Lead Generation Agreement – Fill Out and Use This PDF

Updated: Nov 1, 2026

A Lead Generation Agreement form is a crucial document that outlines the relationship and expectations between a company generating leads, in this case, Bullseye Interactive Group, and an agent purchasing these leads. This agreement covers various aspects such as the development, cost, notification, payment, compliance, and the rules surrounding the handling and use of the leads. It sets clear guidelines on how leads are to be generated, sold, and managed, ensuring both parties are aligned on their roles, responsibilities, and the conditions under which the leads are distributed and used. For individuals or entities looking to establish a clear framework for lead generation and purchase, filling out this form is a significant first step. To begin, click the button below.

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Lead Generation Agreement PDF Details

In the realm of professional collaborations where the generation and acquisition of leads constitute a pivotal aspect of business operations, the Lead Generation Agreement form emerges as a critical document. This form serves as a binding agreement between Bullseye Interactive Group, herein referred to as the Company, which commits to developing annuity leads through its sophisticated online lead generation and database programs, and an agent, whose role involves purchasing these leads for further business use. Embodied within the agreement are terms that detail the process of lead development, the definition and cost of an annuity lead, and the protocols for notification and payment for the leads procured. Additionally, it addresses compliance with laws and regulations, sets forth expectations regarding the results of the lead program, and outlines procedures for lead payment and crediting. The document does not assure market exclusivity or a guaranteed volume of leads but establishes the framework within which leads will be provided within selected market areas. It also includes provisions for the suspension or cancellation of lead flow, a hold harmless clause that delineates the responsibilities of the agent regarding compliance and the handling of personal information, and it specifies the governing laws in case of disputes. This comprehensive agreement encapsulates the responsibilities, expectations, and limitations of the professional relationship between the Company and the agent, ensuring clarity, compliance, and coordination in their endeavor to leverage lead generation for mutual business growth.

Question	Answer
Form Name	Lead Generation Agreement
Form Length	8 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	2 min
Other names	lead generation agreement, lead agreement sample, lead generation agreement sample, lead generation agreement template

How to Fill Out Lead Generation Agreement

Lead Generation Agreement at a glance

What it is: Lead Generation Agreement: Bullseye Interactive Group (Company) desires to develop annuity leads (Leads) and to sell the leads to the Agent, and the Agent desires to purchase the leads from the Company.

Who signs: The Agent and the Company each sign.

A filled-in Lead Generation Agreement example: an agent fills out page one

Lead Generation Agreement example filled out, example: an agent fills out page one — Sam Sample, an insurance agent, fills out the Lead Generation Agreement. The agreement is dated March 4, 2026, and the cost for each lead is 25. The picture shows page one only, and every value in it is made up. Invoice or Credit Card is on page 8, so it is not in the picture.

How to fill out Lead Generation Agreement, box by box

The Agent and the date of this agreement

Write the Agent on the line after "sell the leads to", then fill in "The date of this agreement is the _______ day of _____________ 20 ______."

Cost for each lead

Enter the cost for each lead after "$" in "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.

Agent and Company Signature

The Agent and the Company each fill in Name, Address and City, State, Zip. The Agent fills in Agent Email and the Company fills in Title. Each fills in Date.

The Agent signs on Agent Signature and the Company signs on Company Signature.

Invoice or Credit Card

Under Payment Information, for an invoice, mark an X after Invoice, then fill in Name, Company, Title, Address, City, State, Zip Code, Phone and Email. (Leads are sent once payment is cleared, most clients pay by Credit Card, faster process in getting leads) For a credit card, circle Visa/MC/AMEX/Discover and fill in 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 and Date.

More rules for Lead Generation Agreement

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.

The Agent agrees to pay the Company for leads provided to the Agent from the Company per this agreement.

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.

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.

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.

Write the minimum number of leads in "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."

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.

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.

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.

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).

The 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.

It cannot be guaranteed that all the leads generated 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.

Under Lead Flow Caps, write the Weekly Cap and the 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.

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.

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.

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 importance of contacting this lead within 24 hours cannot be stressed.

Common questions about Lead Generation Agreement

Where do I file it?

Please return forms to one of the following. Email: Tina@bullseyemsg.com or Rick@bullseyemsg.com Contact: Tina Mathews, VP of Marketing or Rick (770) 753-1477

Sources

[1] Lead Generation Agreement (06/2015), Bullseye Interactive Group (the Official source link on this page).