1. Agreement and eligibility
By creating an account, selecting a paid plan, or using CleanIQ, you agree to these Terms and the
Privacy Notice. You represent that you are at least 18, are acting for a business, and have authority to bind that business. CleanIQ is not directed to children.
2. The service
CleanIQ connects to customer-selected CRM accounts to analyze data quality, present findings, and perform approved corrections. Your CRM remains the system of record. CleanIQ is not a CRM, insurance carrier, licensed insurance advisor, law firm, medical service, or financial institution.
3. Accounts, teams, and security
You must provide accurate account information, keep credentials secure, restrict access to authorized users, and notify
[email protected] promptly of suspected compromise. You are responsible for activity performed through your account and for the permissions assigned to team members.
4. Customer data and authority
You retain ownership of data supplied through your account. You grant CleanIQ the limited right to process that data only to provide, secure, support, improve, and develop the service. CleanIQ connects to customer-authorized CRM accounts through supported APIs and does not provide general file-upload functionality. CleanIQ does not maintain a separate replica of the customer’s CRM database. It accesses and processes source records only as necessary for requested scans, generated findings, and customer-approved actions. CleanIQ may retain limited operational metadata and generated findings—such as record identifiers, scan timestamps, confidence scores, approvals, action status, audit history, and error logs—for security, accountability, troubleshooting, billing, and service operation. You represent that you have all permissions, notices, consents, and lawful bases required to process the data and direct each action.
5. Customer-directed integrations
When you connect a CRM or another provider, you direct CleanIQ to exchange data with that provider. Its terms and availability also apply. You are responsible for the credentials, account permissions, field mappings, and provider limits you configure.
6. Approvals and write-back
CleanIQ uses approval controls for material CRM changes unless an authorized user deliberately enables an available auto-execute rule. You must review proposed changes and maintain appropriate CRM exports or provider recovery options. Results may depend on source-data quality and provider behavior; no detection, match, or correction is guaranteed to be complete.
7. Calia and automated output
Calia may explain findings, recommend actions, prepare support context, and perform supported actions only through the approval controls presented in the product. Automated output can be incomplete or incorrect. You must review it before relying on it. Calia does not provide legal, compliance, insurance, medical, financial, or tax advice.
8. Acceptable use and AI restrictions
You must follow the
Acceptable Use Policy. Do not use CleanIQ or Calia to generate spam, scrape or surveil competitors, commit fraud, impersonate others, violate carrier or CRM-provider rules, make unlawful eligibility or insurance decisions, defeat security or rate limits, introduce malicious code, or process data you obtained without authority. CleanIQ may rate-limit, reject, investigate, or suspend abusive or unsafe traffic.
9. Restricted data and legal compliance
Unless CleanIQ signs a separate written agreement authorizing it, do not submit protected health information, payment-card numbers, Social Security numbers, financial-account credentials, authentication secrets in free-text fields, children’s data, or other highly regulated data. You are responsible for laws and industry requirements applicable to your data and use, including HIPAA, GLBA, GDPR, state privacy laws, insurance rules, consent requirements, and marketing laws where applicable.
10. Export controls and sanctions
You may not use or export CleanIQ in violation of United States export-control or sanctions laws. You represent that you are not located in, ordinarily resident in, organized under the laws of, or controlled from a jurisdiction where providing the service is prohibited; are not identified on an applicable restricted-party list; and will not permit a prohibited person to access the service. CleanIQ may block or terminate access when reasonably necessary for sanctions or export compliance.
11. Plans, billing, and taxes
Paid plans are billed in advance and automatically renew at the interval shown at checkout until canceled. Plan limits, included features, and prices shown at checkout form part of your order. You authorize Stripe to charge the payment method you provide. You are responsible for applicable taxes other than taxes on CleanIQ’s net income.
12. Cancellation and refunds
Canceling renewal without a refund preserves paid access through the purchased billing period. An approved full refund immediately ends paid entitlements and downgrades the account to Free. Refund decisions are made in CleanIQ’s reasonable discretion unless applicable law requires otherwise. See the
Refund and Cancellation Policy.
13. Intellectual property, restrictions, and feedback
CleanIQ and its software, workflows, design, documentation, and branding remain the property of their respective owners. You may not copy, modify, reverse engineer, decompile, attempt to discover source code, resell, benchmark publicly without written permission, or use the service to build or assist a competing product, except where a restriction is prohibited by law. If you provide feedback, you grant CleanIQ an irrevocable, perpetual, worldwide, royalty-free, sublicensable right to use it without restriction or payment.
14. Copyright complaints
CleanIQ does not offer general file hosting, but it will review complete notices alleging that material available through the service infringes copyright and may remove or disable access when appropriate. Notices and counter-notices must include the information required by applicable law and be sent to the designated contact identified in the
Copyright Policy. A DMCA safe-harbor claim will not be made until the legal entity registers and publishes a qualifying designated agent.
15. Beta and experimental features
A feature labeled beta, preview, pilot, experimental, evaluation, or similar may be incomplete, change materially, have reduced support, or be discontinued at any time. Such features are provided “as is,” may not be suitable for production or regulated data, and are excluded from any service-level commitment unless a written order expressly says otherwise.
16. Confidentiality and security
Each party will protect the other’s non-public information using reasonable care and use it only for the service relationship. CleanIQ maintains the controls described in its
Security Overview, but no system is guaranteed to be completely secure.
17. Suspension and termination
CleanIQ may restrict or suspend access when reasonably necessary to prevent harm, investigate misuse, comply with law, address nonpayment, or protect customers and the platform. You may stop using the service at any time.
18. Disclaimers and availability
To the maximum extent permitted by law, CleanIQ is provided “as is” and “as available.” CleanIQ disclaims implied warranties, including merchantability, fitness for a particular purpose, title, and non-infringement. CleanIQ does not warrant uninterrupted service or error-free, complete, or commercially successful results. No guaranteed uptime or service level applies unless a written order expressly provides one. See the
Availability Policy.
19. Limitation of liability
To the maximum extent permitted by law, neither party will be liable for indirect, incidental, special, exemplary, punitive, or consequential damages, or lost profits, revenues, goodwill, or data. CleanIQ’s aggregate liability arising from the service will not exceed the fees you paid CleanIQ during the 12 months before the event giving rise to the claim. Applicable law may provide rights that cannot be limited.
20. Indemnity
You will defend and indemnify Cain Family Insurance and its personnel from third-party claims arising from your customer data, unlawful use, breach of these Terms, or violation of another person’s rights, except to the extent caused by CleanIQ’s own unlawful conduct.
21. Survival
Accrued payment obligations and provisions concerning customer data responsibilities, confidentiality, intellectual property, feedback, disclaimers, limitation of liability, indemnification, dispute resolution, and any other provision intended by its nature to continue will survive suspension or termination.
22. Dispute resolution
22.1 Informal Resolution
Before either party files a lawsuit or begins arbitration, the party asserting a dispute agrees to first provide written notice describing the nature of the dispute and the requested resolution. The parties agree to make a good-faith effort to resolve the dispute informally for at least thirty (30) days after the notice is received.
Notices should be sent to [email protected] unless CleanIQ designates another contact address.
22.2 Agreement to Arbitrate
Except for claims that may be brought in small claims court or claims seeking injunctive or equitable relief relating to intellectual property, confidential information, unauthorized access, misuse of the Service, or platform security, any dispute, claim, or controversy arising out of or relating to these Terms or the Service shall be resolved exclusively through final and binding arbitration.
This arbitration agreement is governed by the Federal Arbitration Act (9 U.S.C. §§ 1–16). Arbitration shall be administered by the American Arbitration Association (AAA) under its Consumer Arbitration Rules in effect at the time arbitration is initiated.
The arbitrator shall have exclusive authority to resolve all disputes relating to the interpretation, applicability, enforceability, or formation of this arbitration agreement, except as otherwise required by applicable law.
22.3 Individual Proceedings Only
To the fullest extent permitted by law, all disputes must be brought solely on an individual basis.
Neither you nor CleanIQ may participate as a plaintiff, claimant, class representative, private attorney general, or member in any class action, consolidated proceeding, representative action, collective action, or mass arbitration except where applicable law prohibits such a limitation.
22.4 Jury Trial Waiver
If any dispute proceeds in court rather than arbitration, both parties knowingly and voluntarily waive any right to a trial by jury to the fullest extent permitted by applicable law.
22.5 Small Claims Court
Either party may bring an individual claim in a court of competent small claims jurisdiction if the claim qualifies and remains on an individual basis.
22.6 Governing Law
These Terms and any dispute arising from or relating to the Service shall be governed by the laws of the State of South Carolina, without regard to its conflict-of-law principles, except that the Federal Arbitration Act governs the interpretation and enforcement of this arbitration agreement.
22.7 Venue
If a dispute is determined not to be subject to arbitration, or judicial enforcement of an arbitration award is required, the parties agree that exclusive jurisdiction and venue shall lie in the state or federal courts serving Aiken County, South Carolina, and each party consents to the personal jurisdiction of those courts.
22.8 Injunctive Relief
Nothing in this Section prevents either party from seeking temporary, preliminary, or permanent injunctive or equitable relief from a court of competent jurisdiction to protect intellectual property rights, confidential information, platform security, or to prevent unauthorized access, fraud, or misuse of the Service.
22.9 Severability
If any provision of this Dispute Resolution section is determined to be invalid or unenforceable, that provision shall be enforced to the maximum extent permitted by law, and the remaining provisions shall remain in full force and effect.
22.10 Survival
This Dispute Resolution section survives termination of these Terms and your use of the Service.
23. Force majeure
CleanIQ will not be liable for any delay, interruption, degradation, or failure to perform resulting from causes beyond its reasonable control, including acts of God, natural disasters, severe weather, fire, flood, epidemic or pandemic, war, terrorism, civil unrest, labor disputes, utility failures, internet or telecommunications outages, denial-of-service attacks, cyber incidents caused by third parties, governmental actions, changes in applicable law, or failures, interruptions, or outages involving third-party infrastructure or services, including hosting providers, cloud infrastructure, payment processors, identity providers, artificial intelligence providers, CRM providers, internet service providers, domain registrars, certificate authorities, email providers, or other integrated services. CleanIQ will use commercially reasonable efforts to restore affected services as soon as reasonably practicable following such an event.
24. Electronic communications and electronic signatures
By creating an account, accessing, or using the Service, you consent to receive agreements, disclosures, legal notices, billing communications, account notifications, security alerts, and other communications electronically. You agree that electronic records, electronic signatures, click-through agreements, and your electronic acceptance of these Terms have the same legal effect as handwritten signatures and paper records to the fullest extent permitted by applicable law. You are responsible for maintaining a valid email address associated with your account. Notices sent electronically to that address will be considered received when transmitted, subject to applicable law.
25. Assignment
You may not assign, transfer, delegate, sublicense, or otherwise transfer any rights or obligations under these Terms without CleanIQ’s prior written consent. Any attempted assignment in violation of this Section is void. CleanIQ may assign or transfer these Terms, in whole or in part, without your consent in connection with a merger, acquisition, financing, corporate reorganization, sale of assets, change in control, or other business transaction involving the Service. These Terms shall bind and benefit the parties and their permitted successors and assigns.
26. Changes to the Service
CleanIQ continually develops, improves, and secures the Service. We may add, modify, replace, suspend, restrict, or discontinue features, functionality, integrations, workflows, artificial intelligence capabilities, APIs, or portions of the Service at any time to improve performance, security, reliability, legal compliance, operational efficiency, or customer experience. We will use commercially reasonable efforts to provide advance notice of material changes when reasonably practicable. Certain changes necessary to address security risks, fraud, legal requirements, third-party platform changes, or technical issues may be implemented immediately without prior notice. Nothing in these Terms guarantees the continued availability of any specific feature, integration, third-party connection, workflow, or functionality.
27. Entire agreement
These Terms, together with the Privacy Notice, Refund and Cancellation Policy, Security Overview, Subprocessor List, and any applicable order confirmation or subscription accepted by you, constitute the complete and exclusive agreement between you and CleanIQ regarding the Service and supersede all prior or contemporaneous discussions, communications, proposals, understandings, and agreements relating to the Service. If any provision of these Terms is found unenforceable, the remaining provisions will continue in full force and effect. No waiver of any provision shall be effective unless made in writing. A failure to enforce any provision shall not constitute a waiver of future enforcement.
28. Contact information
Questions regarding these Terms, legal notices, dispute resolution, or the Service may be directed to:
CleanIQ, operated by
Cain Family Insurance, email
[email protected]. CleanIQ may designate additional contact information for legal notices or regulatory communications by updating this page or providing notice through the Service.
