As an insurance consultant, you're uniquely positioned to identify companies that could benefit from SourceX's enterprise data licensing services. We've designed this screening worksheet to help you quickly assess if a potential referral meets our baseline criteria, ensuring a smoother process and maximizing your referral success.
SourceX is the enterprise data transaction layer for AI, managing data licensing from sourcing and rights review to delivery and payment. We focus on unlocking the value of proprietary data for AI labs and data buyers.
Why Use This Worksheet?
This worksheet is built directly on SourceX's established company baseline. By pre-screening, you can focus your efforts on the most promising leads, improving the quality of your referrals and increasing the likelihood of successful engagements. This means a higher chance for you to earn 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals, up to $100,000 cumulative per company.
Insurance Operations Data Referral Screening Worksheet
Use this checklist to evaluate potential US-based insurance companies. If a company checks all these boxes, they are a strong candidate for referral.
- US-Based Company: Is the company headquartered and primarily operating within the United States?
- Why this matters: SourceX currently focuses on US companies with established operating records and regulatory frameworks.
- Employee Count: 50+ Full-Time Employees at Peak: Has the company at any point had a minimum of 50 full-time employees? (Contractors are excluded from this count).
- Why this matters: This indicates a certain scale and operational maturity, suggesting a likely volume of valuable data.
- Years of Operating Records: Does the company have a long-standing operational history, implying a substantial accumulation of historical data?
- Why this matters: Extensive historical data is often critical for AI model training and robust data licensing opportunities.
- Rights to License the Data: Does the company possess clear, verifiable rights to license its operational data to third parties?
- Why this matters: SourceX manages data licensing, and clear data ownership and licensing rights are foundational to any transaction. This is a critical legal and compliance check.
- Authorized Sponsor Available: Is there a clear decision-maker or executive within the company who understands the value of their data and is authorized to sponsor a data licensing initiative?
- Why this matters: An authorized sponsor ensures internal alignment and facilitates the necessary approvals for a data licensing engagement.
What This Worksheet Confirms
This worksheet helps you identify companies that fit SourceX's operational and legal requirements for data licensing. When a company meets these criteria, it signals their readiness and suitability for the process SourceX facilitates.
Remember, your referral rewards become payable only after the buyer pays and SourceX receives its fee. A lead, meeting, or signed agreement alone does not trigger payment. SourceX manages data licensing transactions and does not train AI models. The partner reward is a share of SourceX's fee and is never deducted from what the company receives.
We encourage you to use this tool to streamline your referral process. Anyone can join our program, from any supported country. Licensed professionals should check their own rules on referral fees.
Refer a company · [How rewards work](/earn]