Rewards Program
Terms and Conditions

The following terms, conditions, rules and other provisions (“Terms”) apply to your participation in and is the basis for participation in the Rewards Program ("Program"). These Terms are intended to protect the members of the Program ("Members"), and First Connect Insurance Services LLC ("First Connect" or "We"). By enrolling or participating in the Program, you indicate acceptance to these Terms and agree to abide by them. Your participation in this Program will be governed by these Terms, and it is your responsibility to read and understand all of them. These Terms cannot be superseded or changed, except in writing from First Connect or any of its affiliates. We may modify these Terms from time to time by posting the revised Terms on our website or other electronic form. Your continued participation in the Program following the posting of changes to these Terms will indicate your acceptance of the changes. 

SEE YOUR PROGRESS ➤

COMMERCIAL QUOTING 
MADE EASY

Discover Quote Connector - First Connect's comparative rater
- and unleash the rapid quoting power.

Trustpilot
GET STARTED NOW ➤

GENERAL CONDITIONS

  1. Membership in the Program is void if prohibited by law in the country or state of the Member's domicile. 
  2. The Program has no predetermined termination date and may continue until such time as First Connect decides to terminate the Program, at any time, with or without notice. All Program benefits, incentives, accruals, and rewards shall be terminated effective the termination date of the Program.
  3. Only individuals or agencies that have a Product Access Agreement with, an active Errors and Omissions evidence of insurance on file with, and no obligations owed to First Connect are eligible to participate in the Program.
  4. Member benefits are offered in good faith, however may not be available if prohibited by law or regulation in Member's country or state of residence.
  5. First Connect reserves the right to add, modify, delete or otherwise change any of the Terms, benefits, rules, procedures, conditions of participation, or qualification criteria or tiers, in whole or in part, pertaining to the Program at its sole discretion, with or without notice, even though changes may affect your benefits or tier level. This means that First Connect may change a Member’s tier level or make changes that affect, without limitation, benefits for tier levels, procedures for the use of any benefits, requirements for a tier level, continued availability of benefits, and any features of special offers. Members may not rely upon the continued availability of the benefits associated with a tier or status level.  
  6. The Program Terms are governed by and are to be construed under the laws of the State of Texas, without giving effect to any choice of law or conflict of law rules or provisions that would cause the application of any other state laws. By participating in the Program, Members consent that venue for all suits will be in federal court in Travis County, Texas, or, if there's no federal jurisdiction, state courts of Travis County.  
  7. The Program is offered at the discretion of First Connect. First Connect reserves the right to terminate, suspend or discontinue the Program at its sole discretion, in whole or in part, at any time, with or without notice, including, but not limited to, any Member who appears to be using the Program in a manner inconsistent with the Terms or intent of the Program and even if it may change or affect the value of status or tier levels or benefits already accumulated. Such discontinued membership may result in the loss of all benefits and privileges.  
  8. Each Member is responsible for remaining knowledgeable of the Program Terms. First Connect may attempt, but is not required, to send correspondence to active Members to advise them of matters of interest, including notification of Program changes. Neither First Connect, nor third party companies participating as marketing partners in the Program ("Marketing Partners"), will be liable for any failure to do so and will not be responsible for incorrect or inaccurate transcription of Member contact information, for problems related to any of the equipment or programming associated with or utilized by the Member, for any human error, for any interruption, deletion, omission, defect, or line failure of any telephone network or electronic transmission, for problems relating to computer equipment, software, inability to access any website or online service, for any other technical or non-technical error or malfunction, for lost, late, stolen, illegible, incomplete, garbled, misdirected, mutilated or postage due mail or other mail or e-mail for whatever reason. 
  9. Only the Member named on the account will be entitled access to account information. Each Member is responsible for ensuring account credentials are not shared, distributed, or given to any other individual and no Member may delegate or grant access (via power of attorney, contract, or otherwise) to a third party. Any Member who shares account information with any third party will be held responsible for such third-party’s actions with respect to the Account. 
  10. Specific Program benefits and services have been established for all Members. The Terms control your membership and participation in the Program and no covenants at law or in equity shall be implied or incorporated, all of which are expressly disclaimed. First Connect has the sole right to interpret and apply the Terms.  
  11. Any abuse of the Program or failure to follow the Terms, or any abuse of any Marketing Partner offers or programs, any violation of law, rule, or regulation, any conduct detrimental to the interests of First Connect, any abusive, fraudulent, disruptive, inappropriate, offensive or hostile conduct, whether it be physical, verbal or written in nature, any fraudulent activity or attempted fraudulent activity, any dissemination of information designed to defraud First Connect, or any misrepresentation of any information furnished to First Connect or its affiliates by any Member, anyone else acting on the Member's behalf, or any third party (collectively, “Prohibited Conduct”), may result in First Connect exercising any one or more of the following remedies (“First Connect Remedies”), with or without notice to the Member: (a) the suspension or termination by First Connect of such Member’s membership, (b) the removal or cancellation by First Connect of any or all benefits, (c) the loss of other Program benefits, and (d) appropriate administrative and/or legal action, including, without limitation, criminal prosecution, as it deems necessary in its sole discretion. In addition to the foregoing First Connect Remedies, First Connect may, upon written request, require the Member to repay the value, as determined by First Connect, of the benefits acquired as a result of Prohibited Conduct and, in the event of a Member’s failure to repay, may initiate legal action to recoup the value of benefits acquired by the Member through Prohibited Conduct. Members whose accounts have been terminated shall not be eligible to participate in any aspect of the Program and shall not be eligible for any benefits.  
  12. In the event First Connect suspects Prohibited Conduct, First Connect reserves the right, with or without notice to the Member, (a) to delay or suspend all activity or benefits, and (b) to audit or investigate any account at any time. During the course of an audit or investigation, a Member’s account information may be shared with any third party with whom First Connect has contracted to assist in performing such audit or investigation. While the account is suspended, the Member shall not be permitted to continue to enjoy the benefits of the Program. Upon completion of the audit or investigation, if Prohibited Conduct has been detected by First Connect, First Connect may exercise any one or more of First Connect Remedies or any other remedies available at law or in equity. 
  13. First Connect is not responsible, and assumes no liability, for changes or discontinuances of any Marketing Partner's service(s0 or product(s) which may affect Program benefits offered. 
  14. IF FIRST CONNECT OR A MARKETING PARTNER IMPROPERLY DENIES AN ACCRUAL OR BENEFIT, LIABILITY WILL NOT EXCEED THE EQUIVALENT VALUE, AS DETERMINED BY FIRST CONNECT, OR THE PARTNER AS THE CASE MAY BE, OF THAT ACCRUAL OR BENEFIT. FIRST CONNECT PROVIDES THE PROGRAM, THESE AND OTHER MATERIALS, AND OTHER SERVICES AND PRODUCTS “AS-IS” AND, TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, EXPRESSLY DISCLAIMS ANY WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, DESIGN, ACCURACY, CAPABILITY, SUFFICIENCY, SUITABILITY, CAPACITY, COMPLETENESS OR AVAILABILITY. You also agree that First Connect does not represent, warrant or guaranty that the Program or any such other products and services will be uninterrupted, without omissions or error free, or that defects will be corrected or changes implemented. UNDER NO CIRCUMSTANCES, INCLUDING, BUT NOT LIMITED TO, NEGLIGENCE, SHALL FIRST CONNECT BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES INCLUDING LOST REVENUE OR PROFITS, ARISING OUT OF THE ACTS OR OMISSIONS OF FIRST CONNECT IN CONNECTION WITH THE PROGRAM, OR COSTS OR ATTORNEYS’ FEES, ARISING OUT OF THE PROGRAM OR ANY SUCH OTHER PRODUCTS AND SERVICES, EVEN IF A FIRST CONNECT AUTHORIZED REPRESENTATIVE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Some jurisdictions do not allow the exclusion or limitation of incidental or consequential damages, therefore such exclusions may not apply to you. In the event First Connect is held liable for any damages related to such matters, your sole and exclusive remedy will be limited to reimbursement for services or products paid by you to the entity held liable which were not provided by such entity. 
  15. If any provision(s) of these Terms are held to be invalid or unenforceable, all remaining provisions hereof will remain in full force and effect. Neither First Connect’s waiver or consent to a deviation from the Terms nor any course of dealing shall be construed as a waiver by First Connect of any subsequent violation of the Terms and First Connect may invoke First Connect Remedies for a violation of the Terms despite any such prior waiver or consent.

Status qualification criteria and benefits

  1. ach Member agrees that certain information about the Member including, but not limited to, name, premium generated, tier status, and standing, may be shared with other Members.  
  2. Tier status shall be determined based upon eligibility criteria set forth in First Connect’s sole discretion. A Member’s tier status for the year is determined annually based upon the prior calendar year (January 1 to December 31) and shall be based upon the Member’s meeting criteria during that prior calendar year. Status is determined annually on or before March 15.  
  3. A Member’s continued tier status level is not guaranteed and does not carry over year after year. A Member’s tier status is determined annually regardless of any prior tier status, and is based upon criteria and requirements that exist at that time.  
  4. Any benefits of a status level left unused in a calendar year shall be forfeited and shall not be carried over to the next calendar year.
  5. The Program consists of four (4) tiers, each with corresponding benefits available to Members within that tier. Members will only belong to one tier – the highest tier for which the Member qualifies:  
    1. Silver
    2. Gold 
    3. Platinum
    4. President 
  6. Qualification for tiers is as set forth below:

pres-clubPresident's Club

Top 25 Agent
 $400k in Premium
Across 5 Carriers

platinumPlatinum

Top 50 Agent
 $200k in Premium
Across 4 Carriers

goldGold

$150k in Premium
Across 3 Carriers

silverSilver

$100k in Premium
Across 2 Carriers

  1. All calculations made in connection with the Program, including without limitation, the value of any benefits, the accumulation of a benefit, the satisfaction of the qualification requirements for a tier or tier benefits, and/or the revisions of calculations, will be made by First Connect in its discretion and such calculations will be considered final. First Connect may use resources in its analysis.
  2. First Connect will notify Members of the tiers, minimum thresholds, and incentives before the start of each annual performance period. These terms are subject to change at First Connect’s sole discretion.
  3. Benefits of each tier are listed below:
 
pres-club
President's Club
platinum
Platinum
gold
Gold
silver
Silver

Experiences & Live Events
Annual Luxury Experience •      
Hosted Annual Office Visit and Social •      

Service
Strategic AM w/ annual strategic planning • •    
Priority Access to Customer Support • • • •

Bonuses
Agent Tools Credits • • •  
SWAG • •    

Access & Trainings
Priority Access to Carriers and Features • •    
Exclusive Trainings • • •  

Marketing
Recognition in Marketing • • •  
Digital Toolkit • •    
Plaque •      

Prohibation of sale or barter

The sale, barter or other transfer or attempted sale, barter or other transfer of any benefits or status, other than as authorized and/or sponsored by First Connect, is expressly prohibited. Any benefits or status sold, bartered or otherwise transferred is in violation of the Terms and any accounts or Members involved in such sales, barters or other transfers may be subject to First Connect Remedies. The acquisition, use, transfer or attempted acquisition, use or transfer of benefits or status that have been acquired by purchase, barter or other transfer in violation of the Terms may result in First Connect’s exercise of First Connect Remedies. 

READY TO GROW
YOUR BOOK OF BUSINESS?

GET FREE ACCESS ➤

Disputes

You agree that you will notify First Connect of any dispute by submitting your concerns via email to agentsupport@firstconnectinsurance.com including a description of the nature of the dispute. Following delivery of such submission, you agree to allow First Connect a period of sixty (60) days to provide a substantive response and to try to resolve the dispute, prior to filing any lawsuit, arbitration, administrative or any other proceeding against First Connect related to the dispute. COMPLIANCE WITH THE NOTIFICATION PROCEDURES SET FORTH HEREIN SHALL BE A CONDITION PRECEDENT TO YOUR RIGHT TO FILE ANY LAWSUIT, ARBITRATION, ADMINISTRATIVE, OR ANY OTHER PROCEEDING AGAINST FIRST CONNECT. 

Class action waiver

YOU AGREE THAT THE RESOLUTION OF ANY DISPUTE, CLAIM, OR CONTROVERSY RELATED TO THE PROGRAM SHALL BE CONDUCTED ON AN INDIVIDUAL, NOT A CLASS-WIDE BASIS, AND THAT NO SUCH PROCEEDING MAY BE CONSOLIDATED WITH ANY OTHER LEGAL PROCEEDINGS INVOLVING FIRST CONNECT. YOU FURTHER AGREE THAT YOU, AND ANYONE ASSERTING A CLAIM FOR YOU, WILL NOT BE A CLASS REPRESENTATIVE, CLASS MEMBER, OR OTHERWISE PARTICIPATE IN A CLASS, REPRESENTATIVE, CONSOLIDATED OR PRIVATE ATTORNEY GENERAL PROCEEDING AGAINST FIRST CONNECT. 

first_connect_logo

First Connect helps connect independent agents with today's “best-in-class” insurtech providers. Grow your Book of Business today with First Connect.

CONTACT

phone877-287-6055

atsales@firstconnectinsurance.com

SOCIAL

FacebookLinkedIn

Copyright © 2023 First Connect Insurance Services. All Rights Reserved.