NEXORA CRM · DRAFT FOR REVIEW

Terms of Service

Working draft. Review the marked items before publication.

Accounts and use

Nexora CRM is intended for independent life insurance agents. Each agent maintains their own account and subscription. Keep your login secure and upload only records you are authorized to use.

Owner review · Confirm the contracting entity, effective date, eligibility, acceptable use, and treatment of customer records.

Subscriptions and integrations

The planned CRM price is $99 USD per agent per month. Optional third-party subscriptions are billed directly by their providers. Feature availability may vary during early access. Agency reporting is planned for authorized team performance.

Owner review · Confirm renewal terms, taxes, price-change notices, pilot terms, and the scope of integration support.

Service terms

Nexora is designed to organize sales work and follow-ups. Agents should verify policy details with the carrier or other authoritative source.

Owner review · Review suspension and termination, intellectual property, warranties, liability, dispute terms, and governing law.