Last updated: March 25, 2026
By subscribing to the Silver Path Agents platform, you agree to pay the applicable monthly fees for your selected plan. Subscriptions are billed monthly and renew automatically. A free trial period may be offered at our discretion.
You may cancel your subscription at any time from your billing settings. Upon cancellation, you retain access through the end of your current billing period. No refunds are issued for partial months.
You agree to use the platform only for lawful purposes related to insurance sales and client management. You will not share login credentials, upload malicious content, or use the platform to harass or spam clients. CMS marketing compliance rules apply to all outbound communications.
The platform, including its workflows, screens, proposal tools, automation, AI prompts, documentation, pricing, training materials, and operational methods, is proprietary and confidential. You may use it only for authorized agency work and may not copy, screenshot, record, reverse engineer, disclose, resell, or share non-public platform materials with unauthorized third parties.
You are responsible for keeping your account credentials secure and for protecting agency, client, carrier, and platform information you access through the system. Access may be suspended or revoked if the platform is misused or confidential information is shared outside approved business purposes.
Protected Health Information (PHI) is encrypted at rest (AES-256) and in transit (TLS 1.3). We maintain a signed Business Associate Agreement (BAA) for HIPAA compliance. See our Privacy Policy for full details.
The platform is provided "as is." We are not liable for plan quoting accuracy, enrollment outcomes, or regulatory compliance of your sales activities. AI features provide suggestions, not guarantees — agents are responsible for verifying information and following CMS rules.
Questions about these terms? Contact us at support@silverpathagents.com.