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Terms of Service

Last updated: 10/27/2025

1. Acceptance of Terms

By accessing and using GetSmartSolution ("the Service"), you accept and agree to be bound by the terms and provisions of this agreement. If you do not agree to these terms, please do not use the Service.

2. Description of Service

GetSmartSolution provides a comprehensive CRM (Customer Relationship Management) platform designed for insurance agencies and sales teams. The Service includes lead management, deal tracking, contact management, calendar integration, messaging, reporting, and campaign management features.

3. User Accounts

3.1 Account Creation

To use certain features of the Service, you must register for an account. You agree to provide accurate, current, and complete information during the registration process and to update such information to keep it accurate, current, and complete.

3.2 Account Security

You are responsible for maintaining the confidentiality of your account password and for all activities that occur under your account. You agree to notify us immediately of any unauthorized use of your account.

3.3 Account Types

The Service offers different account types:

  • Agency Owner: Full administrative access to manage agency, users, and settings
  • Sales Agent: Access to assigned leads, deals, and standard CRM features
  • Administrator: System-wide administrative privileges

4. Acceptable Use

You agree not to use the Service to:

  • Violate any applicable laws or regulations
  • Infringe upon the rights of others
  • Transmit any harmful, threatening, or harassing content
  • Attempt to gain unauthorized access to the Service or related systems
  • Interfere with or disrupt the Service or servers
  • Use automated systems to access the Service without permission

5. Data and Privacy

Your use of the Service is also governed by our Privacy Policy. By using the Service, you consent to the collection and use of your information as described in the Privacy Policy.

5.1 User Data

You retain all rights to any data you submit, post, or display through the Service. You grant us a license to use, store, and process this data solely for the purpose of providing the Service to you.

5.2 Data Security

We implement industry-standard security measures to protect your data. However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.

6. Subscription and Payments

6.1 Subscription Plans

The Service offers various subscription plans with different features and pricing:

  • Starter: Basic CRM features for small teams
  • Professional: Advanced features and integrations
  • Enterprise: Full feature set with custom support

6.2 Billing

Subscription fees are billed in advance on a monthly or annual basis. All fees are non-refundable except as required by law or as explicitly stated in these terms.

6.3 Free Trial

We offer a 14-day free trial for new users. No credit card is required for the trial. At the end of the trial period, you will need to subscribe to continue using the Service.

7. Termination

7.1 Termination by You

You may terminate your account at any time by contacting our support team or using the account settings.

7.2 Termination by Us

We reserve the right to suspend or terminate your account if you violate these terms or engage in fraudulent or illegal activities.

8. Intellectual Property

The Service and its original content, features, and functionality are owned by GetSmartSolution and are protected by international copyright, trademark, and other intellectual property laws.

9. Disclaimer of Warranties

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, SECURE, OR ERROR-FREE.

10. Limitation of Liability

IN NO EVENT SHALL GETSMARTS OLUTION BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING OUT OF OR RELATED TO YOUR USE OF THE SERVICE.

11. Changes to Terms

We reserve the right to modify these terms at any time. We will notify users of any material changes via email or through the Service. Your continued use of the Service after such modifications constitutes your acceptance of the updated terms.

12. Governing Law

These terms shall be governed by and construed in accordance with the laws of the jurisdiction in which GetSmartSolution operates, without regard to its conflict of law provisions.

13. Contact Information

If you have any questions about these Terms of Service, please contact us at:

  • Email: legal@getsmartsolution.com
  • Support: support@getsmartsolution.com

Important Notice

By using GetSmartSolution, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service. Please review them carefully before using our Service.