Support
The Standard CRM sets appointments for life-insurance agencies and their licensed agents. This page lists how to reach us, the response targets we work to, and where to report a security issue.
Last revised 2026-05-22
Reach us
Product support
Product questions, account issues, integration problems, and billing.
support@thestandardcrm.ioSecurity reports
Suspected vulnerabilities or data exposure. Do not report these in public.
security@thestandardcrm.ioPrivacy requests
Access, correction, deletion, and the other rights in our Privacy Policy.
privacy@thestandardcrm.ioLegal notices
Contracts, regulatory inquiries, notices under our Terms of Service, and postal mail.
legal@thestandardcrm.ioRead the Privacy Policy and the Terms of Service.
Response targets
These are operational targets, not contractual guarantees. Your order form sets the contractual service levels.
- Urgent1 business hourA compliance gate fails. The AI pause switch does not engage. Data may be exposed.
- High4 business hoursAn outage stops outbound calls, texts, or emails.
- Normal1 business dayProduct questions and account changes that do not block your work.
Business hours are 9am to 6pm US Eastern, Monday through Friday. We do not count US federal holidays. We still triage an urgent issue outside these hours.
Send a good support request
Send us these details
Each detail shortens the time to a fix.
- Your agency name and your account location ID.
- What happened, including any error message on screen.
- The approximate time it happened, with the time zone.
- The lead, decision, or call identifier from the page address.
- A screenshot if the problem is visual.
Never send us lead information
We keep lead records encrypted, so we do not need them.
Leave full phone numbers, email addresses, names, and other personal information out of your email. Name the lead by its identifier in the app. We look up the encrypted record on our side.
Responsible disclosure
We welcome reports from security researchers. Send findings to security@thestandardcrm.io.
- We acknowledge receipt
- within 2 business days
- We send a first assessment
- within 5 business days
We keep you informed while we work on a fix. We take no legal action against a researcher who acts in good faith, who copies no more data than a demonstration needs, and who does not disrupt the service for other customers.
Status and incidents
We send platform incidents and planned maintenance windows to the email address on your account. Write to legal@thestandardcrm.io for our current postal address.
See plans and pricing.
Every plan runs the full platform and starts with a 7-day free trial.
See plans and pricing