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