Effective date: March 1, 2026
By accessing or using ClientRelay ("the Service"), you agree to be bound by these Terms of Service. If you do not agree to these terms, do not use the Service.
ClientRelay is a client follow-up and lead management platform designed for insurance agents. The Service provides tools for tracking leads, automating follow-up communications, and managing client relationships.
You must create an account to use the Service. You agree to:
Access to the Service requires a paid subscription at $25/month. Billing is handled securely through Stripe. By subscribing, you authorize recurring charges to your payment method. You may cancel your subscription at any time; cancellation takes effect at the end of the current billing period.
You agree not to use the Service to:
If you use the SMS features of ClientRelay, you are solely responsible for ensuring compliance with all applicable laws and regulations, including the Telephone Consumer Protection Act (TCPA) and all applicable carrier guidelines. You must have proper consent from recipients before sending any SMS messages through the platform.
Your data belongs to you. We do not sell or share your client data with third parties. See our Privacy Policy for details on how we collect, use, and protect your information.
To the fullest extent permitted by law, ClientRelay and its operators shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of the Service, even if advised of the possibility of such damages.
We reserve the right to suspend or terminate your account at our sole discretion for violations of these Terms or for any conduct we determine is harmful to the Service or other users. You may delete your account at any time by contacting us.
We may update these Terms from time to time. We will notify you of material changes via email or a prominent notice within the Service. Continued use of the Service after changes constitutes acceptance of the revised Terms.
Questions about these Terms? Contact us at jaredmatthewaigner@gmail.com.