Effective Date: 01/01/2024

Welcome to PolicyTek. By accessing or using our CRM/AMS platform, services, and features (collectively, the “Service”), you agree to be bound by these Terms of Use (“Terms”). If you do not agree to these Terms, do not use our Service.

  1. Acceptance of Terms

PolicyTek provides its Service to you subject to these Terms, which may be updated by us from time to time without notice to you. By using the Service, you acknowledge and agree to these Terms and to our Privacy Policy, which is incorporated herein by reference.

  1. User Registration

You may be required to register with PolicyTek to access certain services. In registering for the Service, you agree to (1) provide true, accurate, current, and complete information about yourself and (2) maintain and promptly update your information to keep it true, accurate, current, and complete.

  1. User Conduct

You are solely responsible for all code, video, images, information, data, text, software, music, sound, photographs, graphics, messages, or other materials (“Content”) that you upload, post, publish, or display (hereinafter, “upload”) or email or otherwise use via the Service. You agree not to use the Service to:

• Upload, post, email, or otherwise transmit any Content that is unlawful, harmful, threatening, abusive, harassing, tortious, defamatory, vulgar, obscene, libelous, invasive of another’s privacy, hateful, or racially, ethnically, or otherwise objectionable.
• Harm minors in any way.
• Impersonate any person or entity or falsely state or otherwise misrepresent your affiliation with a person or entity.

  1. Intellectual Property Rights

You acknowledge that PolicyTek owns all rights, title, and interest in and to the Service and all intellectual property rights (including all derivatives or improvements thereof). You agree that you will not copy, reproduce, alter, modify, or create derivative works from the Service.

  1. Termination

PolicyTek may terminate your access to the Service without cause or notice, which may result in the forfeiture and destruction of all information associated with your account.

  1. Links to Other Websites

Our Service may contain links to third-party websites or services that are not owned or controlled by PolicyTek. PolicyTek has no control over, and assumes no responsibility for, the content, privacy policies, or practices of any third party websites or services.

  1. Limitation of Liability

In no event shall PolicyTek, nor its directors, employees, partners, agents, suppliers, or affiliates, be liable for any indirect, incidental, special, consequential, or punitive damages, including without limitation, loss of profits, data, use, goodwill, or other intangible losses, resulting from (i) your access to or use of or inability to access or use the Service; (ii) any conduct or content of any third party on the Service; (iii) any content obtained from the Service; and (iv) unauthorized access, use, or alteration of your transmissions or content, whether based on warranty, contract, tort (including negligence), or any other legal theory, whether or not we have been informed of the possibility of such damage.

  1. Indemnity

You agree to defend, indemnify, and hold harmless PolicyTek, its officers, directors, employees, and agents, from and against any claims, actions, or demands, including without limitation reasonable legal and accounting fees, alleging or resulting from (i) your use of the Service; (ii) your breach of these Terms; or (iii) your violation of any third-party right, including without limitation any copyright, patent, trademark, trade secret, or other property or privacy right.

  1. Governing Law

These Terms shall be governed and construed in accordance with the laws of California, without regard to its conflict of law provisions.

  1. Changes to Terms

PolicyTek reserves the right, at our sole discretion, to modify or replace these Terms at any time. What constitutes a material change will be determined at our sole discretion.

Contact Us


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

California-Specific Provisions

CCPA Compliance

In accordance with the California Consumer Privacy Act (CCPA), California residents are afforded certain rights regarding their personal information. PolicyTek is committed to upholding these rights, which include:

• Right to Know: You have the right to request that we disclose certain information to you about our collection and use of your personal information over the past 12 months. Upon receipt of a verifiable request, we will provide you with access to the specific pieces of personal information we have collected about you.
• Right to Delete: You have the right to request the deletion of your personal information that we have collected, subject to certain exceptions as defined by law. Once we receive and confirm your verifiable request, we will delete (and direct our service providers to delete) your personal information from our records, unless an exception applies.
• Right to Opt-Out: If PolicyTek sells personal information, you have the right to opt-out of the sale of your personal information. However, PolicyTek does not sell personal information.
• Non-Discrimination: We will not discriminate against you for exercising any of your CCPA rights.

CalOPPA Requirements

PolicyTek adheres to the California Online Privacy Protection Act (CalOPPA) by providing a conspicuous privacy policy that complies with the following requirements:

• Online Privacy Policy: Our privacy policy is available on our website, with its link clearly visible on the homepage and anywhere personal information is collected.
• Information Sharing Disclosure: Our privacy policy discloses the categories of information collected, the third parties with whom it may be shared, and how users can review and change their information.

Minors

PolicyTek does not knowingly collect or solicit personal information from anyone under the age of 18 or knowingly allow such persons to register for the Service. The Service and its content are not directed at children under the age of 18. In the event that we learn that we have collected personal information from a child under age 18 without verification of parental consent, we will delete that information as quickly as possible.

Governing Law

These Terms and any action related thereto will be governed by the laws of the State of California without regard to its conflict of laws provisions.

Amendments to the Terms of Use

PolicyTek reserves the right to amend these Terms of Use at any time. Any changes will be posted on this page, and we will indicate at the top of this page the date these terms were last revised. We may also provide notice of changes in other ways, such as via email or an update notification on our service.

Contact Us

If you have any questions about these Terms, including any specific requests under the CCPA, please contact us at:
contact@policytek.com