TERMS & CONDITIONS
Effective Date: 1/22/2026
For questions, contact [email protected]
Please read these Terms of Service (“Terms”) carefully before using the Alpha CRM Resources (as defined below), or otherwise seeking affiliation with the Company.
⚠️ THESE TERMS CONTAIN AN ARBITRATION AGREEMENT, JURY AND CLASS ACTION WAIVERS, LIMITATIONS OF LIABILITY, AND OTHER PROVISIONS THAT AFFECT YOUR LEGAL RIGHTS. BY USING OUR SERVICES, YOU AGREE TO THESE TERMS.
1. Use of Resources
Your use of the Company’s website, customer relationship management software, agent portal, advertising services, leads, or your receipt of any commissions or other compensation from any insurance carrier affiliated with the Company (collectively, “Resources”) is conditioned on your acknowledgement, agreement, and compliance with these Terms. These Terms apply to all insurance agents, subscribers, and clients that use or access any of the Resources.
By using the Company’s Resources, you agree to be bound by these Terms. If you disagree with any part of the Terms, you must immediately notify the Company and discontinue your relationship and usage.
All Resources are provided “as is.” The Company makes no warranties, express or implied, regarding the accuracy, completeness, or performance of any Resource.
2. Outbound Communications and Compliance with Law
In connection with your activities pertaining to the marketing and sale of insurance products that involve the Company in any way (including any use of the Company trademarks or any Resource), you agree that you will not:
Sell any leads purchased from the Company unless expressly authorized.
Use leads generated via autodialers, spam texts, prerecorded messages, or other telemarketing services.
Contact any lead without proof of prior consent or proper DNC list screening.
Contact any lead who has opted out.
For Medicare-related products:
Avoid telephonic or door-to-door solicitations unless allowed.
Do not use unapproved or misleading materials.
Always obtain a Scope of Appointment.
You must comply with all federal and state regulations including but not limited to the TCPA, TSR, CAN-SPAM, HIPAA, CCPA, and CMS guidelines.
3. Communication with Client
As an client, you authorize the Company to contact you via phone, email, text, voicemail, or other methods in connection with insurance our services. You may opt out at any time by notifying us.
4. Independent Relationship
Clients are independent users of the platform. Use of the Resources does not create a partnership, agency, joint venture, or employment relationship between the client and the Company.
5. Trademarks
The Company’s name and logo, and all related names, logos, product and service names, designs and slogans are trademarks of the Company or its affiliates or licensors. You may not use such marks without the prior written permission of the Company.
6. Intellectual Property & Use of Marketing Materials
Clients are prohibited from uploading, copying, sharing, or using any content, ads, scripts, landing pages, or other marketing materials that infringe upon the intellectual property rights of others.
You are solely responsible for ensuring that your materials do not violate any copyrights or trademarks. The Company reserves the right to suspend or terminate accounts using unauthorized content.
7. Indemnification
You agree to defend, indemnify, and hold harmless the Company, its affiliates, licensors and service providers, and its and their respective officers, directors, employees, contractors, agents, licensors, suppliers, successors and assigns from and against any claims, liabilities, damages, judgments, awards, losses, costs, expenses or fees (including reasonable attorneys' fees) arising out of or relating to your violation of these Terms or your use of the Resources, including your violation of law.
8. Limitation on Liability
To the maximum extent allowed by law, the Company shall not be liable for indirect, incidental, special, or consequential damages. Total liability shall not exceed the greater of $1,000 or the amount paid by you in the past 12 months.
9. Agreement to Arbitrate
10. Waiver and Severability
The failure of the Company to enforce any right or provision of these Terms will not constitute a waiver of future enforcement of that right or provision. The waiver of any such right or provision will be effective only if in writing and signed by a duly authorized representative of the Company. If for any reason a court of competent jurisdiction or an arbitrator finds any provision of these Terms invalid or unenforceable, that provision will be enforced to the maximum extent permissible and the other provisions of these Terms will remain in full force and effect.
11. CRM Cancellations & Refund Policy
At Alpha CRM, we are dedicated to providing our clients with CRM solutions that meet the highest standards of performance and customer satisfaction. We understand the critical role our software plays in your business, and we are committed to offering robust support and resources to help you make an informed decision.
No Refund Policy: Please be advised that Alpha CRM adheres to a strict no-refund policy. Once a purchase is made, our team dedicates significant resources to customizing and integrating our CRM solutions according to your specific business needs. Given the digital nature of our products and the possibility of duplication, all sales are considered final. This policy is in place to ensure the integrity of our software and services.
Cancellation Policy: To avoid being charged for the next billing period, clients must cancel their subscription at least 24 hours before the upcoming billing cycle. Cancellation requests can be submitted within your CRM sub account under settings and "Billing". It is crucial to follow these steps to ensure your request is processed promptly.
Evaluation: We encourage prospective clients to utilize our demos, free trials, and consultation services before making a purchase. This is to ensure that our software aligns with your business requirements and expectations. Our team is ready to provide in-depth product demonstrations and answer any questions to aid in your evaluation process.
Support and Assistance: Despite our no-refund policy, our commitment to your satisfaction remains unwavering. Should you experience any issues or have concerns with our software after purchase, our customer support team is available to provide comprehensive assistance. We are committed to resolving any challenges you may encounter and ensuring the software fulfills your business needs.