1. Overview
The Clean Source Data Partner Program is run by Jamsheed, Professional Insurance Agency Inc. dba Clean Source Data ("Clean Source Data" or "CSD"). It rewards people who introduce businesses that want to license their data. You make the introduction; we handle everything after that, including privacy, de-identification, buyers and negotiation. This page summarizes the program. Each partner signs a Referral Partner Agreement, and if anything here differs from that signed agreement, the agreement controls.
2. Joining the program
- Apply through our partner application. We review applications and approve partners at our discretion.
- Approved partners sign the Referral Partner Agreement before earning commissions. There is no cost to join.
- The program is non-exclusive: you may work with others, and we may find clients through any channel.
3. Registering referrals
- Register a referral by email to [email protected] or through our referral form, with the business's permission to share its contact details.
- We accept or decline each referral in writing within five (5) business days. We may decline a business that is already our client, that we were already in documented contact with during the prior six months, that another partner registered first, or that is not a fit.
- The first valid registration of a business earns the credit. An accepted referral stays valid for twelve (12) months for the business to sign with us.
4. Commission
| Rate | 5% of the Transaction Value (the total gross amount a buyer pays for the referred business's data, excluding taxes and pass-through reimbursements). |
|---|---|
| Which deals | Every transaction under the referred business's engagement agreement signed within 24 months after it first signs with us. |
| When earned | When, and to the extent that, Clean Source Data receives its own fee for that transaction (proportionally for installments). |
| Rate lock | The rate in effect when we accept your referral applies for that client's full commission period. |
Example: a referred business licenses its data for $300,000. Your commission is $15,000 (5% of $300,000). The referral fee comes out of our fee and does not increase the client's cost.
No earnings are guaranteed. Commissions are paid only on closed, paid transactions.
5. Payment
- We pay within fifteen (15) days after the end of the month in which we receive our fee, once we have your IRS Form W-9 and payment details.
- Each payment includes a statement showing the transaction value, our fee received and your commission. Where a buyer agreement requires confidentiality, we may withhold the buyer's name, but not the amounts.
- You are responsible for your own taxes. We issue IRS Form 1099 where required.
6. Partner conduct
- Describe our services truthfully. Do not promise or estimate any price, buyer, result, timeline or legal outcome, or describe any data as compliant or sellable.
- Use only marketing materials we provide or approve, and use our name and logo only as we provide them.
- Disclose your referral fee to each business in writing before it signs with us. If you are a professional adviser to the business (for example an accountant, attorney, consultant, insurance agent or business broker), follow your own professional rules and obtain any consent they require, and disclose any ownership or advisory relationship.
- Follow all laws that apply to your outreach, including the CAN-SPAM Act and the Telephone Consumer Protection Act.
- Commissions are paid only for introducing data licensing business. Never refer patients, customers or clients of a business, or anything reimbursable by a government health care program, in connection with the program.
- No fake, self-dealing or automated referrals, and no sharing of your commission with a prospect without our written consent.
7. No personal or sensitive data
Partners never handle anyone's data. Do not request, receive, store or send any business's records, customer, client or patient information, contact lists or other personal or sensitive information. Share only the business contact details needed for the introduction. All data moves directly between the client and Clean Source Data under the client's own agreement.
8. Relationship
Partners are independent contractors. You may not bind, negotiate for or sign anything on behalf of Clean Source Data. You may describe yourself as a "Clean Source Data Referral Partner" once approved.
9. Ending the program
Either party may end the partnership on thirty (30) days' written notice, or sooner for an uncured material breach. Commissions on referrals we accepted before it ended remain payable when we receive the related fee. We may change program terms for future referrals on thirty (30) days' notice; changes never apply to referrals already accepted.
10. Governing law
The program and the Referral Partner Agreement are governed by California law. Disputes are resolved as set out in the Referral Partner Agreement.
11. Contact
Questions about the program? Email [email protected] or learn more about partnering with us.