form: This document authorizes the Company to charge the Agent’s credit card for lead purchases, ensuring a smooth payment process.
Lead Validation Checklist: This checklist outlines the criteria that leads must meet to be considered valid. It helps both parties understand what constitutes a quality lead.
Compliance Agreement: This form confirms that the Agent agrees to comply with all applicable laws and regulations regarding the use of leads, particularly concerning data privacy.
Lead Suspension Policy: This document details the conditions under which lead flow can be suspended, including the necessary notification process and any implications for billing.
Refund Policy: This policy outlines the circumstances under which the Agent may receive refunds for invalid leads or for leads that were not provided as agreed.
Indemnification Agreement: This agreement protects the Company from any legal claims arising from the Agent’s use of the leads, affirming the Agent's responsibility for compliance.
Market Exclusivity Agreement: This document specifies any exclusivity arrangements between the Company and the Agent regarding lead distribution in designated areas.
Termination Notice: A formal notice that the Agent can use to terminate the Lead Generation Agreement, ensuring both parties are aware of the end of the relationship.
Lead Tracking Spreadsheet: This tool helps the Agent monitor the performance of the leads purchased, including follow-up actions and outcomes.

These forms and documents collectively support the Lead Generation Agreement by providing clarity, ensuring compliance, and facilitating smooth transactions between the Company and the Agent. Having these documents in place can help prevent misunderstandings and streamline the lead generation process.

Similar forms

Service Agreement: Similar to the Lead Generation Agreement, a service agreement outlines the terms and conditions under which one party provides services to another. It typically includes details about payment, scope of work, and timelines.
Sales Agreement: This document governs the sale of goods or services between a buyer and a seller. Like the Lead Generation Agreement, it specifies the terms of payment and delivery, ensuring both parties understand their obligations.
Partnership Agreement: A partnership agreement details the responsibilities and contributions of each partner in a business venture. It shares similarities with the Lead Generation Agreement in that both require clear expectations and compliance with relevant laws.
Non-Disclosure Agreement (NDA): An NDA protects confidential information shared between parties. While the Lead Generation Agreement focuses on lead generation, both documents emphasize the importance of confidentiality and compliance.
Consulting Agreement: This type of agreement outlines the relationship between a consultant and a client. It is similar in nature to the Lead Generation Agreement, as both define services provided and expectations for payment and performance.
Independent Contractor Agreement: This document establishes the terms under which an independent contractor works for a client. It parallels the Lead Generation Agreement by defining the roles, responsibilities, and payment structures for both parties involved.

Dos and Don'ts

When filling out the Lead Generation Agreement form, it is crucial to follow specific guidelines to ensure accuracy and compliance. Here are six important do's and don'ts:

Do read the entire agreement carefully before filling it out. Understanding the terms is essential.
Do provide accurate and complete information in all required fields. Incomplete forms may delay processing.
Do double-check the email address you provide. This is how the Company will communicate important updates.
Don't leave any sections blank unless specified. Each part of the form is important for clarity.
Don't rush through the process. Take your time to ensure that everything is filled out correctly.
Don't forget to sign and date the agreement. An unsigned form may not be considered valid.

Misconceptions

Understanding the Lead Generation Agreement form is crucial for agents who wish to purchase leads. However, several misconceptions can lead to confusion. Here are ten common misconceptions and their clarifications:

Misconception 1: The Company guarantees exclusive leads for each Agent.

In reality, while a lead is sold to only one Agent, there is no guarantee that the individual has not interacted with other lead providers.

Misconception 2: Agents will always receive a specific number of leads each month.

The Company does not guarantee a set number of leads. The quantity may vary based on demand and availability.

Misconception 3: Agents can ignore changes in lead costs.

Agents must be aware that if they do not withdraw from the program within 48 hours of a cost change notification, they accept the new price.

Misconception 4: All leads provided are guaranteed to be valid.

Leads are subject to validation, and the Company only credits Agents for leads deemed invalid due to specific criteria.

Misconception 5: Agents can cancel their participation at any time without notice.

While Agents can cancel, they must provide a 48-hour notice to the Company.

Misconception 6: The Company provides business or legal advice.

The Company explicitly states it does not offer any business or legal guidance. Agents are responsible for their own compliance with regulations.

Misconception 7: Agents can store personal information without restrictions.

Agents are responsible for the safe handling and storage of personal information, adhering to all relevant laws.

Misconception 8: Agents can freely change their lead request parameters at any time.

Changes to lead requests must be communicated and may be subject to the Company’s policies.

Misconception 9: The Company will refund any unused credits at any time.

Refunds are not available if the Agent suspends lead flow; conditions apply for credit refunds upon termination of the agreement.

Misconception 10: The Lead Generation Agreement is not legally binding.

This agreement is legally binding and is governed by the laws of the state of Georgia, making it essential for Agents to understand their obligations.

Key takeaways

When filling out and using the Lead Generation Agreement form, it’s important to keep several key points in mind. Here’s a list of essential takeaways to ensure a smooth process:

Understand the Agreement: This form outlines the relationship between the Company and the Agent regarding the purchase of leads.
Lead Definition: An annuity lead specifically pertains to individuals seeking information about annuities or retirement planning.
Cost Awareness: Be aware of the cost per lead, which will be specified in the agreement. The Company can change this cost with prior notification.
Notification Period: If the lead cost changes, the Agent has 48 hours to withdraw from the program if they do not agree with the new pricing.
Lead Acceptance: The Agent must accept all leads provided unless there is a valid reason as per the Company’s lead suspension policy.
Payment Terms: The Agent agrees to pay for leads in advance, starting with a minimum initial order.
Credit for Invalid Leads: If a lead is found to be invalid, the Agent will receive a replacement lead instead of a refund.
Minimum Purchase Requirement: The Agent must purchase a minimum of 20 leads per month to remain active in the program.
Compliance Responsibility: The Agent is responsible for adhering to all relevant laws and regulations regarding data privacy and handling personal information.
Termination Notice: The Agent can cancel their participation in the program with a 48-hour notice.

By keeping these points in mind, Agents can navigate the Lead Generation Agreement effectively, ensuring compliance and understanding of their responsibilities and rights.