Terms and Conditions

Last updated: June 10, 2026

These Terms and Conditions govern access to and use of the POM Insurance Agency / Peace of Mind Wealth Management portal at pom365.com. The portal supports agent registration, onboarding, document collection, licensing and contracting support, W9 and payroll workflows, commission processing, client service, training, and related back-office operations.

Authorized Use

You may use this portal only for legitimate business purposes related to your role as an authorized agent, contractor, staff member, client, policyholder, or representative. You are responsible for keeping your login credentials secure and for all activity under your account.

Information and Documents

You agree to submit truthful, current, and complete information. Do not upload documents, tax information, licensing information, client information, or policyholder information unless you are authorized to provide it. Notify POM promptly if submitted information is incorrect, outdated, or accessed without authorization.

No Guarantee of Approval or Compensation

Registration, training completion, document submission, portal access, or visibility in a report does not guarantee carrier appointment, contracting status, commission payment, payroll processing, lead assignment, employment, or any specific business result. Eligibility and payment depend on applicable agreements, licensing status, carrier rules, compliance review, submitted documentation, and internal processing.

Confidentiality and Compliance

Portal users may access confidential business, agent, client, policyholder, compensation, and carrier information. You agree to handle such information carefully, use it only for authorized business purposes, and follow applicable privacy, insurance, carrier, agency, and regulatory requirements.

Prohibited Conduct

System Availability and Updates

POM may update forms, workflows, documents, portal features, and these terms from time to time. The portal may occasionally be unavailable due to maintenance, technical issues, security review, or system changes.

Questions

For questions about these terms or portal access, contact [email protected].