Terms of Service

By accessing this site or engaging Policyflow Solutions for implementation services, you agree to these Terms of Service. If you do not agree, do not use the site or services.

Policyflow Solutions provides a done-for-you appointment engine: lead ingestion, conversational SMS and email follow-up, qualification screening, calendar automation, and database reactivation, operated on behalf of client life insurance agencies.

We commit to completing technical deployment within 14 business days of receiving your lead sources and producer availability, with dedicated configuration until all launch milestones are active. Guarantee specifics are documented in your service agreement.

Clients must only submit leads for which they hold valid consent and TCPA-compliant opt-in. Policyflow reserves the right to suspend campaigns that violate carrier rules, TCPA, or these terms.

Outbound messaging is delivered via carrier-approved A2P 10DLC routes with TCR registration. Clients are responsible for the accuracy of lead consent records they provide; Policyflow maintains opt-in custody and suppression on their behalf.

Plans are billed monthly based on the selected tier and lead volume. Fees, overage, and custom-plan terms are set out in your service agreement. Fees are non-refundable except where required by law.

Policyflow Solutions is not liable for indirect or consequential damages. Total liability is limited to the fees paid for the service period in question, to the extent permitted by law.

Either party may terminate per the notice period in your service agreement. Upon termination, Policyflow will wind down active campaigns and retain records as required for compliance.