Terms of Service

This Agreement is entered into between the subscribing insurance agency ("Client") and Run Syrup ("Provider") upon Client's successful subscription checkout or account activation.

1. Services Provided

Provider grants Client access to its retention platform, including hosted policyholder check-in forms, a CRM dashboard for reviewing and acting on check-in results, and optional Google Workspace integration for email correspondence within the dashboard.

2. Fees and Payment

Subscription Fee: Client agrees to pay the recurring subscription fee presented and agreed to at checkout.

Billing: Payments are billed automatically on a recurring basis to the payment method on file.

Non-Payment: Provider may suspend access to the Services if an invoice becomes past due. Payments are non-refundable except where required by law.

3. Intellectual Property

Provider retains exclusive ownership of the software, platform, and all underlying technology used to deliver the Services ("Provider IP"). Client is granted no ownership rights in the Provider IP.

4. Data Ownership

Policyholder check-in data collected on Client's behalf belongs to Client. Provider acts as a data processor, retaining and hosting that data for as long as Client's account is active in order to provide the dashboard and reporting features of the Services. Client grants Provider a limited license to use Client's branding (e.g. agency name) solely to operate check-in forms and dashboards on Client's behalf.

5. Client Responsibilities

Client is responsible for providing accurate account information and any credentials needed to configure integrations Client chooses to enable. Client is responsible for complying with applicable privacy and insurance-industry regulations governing its own relationship with its policyholders.

6. Term and Termination

This Agreement is effective on a month-to-month basis. Client may terminate at any time with written notice, effective at the end of the current billing cycle. Upon termination, Provider will disable Client's access and, upon request, delete or export Client's data in accordance with the Privacy Policy.

7. Limitation of Liability

Provider is not liable for indirect, incidental, or consequential damages, including loss of data or revenue, arising from use of the Services or from outages originating from third-party providers Client chooses to integrate with. Provider's total liability under this Agreement is limited to the amount Client paid in the one month preceding the claim.

8. General Provisions

Provider may update these Terms with 30 days' notice. Continued use of the Services after that notice period constitutes acceptance of the updated Terms.

9. Contact Us

Questions about these Terms can be sent to hello@syrup.run.