Terms and conditions
Thank you for choosing CASSI, the dedicated platform for insurance agents. These Terms and Conditions ("Terms") are a contract between you (“User”) and CASSI ("Company", “we”, “us”, or “our”) and govern your access to and use of the CASSI website and services (the “Platform”).Our registered office is located at 336 E College Ave, Suite 301, Tallahassee, FL 32301, United States.
1. Acceptance of Terms
By accessing or using the CASSI platform, you acknowledge that you have read, understood, and agree to be bound by these Terms and Conditions. If you do not agree with any part of these terms, you should discontinue use of the platform.
2. Services and PricingSetup Fee: A one-time fee of $2,000 is required to set up your account.
Monthly Fee: The standard service is $697 per month plus Ad Spend.
Additional Campaigns: Each additional campaign type incurs a fee of $297 per month.
Service Inclusions: The fees cover CRM functionalities, marketing automation, AI appointment booking, a dedicated Facebook business page and ad manager, ad copy, daily ad maintenance, an Agency Profile / Authority Page, and an A2P compliant call / sms number.
Credits and Overages: Your monthly subscription includes costs associated with email sending, AI costs and credit card fees. Usage for calls and texts will be billed to your card on file as pre-purchased credits and reloaded as incurred according to the refill schedule set by you.
3. Payment Terms / Billing Cycle: Fees are billed automatically monthly in advance and are due on the invoice date.
No Refunds: Payments are non-refundable. By using our services, you agree to our pricing and payment terms.
Responsibility for Costs: You are responsible for all costs associated with your use of the platform, including but not limited to call and SMS charges.
4. Use of Leads and Data: Leads provided through CASSI are for your direct use only and must not be sold or transferred. The ad manager account and all related data remain the property of CASSI.
5. External Communications Policy: Importing or communicating with external leads through the CASSI system is prohibited to ensure compliance and maintain system integrity.
6. Intellectual Property: The CASSI platform and its content are protected by intellectual property laws. Unauthorized use of the platform’s content, leads, or data is strictly prohibited.
7. User Obligations: You agree to use the CASSI platform in compliance with all applicable laws and regulations and not for any unauthorized or illegal purposes.
8. Termination and Cancellation: You may cancel your subscription at any time through your account settings or by contacting our support team. CASSI reserves the right to terminate your access to the platform at any time or for any breach of these Terms.
9. Amendments to Terms: CASSI reserves the right to modify these Terms at any time. Continued use of the platform after such changes constitutes your acceptance of the new Terms.
10. Governing Law and Dispute Resolution: These Terms are governed by the laws of the State of Florida. Any disputes arising from these Terms will be resolved through binding arbitration in Florida.
11. Contact Information: For questions or concerns regarding these Terms or the platform, please contact us at the provided contact details below.
Contact Us
For any questions or concerns regarding these Terms or the Platform, please contact us at:
Insurance Life Advisors
777 Brickell Ave, Suite 500-95981
Miami, FL 33131
United States
Phone: (+1) 503-704-2291
office@theinsurancelifeadvisors.com
