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# Contract with ConnectInsure Agency for Markellm
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**Contract Date:** February 28, 2025
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**Contract Number:** MK-2025-0056
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---
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## Terms
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1. **Parties Involved**: This contract is entered into between Insurellm, Inc. ("Provider") and ConnectInsure Agency ("Client").
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2. **Service Commencement**: Services will commence on March 1, 2025.
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3. **Contract Duration**: This Agreement shall remain in effect for 18 months from the commencement date, ending August 31, 2026.
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4. **Fee Structure**: ConnectInsure Agency agrees to a hybrid pricing model:
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- Basic Listing Fee: $199/month for featured placement on the Markellm platform
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- Performance-Based Pricing: $25 per qualified lead generated through Markellm
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- Premium Analytics Package (optional): $99/month for enhanced data insights and reporting
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5. **Lead Volume Expectations**: Based on ConnectInsure's profile, Markellm projects 80-120 qualified leads per month, resulting in estimated monthly costs of $2,199-$3,199.
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6. **Payment Terms**:
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- Monthly listing fee due on the 1st of each month
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- Performance-based fees invoiced monthly on the 5th for prior month activity
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- Payment due within 15 days of invoice via ACH or credit card
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7. **Lead Quality Standards**: Qualified leads meet the following criteria:
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- Valid contact information (verified phone and email)
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- Active insurance shopping intent (quote request within 7 days)
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- Geographic coverage within ConnectInsure's operating territories
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- Products matching ConnectInsure's offerings
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8. **Dispute Resolution**: Lead quality disputes must be submitted within 5 business days with documentation. Insurellm will credit for validated low-quality leads.
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## Renewal
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1. **Automatic Renewal**: This agreement automatically renews for successive 6-month terms unless either party provides written notice of non-renewal at least 30 days before expiration.
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2. **Fee Adjustments**: Listing fees and performance fees may be adjusted annually with 60 days' written notice. Historical average: 5-8% annual adjustment.
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## Features
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1. **AI-Powered Matching**: ConnectInsure Agency will benefit from Markellm's sophisticated matching:
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- Consumer needs analysis with ML algorithms
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- Product-to-need matching across auto, home, life, health insurance
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- Geographic and specialty matching
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- Price range and coverage preference alignment
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- Consumer demographic matching to ConnectInsure's sweet spot
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2. **Featured Listing**: Premium marketplace placement including:
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- Enhanced agency profile with logo, photos, testimonials
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- Badges for specializations (e.g., "High-Risk Auto Specialist", "Multi-Policy Expert")
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- Priority positioning in search results
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- Featured placement in relevant consumer matches
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- Up to 10 agent profiles within agency listing
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3. **Real-Time Quote Integration**: Technology enabling:
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- API integration with ConnectInsure's quoting systems
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- Real-time rate display to consumers
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- Competitive positioning insights
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- Quote abandonment recovery campaigns
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4. **Lead Management Portal**: Comprehensive tools for:
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- Real-time lead notifications (SMS, email, push)
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- Lead routing to specific agents based on specialty
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- Follow-up task management and CRM integration
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- Lead status tracking (contacted, quoted, sold, declined)
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- Performance analytics by agent and product line
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5. **Data Insights**: Analytics dashboard providing:
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- Lead volume trends and forecasting
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- Conversion rate analysis
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- Cost per acquisition metrics
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- Competitive benchmarking (anonymized)
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- Consumer behavior insights
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- Product mix recommendations
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6. **Consumer Reviews**: Reputation management:
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- Consumer rating and review collection
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- Response management for reviews
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- Review showcase on agency profile
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- Negative review mediation support
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7. **Marketing Support**: Platform-provided marketing:
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- Co-branded marketing materials
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- Email drip campaigns to warm leads
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- Social media content suggestions
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- Seasonal campaign participation
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- Referral program integration
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## Support
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1. **Technical Support**: ConnectInsure Agency will receive:
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- Email and phone support Monday-Friday 8 AM - 6 PM EST
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- Response time: 24 hours for standard inquiries
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- Online help center and FAQ
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- Video tutorials for platform features
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2. **Onboarding**: Implementation includes:
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- 2-week onboarding process
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- Platform training for up to 5 agency staff (3 hours total)
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- Profile optimization consultation
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- Quote integration setup (if applicable)
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- CRM integration assistance
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3. **Account Management**:
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- Named account manager with monthly check-ins
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- Quarterly performance reviews
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- Lead quality monitoring and optimization
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- Competitive positioning recommendations
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- Best practices sharing from top-performing agencies
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4. **Platform Updates**:
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- Regular feature enhancements
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- Mobile app updates
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- Consumer experience improvements
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- New product line additions
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- Advance notice of major changes (minimum 14 days)
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5. **Marketing Assistance**:
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- Quarterly marketing strategy consultations
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- Campaign performance analysis
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- Consumer trend reports
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- Co-marketing opportunity identification
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---
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**Signatures:**
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**Insurellm, Inc.**
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Michael Torres, Chief Revenue Officer
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Date: February 28, 2025
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**ConnectInsure Agency**
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Brian Foster, Agency Principal
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Date: February 28, 2025
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---
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This contract enables ConnectInsure Agency to leverage Markellm's AI-powered marketplace to connect with qualified insurance shoppers and grow their business through data-driven lead generation.
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