Terms of Service

Last updated: February 15, 2026

1. Acceptance of Terms

By accessing or using the EnrollSure™ platform at enrollsure.io (the "Service"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, you may not use the Service. These Terms apply to all users of the Service, including agents, organization administrators, and beneficiaries who complete intake surveys.

2. Description of Service

EnrollSure™ is a Medicare client intake and compliance platform that enables licensed insurance agents to collect beneficiary information, generate Scope of Appointment (SOA) and client summary documents, and manage compliance workflows. The Service includes survey link generation, PDF document generation, CRM integration, provider lookups, email delivery, and subscription billing features.

3. User Accounts

Registration

To use the Service as an agent or administrator, you must create an account by providing accurate and complete registration information. You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account.

Account Security

You must immediately notify us of any unauthorized use of your account or any security breach. We recommend enabling two-factor authentication (2FA) for enhanced security. You are solely responsible for safeguarding your password and any 2FA credentials.

Eligibility

Agent and administrator accounts are intended for licensed insurance professionals and their authorized representatives. By registering, you represent that you are authorized to use the Service in connection with Medicare-related insurance activities in your licensed states.

4. Subscription and Billing

Free and Pro Tiers

The Service offers a Free tier with limited features and a Pro tier with expanded capabilities. The current Pro subscription is billed annually. Pricing is displayed on the platform and is subject to change with notice.

Payment Processing

All payments are processed by Stripe, Inc. By subscribing, you agree to Stripe's terms of service. We do not store your credit card information on our servers.

Cancellation

You may cancel your Pro subscription at any time through the Stripe billing portal accessible from your dashboard. Upon cancellation, your account will revert to the Free tier at the end of the current billing period. No refunds are issued for partial billing periods.

5. Acceptable Use

You agree not to:

  • Use the Service for any unlawful purpose or in violation of any applicable regulations
  • Submit false, misleading, or fraudulent information
  • Attempt to gain unauthorized access to other users' accounts or data
  • Interfere with or disrupt the Service or its underlying infrastructure
  • Scrape, crawl, or automated mass-collect data from the Service
  • Use the Service to send unsolicited communications or spam
  • Share your account credentials with unauthorized individuals
  • Upload malicious files, viruses, or harmful code
  • Impersonate another person or misrepresent your affiliation with an organization
  • Use the Service in any way that violates HIPAA or other healthcare regulations

6. Compliance Responsibilities

Agent Responsibilities

Agents using the Service are responsible for ensuring their use complies with all applicable CMS (Centers for Medicare & Medicaid Services) regulations, state insurance laws, and HIPAA requirements. The Service provides tools to facilitate compliance but does not guarantee compliance. Agents must verify that all generated documents meet current regulatory requirements.

SOA and Consent Documents

The Scope of Appointment (SOA) documents, Permission to Contact (PTC) records, and other compliance artifacts generated by the Service are provided as tools to assist with regulatory compliance. It is the agent's responsibility to review these documents for accuracy and completeness before relying on them for compliance purposes.

Data Handling

Organizations and agents are responsible for handling beneficiary data in accordance with HIPAA and applicable privacy laws, including when exporting or syncing data to external CRM systems.

7. Intellectual Property

The Service, including its design, code, features, documentation, and branding, is owned by EnrollSure™ and is protected by copyright and other intellectual property laws. Your use of the Service does not grant you ownership of any intellectual property rights in the Service. You retain ownership of any data you submit to the Service.

8. Data Ownership and Portability

You retain full ownership of all data you and your beneficiaries submit through the Service. We process and store this data on your behalf to provide the Service. You may request export of your data at any time. Upon account or organization deletion, all associated data is permanently removed from our systems.

9. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, ENROLLSURE AND ITS OFFICERS, DIRECTORS, EMPLOYEES, AND AGENTS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, DATA, USE, OR OTHER INTANGIBLE LOSSES, RESULTING FROM YOUR USE OF OR INABILITY TO USE THE SERVICE.

OUR TOTAL LIABILITY FOR ALL CLAIMS ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICE SHALL NOT EXCEED THE AMOUNT YOU PAID US IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM.

10. Disclaimer of Warranties

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR COMPLETELY SECURE.

EnrollSure™ does not provide legal, tax, or insurance advice. The compliance tools provided are for informational and operational purposes only. Users should consult qualified professionals for legal and regulatory guidance.

11. Indemnification

You agree to indemnify, defend, and hold harmless EnrollSure™ and its affiliates from any claims, damages, losses, liabilities, and expenses (including reasonable attorneys' fees) arising from your use of the Service, your violation of these Terms, your violation of any applicable law or regulation, or your infringement of any third-party rights.

12. Termination

We reserve the right to suspend or terminate your account at any time for violation of these Terms or for any other reason at our sole discretion, with or without notice. Upon termination, your right to use the Service ceases immediately. Provisions that by their nature should survive termination shall survive, including ownership provisions, warranty disclaimers, indemnity, and limitations of liability.

13. Modifications to Terms

We reserve the right to modify these Terms at any time. We will provide notice of material changes by posting the updated Terms on the platform and updating the "Last updated" date. Your continued use of the Service after changes are posted constitutes acceptance of the modified Terms.

14. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict of law provisions. Any disputes arising under these Terms shall be resolved in the state or federal courts located in Florida.

15. Severability

If any provision of these Terms is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary so that the remaining provisions remain in full force and effect.

16. Contact Us

If you have questions about these Terms of Service, please contact us at:

Email: legal@enrollsure.io
Website: https://enrollsure.io