ApexCRM.ai is the territory. Every workflow, every follow-up, every lead sequence — pre-positioned and live before you arrive. You don't scramble. You don't chase. You sit at the top and close.
Most agents spend their best hours building. Apex producers are already working. The system does everything else.
We'll review your production proof within 24 hours. If approved, your territory goes live immediately.
BUILT FOR APEX PRODUCERS. NOT THE HERD.
ApexCRM.ai is a California corporation headquartered in Los Angeles, CA with a satellite office in San Francisco, CA. These Terms and Conditions govern access to and use of the ApexCRM.ai platform, website, and services.
ApexCRM.ai provides a SaaS platform for independent professionals in financial services including life insurance, final expense, mortgage protection, ACA, Medicare, and other 1099-based sales professions. The platform includes lead management, CRM automation, AI assistant services, SMS/email/voice workflows, lead marketplace integrations, appointment scheduling, and sales pipeline management.
Users must provide accurate registration information. Users are responsible for maintaining security of login credentials, all activity within their account, and compliance with applicable laws. ApexCRM.ai may suspend or terminate accounts that violate these Terms.
Access requires a paid subscription. Fees may include monthly subscription fees, lead purchases, and usage-based charges. Payments processed via Stripe. All fees are non-refundable unless otherwise stated.
ApexCRM.ai is a private, closed-enrollment platform. Access requires application and approval. Eligibility criteria may include proof of licensing, production history, and minimum revenue levels. ApexCRM.ai reserves the right to approve, deny, or revoke access at any time.
Users must comply with TCPA, FTC Telemarketing Sales Rule, CAN-SPAM Act, Do Not Call registries, A2P messaging regulations, and applicable state insurance marketing laws.
All software, branding, and infrastructure are the intellectual property of ApexCRM.ai. Users may not copy, reproduce, modify, or exploit any portion of ApexCRM.ai without written permission.
ApexCRM.ai is provided "as is." ApexCRM.ai shall not be liable for lost profits, lead performance, third-party failures, data loss, or consequential damages. Total liability shall not exceed fees paid during the preceding 12 months.
Disputes resolved through binding arbitration in Los Angeles County, California. Users waive jury trial rights and class action participation. Claims must be filed within one (1) year.
Governed by the laws of the State of California.
ApexCRM.ai · Los Angeles, CA & San Francisco, CA · [email protected]
ApexCRM.ai is a California corporation headquartered in Los Angeles, CA with a satellite office in San Francisco, CA. Fos Angeles, California.
We collect personal information including name, email, phone, billing info, and account credentials at registration. Users may upload lead and contact data. We also collect usage data including IP addresses, device info, and platform activity logs.
Information is used to operate the platform, provide CRM services, facilitate lead management, enable communication tools, process billing, and improve performance. ApexCRM.ai does not initiate marketing communications — all outreach is initiated by platform users.
ApexCRM.ai may integrate with third-party lead providers. We do not guarantee accuracy, exclusivity, or conversion rate of third-party leads.
Users must comply with TCPA, CAN-SPAM, Do Not Call regulations, and carrier policies. The platform prohibits use of purchased lists or unauthorized databases for bulk messaging.
We may share data with service providers necessary to operate the platform — payment processors, messaging providers, hosting providers, and technology partners. These providers process only data necessary to deliver services.
ApexCRM.ai uses commercially reasonable safeguards including encrypted connections and secure cloud infrastructure. No platform can guarantee complete security.
California residents may request access to or deletion of personal information under CCPA. Submit requests to [email protected].
ApexCRM.ai · Los Angeles, CA & San Francisco, CA · [email protected]
ApexCRM.ai facilitates SMS messaging, voice, and email through integrated telecommunications providers. Communication data including phone numbers, message content, and delivery status may be processed as part of platform services.
ApexCRM.ai does not originate marketing messages and does not control recipients, content, or purpose of communications sent by users.
Users must comply with TCPA, CAN-SPAM, and all applicable consumer communication laws. Users must obtain consumer consent before initiating communications, honor opt-out requests promptly, maintain suppression lists, and never send unsolicited bulk messages.
Accounts may be suspended immediately upon detection of spam complaints, carrier violations, excessive opt-outs, or messaging abuse. ApexCRM.ai may restrict messaging services to protect platform infrastructure.
Messaging services may require A2P 10DLC carrier registration. Users are responsible for maintaining compliant registration status.
ApexCRM.ai · Los Angeles, CA & San Francisco, CA · [email protected]
ApexCRM.ai may provide access to consumer leads through its platform marketplace. Leads may originate from digital advertising, direct mail, web inquiries, social media, search advertising, video advertising, affiliate networks, and third-party partners. ApexCRM.ai operates solely as a technology platform facilitating access to lead sources.
ApexCRM.ai does not guarantee lead accuracy, consumer intent, contactability, appointments, policy sales, or conversions. Leads represent consumer inquiries, not confirmed buyers.
Lead data is collected from consumer marketing interactions and may contain outdated or incomplete information. Users assume full responsibility for verifying consumer information.
Lead purchases are generally non-refundable. Credits may be considered for duplicate leads, invalid data, or technical errors. Requests must be submitted within the specified timeframe. Failure to follow up does not qualify for refunds.
Users must comply with TCPA, CAN-SPAM, Do Not Call registries, insurance marketing regulations, and carrier policies when contacting leads.
ApexCRM.ai reserves the right to modify lead sources, pricing, or marketplace offerings at any time without notice.
ApexCRM.ai · Los Angeles, CA & San Francisco, CA · [email protected]