Terms of Service
Last updated: 17 August 2026
Verbatim Systems LLC ("Verbatim," "we," "us," or "our") provides a call analysis and sales coaching platform at verbatim.systems (the "Service").
By creating an account or using the Service, you agree to these Terms and to our Privacy Policy. If you do not agree, do not use the Service.
Sections 11 and 12 contain a binding arbitration agreement and a class action waiver. They affect your legal rights.
1. The Service
Verbatim reviews recorded sales calls and produces written coaching and scoring drawn from those calls. Recordings are captured by the telephone system operated by the organization you work with, and Verbatim accesses them through that organization's systems. We do not record your calls ourselves.
2. Accounts
The Service is available to licensed insurance agents affiliated with organizations that have arranged access with us. You must be at least 18. You agree to provide accurate registration information and are responsible for activity under your account.
Your login credentials are for your use alone. Sharing them is a material breach of these Terms and grounds for immediate suspension.
3. Fees and payment
As consideration for access to the Service, you agree to pay all applicable fees and taxes. We, or our third-party payment processor acting as our agent, are authorized to charge the payment method you provide for the full amount of those fees and any applicable taxes, and you consent to that.
You must provide current, complete, and accurate billing information and keep it up to date, including your billing address, card number, and expiration date. You must contact us promptly if your card is lost or stolen or if you become aware of any unauthorized use of your account. You authorize us to obtain updated or replacement expiration dates for your card from your issuer, and we may charge a renewal card to the same extent as the expired card.
If payment is not received, you agree to pay all amounts due on demand, together with all costs of collection, including reasonable attorneys' fees, on any outstanding balance.
4. Termination
Participation in the Service is a condition of your affiliation with your organization. You cannot cancel or opt out while you remain affiliated. Your access ends when your affiliation ends.
We may suspend or terminate your access at any time if you breach these Terms, if payment is not received, or if your organization's access to the Service ends.
Sections 3 (for amounts owed), 5, 6, 7, 8, 9, 10, 11, 12, and 13 survive termination.
5. Intellectual property
The Service, including the software, the analysis engine, the scoring methodology, the underlying sales methodology, and all written output, is owned by Verbatim Systems LLC.
We grant you a limited, personal, non-exclusive, non-transferable, revocable license to use the Service for your own professional development while your subscription is active. You may share your own findings within your organization. You may not otherwise copy, distribute, sell, license, modify, reverse engineer, or create derivative works from any part of the Service or its output, and you may not use it to build a competing product.
The Verbatim name and logo belong to us. Nothing here grants you a right to use them.
If you breach this section we may seek injunctive relief in any court of competent jurisdiction, and you consent to jurisdiction in Pinellas County, Florida for that purpose.
6. Acceptable use
You will not share credentials, attempt to access another agent's data, scrape or extract data by automated means, interfere with the operation or security of the Service, or use it for any unlawful purpose.
7. Feedback
You grant us a perpetual, irrevocable, royalty-free license to use any feedback you submit for any purpose, including improving the Service, without compensation or attribution. Do not include confidential or customer information in feedback.
8. Automated output
Coaching and scores are generated automatically by software. They are informational and are not professional, legal, or regulatory advice. You remain responsible for your own compliance with applicable laws, regulations, carrier rules, and the policies of your organization.
9. No warranties
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT.
WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED OR ERROR FREE, THAT EVERY CALL WILL BE ANALYZED, THAT ANY ANALYSIS WILL BE ACCURATE OR COMPLETE, OR THAT USE OF THE SERVICE WILL IMPROVE YOUR RESULTS.
SOME JURISDICTIONS DO NOT ALLOW CERTAIN EXCLUSIONS, SO SOME OF THE ABOVE MAY NOT APPLY TO YOU.
10. Limitation of liability and indemnification
TO THE FULLEST EXTENT PERMITTED BY LAW, WE ARE NOT LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, LOST COMMISSIONS, LOST BUSINESS, OR LOST DATA. OUR TOTAL LIABILITY FOR ANY CLAIM WILL NOT EXCEED THE AMOUNT YOU PAID US IN THE THREE MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM.
You agree to defend, indemnify, and hold harmless Verbatim Systems LLC and its members, officers, employees, and agents from any claims, damages, losses, liabilities, and expenses, including reasonable attorneys' fees, arising from your breach of these Terms, your misuse of the Service, or your violation of any law or third-party right.
11. Binding arbitration
If a dispute arises out of or relates to these Terms or the Service, either party may elect to resolve it by final and binding arbitration governed by the Federal Arbitration Act. An election to arbitrate binds both parties.
IF EITHER PARTY ELECTS ARBITRATION, NEITHER PARTY WILL HAVE THE RIGHT TO LITIGATE THAT CLAIM IN COURT OR TO HAVE A JURY TRIAL, except that either party may bring a qualifying claim in small claims court. Discovery and appeal rights in arbitration are more limited than in court.
Arbitration will be administered by JAMS under its Comprehensive Arbitration Rules and Procedures, or its Streamlined Rules where applicable. Each party pays its own filing, administrative, and arbitrator fees under JAMS rules. Judgment on the award may be entered in any court with jurisdiction. Arbitration may be conducted in person, by phone, online, or on documents, and if in person will take place in the county where you reside.
Nothing here prevents either party from going to court to compel arbitration, to stay proceedings pending arbitration, or to confirm, modify, or vacate an award.
12. Class action waiver
Any arbitration or proceeding is limited to the dispute between you and us individually. To the fullest extent permitted by law, no arbitration or proceeding may be joined with any other, no dispute may be resolved on a class basis or using class procedures, and no dispute may be brought in a representative capacity.
YOU MAY BRING CLAIMS AGAINST US ONLY IN YOUR INDIVIDUAL CAPACITY AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY CLASS OR REPRESENTATIVE PROCEEDING.
13. Governing law and general terms
These Terms are governed by the laws of the State of Florida, without regard to conflict of laws rules.
We may update these Terms and will post the updated version with a new date. Continued use after changes take effect means you accept them.
Our failure to enforce any provision is not a waiver. If any provision is unenforceable, the rest remains in effect. These Terms are the entire agreement between you and us regarding the Service. We may assign these Terms; you may not.
14. Contact
Verbatim Systems LLC
13577 Feather Sound Dr, Suite 390
Clearwater, FL 33762