Legal
Terms
Terms for using this website. Product terms are provided separately when an agency is onboarded.
This page is a placeholder while the final version is reviewed. It summarizes current practice and will be replaced.
This website
This site describes Agency OS and lets agencies request a walkthrough or apply to the Founding Agency Program. It does not sell products or accept payment.
Product information
Capabilities are labeled Available, Beta, Private Pilot, or Planned. Labels describe current status and can change. Planned items are not commitments to deliver on a specific date.
Illustrations
Product illustrations show example data. They are not customer results.
Approvals
Agency OS Review keeps an operational client approval record. It is not a legally binding electronic signature.
Product terms
Use of the Agency OS application is governed by the agreement provided during onboarding.