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Representative Agreement

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INDEPENDENT CONTRACTOR MEDICAL REP. AGREEMENT

THIS AGREEMENT made and entered into on the date last written below, by and between (hereinafter "Employer"), and , an independent contractor (hereinafter "Sales Representative");

WHEREAS, the Employer desires to retain the services of Sales Representative, and Sales Representative desires to render services to the Employer, upon the terms and conditions hereinafter stated:

NOW, THEREFORE, the parties hereto, intending to be legally bound hereby, do hereby promise and agree as follows:

SECTION 1 – SCOPE OF DUTIES TO BE PROVIDED

1.1  Term. Employer agrees to hire Sales Representative, at will, for a term commencing on , 20 and continuing until terminated in accordance with Section 4 of this agreement.

1.2  Duties. Sales Representative agrees to perform work for the Employer on the terms and conditions set forth in this agreement and agrees to devote all necessary time and attention (reasonable periods of illness excepted) to the performance of the duties specified in this agreement. Sales Representative's duties shall include the following:

Sales Representative further agrees that in all aspects of such work, Sales Representative shall comply with the policies, standards, regulations of the Employer from time to time established and shall perform the duties assigned faithfully, intelligently, to the best of his/her/their ability, and in the best interest of the Employer.

SECTION 2 – CONFIDENTIALITY

2.1  Confidentiality. Sales Representative acknowledges and agrees that all financial and accounting records, lists of property owned by Employer, including amounts paid therefore, client and customer lists, and other Employer data and information related to its business (hereinafter collectively "Confidential Information") are valuable assets of the Employer.

Except for disclosures required to be made to advance the business of the Employer and information which is a matter of public record, Sales Representative shall not, during the term of this Agreement or after the termination of this Agreement, disclose any Confidential Information to any person or use any Confidential Information for the benefit of Sales Representative or any other person, except with the prior written consent of the Employer.

Employer understands that certain Confidential Information may be required to be disclosed to certain individuals: directors, officers, employees, agents, or advisors (collectively, Representatives) of Sales Representative. Sales Representative shall maintain records of the persons to whom Confidential Information is distributed, will inform all such persons of the confidential nature of the information, will direct them to treat such information in accordance with this agreement, will exercise such precautions or measures as may be reasonable in the circumstances to prevent improper use of Confidential Information by them, and will be responsible for any breaches by them of the provisions of this agreement.

The term “confidential information” does not include information that is or becomes publicly available (other than through breach of this Agreement) or information that is or becomes available to Sales Representative on a non-confidential basis, provided that the source of such information was not known by Sales Representative (after such inquiry as would be reasonable in the circumstances) to be bound by a confidentiality agreement or other legal or contractual obligation of confidentiality with respect to such information.

In the event that Sales Representative or any of Sales Representative’s representatives, assigns, or agents are requested or required by law or legal process to disclose any of the Confidential Information, the party required to disclose such information shall provide Employer with prompt oral and written notice before making any disclosure.

In addition, Confidential Information may be disclosed to the extent required in the course of inspections or inquiries by federal or state regulatory agencies to whose jurisdiction Sales Representative is subject and that have the legal right to inspect the files that contain the Confidential Information, and Sales Representative will advise Employer promptly upon such disclosure.

2.2  Return of Documents. Sales Representative acknowledges and agrees that all originals and copies of records, reports, documents, lists, plans, memoranda, notes and other documentation related to the business of the Employer or containing any Confidential Information shall be the sole and exclusive property of the Employer, and shall be returned to the Employer upon the termination of this Agreement or upon the written request of the Employer.

2.4  No Release. Sales Representative agrees that the termination of this Agreement shall not release Sales Representative from any obligations under Section 2.1 or 2.2.

SECTION 3 – COMPENSATION

3.1  Compensation. In consideration of all services to be rendered by Sales Representative to the Employer, the Employer shall pay to said the amount of $ per hour week bi-weekly month year other .

3.2  Withholding; Other Benefits. Compensation paid pursuant to this Agreement shall not be subject to the customary withholding of income taxes and other employment taxes. Sales Representative shall be solely responsible for reporting and paying any such taxes. The Employer shall not provide Sales Representative with any coverage or participation in the Employer's accident and health insurance, life insurance, disability income insurance, medical expense reimbursement, wage continuation plans, or other fringe benefits provided to regular employees.

SECTION 4 - TERMINATION

4.1  Termination at Will. This Agreement may be terminated by the Employer immediately, at will, and in the sole discretion of Employer. Sales Representative may terminate this Agreement upon days written notice to Employer. This Agreement also may be terminated at any time upon the mutual written agreement of the Employer and Sales Representative.

SECTION 5 - INDEPENDENT CONTRACTOR STATUS

5.1 Sales Representative acknowledges that he/she is an independent contractor and is not an agent, partner, joint venturer nor employee of Employer. Sales Representative shall have no authority to bind or otherwise obligate Employer in any manner beyond the terms of this Agreement, nor shall Sales Representative represent to anyone that it has a right to do so. Sales Representative further agrees that in the event that the Employer suffers any loss or damage as a result of a violation of this provision Sales Representative shall indemnify and hold harmless the Employer from any such loss or damage.

5.2  Assignment. The Sales Representative shall not assign any of his/her rights under this agreement, or delegate the performance of any of his/her duties hereunder, without the prior written consent of the Employer.

SECTION 6 - REPRESENTATIONS AND WARRANTIES OF SALES REPRESENTATIVE

6.1 Sales Representative represents and warrants to the Employer that there is no employment contract or other contractual obligation to which Sales Representative is subject, which prevents Sales Representative from entering into this Agreement or from performing fully Sales Representative's duties under this Agreement.

6.2 Sales Representative represents that he/she is licensed by the appropriate licensing agency for the profession and that he/she is in good standing with such agency.

SECTION 7 - MISCELLANEOUS PROVISIONS

7.1 The provisions of this Agreement shall be binding upon and inure to the benefit of the heirs, personal representatives, successors and assigns of the parties. Any provision hereof which imposes upon Sales Representative or Employer an obligation after termination or expiration of this Agreement shall survive termination or expiration hereof and be binding upon Sales Representative or Employer.

7.2 No waiver of any provision of this Agreement shall be deemed, or shall constitute, a waiver of any other provision, whether or not similar, nor shall any waiver constitute a continuing waiver. No waiver shall be binding unless executed in writing by the party making the waiver.

7.3 This Agreement shall be governed by and shall be construed in accordance with the laws of the State of .

7.4 This Agreement constitutes the entire agreement between the parties pertaining to its subject matter and supersedes all prior contemporaneous agreements, representations and understandings of the parties. No supplement, modification or amendment of this Agreement shall be binding unless executed in writing by all parties.

7.5  Severability. If any provision of these policies and regulations or the application thereof to any person or circumstances is held invalid, such invalidity shall not affect other provisions or applications of these policies and regulations which can be given effect without the invalid provision or application, and to this end the provisions of these policies and regulations are severable. In lieu thereof, there shall be added a provision as similar in terms to such illegal, invalid and unenforceable provision as may be possible and be legal, valid and enforceable.

WITNESS OUR SIGNATURES, this the day of , 20 .

EMPLOYER

SALES REPRESENTATIVE

Enter text✕

What a Representative Agreement Is and When It’s Used

A Representative Agreement is a written contract that appoints one party to act on behalf of another for specified tasks, decisions, or transactions. It defines the scope of authority, any limits, the duration of the appointment, and how the representative must report or account for actions taken. These agreements are used in commercial, real estate, financial, healthcare, and legal contexts to clarify agency relationships and reduce disputes. Electronic execution is generally valid under federal and state e-signature laws, though notarization and witness rules can vary by state and by subject matter.

Why a Clear Representative Agreement Matters

A concise Representative Agreement clarifies who may act, what actions are authorized, and when authority ends, reducing legal ambiguity and operational delays. Properly executed agreements limit dispute risk, streamline third-party interactions, and can be completed electronically consistent with ESIGN and UETA frameworks when permitted.

Why a Clear Representative Agreement Matters

Who Typically Executes a Representative Agreement

Typical users include individuals, business owners, and organizations that need a designated agent for transactions or decision-making.

  • Individual principals appointing family members or professional representatives for financial or legal actions.
  • Businesses delegating authority to employees, contractors, or external agents for transactions or negotiations.
  • Attorneys, trustees, or compliance officers preparing formal agency language for regulatory or court-related matters.

Choosing the right signers and specifying clear limits prevents later disputes and supports compliance with industry or state requirements.

Who Signs and Why

Primary Signatory

The principal or authorized corporate officer who grants authority. Their name must match government ID and corporate records to avoid challenges to validity.

Representative

The appointed individual or entity that accepts responsibilities. The agreement should specify signature obligations, reporting, any limitations, and contact information for service.

Essential Security and Compliance Elements

Encryption: TLS 1.2/1.3; AES-256 at rest
Audit Trail: Timestamps and IP logging
HIPAA BAA: Required for PHI
Authentication: Email, SMS, or MFA
Certifications: SOC 2 Type II, ISO 27001
Retention Controls: Tamper-evident storage

Key Risks If the Agreement Is Incorrect

Invalid Authority: Legal challenge risk
Contract Voidance: Third-party repudiation
Tax Consequences: Withholding exposure
Regulatory Breach: Industry fines
Notarization Failure: Record rejected
Reputational Harm: Trust erosion

Common Mistakes When Preparing a Representative Agreement

  • Using vague authority language that fails to specify permitted transactions, dates, or dollar limits, which creates enforcement uncertainty and increases litigation risk.
  • Mismatching signer names with identification or corporate filings, causing counter-parties to refuse acceptance or requiring corrective re-execution.
  • Skipping required notarization or witness steps in jurisdictions or for transaction types that demand them, leading to invalidation by third parties.
  • Failing to record revocation or termination notices promptly, leaving lingering authority and potential unauthorized actions.

Representative Agreement: Real-world Examples

Representative Agreements appear across industries for limited agency, property closings, patient representation, and corporate approvals.

Real Estate — Martin Properties

Martin Properties needed remote execution for lease authority

  • Tim Martin uses online signing for full compliance
  • I can process and execute all of these documents online with 100% compliance and built-in security. Whether on mobile or working offline, I can get forms back to their necessary parties efficiently.

Healthcare — Fertility Centers of Illinois

A clinic required authorized staff signatures for patient intake forms

  • the center centralized approvals and signatures
  • The airSlate SignNow team has been exceptional, responsive, the API has been great, and we're extremely happy that we chose airSlate SignNow as a company.

Step-by-Step: Completing a Representative Agreement

Follow a clear sequence to prepare, execute, and store the agreement to ensure enforceability and regulatory compliance.

  • 01
    Gather Details: Collect full legal names, IDs, and contact information.
  • 02
    Define Scope: Describe specific powers, limits, and dollar thresholds.
  • 03
    Set Term: Enter effective and termination dates, plus renewal terms.
  • 04
    Execute Properly: Sign, date, and notarize if required by law.

Typical Execution and Routing Workflow

A standard digital workflow reduces turnaround by automating placement, routing, and audit capture for all signers.

  • Upload Document: Start with the latest template or contract file.
  • Add Fields: Place signature, date, and text fields for signers.
  • Assign Signers: Enter email addresses and signer order as needed.
  • Send for Signature: Track completion and collect the certificate of completion.

Core Clauses to Include in the Representative Agreement

A complete Representative Agreement should contain clear provisions that define the agency relationship, limits on authority, compensation terms if any, and dispute resolution mechanisms.

Appointment

Name the principal and the representative precisely, include legal entity identifiers, and state the appointment’s effective date and scope to avoid ambiguity during enforcement.

Scope of Authority

Specify authorized actions, financial limits, transactional categories, and any express prohibitions to ensure third parties understand the representative's binding power.

Term and Termination

State the agreement’s duration, conditions for automatic expiry, termination steps, and how revocation must be communicated to third parties to be effective.

Consideration

If compensation exists, specify amounts, payment schedule, and any reimbursement of expenses to prevent later contract disputes over remuneration.

Practical Tips for a Legally Robust Agreement

Apply plain language, consistent dates, and clear notification procedures to reduce ambiguity and support enforceability across jurisdictions.

Define precise representative powers in plain language
Write explicit permitted actions, include monetary caps if appropriate, and avoid open-ended phrases like 'all matters' that invite interpretation disputes.
Record effective and termination dates clearly
Use MM/DD/YYYY format for every date field and confirm accrual of duties and deadlines tied to those dates to prevent timing disputes.
Notarize or witness when required by state law
Confirm local notary or witness rules before execution; notarization and witness affidavits can materially affect acceptance and admissibility.
Maintain and distribute executed copies promptly
Provide signed copies to all parties and relevant third parties, and store originals in secure, tamper-evident systems with clear retention schedules.

Key Milestones from Draft to Record

Track discrete stages from drafting through execution and retention to ensure compliance and a clear audit trail for future review.

01

Drafting Complete

Final review and internal approvals complete before sending to signers.

02

Signatures Collected

All parties sign and date the agreement; timestamps recorded.

03

Notarization or Witnessing

Complete any notarization or witness steps required by jurisdiction.

04

Record and Store

Distribute executed copies and retain the signed document securely.

Timing Expectations and Common Timeframes

Typical timing depends on whether signatures are collected in person or electronically and on notarization or filing requirements.

Delivery of Executed Copy:

Provide executed copies to parties immediately after completion.

Notarization Window:

Complete notarization the same day or as required by state rules.

Responding to Third Parties:

Expect third-party verification requests within 1–5 business days.

Revocation Effective Date:

Revocation generally becomes effective upon receipt unless otherwise specified.

Record Retention Start:

Retention periods begin on execution or termination date, per policy.

Six Structural Elements to Review Before Signing

Prioritize clarity in party identification, delegated powers, limits, and dispute language to help ensure operational and legal clarity for all stakeholders.

Parties

Identify principal and representative by full legal name, business entity type, and contact information to validate authority against records.

Representative Powers

List specific authorities such as signing contracts, accessing accounts, or representing in specific transactions with monetary or categorical thresholds.

Limitations

Include explicit prohibitions, required approvals, or actions that require principal preauthorization to constrain representative discretion.

Term

State effective date, expiration date, renewal terms, and circumstances that trigger early termination or automatic extension.

Revocation

Specify revocation process, notice requirements to third parties, and how effective dates are determined upon termination or rescission.

Governing Law

Name the state law governing interpretation and dispute resolution and include venue or arbitration clauses where appropriate.

How to Amend or Update a Representative Agreement

Follow a concise amendment workflow to preserve continuity and ensure that all parties acknowledge changes in writing.

01

Identify Clause:

Note specific provision(s) requiring change.
02

Draft Amendment:

Prepare an amendment referencing the original agreement.
03

Obtain Signatures:

All parties and representative must sign the amendment.
04

Notarize if Required:

Complete notarization or witnessing when law demands it.
05

Distribute Copies:

Send executed amendment to all relevant parties.
06

Update Records:

Record changes in corporate, HR, or contract systems.

Digital Execution: Technical and Integration Considerations

Choose a platform that supports required authentication, document formats, and audit logging for compliance and ease of use.

  • Integrations: Salesforce, NetSuite, Microsoft 365, Google Workspace
  • Supported Formats: PDF, DOCX, HTML, Excel
  • Signer Authentication: Email links, SMS codes, KBA, or SSO

Recommended Digital Workflow Settings

Configure your digital workflow to match signers’ authentication needs and the agreement’s legal requirements for evidence and retention.

Field Configuration
Signer Authentication Email with optional SMS code
Notification Timing Immediate email upon send
Field Types Signature, Date, Initials, Text
Template Save Save as reusable template

How a Representative Agreement Differs from Related Documents

Select the document type that best fits the relationship you intend to create; notarization and scope vary significantly across instruments.

Document Type Notarization Needed Typical Use
Representative Agreement often limited agency for transactions
Power of Attorney usually broad legal authority
Durable POA usually continues after incapacity
Agency Agreement sometimes ongoing business representation

eSignature Vendor Comparison for Executing Representative Agreements

Compare core pricing and compliance features relevant to executing Representative Agreements; signNow appears first for parity across key criteria.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Yes Yes Yes Yes
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

Frequently Asked Questions about Representative Agreements

Answers to common execution, enforceability, revocation, and recordkeeping questions for Representative Agreements in the United States.


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