Upline Terms of Use

1. Agreement

These Terms of Use are an agreement between you and Werle Insurance Group LLC, an Oregon limited liability company ("the Company"), which owns Upline. Upline was designed and built by Bradley Werle. By clicking "I agree" or by using Upline, you accept these Terms. If you don't agree, don't use Upline.

You must be at least 18 years old and invited by your agency to use Upline.

2. Who owns Upline

Upline, including its software, source code, database design, screens, layout, features, workflows, text, logos and the name "Upline", is the property of the Company and is protected by copyright and other laws. These Terms don't transfer any ownership to you.

You get a limited, personal, non-transferable, revocable permission to use Upline only for your work with your agency, only while your account is active.

3. What you may not do

You may not, and may not help anyone else: copy, recreate, imitate or reproduce Upline or any part of its design, features or workflows; build or help build a product that competes with Upline using what you learned from it; reverse engineer, decompile or try to get Upline's source code; scrape, bulk-download or export data except through the tools Upline provides; share your login or let anyone else use your account; access leads, accounts or information you weren't given access to; or test, probe or try to break Upline's security.

Screenshots or descriptions of Upline may not be shared outside your agency without the Company's written permission.

4. Leads and client information

Leads, client records, appointments, sales and notes in Upline are confidential. They belong to the agency and upline that provided them, not to the individual agent they're assigned to.

You may use them only to work the leads assigned to you for your agency. You may not copy, sell, share, or take any lead or client information with you, or use it after your account ends or you leave the agency.

5. You are responsible for your calls, texts and emails

Upline helps you organize your work. It doesn't decide whom you contact, and every call and text is started by you on your own phone. You alone are responsible for following every law and rule that applies to how you contact people, including the Telephone Consumer Protection Act (TCPA), the National and state Do Not Call lists, state telemarketing and calling-hour laws, the CAN-SPAM Act, insurance licensing and marketing rules, and your agency's and carriers' rules.

This includes having proper consent before contacting someone, honoring every opt-out and do-not-contact request right away, and only working leads in states where you're licensed.

6. Your account

Keep your password private and tell your upline right away if you think someone else used your account. You're responsible for everything done under your account.

Your managers above you can see your leads, activity, appointments and production in Upline.

7. Your relationship with the agency

Using Upline doesn't make you an employee, partner or agent of the Company. Production, ALP and sales numbers in Upline are for tracking only. They are not official commission statements and don't create any right to payment.

8. Your information

Upline stores the information you and your agency put into it, including your name, contact details, licensed states, photo and activity, and uses it to run Upline. Upline uses outside services to host its data and send email. When you accept these Terms, the date, your IP address and your browser are recorded as proof.

9. No guarantees

Upline is provided "as is" and "as available," without warranties of any kind. The Company doesn't promise that Upline will always be available, error-free or secure, or that information in it will never be lost. Keep your own records of anything important.

10. Limit of liability

To the fullest extent the law allows, Werle Insurance Group LLC, its members and Bradley Werle won't be liable for any indirect, incidental, special or consequential damages, or for lost sales, commissions, profits, data or business, or for fines or penalties arising from your calls, texts or emails, even if told they were possible. The Company's total liability for any claim about Upline is limited to one hundred U.S. dollars ($100).

11. You'll cover claims you cause

You agree to defend and cover Werle Insurance Group LLC, its members and Bradley Werle against any claim, fine, penalty, loss or cost (including reasonable attorney's fees) that comes from your use of Upline, your calls, texts or emails, your breaking these Terms, or your breaking any law or anyone's rights.

12. Ending access

The Company or your agency can suspend or end your access at any time, for any reason. When your access ends, your permission to use Upline ends, and sections 2, 3, 4, 5, 9, 10, 11 and 14 still apply.

13. Changes to these Terms

These Terms may be updated. When they are, you'll be asked to agree again before you keep using Upline.

14. Disputes and general terms

These Terms are governed by the laws of the State of Oregon, without regard to conflict-of-law rules, and any dispute will be handled in the state or federal courts located in Oregon. If any part of these Terms can't be enforced, the rest still applies. These Terms are the whole agreement about your use of Upline. The Company not enforcing a part of these Terms doesn't waive it.

Questions about these Terms: ask your upline, who can reach the Company.