These Terms of Service (“Terms”) govern your access to and use of the Policy Pulse CRM platform (“Service”) operated by Policy Pulse CRM (“we,” “our,” or “us”). By creating an account or using our services, you agree to be bound by these Terms.
1. Use of Services
Policy Pulse CRM is a SaaS platform built on GoHighLevel infrastructure, designed to help insurance professionals manage contacts, communications, and workflows. You may use the Service only for lawful purposes and in accordance with these Terms.
You agree to:
Provide accurate and complete registration information
Maintain the confidentiality of your login credentials
Be fully responsible for all activities under your account
Use the system in accordance with TCPA, CTIA, and A2P 10DLC regulations
2. A2P Messaging & Compliance
Policy Pulse CRM supports Application-to-Person (A2P) SMS and MMS messaging. You are solely responsible for:
Registering your brand and campaigns as required for 10DLC messaging
Obtaining proper consent from your contacts before sending SMS, emails, or calls
Including opt-out instructions in all outbound SMS messages
Avoiding spam, misleading content, or prohibited messaging practices
We may monitor messaging practices and suspend or terminate access for non-compliance.
3. Prohibited Uses
You agree not to use the Service to:
Send unsolicited messages (spam)
Transmit content that is abusive, deceptive, or illegal
Collect or store personal data without consent
Attempt to reverse-engineer, duplicate, or exploit any part of the platform
4. User Data and Content
You retain ownership of your data, but grant us a license to store, process, and transmit that data solely to deliver the CRM services. You are responsible for securing appropriate permissions for any data you upload or collect using our system.
We do not sell user or contact data under any circumstances.
5. Integrations and Third Parties
Policy Pulse CRM integrates with third-party tools and services. We are not liable for the functionality, data handling, or availability of those external services. You are responsible for complying with any applicable third-party terms.
6. Termination
We reserve the right to suspend or terminate your access if:
You violate these Terms or applicable laws
You fail to maintain active and valid contact methods
Your usage creates a security risk or disrupts the service for others
You may cancel your subscription at any time via your account dashboard or by contacting us in writing.
7. Service Availability and Support
We strive to provide reliable access, but the Service may occasionally be unavailable due to maintenance, upgrades, or technical issues. Support is provided via email or chat during standard business hours. We make no guarantees of uptime or uninterrupted service.
8. Payment Terms
Subscriptions are billed in advance. All fees are non-refundable unless otherwise stated in writing. Failure to pay may result in suspension or termination of access.
You authorize us to charge your payment method on file for all fees associated with your account.
9. Limitation of Liability
Policy Pulse CRM is not liable for:
Lost profits, business interruption, or indirect damages
Any losses resulting from improper data entry or failure to obtain proper client consent
Regulatory or carrier enforcement actions caused by your failure to comply with A2P or marketing laws
Our total liability will not exceed the amount paid by you in the 30 days preceding the claim.
10. Changes to These Terms
We may update these Terms at any time. Updated terms will be posted here with a revised effective date. Continued use of the Service constitutes acceptance of the updated Terms.
11. Contact Information
For questions about these Terms, contact us at: