Terms of Service

Last Updated: June 24, 2025

Hey there! 👋 We know legal docs can be boring, so we've made this as clear and friendly as possible. These terms keep everyone safe and happy while using LegacyCore.

1. Acceptance of Terms

Essential

By using LegacyCore, you're agreeing to play by these rules. Think of it like joining a club - these are the guidelines that keep everything running smoothly for everyone. If you're not cool with these terms, no worries! You just can't use our platform.

TL;DR: Using LegacyCore = agreeing to these terms. Don't agree? Can't use the platform.

2. AI Systems & Automated Decision Making

NAIC Compliant

LegacyCore uses advanced AI technology to enhance your insurance experience. We're committed to transparent, fair, and responsible AI deployment that benefits you while protecting your rights.

🤖 How We Use AI

  • Customer Service: AI agents handle routine inquiries and support requests
  • Lead Qualification: AI assists in qualifying potential insurance leads
  • Application Processing: AI helps review applications for completeness and accuracy
  • Performance Analytics: AI analyzes performance data to provide insights

✅ Your AI Rights

  • Transparency: We clearly disclose when AI is involved in your interaction
  • Human Alternative: You can always request to speak with a human agent
  • Explanation: You have the right to understand AI decisions that affect you
  • Appeal Process: You can request human review of AI-assisted decisions
  • Opt-Out Options: You can choose to limit AI involvement in your service

⚖️ Fairness & Protection

  • • All AI systems undergo regular bias testing and fairness assessments
  • • Human oversight is required for all high-impact decisions
  • • AI recommendations do not replace final human judgment in underwriting
  • • We maintain comprehensive audit trails of all AI decisions
  • • Consumer protection measures are built into all AI systems

By using our platform, you acknowledge and agree to the use of AI systems as described. Our Privacy Policycontains additional details about AI data processing.

2. What We Do

LegacyCore is your all-in-one insurance management platform! We help insurance agents and managers:

📱 Track Applications

Manage your entire application pipeline

💰 Manage Commissions

Keep track of your earnings

🤖 AI Assistance

Smart tools to boost productivity

📊 Analytics

Data-driven insights

3. Your Account

Creating an account is easy! Just remember these simple rules:

Keep your info accurate and up-to-date

Keep your password secure (use a good one!)

Tell us immediately if someone hacks your account

Pro tip: You're responsible for everything that happens under your account, so keep those login details safe! 🔐

4. Pricing & Plans

We offer different subscription plans to fit your needs. Here's the deal:

Payment terms depend on your chosen plan

All fees are non-refundable (unless we specify otherwise)

We'll give you heads up if prices change

5. Your Content

All the stuff you upload (client info, documents, applications) stays yours! We just need permission to store and process it to make our service work.

Your data = your responsibility. Make sure you have the right to upload it and that it doesn't break any laws. We trust you! 🤝

6. License & Usage

We're giving you permission to use LegacyCore for your business. Cool! But please don't:

Resell or redistribute our service

Copy or modify our platform

Try to reverse engineer our code

Use it for anything illegal

7. Intellectual Property

LegacyCore and all its features belong to us and our partners. You can use it, but you can't copy our design, steal our code, or use our trademarks without permission. Play fair! ⚖️

8. Limitation of Liability

We work hard to keep LegacyCore running smoothly, but sometimes stuff happens. We can't be responsible for indirect damages like lost profits or data.

Translation: We'll fix problems when they happen, but we can't pay for business losses. Always keep backups! 💾

9. Account Termination

Either of us can end this relationship. You can cancel anytime, and we might suspend accounts that break these terms. No hard feelings! 🤗

If your account gets terminated, you lose access immediately. Want to leave? Just stop using the service or contact us to delete everything.

11. Questions? We're Here!

Got questions about these terms? We'd love to help! Reach out anytime:

Email Us

legal@legacycore.com

Visit Us

123 Insurance Avenue
Suite 500, San Francisco, CA 94105

Ready to Get Started?

Join thousands of insurance professionals already using LegacyCore

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