Terms of Service

Terms of Service

Last Updated: January 8th, 2026

Last Updated: January 8th, 2026

ACCEPTANCE OF AGREEMENT

By clicking "Pay," "Subscribe," "I Agree," or by checking the consent box during the checkout process, you ("Partner" or "Client") enter into a legally binding agreement with Synergy Agents ("Company"). You acknowledge that you have read, understood, and agree to be bound by the specific Commercial Terms (Section A) and Standard Terms of Service (Section B) outlined below.

SECTION A: COMMERCIAL TERMS & EXCLUSIVITY

1. THE "MARKET LOCK" PROTOCOL (EXCLUSIVITY)
Upon successful payment (or authorized deferral via promo code) of the Setup Fee, Synergy Agents grants the Partner Exclusive Rights to the Territory (Zip Code) associated with the payment.

  • The "Kill Clause": Synergy Agents agrees to legally decline and reject all applications for service from direct competitors within the defined Territory for the duration of this Agreement.

  • Single-Seat Policy: We operate on a "One Partner Per Market" basis. As long as the Partner remains active and in good standing, this seat cannot be sold to another firm.

2. SERVICES RENDERED
The Company agrees to provide the Synergy Inbound Sales Engine, consisting of:

  • 24/7 Inbound Closer: AI Voice Agent configured for instant lead qualification, intake, and appointment scheduling.

  • Live Transfer Bridge: Real-time call routing infrastructure to connect high-priority callers to the Partner’s designated phone lines.

  • Calendar Integration: Real-time booking directly into the Partner's scheduling software.

3. "ZERO-RISK" PAYMENT TERMS (FROZEN BILLING AUTHORIZATION)
The Partner agrees to the following Performance-Triggered pricing structure.

  • A. Setup Fee: The amount paid at checkout (One-Time). This fee initiates the build and locks the territory.

    • Note: If the promo code DUEONSUCCESS is applied, this fee is deferred (see Section 3.D).

  • B. Deferred Operating Fee (Monthly Retainer): By completing this transaction, you authorize a recurring monthly charge (amount specified at checkout) to be stored on file.

    • Status: PAUSED/FROZEN upon checkout.

    • Trigger Event: You authorize Synergy Agents to activate and capture this recurring fee immediately upon the occurrence of the "First Success Event" (defined in Section 4).

  • C. The "Backstop" Provision: If a Success Event does not occur within 30 days of this agreement due to low call volume, but the system remains functional and available, the Monthly Operating Fee will automatically activate on the 31st day.

  • D. PROMO CODE "DUEONSUCCESS" (Zero Down Activation):

    • If the Partner elects to use the promo code DUEONSUCCESS at checkout to reduce the upfront payment to $0.00, the Partner acknowledges and agrees that the Setup Fee is not waived, but merely deferred.

    • Authorization: By applying this code, the Partner expressly authorizes Synergy Agents to charge the Full Setup Fee AND the First Monthly Operating Fee simultaneously and immediately upon the occurrence of the First Success Event.

4. DEFINITION OF "SUCCESS EVENT"
The Deferred Fees (Monthly Retainer, plus Deferred Setup Fee if applicable) become billable when one of the following occurs:

  • Live Transfer: A prospect call connected to the Partner's phone line lasting >60 seconds.

  • Booked Appointment: A scheduled calendar event (In-Person or Phone Consult) confirmed via API/Calendar Link.

SECTION B: STANDARD TERMS OF SERVICE

5. SCOPE OF RELATIONSHIP
Synergy Agents acts as a technical consultant to configure and maintain third-party AI voice and telephony software on behalf of the Partner. We do not own the underlying telecommunications infrastructure or directly provide AI software licenses.

6. CLIENT RESPONSIBILITIES & THIRD-PARTY ACCOUNTS

  • Account Ownership: The Partner agrees to establish and maintain their own accounts with necessary third-party providers (e.g., Retell AI, Twilio). The Partner retains full ownership of their call data, phone numbers, and any configured AI models on these third-party platforms.

  • Usage Costs: The Partner is solely responsible for all usage-based fees (telephony minutes, AI processing costs, phone number rentals) charged by third-party providers. Synergy Agents is not liable for service interruptions caused by the Partner’s failure to maintain funds with these third-party providers.

  • Compliance: The Partner acknowledges that they are the "initiator" of all inbound calls routed to the AI agent. The Partner agrees to comply with all local, state, and federal laws regarding telecommunications, including but not limited to consumer consent for call recording, disclosure of AI voice use, and any relevant privacy regulations (such as the TCPA). Synergy Agents is not liable for the Partner’s unlawful or non-compliant use of the system.

  • Implementation Velocity: To validate the Guarantee and Performance Trigger, Partner agrees to complete the Technical Onboarding (creation of Retell AI account and provision of API Keys) within 48 hours of signing.

  • Active Call Forwarding: Partner must ensure active call forwarding to the AI Agent number is functional. Zero call volume resulting from Partner failure to route calls does not constitute Agent failure.

7. AI LIMITATIONS (DISCLAIMER)
The Partner acknowledges that the Service configures and manages Artificial Intelligence (AI) systems. AI systems, by their nature, may occasionally generate incorrect, inaccurate, or "hallucinated" responses. Synergy Agents makes no guarantees regarding the absolute accuracy or infallibility of the AI's responses and is not liable for any business losses, missed appointments, or miscommunications resulting from AI error or misinterpretation.

8. REFUND POLICY ON EARNED FEES

  • Setup Fee: The One-Time Setup Fee (whether paid upfront or deferred via promo code) is considered strictly non-refundable once the onboarding process has commenced or the Success Event has occurred. This fee covers the allocation of development resources, account configuration, and architectural implementation.

  • Monthly Fees: Once a Success Event has occurred and the Deferred/Frozen Fee has been processed, that fee is non-refundable. Recurring Monthly Fees are paid in advance and are non-refundable for partial months of service.

9. LIMITATION OF LIABILITY
To the fullest extent permitted by law, Synergy Agents shall not be liable for any indirect, incidental, special, consequential, or exemplary damages, including but not limited to loss of profits, data, goodwill, or revenue, arising out of the use or inability to use the Service. Our total liability shall not exceed the amount paid by you to Synergy Agents in the three (3) months prior to the claim.

10. INDEMNIFICATION
You agree to defend, indemnify, and hold harmless Synergy Agents and its licensee and licensors, and their employees, contractors, agents, officers, and directors, from and against any and all claims, damages, obligations, losses, liabilities, costs or debt, and expenses (including but not limited to attorney's fees), resulting from or arising out of: (a) your use and access of the Service; (b) a violation of these Terms; or (c) your violation of any third-party right, including any privacy or telecommunications laws.

11. TERMINATION
Following the activation of billing, this Agreement effectively becomes month-to-month. The Partner may cancel the Operating Fee at any time with 30 days' written notice to hello@synergyagents.com. We may terminate or suspend your account immediately, without prior notice or liability, for any reason whatsoever, including without limitation a breach of the Terms.

  • Note: If the Agreement is cancelled, the "Market Lock" (Section 1) is released, and the Territory becomes available to competitors immediately.

12. GOVERNING LAW
These Terms shall be governed by and construed in accordance with the laws of the State of Washington, without regard to its conflict of law principles.

13. DISPUTE RESOLUTION (ARBITRATION AGREEMENT)

  • A. Mandatory Arbitration: You and Synergy Agents agree that any dispute, claim, or controversy arising out of or relating to these Terms or the breach, termination, enforcement, interpretation, or validity thereof, or to the use of the Services (collectively, "Disputes") will be settled by binding arbitration, except that each party retains the right to seek injunctive or other equitable relief in a court of competent jurisdiction to prevent the actual or threatened infringement, misappropriation, or violation of a party's copyrights, trademarks, trade secrets, patents, or other intellectual property rights.

  • B. Arbitration Location & Authority: Unless you and Synergy Agents agree otherwise, any arbitration hearings will take place in King County, Washington. The arbitration shall be conducted in accordance with the laws of the State of Washington.

  • C. Class Action Waiver: You and Synergy Agents agree that each may bring claims against the other only in your or its individual capacity and not as a plaintiff or class member in any purported class or representative proceeding.

  • D. Arbitration Rules: The arbitration will be administered by the American Arbitration Association ("AAA") in accordance with the Commercial Arbitration Rules and the Supplementary Procedures for Consumer Related Disputes (the "AAA Rules") then in effect.

14. ENTIRE AGREEMENT
This Agreement constitutes the entire agreement between the parties and supersedes any prior understandings or agreements, oral or written, regarding the subject matter herein. By completing the checkout process, you acknowledge that you have read and agree to these terms.

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