Terms of Service

Legacy CRM-AMS — Terms of Service

1. Description of Service

2. Eligibility and Access

3. Subscription Plans and Billing

• Subscription Fees: Access to the Platform is provided on a recurring subscription basis.
• Agent Plan (Legacy CRM): $34.99 per month.
• Agency Plan (Legacy CRM): $39.99 per month.
• Legacy Connect Add-On: $58.99 per month (optional; includes integrated communications features).
• Legacy Pro Bundle: $85.00 per month (includes Agent Plan and Legacy Connect).
• Power BI Analytics Add-On: $20.00 per month (optional).
• Producer Qualification Program: Legacy Agent LLC may offer reduced or waived subscription fees for certain plans based on monthly production thresholds (“Producer Qualification”).
• Producer Qualification criteria, thresholds, and eligibility requirements are published separately and may be updated from time to time.
• Qualification determinations are made solely by Legacy Agent LLC based on production data recorded within the Platform.
• Production calculations are based exclusively on business entered, updated, and reflected as in-force within the Platform during the applicable reporting period.
• Legacy Agent LLC reserves the right to modify qualification thresholds, calculation methods, and eligibility criteria with notice.
• If qualification requirements are not met for a given billing period, standard subscription pricing applies.
• Agency Qualification: Agency-level qualification standards, if applicable, are determined separately and may differ from individual Agent qualification criteria.
• Trials and Promotions: Free-trial or beta access may be offered at Legacy’s discretion. New Users may receive a 30-day free trial.
• Subscriptions convert to paid status on the 1st of the month following the trial unless canceled beforehand.
• A valid payment method may be required at sign-up.
• Billing Cycle: Subscriptions are billed monthly or annually (if selected). Charges are processed automatically on the billing date, which is the 1st of each month.
• Cancellations: Users may cancel at any time through the processor customer portal or by written notice to Cette adresse e-mail est protégée contre les robots spammeurs. Vous devez activer le JavaScript pour la visualiser.. Access remains active through the current paid period.
• Refunds: Except as required by law, payments are non-refundable once a billing period begins.

4. Contracted Carriers and Availability

5. Data Ownership and Use

• Agent/Agency Data Ownership: Agents and agencies retain full ownership of their client, policy, and production data (“User Data”).
• License to Legacy: By using the Platform, Users grant Legacy a limited license to host, back up, and process User Data solely for operating the Platform.
• Data Portability: Users may export their data upon request or termination. Legacy will not sell, share, or use User Data for purposes unrelated to the Platform.
• Privacy Policy: Data handling practices are further described in our Privacy Policy.

6. Account Security

7. Acceptable Use

Users agree not to:

• Misuse the Platform for unlawful, fraudulent, or competitive purposes;
• Upload malicious code or interfere with system performance; or
• Share login credentials with unauthorized persons.

Legacy reserves the right to suspend access for violations of these Terms.

8. System Availability and Updates

9. Limitation of Liability

10. Termination

11. Governing Law

12. Contact Information

Effective Acceptance

By accessing or using the Legacy CRM-AMS Platform, you acknowledge that you have read, understood, and agree to these Terms of Service.