Terms & Conditions

1. Acceptance of Terms

By creating an account, subscribing to, or accessing LeadFocus AI, you agree to these Terms & Conditions and acknowledge our Privacy Policy.

You must be at least 18 years old and legally able to enter into binding agreements. The platform is intended for legitimate business and professional use only.

2. Description of Services

LeadFocus AI provides software services that may include:

• Customer relationship management
• Contact and lead management
• Lead importing
• Power dialing
• Business phone numbers
• SMS communication
• Email communication
• AI-assisted conversations
• AI calling features
• Marketing campaigns
• Drip automation
• Appointment scheduling
• Sales pipeline management
• Opportunity tracking
• Analytics and reporting
• Third-party integrations

Availability of each feature depends on your subscription tier, provider configuration, account approval and applicable legal requirements. Features marked Planned on our website are not yet available.

3. Subscription Plans

Our current monthly subscription plans are:

• Starter — $49.99/month
• Professional — $99.99/month
• Elite — $149.99/month

Plans are billed monthly. Subscriptions renew automatically each month at the applicable recurring price unless canceled before the renewal date.

Before any purchase we will show the billing frequency, the total recurring amount, the renewal terms and how to cancel. Online checkout is still being activated; until it is live, creating an account does not result in any charge.

We may change prices for future billing periods with the advance notice required by law. Price changes never apply to a billing period you have already paid for.

5. Free Trial

Where offered, plans include a 7-day free trial. Before a trial starts with payment details, we will clearly show whether payment information is required, the date the trial ends, the amount that will be charged, and whether the subscription converts automatically to a paid plan.

You may cancel at any time before the trial ends to avoid the first charge. We will follow applicable trial reminder and automatic renewal requirements. The trial is only available while it is actively offered at checkout.

6. Cancellation Policy

You may cancel through your account billing settings or any other accessible cancellation method we provide. Cancelling is designed to be straightforward and complies with applicable law.

Cancellation takes effect at the end of your current paid billing period, and you keep access until then. No further renewal charges will occur after an effective cancellation, except authorized outstanding usage charges or obligations that were clearly disclosed to you.

7. Communication Usage Fees

Third-party services may charge separately for:

• Business telephone numbers
• SMS and MMS messages
• Voice calling minutes
• Email delivery
• AI voice calling
• AI usage
• Premium integrations

These charges will be disclosed before purchase or activation. You are responsible for authorized charges associated with your account. Messaging and calling are not unlimited.

8. User Responsibilities

You are responsible for:

• Maintaining accurate account information
• Protecting your login credentials
• Using the platform lawfully
• Obtaining appropriate communication consent
• Maintaining Do Not Call suppression lists
• Respecting opt-out requests
• Using lawfully obtained lead information
• Complying with insurance licensing requirements
• Reviewing AI-generated content before use
• Protecting confidential client information

9. SMS, Calling, and Email Compliance

You must comply with all applicable:

• Telephone Consumer Protection Act (TCPA) requirements
• Federal and state telemarketing rules
• FCC regulations
• CAN-SPAM requirements
• A2P 10DLC registration requirements
• Call recording consent laws
• Privacy and data protection laws

Unauthorized robocalling, illegal spam, deceptive outreach, and contacting individuals who have opted out are prohibited. LeadFocus AI may suspend accounts engaged in prohibited communication activity.

10. Artificial Intelligence Disclaimer

AI-generated content may be inaccurate or incomplete. You must independently review AI-generated messages, scripts, financial information, insurance descriptions and client communications before use.

AI-generated information does not replace licensed professional judgment. LeadFocus AI does not guarantee that AI-generated recommendations or communications are suitable for any particular insurance or financial transaction.

11. No Guarantee of Results

LeadFocus AI does not guarantee sales, appointments, lead conversions, commissions, revenue, business growth, or any specific financial outcome from using the platform.

Actual results depend on individual circumstances and business practices.

12. Third-Party Services

The platform may integrate with third-party providers, including telephony, email, payment processing, AI and calendar services. Those services may have their own terms, charges, restrictions and availability, which LeadFocus AI does not control.

13. Account Suspension and Termination

We may suspend or terminate accounts for:

• Fraud
• Unauthorized access
• Unlawful communication practices
• Material violations of platform policies
• Security threats
• Payment failures
• Abuse of services

Where required by law, or where it is reasonable to do so, we will give notice and an opportunity to fix the issue before suspension. Immediate suspension may occur when needed to prevent harm, fraud or legal violations. You may request an export of your lawfully uploaded data after termination where the law requires it.

14. Intellectual Property

The LeadFocus AI name, software, branding, design, proprietary workflows and other intellectual property belong to LeadFocus AI and its licensors. You may not copy, resell, reverse engineer or create derivative works from them except as allowed by law.

You retain ownership of the contact and business data you lawfully upload. You grant us only the rights needed to host, process and display that data to operate the platform for you.

15. Service Availability

The platform may occasionally experience scheduled maintenance, provider outages, service interruptions or technical errors. We work to keep the service reliable but do not promise uninterrupted or error-free operation.

16. Limitation of Liability

To the fullest extent permitted by law, LeadFocus AI is not liable for indirect, incidental, special, consequential or punitive damages, or for lost profits, revenue, commissions or data, arising from your use of the platform.

To the fullest extent permitted by law, our total liability for any claim is limited to the amount you paid to LeadFocus AI in the twelve (12) months before the event giving rise to the claim.

Nothing in these Terms excludes or limits liability that cannot be excluded or limited under applicable law, such as liability for fraud or gross negligence where so provided.

17. Indemnification

To the extent permitted by law, you agree to defend, indemnify and hold harmless LeadFocus AI from third-party claims, losses and reasonable costs arising from your unlawful use of the platform, your violation of any third-party rights, or your breach of these Terms.

18. Governing Law

These Terms are governed by the laws of the State of California, without regard to conflict-of-law rules, and subject to any mandatory laws and jurisdictional requirements that apply to you.

19. Modifications

We may update these Terms. For material changes we will notify you by email or inside the platform before the changes take effect, and we will update the Last Updated date on this page. Where legally required, we will ask you to accept the updated Terms before you continue using the service.

20. Contact Information