Terms and Conditions

Last updated:

1. Overview

AdvantaCRM ("AdvantaCRM," "we," "us," and terms of similar meaning) provides this website (the "Site") and the products and services (individually and collectively, the "Services") found at this Site, to you subject to these Terms of Use (these "Terms"). If you are agreeing to these Terms on behalf of a business entity, you represent and warrant that you have the legal authority to bind such entity to these Terms, in which case "you," "your," "User," or "Customer" shall refer to such entity.

By accessing or using the Site, or by merely browsing the Site, you agree to be legally bound by these Terms and all terms, policies, and guidelines incorporated by reference. If you do not agree with these Terms in their entirety, you may not use the Site.

2. Use of the Site

To utilize the Services, you will be asked to create an account ("Account") by providing certain personal information such as your name, email address, and payment information. Our Privacy Policy explains how such information may be collected and used.

AdvantaCRM offers various Services on the Site. When you enroll in a Service, you accept the specific Terms applicable to that Service. Except as provided in these Terms, AdvantaCRM does not warrant that any product descriptions or content contained in the Site is accurate, current, reliable, complete, or error-free.

You may not use the Site in any manner that:

  • Imposes an unreasonable or disproportionately large load on the Site's infrastructure, or adversely affects, restricts, or inhibits any other User from using and enjoying the Site

  • Introduces a virus, Trojan horse, worm, or other harmful programming routine

  • Constitutes or contains false or misleading indications of origin or statements of fact, including impersonation of any other person

  • Results in the transmission of any unauthorized information, data, text, images, links, or files

  • Results in the harvesting of any information concerning other Users of the Site

3. Modifications to Terms

AdvantaCRM reserves the right to change or modify these Terms, or any policy or guideline of the Site, at any time and in its sole discretion. If you do not agree with changes, you may cancel your account without further obligation. Unless otherwise specified, changes will be effective immediately upon posting on the Site. Your continued use of the Site after such posting constitutes acceptance of the amended Terms.

If you have any questions about these Terms, please contact us at support@advantacrm.com.

4. Privacy Policy

This is a United States website and is subject to United States law. Please refer to AdvantaCRM's Privacy Policy for information on how we collect, use, and disclose Personally Identifiable Information ("PII"). By using the Site, you agree to our use, collection, and disclosure of PII in accordance with the Privacy Policy.

5. Account Registration and Security

The Site is available to persons who are 18 years and older, who have properly registered, and who have not been suspended or removed by AdvantaCRM for any reason.

As an Account holder, you agree to:

(a) Provide accurate, current, and complete Registration Data (b) Maintain the security of your password and login credentials (c) Promptly update your Registration Data to keep it accurate, current, and complete (d) Accept all risks of unauthorized access to your Registration Data and any other information you provide

You are responsible for all activity on your AdvantaCRM account and for all charges incurred by your account. AdvantaCRM reserves the right to revoke or suspend your account for any reason at any time, without notice, particularly upon any violation of these Terms or the Privacy Policy.

6. Fees and Charges

Fees and other charges for the use of the Site and Services are described on the Site. You agree to pay all prices and fees due for Services purchased at the time you order the Services. All prices and fees are non-refundable unless otherwise expressly noted.

Prices may change from time to time. If we change them, we will provide you at least 30 days' notice. Your continued use of the Site or Services after the change indicates your agreement with the new fees after the effective date. Fee changes will not apply to the billing period in which the change occurs.

Payment for Services shall be made by a valid payment method at the time of purchase. Recurring payments will be automatically charged to the payment method on file each billing period, and you authorize AdvantaCRM to process such charges.

If you believe a billing statement is incorrect, you must contact us within 60 days of the billing period start date to be eligible for an adjustment or credit.

Your account is considered delinquent if full payment is not received by the billing period start date. If your account is delinquent for 30 days, we will deactivate your account. Deactivated accounts are placed in storage and can be restored. We will notify you by email if we decide to deactivate your account. If your account remains delinquent and we do not hear from you, we may terminate it at any time without further notice.

7. Cancellation and Refund Policy

You may cancel your AdvantaCRM subscription at any time by contacting our support team at support@advantacrm.com. Cancellation requests must be submitted at least 3 days before your next billing date to avoid being charged for the upcoming billing period.

Refunds: AdvantaCRM does not provide prorated refunds for unused portions of a billing period. If you cancel your subscription, you will retain access to the Services until the end of your current paid billing period. No refunds will be issued for partial months or unused time remaining in your billing cycle.

Data Retention After Cancellation: Upon cancellation, your account will be deactivated at the end of your current billing period. Your data will be retained in storage for 90 days following deactivation, during which time you may request reactivation. After 90 days, your data may be permanently deleted at AdvantaCRM's discretion. If you wish to have your data deleted immediately upon cancellation, you may submit a written request to support@advantacrm.com.

Termination by AdvantaCRM: AdvantaCRM reserves the right to terminate your account at any time for violation of these Terms, non-payment, or any other reason at our sole discretion. In the event of termination for cause, no refunds will be provided.

8. Ownership, Copyright, and Trademarks

The content on the Site and Services, including all information, data, logos, marks, designs, graphics, pictures, sound files, and their selection and arrangement, is referred to as "Content." Content provided by Users is referred to as "User Content."

Other than User Content, the Site, the Services, all Content, and all software available on the Site are the property of AdvantaCRM or its licensors, and are protected by U.S. and international copyright and intellectual property laws. All rights are expressly reserved.

You may not frame or utilize framing techniques to enclose any trademark, logo, or proprietary information of AdvantaCRM without prior written consent. You may not use metatags or "hidden text" utilizing our name, trademarks, or trade names without prior written consent. Any unauthorized use terminates any license or permission granted by AdvantaCRM.

9. User Content

Your User Content is your responsibility. We have no responsibility or liability for it, or for any loss or damage it may cause to others. You represent and warrant that you have all necessary rights to the User Content and that its use will not violate any third-party intellectual property rights.

We do not claim any ownership interest in your User Content, but we do require the right to use your User Content to the extent necessary to operate the Site and provide the Services, now and in the future. You grant AdvantaCRM a non-exclusive, worldwide license to use, store, display, and transmit your User Content solely for the purpose of providing the Services.

When your account is terminated, your User Content will be removed from the Site. We may retain an archival copy for our internal business purposes in accordance with applicable law.

10. License to You

AdvantaCRM grants you a limited, revocable, non-exclusive, non-sublicensable license to access the Site and to view, copy, and print portions of the Content available to you, subject to the following conditions:

  • You may only view, copy, and print such Content for your own use

  • You may not modify or create derivative works of the Site or Content

  • You may not remove or modify any copyright, trademark, or proprietary notices

  • You may not use data mining, robots, or similar data gathering methods

  • You may not use the Site or Content other than for its intended purpose

  • You agree not to circumvent, disable, or interfere with the security-related features of the Site or Services

11. HIPAA and Protected Health Information

AdvantaCRM is designed for use by Medicare insurance agents and agencies and may be used to store and manage Protected Health Information ("PHI") as defined under the Health Insurance Portability and Accountability Act ("HIPAA").

AdvantaCRM implements administrative, physical, and technical safeguards designed to protect the confidentiality, integrity, and availability of PHI, including encryption of sensitive data at rest and in transit.

You acknowledge and agree that you are responsible for ensuring your own compliance with HIPAA and all applicable regulations governing the use and disclosure of PHI. AdvantaCRM will enter into a Business Associate Agreement ("BAA") with Customers upon request where required by HIPAA.

12. Security

We take the security of your data seriously. AdvantaCRM employs industry-standard security measures, including encryption of data in transit using TLS/SSL, encryption of sensitive data at rest, role-based access controls, and regular security assessments.

However, no system is perfectly secure or reliable, and the internet is an inherently insecure medium. When you use AdvantaCRM, you accept these risks and the responsibility for choosing to use a technology that does not provide perfect security or reliability.

13. Links to Third-Party Sites

The Site may contain links to third-party websites ("Third-Party Sites"). Your use of Third-Party Sites is at your own risk. AdvantaCRM does not monitor or have control over Third-Party Sites and provides links only as a convenience. A link does not imply endorsement, sponsorship, or affiliation. When you leave the Site, our Terms and Policies no longer govern.

14. Warranty Disclaimer

THE SITE, THE CONTENT, AND THE SERVICES ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED. ADVANTACRM EXPRESSLY DISCLAIMS ALL WARRANTIES, INCLUDING WITHOUT LIMITATION IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. ADVANTACRM DOES NOT REPRESENT OR WARRANT THAT THE SITE, SERVICES, OR CONTENT ARE ACCURATE, COMPLETE, RELIABLE, CURRENT, OR ERROR-FREE.

15. Limitation of Liability

IN NO EVENT SHALL ADVANTACRM, ITS AFFILIATES, VENDORS, OR ANY OTHER ENTITY AFFILIATED WITH ADVANTACRM BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, OR CONSEQUENTIAL DAMAGES (INCLUDING BUT NOT LIMITED TO DAMAGES FOR LOST PROFITS, LOST DATA, OR LOSS OF USE) ARISING OUT OF OR RELATING TO USE OF OR INABILITY TO USE THE SITE, ANY SERVICE, OR ANY INFORMATION CONTAINED WITHIN THE SITE. THIS LIMITATION APPLIES WHETHER THE ALLEGED LIABILITY IS BASED ON CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY, OR ANY OTHER BASIS, EVEN IF ADVANTACRM HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

IN NO EVENT SHALL THE TOTAL LIABILITY OF ADVANTACRM TO YOU FOR ALL DAMAGES, LOSSES, AND CAUSES OF ACTION EXCEED THE AMOUNT YOU PAID TO ADVANTACRM DURING THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO SUCH LIABILITY.

16. Indemnification

You shall defend, indemnify, and hold harmless AdvantaCRM, its affiliates, subsidiaries, officers, directors, agents, and employees from any loss, damages, liabilities, costs, expenses, claims, and proceedings arising out of or relating to: (a) your use of the Site, the Services, or the Content; and (b) any alleged breach of these Terms by you.

17. Communications

Notices that we provide to you may be delivered via email to the address in your Registration Data, posted in your account dashboard, or posted elsewhere on the Site. It is your responsibility to periodically review the Site for notices.

18. Anti-SPAM Policy

AdvantaCRM maintains a zero-tolerance policy toward unsolicited commercial messages (SPAM). You may not use the Site or Services to send commercial or other messages to any third party if those messages are not solicited, authorized, or welcomed by the third party. Your use of the Site must comply with all applicable laws, including CAN-SPAM, TCPA, and any other laws governing marketing practices.

19. Copyright Infringement Claims

If you believe that any content on the Site constitutes copyright infringement, please notify us by providing our designated Copyright Agent with the following written information:

  • A physical or electronic signature of a person authorized to act on behalf of the copyright owner

  • A description of the copyrighted work claimed to have been infringed

  • A description of the infringing material and information sufficient to permit us to locate it

  • Your contact information (address, telephone number, and email address)

  • A statement that you have a good faith belief that the use is not authorized

  • A statement, under penalty of perjury, that the information in your notice is accurate

Copyright claims may be sent to support@advantacrm.com.

20. Governing Law and Venue

The Site is controlled and operated by AdvantaCRM from its offices in Ohio, United States. All disputes, claims, or other matters arising from or relating to your use of the Site will be governed by the laws of the State of Ohio and the federal laws of the United States of America. You hereby consent to the exclusive jurisdiction and venue of the state and federal courts located in Ohio.

21. Miscellaneous

If any provision of these Terms is deemed unlawful, void, or unenforceable, that provision shall be severed and shall not affect the validity and enforceability of any remaining provisions. AdvantaCRM may assign any or all of its rights hereunder without your consent. You may not assign any rights or obligations under these Terms without the prior written consent of AdvantaCRM.

These Terms constitute the entire agreement between you and AdvantaCRM regarding your use of the Site and supersede all prior or contemporaneous communications. The section headings in these Terms are for convenience only and have no legal effect.

22. Contact Information

If you have any questions regarding these Terms, please contact us:

AdvantaCRM Email: support@advantacrm.com