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SUPERAGENT AI Referral Program: Terms and Conditions

 

These Terms and Conditions (the “Terms”) govern participation in the SUPERAGENT AI Referral Program (the “Program”), operated by SUPERAGENT AI, INC (“SUPERAGENT,” “we,” “us”).

 

By submitting a Program application or using a Referral Link, you (“Participant,” “you”) agree to these Terms.

 

1. The Program

 

The Program rewards Participants for referring United States insurance agencies that become paying SUPERAGENT customers. The Program has two tracks: (a) Industry Partners and Affiliates (including insurance agents, consultants, associations, networks, media, and service providers); and (b) Current SUPERAGENT Customers. SUPERAGENT may introduce additional tracks from time to time. Track assignment is determined by SUPERAGENT at approval based on the information in your application.

 

 

2. Definitions

 

  • “Referral Link”: the unique tracked URL issued to an approved Participant.
  • “Referred Agency”: a US insurance agency that first reaches SUPERAGENT through your Referral Link.
  • “Qualified Referral”: a Referred Agency that (i) was attributed to you under Section 5; (ii) enters into a paid SUPERAGENT subscription; and (iii) remains a paying customer in good standing through the Qualifying Period.
  • “Qualifying Period”: sixty (60) consecutive days as a paying customer, beginning on the Referred Agency’s first paid subscription day.
  • “Active Referred Agency”: a Qualified Referral whose subscription is currently active and paid.
  • “Commission”: the amounts payable under Section 4.
  • “Subscription Revenue”: fees actually collected by SUPERAGENT from a Referred Agency for SUPERAGENT platform subscriptions during that agency’s first twelve (12) months as a paying customer. Subscription Revenue excludes taxes, refunds, chargebacks, credits, one-time services, and hardware, and has no relationship to insurance premium.

 

 

3. Eligibility and Enrollment

 

3.1. Participants must be at least 18 years old, US-based individuals or entities, and complete the Program application truthfully.

3.2. Enrollment requires SUPERAGENT approval. We review every application and may accept or decline at our sole discretion, including for audience fit, compliance risk, or brand fit.

3.3. Applicants who are licensed insurance producers, licensed principals, or carrier-affiliated personnel (including District Managers) are subject to additional compliance review under Section 10 before approval.

3.4. Employees and contractors of SUPERAGENT and their immediate families are not eligible for cash tracks.

3.5. Approval requires a signed Program agreement (these Terms) and, before any payment, a completed IRS Form W-9 submitted through the secure channel we provide. We never collect tax information through marketing forms or email.

 

 

4. Rewards

 

4.1. Cash track (Industry Partners and Affiliates). Commission is a percentage of Subscription Revenue from each Qualified Referral, determined by the Participant’s tier at the time each payout is calculated:

Tier

Active Referred Agencies

Commission rate

Referral Partner

1 to 4

10%

Elite Partner

5 or more

15%

Tier changes apply prospectively to payouts calculated after the tier change; they are not retroactive. If Active Referred Agencies fall below five, the rate returns to 10% for subsequent payout cycles. The maximum Commission rate under the Program is 15%.

4.2. Current Customers track. In lieu of cash, active SUPERAGENT customers receive one (1) additional month of SUPERAGENT service credits per Qualified Referral, applied to the Participant’s existing subscription. Credits have no cash value, are non-transferable, and expire if the Participant’s subscription terminates.

4.3. One reward per Referred Agency, under one track. Rewards do not stack across programs, promotions, or Participants.

4.4. SUPERAGENT plan pricing referenced in marketing materials (Pro $499/month; Scale $999/month) is illustrative and subject to change; Commission is always calculated on Subscription Revenue actually collected.

 

 

5. Attribution and Qualified Referrals

 

5.1. Attribution requires the Referred Agency to first reach SUPERAGENT through your Referral Link. Attribution is first-touch: the first Participant link a prospect uses controls, and the attribution window is ninety (90) days from that first click.

5.2. The following are not Qualified Referrals: (a) agencies already in SUPERAGENT’s CRM as customers or in an active sales cycle at the time of first click (we will notify you within two (2) business days of the referral landing); (b) self-referrals or referrals of entities you own or control; (c) referrals generated through prohibited conduct under Section 9; (d) fraudulent, incentivized-without-disclosure, or manufactured referrals.

5.3. SUPERAGENT’s tracking records are the system of record for attribution. We will share referral status with you on request and investigate disputed attribution in good faith.

 

 

6. Commission Payment

 

6.1. Commissions accrue on Subscription Revenue as it is collected and are paid monthly, in the first full week of the following month, after each Qualified Referral has completed its Qualifying Period.

6.2. Payment methods: ACH direct deposit, PayPal, or SUPERAGENT service credits (credited at 1:1 dollar value), as elected in your application. All payments are in US dollars.

6.3. Payouts under $50 roll over to the next payment cycle. Accrued amounts are always paid out in full at Program exit, subject to Section 14.

6.4. No Commission is payable on refunded or charged-back amounts. If Commission was already paid on amounts later refunded or charged back, we may offset the overpayment against future payouts.

6.5. Payment is conditioned on: a signed Program agreement, a verified W-9 on file, and compliance with these Terms.

 

 

7. Taxes and Independent Status

 

7.1. Participants are independent contractors. Nothing in the Program creates employment, agency, partnership, joint venture, or franchise. You have no authority to bind SUPERAGENT.

7.2. You are responsible for all taxes on Program payments. SUPERAGENT will issue IRS Form 1099-NEC where payments reach $600 or more in a calendar year, and may withhold where required by law.

 

 

8. Referral Conduct: What We Do and You Do Not

 

8.1. SUPERAGENT is solely responsible for sales activity: demonstrations, pricing, proposals, onboarding, and support of Referred Agencies. Participants must not conduct product demonstrations, quote pricing beyond published list prices, or make commitments on SUPERAGENT’s behalf.

8.2. Participants must not make claims about SUPERAGENT products beyond the approved materials we provide.

 

 

9. Marketing and Disclosure Compliance

 

9.1. FTC disclosure. You must clearly and conspicuously disclose your material connection to SUPERAGENT wherever you share your Referral Link, using the approved language we provide (for example: “I may receive compensation if you sign up”). Disclosures must appear with the recommendation itself, in the same medium (spoken and on-screen for video or audio).

9.2. Prohibited conduct. You must not: (a) send unsolicited bulk email, texts, or calls, or otherwise violate CAN-SPAM, the TCPA, or state equivalents; (b) bid on SUPERAGENT trademarks or confusingly similar terms in paid search, or register domains or social handles containing our marks; (c) misrepresent the Program, pricing, or products; (d) purchase or run paid advertising using our marks or materials without prior written approval; (e) use the Referral Link on coupon or deal aggregation sites; (f) target or collect information from minors.

9.3. We may require you to update or remove any content referencing SUPERAGENT that we reasonably determine is inaccurate or non-compliant.

 

10. Insurance-Regulatory Compliance

 

10.1. All Program compensation is a flat business referral fee for referring a software customer, calculated exclusively on Subscription Revenue. Program compensation is never calculated on, or conditioned on, insurance premium, policy sales, policy volume, or any insurance outcome.

10.2. If you are a licensed producer, agency principal, carrier-affiliated agent, or District Manager, you are solely responsible for confirming that participation is permitted under applicable state law, your license obligations, and any carrier agreement, outside-income policy, or code of conduct that binds you. On request, we will provide a plain-English Program summary for that review. SUPERAGENT may require written confirmation of employer or carrier permission as a condition of approval.

10.3. Nothing in the Program constitutes insurance producer compensation, premium rebating, or inducement to purchase insurance. Participants must not present it as such.

 

 

11. License and Intellectual Property

 

11.1. SUPERAGENT grants approved Participants a limited, non-exclusive, non-transferable, revocable license to use the marketing materials, marks, and co-branded assets we provide, solely to promote SUPERAGENT under these Terms and any brand guidelines we supply.

11.2. By submitting your logo, you grant SUPERAGENT a non-exclusive license to use it to create co-branded Program assets and a personalized landing page.

11.3. All SUPERAGENT intellectual property remains ours. All rights not expressly granted are reserved. The license ends when your participation ends.

 

 

12. Confidentiality and Data

 

12.1. Non-public information you receive through the Program (including referral status, pricing discussions, and partner communications) is confidential and may be used only to participate in the Program.

12.2. Each party will handle personal data in accordance with applicable law. Our processing is described in the SUPERAGENT privacy policy at getsuperagent.com/privacy. You must have a lawful basis for any contact data you use to share your Referral Link.

 

 

13. Program Records and Audit

 

We maintain the books of record for clicks, referrals, qualification, tiers, and payouts, and will make your referral and payout history available on request. We may audit Program activity and withhold payment on activity reasonably suspected to violate these Terms while we investigate, completing any investigation within sixty (60) days.

 

 

14. Term, Suspension, and Termination

 

14.1. These Terms apply from your approval date until terminated. Either party may terminate participation for convenience on thirty (30) days’ written notice.

14.2. We may suspend or terminate immediately for material breach, fraud, legal or regulatory risk, or reputational harm.

14.3. On termination for convenience, we will pay Commission earned on Subscription Revenue collected through the termination date, following the normal payment schedule. On termination for fraud or material breach, unpaid amounts arising from the violating conduct are forfeited. After termination, no new Commission accrues, including on Referred Agencies still within their first twelve (12) months.

 

 

15. Program Changes

 

We may modify the Program or these Terms on thirty (30) days’ notice (email to the address on your application suffices). Changes do not reduce Commission already earned. Continued participation after the notice period is acceptance of the changes.

 

 

16. Disclaimers; Limitation of Liability; Indemnity

 

16.1. THE PROGRAM AND ALL MATERIALS ARE PROVIDED “AS IS.” WE DO NOT GUARANTEE ANY LEVEL OF REFERRALS, CONVERSIONS, OR EARNINGS.

16.2. TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEITHER PARTY IS LIABLE FOR INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, OR PUNITIVE DAMAGES, AND SUPERAGENT’S TOTAL LIABILITY UNDER THE PROGRAM IS LIMITED TO THE COMMISSIONS PAID OR PAYABLE TO YOU IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM.

16.3. You will indemnify SUPERAGENT against third-party claims arising from your breach of Sections 8, 9, or 10, or your violation of law.

 

 

17. Governing Law and Disputes

 

These Terms are governed by the laws of the State of CA, without regard to conflict-of-law rules. Disputes will be resolved in the state or federal courts located in USA, CA, and each party consents to that venue. 

 

 

18. Miscellaneous

 

You may not assign these Terms without our written consent. If any provision is unenforceable, the remainder stays in effect. These Terms, your application, and any signed Program agreement are the entire agreement regarding the Program. Notices to SUPERAGENT: marketing@getsuperagent.com. Sections 7, 11.3, 12, 16, 17, and accrued payment obligations survive termination.

 

SUPERAGENT INC · getsuperagent.com · 2 Embarcadero Center, San Francisco, CA 94111