Pinnacle Benefits Services, LLC

Submit a Potential Client Questionnaire

The potential client questionnaire begins the process of generating the Wholesale Client Agreement. It also protects you from a competing broker coming in and working with your client.

After submitting the questionnaire, Pinnacle will verify that no other broker is already working with the client and you can proceed to introduce Pinnacle and our packages to your client.

Potential Client Questionnaire




In connection with the undersigned considering, or entering into, a business relationship with Pinnacle Communications International, Inc. (“Pinnacle”), Pinnacle will provide the undersigned with certain proprietary and confidential information regarding the business and operations of Pinnacle and its technologies and proprietary systems and methods of operation.

In consideration for and as a condition to Pinnacle’s furnishing access to such information, the undersigned agrees as follows:

  1. CONFIDENTIAL INFORMATION. As used in this agreement, the term “Confidential Information” means and includes any and all: (a) trade secrets concerning the business and affairs of Pinnacle, product specifications, data, know-how, formulae, compositions, processes, designs, sketches, photographs, graphs, drawings, samples, inventions and ideas, past, current, and planned research and development, network marketing systems and methods and network marketing compensation systems, current and planned marketing or distribution methods and processes, customer lists, current and anticipated customer requirements, price lists, market studies, business plans, computer software and programs (including object code and source code), computer software and database technologies, systems, structures and architectures (and related processes, formulae, composition, improvements, devices, know-how, inventions, discoveries, concepts, ideas, designs, methods and information), and all other facts relating to Pinnacle or its operations, technologies, systems, sales, marketing, promotion, facilities, equipment, personnel, or financing matters, and including any other information, however documented, that is a trade secret within the meaning of Florida law; and (b) information concerning the business and affairs of Pinnacle (which includes financial statements, financial projections and budgets, historical and projected sales, capital spending budgets and plans, and all notes, analyses, compilations, studies, summaries, and other material prepared by the undersigned or his or her representatives containing or based, in whole or in part, on any information included in the foregoing. Confidential Information shall not include any information, which the undersigned can show was not acquired from Pinnacle or its representatives and was already known to the undersigned prior to entering into this agreement or was known to the public generally through no fault of the undersigned.

  2. RESTRICTED USE OF CONFIDENTIAL INFORMATION. The undersigned agrees that the Confidential Information (a) will be kept confidential by the undersigned and its representatives and (b) without limiting the foregoing, will not be disclosed by the undersigned or his or her representatives to any person except with the specific prior written consent of William A. Levine (the "Pinnacle Contact") or except as expressly otherwise permitted by the terms of this agreement. The undersigned and his or her representatives will not use any of the Confidential Information for any reason or purpose other than to consider a business relationship with Pinnacle or in any way detrimental to or in competition with Pinnacle. In addition, for a period of 18 months after the date of this agreement, the undersigned will not attempt to induce any person or entity to terminate their business or employment relationship with Pinnacle.

  3. RETURN OF CONFIDENTIAL INFORMATION. Upon request by Pinnacle, the undersigned (i) will promptly deliver to Pinnacle all documents or other materials furnished by Pinnacle to the undersigned or its representatives constituting Confidential Information, together with all copies and summaries thereof in the possession or under the control of the undersigned or his or her representatives, and (ii) will destroy materials generated by the undersigned or his or her representatives that include or refer to any part of the Confidential Information, without retaining a copy of any such material.

  4. REMEDIES. The undersigned agrees to indemnify and hold Pinnacle harmless from any damages, loss, cost, or liability (including legal fees and the cost of enforcing this indemnity) arising out of or resulting from any unauthorized use or disclosure by the undersigned or his or her representatives of the Confidential Information or other violation of this agreement. In addition, because an award of money damages would be inadequate for any breach of this agreement by the undersigned or his or her representatives and any such breach would cause Pinnacle irreparable harm, the undersigned also agrees that Pinnacle will also be entitled, without the requirement of posting a bond or other security, to equitable relief, including injunctive relief and specific performance.


    1. Modification. The agreements set forth in this agreement may be modified or waived only by a separate writing signed by Pinnacle and the undersigned expressly modifying or waiving such agreements.

    2. Assignment. Pinnacle reserves the right to assign all of its rights under this agreement, including the right to enforce all of its terms.

    3. Governing Law. This agreement will be governed by the laws of the State of Florida without regard to conflicts of laws principles.

Enter your first and last name to confirm your acceptance of the above confidentiality agreement
First Name: Last Name: