Terms of use

Authorized access

Use Bloom only with an account you are authorized to access. Keep your credentials and authentication factors secure, and contact insurance.rallen@gmail.com if you believe an account has been compromised. Access may be suspended or removed when authorization ends or the workspace is misused.

Your records and responsibilities

Enter or import information only when you have permission and a legitimate purpose to use it. Keep records accurate, respect confidentiality and use available tools to correct outdated information. You are responsible for verifying imported details and for protecting downloaded backups and documents.

Follow the laws, professional requirements, carrier rules and communication-consent requirements that apply to your work. Do not use Bloom to send unauthorized messages, evade contact restrictions, access another user’s records, interfere with the service or distribute malicious content.

Workspace features and professional decisions

Bloom supports organization, recordkeeping, appointments, recruiting and follow-up workflows. You remain responsible for verifying quotes, eligibility, underwriting information, licensing status, application requirements and other material details with the appropriate source. Reference material and calculations support your work; they do not guarantee coverage, carrier approval, hiring outcomes, commissions or other results.

Google Calendar, Quo and other connections

You choose whether to authorize supported third-party connections. Review the permissions requested before connecting an account. Use of Google, Quo and other providers is also governed by their own terms and availability.

Calendar imports require your review and selection. Saved appointments, communications and imported history should be checked in the relevant system when timing or delivery matters. Removing a connection stops future access through that authorization but does not automatically remove records already saved in Bloom.

Content and permitted use

Respect the ownership and confidentiality of records, scripts, training resources and other material you access through Bloom. Permission to use the workspace does not itself grant permission to redistribute its software, branding, another person’s records or third-party materials.

Availability and changes

Features may change, and maintenance, connectivity problems or third-party interruptions may affect availability. Keep appropriate backups of records you need for your work. Material updates to these terms will be reflected on this page with an updated effective date.

Questions or account requests

Contact insurance.rallen@gmail.com for questions about these terms, account access or discontinuing use. Privacy and deletion requests are described in the privacy policy.