Agent Introductory Service, Agency Search and Agents Seeking Principals Services

Procedures, Terms & Conditions

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PLEASE READ CAREFULLY. YOUR CONFIRMATION OF ORDER IMPLIES ACCEPTANCE OF THESE TERMS.

 

These terms apply to all AgentBase services that present candidates for agency opportunities to principals whereby payment is only made upon introduction of qualified or selected candidates.

 

Agent Introduction Service

 

  1. We will endevour to introduct sales agents that are both relevant and interested. Relevant means that they are calling into (or are prepared to call into) the right customers / markets as specified by you, AND the right geographical areas as specified by you; Interested means that they will have made a specific detailed application in connection with your agency opportunity. (They will have been presented with detailed information specifically about your agency opportunity.) Such agents shall be deemed as qualified.
  2. Markets are according to AgentBase's standard market categories as can be found on this website and in the online AIS application form. This information can also be provided upon request.
  3. Areas are according to AgentBase's standard areas as can be found on this website and in the online AIS application form. This information can also be provided upon request.
  4. If you wish to proceed we will invoice you for the total project cost.
  5. Once the order is confirmed and payment received we will put together the communications.
  6. In order to get sales agents interested in your agency opportunity, we will need to tell them about it. We need the basic facts about your business, your products / services, and the details of the agency opportunity (i.e. what’s in it for the sales agent? Such as the commission rate, territorial arrangement, promotional support, etc.) You will give us this information in the form we provide.
  7. We send the emailer / advert to you for approval / amendment. If you fail to approve the emailer / advert within 7 days for any reason, we will proof and approve internally and proceed, in which case no responsibility can be accepted for inaccuracies or errors.
  8. Once the communications have been approved, we will commence the campaign and you will be obligated to accept all qualified introductions up to the contract value.
  9. We promote your agency opportunity to our members, and provide introductions to you. We use some or all of the promotional tools at our disposal:
    a.     targeted emailshots to agents in the right markets and areas;
    b.     advertisements on our website;
    c.     advertisements in our members’ magazine;
    d.     headhunting our members.
  10. In all cases, agents will be provided with detailed information about you and your agency opportunity, and will only be forwarded to you if they fit your requirements, express positive interest, and go through our formal application and screening processes.
  11. Where possible, and subject to section 7 above, you will have seen and approved the information that we provide to our members, so you can be confident that we are representing you and your agency opportunity accurately and fairly.
  12. We will pass on qualified profiles to you one at a time or in batches.
  13. We are acutely aware (as you should be) of the importance of responding immediately to a sales agent’s enquiry. So we will get the agents’ profiles through to you as soon as possible.
  14. An agent's profile will consist of name, email, phone number, postal address, what markets / customers they sell to, what geographical area they cover, and whether they are a new or established sales agent. We will aim to provide as full details of all applicants as possible although we cannot guarantee that any other fields will be completed by applicants or that they will provide detailed or optional information.
  15. We may not be able to filter applicants to give an even spread across multiple markets of areas. It is therefore possible that you will receive more than one application for any given market / area. If we receive sufficient applications in a short time frame, we will attempt to select an even spread across the chosen markets / areas.
  16. If we receive more qualified applications than has been contracted, we will offer you the opportunity to purchase introductions at a negotiated rate. There will be no obligation on either party to conclude such a deal.
  17. If we fall short of the quantity of agents you have paid for, we will refund (or reallocate funds at your request) so that you have only paid for what you have received. Eg: if you pay for 10 agents, and we provide 6, then you will only pay for 6 at the rates that prevailed at the time of booking.
  18. There is a standard time limit on the campaign of 6 months. i.e. the campaign will close no later than 6m from the date of the transmission of the first promotional communications (emailer & web/mag advert). At that point you may claim a refund or reallocation of any account balance. This period may be varied by mutual agreement if required and sensible.
  19. If you cancel the campaign for any reason after instructions have been confirmed there will be no refund of any deposit or balance of account, and we are under no obligation to reallocate any balance of account at that point..
  20. Where an order has been confirmed and/or payment made, no cancellations will be accepted, no refunds will be given, and any unpaid amounts will be immediately due.
  21. We may not be able to identify your company or brands. We cannot publish or present any information or images that could lead an agent directly to you. We reserve ultimate control over the content of all communications with our members. If it is vitally important that your company name, logo, brands, etc. are seen by prospective agents, then we suggest you consider doing your own advertising campaign in our magazine and/or website. Please ask, or visit this page for further details.

 

Agency Search/Agents Seeking Principals

 

The process
Agents let us know through various procedures that they are looking for new or additional opportunities. They are invited to submit information explaining what they have to offer and what they seek for themselves (a profile). A selection of these profiles (with contact details removed) is emailed to principals within our database. They are also available on our website. Where principals wish to contact any of these agents, they advise us which ones, and after payment of the relevant fee, receive the full profile (i.e. including the contact details) by email. Simultaneously details of the principal concerned are emailed to the agent, so that when he is contacted he will have some information on who is calling him and why, will have had an opportunity to visit the website, etc. There is a fee for this service. Any additional service required from us (additional questions put to the agent, further screening etc) will attract additional fees.

Applicant information
The information within the profile(s) of the sales agent(s) to which you refer has been provided by the agent(s). There is no further information available (except contact details) as part of this programme. Under normal circumstances (i.e. unless we have agreed to provide a 'verified match' in order to verify an agent's interest in your opportunity prior to an introduction being made) he or she has not expressed an interest in your organisation or in your opportunity, although you have expressed an interest in the agent.

 

After the introduction or appointment
Each agent introduced to you is at liberty to decline your approach at any stage thereafter. If that happens, it is a matter for you and the agent concerned. The reasons given by the agent are his or her responsibility. If the agent can be shown to have submitted incorrect or misleading information then we will refund or replace. AgentBase is not to be held responsible for any loss or damages that result from a declination of offer or for provision of inaccurate information.

Non-Verified Match Introductions

The information within the profiles of any sales agents introduced by this service has been provided by the agent. We have taken and are passing on this information in good faith. The agent will have accepted our terms for supplying his/her information to you. If the information contained within any agent’s particulars is inaccurate, untrue or out of date, this is not the responsibility of AgentBase. There is no charge or reward to the agent for taking part in this service. The agent has not expressed an interest in your organisation or in your opportunity at this stage. The agent is at liberty to decline your approach. If that happens, it is a matter for you and the agent concerned. The reasons given by the agent are his/her responsibility. Our guarantee on this service is that the agent has given us permission to promote his requirements and availability and pass on his details to interested parties, and that the information that we pass to you shall match exactly that provided to us. We will not have checked its validity. Prepayment in full is required.

Verified Match Introductions

You will only be charged where the agent(s) identified by you and as detailed in the Booking Confirmation confirm that they are interested in your agency opportunity. We will provide them with basic details of your company, your product or service, and the deal on offer, and we will verify their interest and willingness to make contact with you. We will NOT introduce them to you unless they have positively expressed an interest and authorised us to make the introduction. Where a verified match is made, you will receive the full profile and contact details of the agent(s). We will also inform the agent that the introduction is being made, and let them have your contact details. Thereafter it is up to you and the agent(s) to make contact with each other and take matters forward. We offer no warranty after the point of introduction. The agent is at liberty to decline your approach. If that happens, it is a matter for you and the agent concerned. The reasons given by the agent are his/her responsibility. The information within the profiles of any sales agents introduced by this service has been provided by the agent. We have taken and are passing on this information in good faith. The agent will have accepted our terms for supplying his/her information to you. AgentBase is not to be held responsible in any way if the information contained within any agent’s particulars is inaccurate, untrue or out of date. There is no charge or reward to the agent for taking part in this service. You will be liable to pay the agreed fee for each verified match that is made prior to the agents’ details being provided to you. Where matches are made we will issue an invoice which will be outstanding and due for immediate settlement.


 

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