Test the software. Keep the decisions.
These plain-language terms cover evaluation access. They are a working pilot notice pending legal review.
Evaluation access
Captive Alliance is providing limited, revocable access so invited testers can evaluate supported workflows. Billing and payments are not live. Do not share an account or try to access another association.
You review and decide
The software describes, calculates, and drafts. You remain responsible for verifying source documents and deciding what to file, publish, send, or rely on. It is not insurance, legal, tax, accounting, investment, or reserve-adequacy advice.
Permitted use
Use the pilot for your own lawful evaluation. Do not upload malware, evade access controls, misuse another person's data, or place client personal information into a third-party AI service.
Pilot limitations
The pilot is provided as available and may change. Report suspected defects rather than working around controls. No specific revenue, compliance, filing, or business outcome is promised.
Questions or access requests
Reply to the email thread that invited you to test. A broader launch will use reviewed commercial terms before paid access begins.