Who owns the consulting outputs?

It depends on the contract. Without an express assignment clause, the consultant typically retains ownership of materials created during the engagement. Clients should request an assignment of deliverables.

What is a retainer and how does it work?

A retainer is a monthly flat fee for the consultant's availability. The client pays a fixed amount, typically for an agreed number of hours or priority access.

How to handle the situation where the consultant is not satisfied with the client?

The contract should include a right of termination with a notice period (e.g. 30 days) and define what happens to ongoing obligations upon termination.

Must the consultant charge VAT?

Yes, if the consultant is VAT-registered or has exceeded the VAT registration threshold (€49,790 over 12 months in Slovakia). In that case invoices must include VAT.

Insurance brokers Consulting agreement

Consulting agreement for Insurance brokers

Insurance brokers sometimes provide comprehensive risk management advice or corporate insurance portfolio structuring. A consulting agreement separates this advisory work from brokering activity and sets an appropriate fee. zipzipdoc generates it in 60 seconds.

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Insurance brokers

An insurance broker needs a mandate to represent the client before insurers and consent for processing personal data — before presenting any offer. zipzipdoc enables these documents to be signed online, professionalising the entire first contact.

Consulting agreement

For consultants providing expert advice. Hourly, retainer or project fee — AI tailors the terms.

When to use a Consulting agreement

Before starting a paid advisory relationship
When setting up a long-term retainer arrangement
When a client needs regular advice without a defined deliverable
For strategic advisory to investors or boards

What you get

Hourly and project rate
Retainer
Confidentiality
Ownership of deliverables

Benefits for Insurance brokers

Online mandate before every meeting
GDPR-compliant archive
Bulk sending to client base

FAQ

Questions about Consulting agreement

Yes, unless a non-compete or exclusivity clause is agreed. Always state explicitly in the contract whether exclusivity is required.

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