Terms of service

1. Your agreement

These terms govern the Carrier Base website and application (the “Service”). “Carrier Base,” “we,” and “us” mean the provider of the Service. “You” means the business using the Service and, where applicable, its authorized users. By accepting these terms when creating an agency or purchasing a subscription, you agree on behalf of your business and confirm that you have authority to do so. The Service is intended for business use by adults aged 18 or older.

2. The service

Carrier Base provides software to organize agency accounts, contacts, new business, policies, tasks, and team activity. Available features depend on your subscription and what is described as available at purchase. Features marked “coming soon” cannot be purchased until enabled.

Carrier Base does not issue insurance, bind coverage, act as your producer or carrier, or provide legal, underwriting, or coverage advice. Your agency remains responsible for insurance decisions, licensing, quotes, policy accuracy, binding authority, deadlines, notices, and customer communications.

3. Accounts and users

Provide accurate account and billing information. Each authorized user must have an individual sign-in. Do not share passwords or bypass the purchased user limit. You are responsible for your team’s use of the Service, its roles, and removing access when no longer needed. Protect your credentials and notify us promptly if you suspect unauthorized use.

4. Subscriptions and payment

CRM subscriptions are billed monthly in USD: $249 for the first two users and $149 for each additional user. DOT Leads is a separate $250/month option when available. Your selected users, available options, discounts, applicable taxes, and total are shown before payment. Creating an account alone does not charge you.

By completing checkout, you authorize Stripe to charge your payment method for the subscription and recurring renewals. The first payment is prorated and monthly renewals follow on the 1st in the agency billing time zone confirmed at checkout. Subscriptions renew until cancellation takes effect under the notice policy below. Charges for subscription changes are disclosed before you confirm the change. If we change the price of your existing subscription, we will notify you before it applies so you can cancel renewal. Keep your payment method current; unresolved failed payments may result in suspended access.

5. Cancellation and refunds

Your agency’s first subscription includes a 14-day money-back guarantee. Request cancellation and a refund within 14 days of the first subscription payment to receive a refund of your initial subscription charges. The guarantee does not restart for renewals, user changes, or reactivation.

After the guarantee window, cancellation requires at least 30 days’ notice and takes effect on the first monthly billing date at least 30 days after notice. You pay for the months you have access. For example, notice on August 15 means August and September remain billable and access ends October 1. An agency administrator can submit notice using Cancel subscription in the app, or contact kmorrissy@carrierbasecrm.com if access is unavailable. Outside the guarantee, unused portions of paid months are non-refundable except where required by law or to correct a billing error. Cancellation does not itself delete agency records. The Refund & cancellation policy forms part of these terms and explains timing, existing subscriptions, and request instructions. Nothing in these terms limits a refund or other remedy required by law.

6. Your information

You retain your rights in the information your agency supplies. You authorize us and our service providers to host, process, transmit, and maintain it as needed to operate and support the Service, secure it, and comply with law. You are responsible for having the rights and permissions needed to collect and enter it and for the accuracy of your records. Our Privacy Policy explains our information handling.

Keep copies of records needed for your business or regulatory obligations. Before access ends, export available records or contact us about a data request. Cancellation does not itself request deletion.

7. Acceptable use

Do not violate law or another person’s rights; send unlawful or deceptive communications; upload malicious content; attempt unauthorized access; defeat security, billing, or user limits; or disrupt the Service. Do not enter full payment card numbers, card security codes, Social Security numbers, passwords for other services, or medical records into general CRM fields.

Independently verify carrier or prospect data before relying on it. A published business contact does not establish consent to calls, texts, or email marketing. You are responsible for applicable privacy, marketing, calling, texting, and do-not-contact requirements. Carrier Base is not affiliated with or endorsed by the U.S. Department of Transportation or FMCSA.

8. Software and third parties

We and our licensors retain rights in the Service’s software, design, and branding. You may use the Service for your authorized business use under these terms. Do not resell it or remove ownership notices without written permission. Separate third-party services may have their own terms and privacy policies.

9. Availability

We may maintain, fix, or change the Service. Interruptions, errors, and third-party outages can occur. Unless a separate written agreement provides otherwise, we do not promise uninterrupted availability, a particular recovery time, or delivery of every requested feature. We will provide reasonable notice of material changes affecting a paid subscription where practicable.

10. Suspension and termination

We may limit or suspend access for nonpayment, misuse, a material breach of these terms, a legal requirement, or an urgent security issue. Where reasonably possible, we will give notice and an opportunity to resolve the issue. You may stop using the Service and cancel renewal at any time. Obligations concerning payments owed, information handling, ownership, and responsibilities that naturally continue will survive termination.

11. Applicable rights

The Service is provided on an “as available” basis. To the extent permitted by law, we disclaim implied warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not guarantee the accuracy or completeness of information supplied by users or third parties. Nothing in these terms excludes liability, warranties, or rights that cannot lawfully be excluded.

12. Changes and contact

We will update the effective date when these terms change and give notice of material changes where required. Changes to payment terms apply as described above. Contact kmorrissy@carrierbasecrm.com with questions or a dispute, including your agency name and the issue so we can work toward a resolution.