TERMS OF SERVICE

Effective Date: January 01, 2026
Last Updated: January 01, 2026

These Terms of Service (“Terms”) govern your access to and use of the DLP CRM platform, website, and related services operated by De La Pena Financial Services LLC (“Company,” “we,” “us,” or “our”).

By accessing or using DLP CRM, you agree to be bound by these Terms.

If you do not agree, you may not use our services.

1. Business Identity

DLP CRM is a cloud-based customer relationship management (CRM) and marketing automation software operated by De La Pena Financial Services LLC.

We provide subscription-based software services to insurance professionals and agencies.

We are not a government agency and are not affiliated with or endorsed by any federal or state government entity.

2. Description of Services

DLP CRM is a Software-as-a-Service (SaaS) platform that provides:

Lead capture tools

Sales pipeline management

Appointment scheduling

SMS and email automation

Marketing campaign tools

Reporting dashboards

Contact management system

We do not sell insurance products directly through this platform. We provide software tools that users may use for their business operations.

3. Subscription & Billing

DLP CRM is offered as a recurring monthly subscription.

By subscribing, you agree to:

Pay all applicable subscription fees

Authorize recurring billing via Stripe

Keep payment information accurate

Subscriptions automatically renew monthly unless canceled before the renewal date.

We reserve the right to change pricing with advance notice.

4. Refund Policy

Due to the digital nature of our services:

All subscription payments are non-refundable once access to the platform has been granted.

You may cancel at any time. Access remains active until the end of your billing period.

5. User Responsibilities

You agree:

To use the platform only for lawful business purposes

Not to send spam, illegal, misleading, or fraudulent communications

To comply with TCPA, CAN-SPAM, and all SMS/email marketing laws

Not to upload harmful or malicious content

Not to attempt unauthorized access to the platform

You are solely responsible for your marketing compliance.

6. SMS & Email Compliance

If you use DLP CRM to send SMS or email communications, you agree:

You have proper consent from recipients

You provide opt-out instructions (STOP, UNSUBSCRIBE)

You comply with all federal and state marketing laws

DLP CRM is not responsible for misuse of communication tools.

7. Account Suspension

We reserve the right to suspend or terminate accounts for:

Spam activity

Fraudulent activity

High chargeback rates

Violation of these Terms

Illegal use of the platform

8. Limitation of Liability

DLP CRM is provided “as is.”

We do not guarantee:

Specific revenue results

Business growth

Lead quality

To the fullest extent permitted by law, we are not liable for indirect, incidental, or consequential damages.

9. Intellectual Property

All software, design, branding, and content remain the property of De La Pena Financial Services LLC.

Users may not copy, resell, reverse engineer, or redistribute the platform.

10. Governing Law

These Terms shall be governed by the laws of the State of Texas, United States.

11. Contact Information

DLP CRM
Operated by De La Pena Financial Services LLC
[email protected]
Email: [email protected]