Legacy CRM-AMS — Terms of Service
Effective Date: 10/01/2025
Last Updated: 10/01/2025
These Terms of Service (“Terms”) govern access to and use of the Legacy CRM-AMS software platform (the “Platform”), a subscription service operated by Legacy Agent LLC (“Legacy,” “we,” “us,” or “our”).
By creating an account or accessing the Platform, you (“User,” “Agent,” or “Agency”) agree to these Terms.
1. Description of Service
Legacy CRM-AMS is a subscription-based, cloud-hosted customer-relationship and agency-management system designed for insurance agents and agencies contracted with Legacy Agent LLC.
The Platform allows users to manage leads, clients, policies, and related business information under Legacy’s carrier hierarchy.
2. Eligibility and Access
Use of the Platform is limited to agents and agencies who maintain an active contracting relationship within the Legacy Agent LLC hierarchy.
Legacy reserves the right to verify contracting status at any time.
3. Subscription Plans and Billing
- Subscription Fees: Access to the Platform is provided on a recurring subscription basis.
- Agent Plan: $34.99 per month.
- Agency Plan: $39.99 per month.
- Automation Add-On: $34.99 per month (optional).
- Power BI Analytics Add-On: $20.00 per month (optional).
- Free “Producer” Tier: Agents producing $5,000 or more in monthly paid, in-force premium qualify for free access.
- Production is measured by placed, issued, and in-force business entered and updated in the Platform between the 1st and 28th day of each calendar month.
- Qualification is reviewed monthly; if production falls below $5,000, the standard Agent Plan fee applies for the following month.
- Trials and Promotions: Free-trial or beta access may be offered at Legacy’s discretion. Trial length and renewal terms will be disclosed during signup.
- Billing Cycle: Subscriptions are billed monthly or annually (if selected). Charges are processed automatically via Stripe on the billing date.
- Cancellations: Users may cancel at any time through the Stripe customer portal or by written notice to
This email address is being protected from spambots. You need JavaScript enabled to view it. . Access remains active through the current paid period. - Refunds: Except as required by law, payments are non-refundable once a billing period begins.
4. Contracted Carriers and Availability
The Platform includes access only to carriers and products for which the agent or agency holds an active appointment under Legacy Agent LLC’s hierarchy.
Legacy does not offer availability of all carriers, products, or rates outside that structure.
5. Data Ownership and Use
- Agent/Agency Data Ownership: Agents and agencies retain full ownership of their client, policy, and production data (“User Data”).
- License to Legacy: By using the Platform, Users grant Legacy a limited license to host, back up, and process User Data solely for operating the Platform.
- Data Portability: Users may export their data upon request or termination. Legacy will not sell, share, or use User Data for purposes unrelated to the Platform.
- Privacy Policy: Data handling practices are further described in our Privacy Policy.
6. Account Security
Users are responsible for maintaining secure login credentials and for all activity under their account.
Legacy may require multi-factor authentication for security purposes.
7. Acceptable Use
Users agree not to:
- Misuse the Platform for unlawful, fraudulent, or competitive purposes;
- Upload malicious code or interfere with system performance; or
- Share login credentials with unauthorized persons.
Legacy reserves the right to suspend access for violations of these Terms.
8. System Availability and Updates
Legacy aims for continuous uptime but does not guarantee uninterrupted service.
Features and integrations may be added, modified, or discontinued with notice.
9. Limitation of Liability
To the fullest extent permitted by law, Legacy Agent LLC and its affiliates are not liable for indirect, incidental, or consequential damages arising from Platform use.
Total liability shall not exceed the fees paid by the User in the three months preceding the claim.
10. Termination
Legacy may terminate or suspend access with notice if the User breaches these Terms or ceases to maintain a contracting relationship with Legacy Agent LLC.
11. Governing Law
These Terms are governed by the laws of the State of Michigan, without regard to conflict-of-law principles.
Any disputes shall be resolved in the courts located in Oakland County, Michigan.
12. Contact Information
Legacy Agent LLC
41000 Woodward Ave, East Ste 350, Bloomfield Hills, MI 48304
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Billing: This email address is being protected from spambots. You need JavaScript enabled to view it.
Phone: (248) 461-3360
Effective Acceptance
By accessing or using the Legacy CRM-AMS Platform, you acknowledge that you have read, understood, and agree to these Terms of Service.
