Terms & SMS Terms

Caseharbor Platform

Caseharbor is an operating workspace for insurance agencies. It supports underwriting follow-up, cancellations, renewals, documents, customer context, activity history, and operational message delivery.

Authorized Use

Users must use Caseharbor only for lawful agency operations and must not misuse the platform, attempt unauthorized access, interfere with service operation, or upload information they are not authorized to process.

SMS Program Description

SMS Consent and Charges

By providing a mobile number through an agency relationship, customer request, web form, signed authorization, import workflow tied to an existing customer file, keyword opt-in, or other documented consent path, recipients may receive operational SMS messages from Caseharbor or an agency using Caseharbor. Consent to receive SMS is not a condition of purchase. Message and data rates may apply.

SMS Opt-Out and Help

• Reply STOP, END, CANCEL, UNSUBSCRIBE, or QUIT to opt out of SMS messages.
• Reply START to opt back in after opting out.
• Reply HELP for help, or contact support@thecaseharbor.com.
• Wireless carriers are not liable for delayed or undelivered messages.

SMS Privacy

Mobile opt-in information, mobile phone numbers, and SMS consent data are not sold, rented, disclosed, transferred, or shared with third parties or affiliates for their promotional or marketing purposes. See the Privacy Policy and SMS Disclosures for more information.

Changes to These Terms

We may update these terms as Caseharbor changes or as operational, legal, carrier, or compliance requirements evolve. The updated version will be posted on this page with a revised effective date.