Partner terms
Draft summary pending legal review. The signed partner agreement in the partner portal is what governs.
Attribution
An agency is credited to the partner who first registered it as a lead or brought it in through their referral link. Duplicate claims are checked against existing agencies and open leads. No two partners are credited for the same agency unless a split arrangement has been approved in writing.
Eligibility & commission
Commission is earned on the qualifying event your agreement names, such as activation or first payment, at the rate in force when it was earned. A later change to the rate never alters commissions already earned.
Refunds & reversals
If the underlying subscription payment is refunded or reversed, the related commission is reversed by a linked entry. History is never deleted.
Payouts
Payouts are made after eligibility and approval checks, subject to a minimum threshold and a verified payout method and tax details.
Data access
Partners see only what their contract covers. Introducing an agency does not give access to its finances, clients or policies.
