1. Agreement to Terms
By accessing or using the WorkFlowClick website or any of our services, you agree to be bound by these Terms of Service. Please read them carefully before using our site or engaging us for any work. If you do not agree to these terms, do not use our website or services.
These terms apply to all visitors, clients, and anyone who accesses or uses our website and services. Your continued use of our website or services after any updates to these terms constitutes your acceptance of the revised terms.
2. Service Description
WorkFlowClick provides done-for-you cold email infrastructure for insurance organizations. Our services are designed to help agencies, carriers, MGAs, and insurtechs build scalable outbound pipelines. Services include, but are not limited to:
- Domain procurement and authentication (SPF, DKIM, DMARC setup)
- Email account setup and inbox warming
- Prospect list building and data enrichment
- Email copy creation and A/B testing
- Campaign deployment and ongoing monitoring
- Performance reporting and optimization
Specific deliverables and timelines for your engagement are confirmed during onboarding and documented in your service agreement.
3. Service Tiers and Pricing
WorkFlowClick offers multiple service tiers to meet the needs of different organizations. Applicable pricing is confirmed during consultation calls and documented in your service agreement before work begins.
- No setup fees. You are not charged an onboarding or activation fee separate from your monthly service fee.
- Month-to-month billing. No long-term contracts are required. Services renew on a monthly basis unless terminated.
- Cancellation. Either party may cancel services with 30 days written notice. Notice must be delivered by email to the contact address on file.
- Price changes. WorkFlowClick will communicate any pricing changes with at least 30 days advance written notice. Price changes take effect at the start of the next billing cycle following the notice period.
4. Client Responsibilities
To allow WorkFlowClick to deliver effective campaigns, you agree to fulfill the following responsibilities throughout the engagement:
- Provide accurate and complete information about your target audience, ideal client profile, and offer.
- Authorize WorkFlowClick to procure domains on your behalf as required for campaign infrastructure.
- Respond to requests for strategy sessions, feedback, and approvals within a reasonable time frame to avoid campaign delays.
- Ensure that your own business practices, products, and services comply with all applicable federal, state, provincial, and local laws and regulations.
- Not use our services to send deceptive, misleading, fraudulent, or otherwise unlawful content.
- Comply with CAN-SPAM, CASL, and all applicable state and provincial regulations that govern your outbound campaigns.
5. Email and Anti-Spam Compliance
WorkFlowClick is committed to operating campaigns within the bounds of applicable anti-spam law. The following standards apply to all campaigns we manage.
CAN-SPAM (United States)
All campaigns targeting United States recipients comply with the CAN-SPAM Act. Every email we send on your behalf includes clear sender identification, a valid physical mailing address, and a working unsubscribe mechanism. Unsubscribe requests are honored promptly. WorkFlowClick reserves the right to refuse any content that would violate CAN-SPAM requirements, and we may pause or terminate a campaign if continued delivery would create legal exposure.
CASL (Canada)
Campaigns targeting Canadian recipients comply with Canada's Anti-Spam Legislation (CASL). This includes appropriate consent mechanisms, identification requirements, and unsubscribe functionality in all messages. You are responsible for confirming that your targeting criteria are consistent with applicable CASL consent requirements for your specific use case.
State-Level Regulations
Some states have specific rules governing insurance marketing communications. B2B prospecting is generally treated differently from consumer marketing under state insurance advertising rules. For example, California's Department of Insurance (CDI) applies distinct standards to commercial and consumer insurance solicitation. You are solely responsible for ensuring compliance with the insurance solicitation and advertising laws in every state where you operate or where your campaigns reach prospects.
6. Intellectual Property
Ownership of assets created and used during your engagement is allocated as follows:
You own: your prospect lists, contact data, and all sending domains procured on your behalf. These assets belong to you regardless of whether the engagement continues.
WorkFlowClick owns: email templates, campaign frameworks, outbound strategies, proprietary methodologies, tools, scripts, and automations developed by WorkFlowClick. These remain the intellectual property of WorkFlowClick and are licensed to you for use during the active engagement only.
After termination: You retain full ownership and access to all domains, prospect lists, and contact data generated during your engagement. WorkFlowClick retains all rights to its templates, frameworks, and proprietary systems.
7. Confidentiality
Both parties agree to keep confidential any proprietary or non-public information disclosed during the course of the engagement. Confidential information includes, but is not limited to: campaign strategies, pricing terms, prospect lists, targeting criteria, and performance data.
Neither party will disclose confidential information of the other to any third party without prior written consent, except as required by law. This confidentiality obligation survives the termination of services and remains in effect indefinitely with respect to trade secrets, and for three years with respect to other confidential information.
8. Limitation of Liability
WorkFlowClick does not guarantee specific results from any campaign. Email campaign performance depends on many factors outside our control, including your industry, your offer, market conditions, prospect list quality, and the responsiveness of your target audience.
To the maximum extent permitted by applicable law, WorkFlowClick's total liability to you for any claim arising from or related to these terms or our services is capped at the total fees you paid to WorkFlowClick during the three months immediately preceding the date the claim arose.
WorkFlowClick is not liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to lost profits, lost revenue, or loss of business opportunity, even if WorkFlowClick has been advised of the possibility of such damages.
9. Disclaimer of Warranties
Our services are provided "as is" and "as available" without warranty of any kind, express or implied. WorkFlowClick does not warrant that campaigns will achieve specific reply rates, meeting volumes, or revenue outcomes. We do not warrant that our services will be uninterrupted or error-free.
Past performance, case studies, and stated results on our website or marketing materials reflect historical outcomes for specific clients under specific conditions. They do not guarantee future results for any client.
10. Insurance Industry Disclaimers
WorkFlowClick is a marketing infrastructure and lead generation company. We are not an insurance agency, broker, managing general agent, or insurance advisor. We do not hold insurance licenses in any state or province, and we do not provide insurance advice, coverage recommendations, or risk assessments of any kind.
Our services are limited to building and operating outbound marketing systems on your behalf. You are solely responsible for all insurance advice, coverage decisions, underwriting judgments, and regulatory compliance related to your insurance business. Nothing in our campaigns or any communication from WorkFlowClick constitutes insurance advice.
11. Indemnification
You agree to indemnify, defend, and hold harmless WorkFlowClick, its founders, employees, contractors, and agents from and against any claims, liabilities, damages, losses, costs, and expenses (including reasonable legal fees) arising from or related to:
- Your use of campaigns built and deployed by WorkFlowClick on your behalf, including any claims by recipients of those campaigns.
- Your products, services, or business practices, including any misrepresentations made by you or your team.
- Your violation of these terms, applicable law, or the rights of any third party.
12. Termination
Either party may terminate the engagement by providing 30 days written notice to the other party. Notice must be sent by email to the contact address on file.
WorkFlowClick may terminate services immediately and without notice if you violate these terms, request campaigns that violate applicable law, or engage in conduct that creates legal liability for WorkFlowClick.
Following termination for any reason:
- You retain full ownership of all domains, prospect lists, and data generated during the engagement.
- WorkFlowClick will provide a reasonable transition period to transfer assets and access credentials to you.
- All outstanding invoices for work performed remain due and payable, including fees accrued during any notice period.
13. Website Use
Our website is provided for general informational purposes. All content on the site, including blog posts, case studies, and calculators, is intended as general information and does not constitute professional, legal, financial, or insurance advice.
The ROI Calculator available at workflowclick.com/roi-calculator provides estimated projections only. These estimates are based on assumptions and averages and do not guarantee actual results for your specific business. WorkFlowClick is not responsible for decisions made based on calculator outputs.
14. Governing Law and Jurisdiction
For US-Based Clients
These terms are governed by the laws of the State of Colorado, United States, without regard to its conflict of law provisions. Any dispute arising from or related to these terms or our services will be resolved in the state or federal courts located in Colorado, and both parties consent to personal jurisdiction in those courts.
For Canadian Clients
These terms are governed by the laws of the Province of Ontario, Canada, without regard to its conflict of law provisions. Any dispute arising from or related to these terms or our services will be resolved in the courts of Ontario, and both parties consent to personal jurisdiction in those courts.
Dispute Resolution
Both parties agree to attempt good-faith resolution of any dispute before initiating formal legal proceedings. A minimum 30-day negotiation period is required after written notice of a dispute before either party may file a legal claim. This does not prevent either party from seeking injunctive relief in appropriate circumstances.
15. Privacy
Our collection and use of personal information is described in our Privacy Policy. By using our website or services, you acknowledge that you have read and understood how we collect, use, and protect personal information. If you have questions about our privacy practices, please review the Privacy Policy at workflowclick.com/privacy before using our services.
16. Changes to Terms
WorkFlowClick may update these Terms of Service at any time. We will notify active clients of any material changes with at least 30 days advance written notice delivered by email. Updated terms are posted on this page with a revised "Last updated" date.
Continued use of our services after the effective date of any changes constitutes your acceptance of the revised terms. If you do not agree to the updated terms, you may terminate services in accordance with Section 12.
17. Severability
If any provision of these terms is found to be invalid, illegal, or unenforceable by a court of competent jurisdiction, that provision will be modified to the minimum extent necessary to make it enforceable, or severed if modification is not possible. The remaining provisions of these terms continue in full force and effect and are not affected by the invalid or unenforceable provision.
18. Entire Agreement
These Terms of Service, together with any signed service agreement between you and WorkFlowClick, constitute the entire agreement between you and WorkFlowClick with respect to the subject matter herein. They supersede all prior and contemporaneous agreements, representations, and understandings, whether written or oral.
In the event of a conflict between these Terms of Service and a signed service agreement, the signed service agreement takes precedence with respect to the specific terms addressed therein.
19. Contact
If you have questions about these Terms of Service or need clarification on any provision, please reach out. We're happy to discuss.
- Email: moe@workflowclick.com
- Contact form: workflowclick.com/contact