Initial Product Configuration
Builder Toolkit
Low-code toolkit for initial product configuration.
Implementation Services
Solartis professional services for your initial implementation.
Requirements Analysis
Our methodology for defining your initial product requirements.
Implementation Methodology
Our implementation methodology for initially configuring your product.
Ecosystem / Integrations
Check out our growing list of ecosystem and integration partners.
In Production and Ongoing Maintenance
Self-Service Builder Toolkit
Self-service low code toolkit for insurance product maintenance.
Report
Solartis reporting and analysis tools and options.
Explore
Book of business level “what if” analysis and bulk policy changes.
Monitor
Full system monitoring services and tools (24/7).
Solartis Administer
Transaction professional (BPO) services.
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ATTENTION! THE FOLLOWING SOLARTIS PROFESSIONAL SERVICES AGREEMENT WILL BE LEGALLY BINDING ON THE CUSTOMER UPON EXECUTION OF AN APPLICABLE SOW OR SOLARTIS ESTIMATE/ORDER FORM. CUSTOMER SHOULD CAREFULLY READ THE FOLLOWING SOLARTIS PROFESSIONAL SERVICES AGREEMENT BEFORE EXECUTING THE APPLICABLE SOW OR SOLARTIS ESTIMATE/ORDER FORM.
If the hyperlink location of this Professional Services Agreement (the “PSA”) is referenced in a Statement of Work (“SOW”) signed by both an authorized representative of the procuring party (the “Customer”) and Solartis, LLC (“Solartis”); or is referenced in the description for an item on a Solartis Estimate/Order Form signed by Customer, then the Professional Services procured by Customer shall be subject solely to the terms and conditions of this PSA and not the Main Terms (as defined below).
In addition to any Solartis Professional Services provided to Customer pursuant to this PSA, Solartis may also provide access to its Software application (the “Service”) to the Customer, if the Customer has entered into a License Agreement, Subscription Services Agreement, or similar agreement (or in the absence of any such agreement under the then-current version of Solartis Main Terms of Service located at https://www.solartis.com/solartis-subscription-services-agreement/) (such agreement is the "Main Terms”).
1. Scope of Services. Subject to the terms and conditions of this PSA, Solartis will provide Customer with Professional Services as set forth in applicable statements of work and/or an Estimate/Order Form for Professional Services mutually executed by Solartis and Customer (each, a “Statement of Work” or “SOW”). Solartis and Customer shall, from time to time, execute Statements of Work that specify the professional services to be provided to Customer hereunder (the “Professional Services”). Each Statement of Work will include, at a minimum: (i) a description of the Professional Services and any work product or other deliverables and/or training materials to be developed and/or provided to Customer (each, a “Deliverable”); (ii) the scope of Professional Services; and (iii) the applicable fees and payment terms for such Professional Services, if not elsewhere specified. All Statements of Work shall be deemed part of and subject to this PSA.
2. Change Management Process. In the event that Customer or Solartis requests a change in any of the specifications, requirements, Deliverables, or scope (including drawings and designs) of the Professional Services described in any Statement of Work, the party seeking the change shall propose the applicable changes by written notice. Within forty-eight (48) hours of receipt of the written notice, each party’s project leads shall meet, either in person or via telephone conference, to discuss and agree upon the proposed changes. Solartis will prepare a change order describing the proposed changes to the Statement of Work and the applicable change in fees and expenses, if any (each, a “Change Order”). Change Orders are not binding unless and until they are executed by both parties. Executed Change Orders shall be deemed part of, and subject to, this PSA. In the event that the parties disagree about the proposed changes, the parties shall promptly escalate the change request to their respective senior management officers for resolution.
3. Project Materials.
3.1 Deliverables. Solartis shall own all rights, title and interest in and to the Deliverables (excluding any Customer Property), and related intellectual property rights. Subject to terms and conditions of this PSA, and during the Term, Solartis hereby provides Customer with a limited, non-exclusive, non-transferable (except in connection with an assignment under Section 14 of the PSA) and terminable license to use the Deliverables solely for Customer’s internal operations in connection with its authorized use of the applicable Service.
3.2 Tools. Notwithstanding any other provision of this PSA: (i) nothing herein shall be construed to assign or transfer any intellectual property rights in the proprietary tools, libraries, know-how, techniques and expertise (“Tools”) used by Solartis to develop the Deliverables, and to the extent such Tools are delivered with or as part of the Deliverables, they are licensed, not assigned, to Customer, on the same terms as the Deliverables; and (ii) the term “Deliverables” shall not include the Tools.
3.3 Customer Property. Customer shall own all rights, title and interest in and to any Customer Property. “Customer Property” means any Customer technology, or Customer-specific business processes, specifically as designated as customer-owned property in a Statement of Work. Solartis shall have the right to use any such Customer Property solely for the purpose of providing the Professional Services to Customer hereunder.
4. Warranties.
4.1 Warranty. Solartis warrants that (a) it and each of its employees, consultants and subcontractors, if any, that it uses to provide and perform Professional Services has the knowledge, skills, experience, qualifications, and resources reasonably necessary to provide and perform the Professional Services in accordance with the applicable SOW; and (b) the Professional Services will be performed for and delivered to Customer in a good, diligent, workmanlike manner in accordance with industry standards, laws and governmental regulations applicable to the performance of such services. Solartis’s ability to successfully perform hereunder is dependent upon Customer’s provision of timely information, access to resources, and participation. If through no fault or delay of Customer the Professional Services do not conform to the foregoing warranty, and Customer notifies Solartis within sixty (60) days of Solartis’s delivery of the Professional Services, Customer’s sole and exclusive remedy is to have Solartis re- perform the non-conforming portions of the Professional Services.
4.2 Disclaimer. EXCEPT AS STATED IN SECTION 4.1 ABOVE, SOLARTIS DOES NOT REPRESENT THAT THE CUSTOMER’S USE OF THE PROFESSIONAL SERVICES, DELIVERABLES, AND/OR TOOLS WILL BE SECURE, TIMELY, UNINTERRUPTED OR ERROR-FREE OR THAT THE PROFFESSIONAL SERVICES, DELIVERABLES, AND/OR TOOLS WILL MEET CUSTOMER’S REQUIREMENTS OR THAT ALL ERRORS IN THE PROFESSIONALS SERVICES, DELIVERABLES AND/OR TOOLS WILL BE CORRECTED OR WILL BE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS. THE WARRANTIES STATED IN SECTION 4.1 ABOVE ARE THE SOLE WARRANTIES AND REMEDIES FOR CUSTOMER AND EXCLUSIVE OBLIGATIONS OF SOLARTIS RELATED TO THE PROFESSIONAL SERVICES, DELIVERABLES AND/OR TOOLS TO BE PROVIDED FOR AND DELIVERED TO CUSTOMER PURSUANT TO THIS PSA AND ANY STATEMENT OF WORK HEREUNDER. THERE ARE NO OTHER WARRANTIES OR CONDITIONS, EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION, THOSE OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, SATISFACTORY QUALITY, TITLE AND NON-INFRINGEMENT. EXCEPT AS PROVIDED HEREIN, THE PROFESSIONAL SERVICES, DELIVERABLES, AND/OR TOOLS PROVIDED TO CUSTOMER ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, AND ARE FOR COMMERCIAL USE ONLY. CUSTOMER ASSUMES ALL RESPONSIBILITY FOR DETERMINING WHETHER THE PROFESSIONAL SERVICES, DELIVERABLES, AND/OR TOOLS OR THE INFORMATION GENERATED THEREBY IS ACCURATE OR SUFFICIENT FOR CUSTOMER’S PURPOSES.
5. Payment Provisions.
5.1 Fees and Payment. Fees and expenses for each applicable project shall be set forth in the applicable SOW.
Customer shall pay the fees and expenses as specified in the applicable SOW.
5.2 Taxes. Solartis fees do not include any local, state, federal or foreign taxes, VAT, levies or duties of any nature ("Taxes"). Customer is responsible for paying all Taxes, including sales, use, personal property, value-added, excise, customs fees, import duties, stamp duties and any other similar taxes and duties, including penalties and interest, imposed by any United States federal, state, provincial or local government entity or any non-US government entity on the transactions contemplated by this PSA, excluding only taxes based on Solartis's income. If Solartis has the legal obligation to pay or collect Taxes for which Customer is responsible under this section, the appropriate amount shall be invoiced to and paid by Customer unless Customer provides Solartis with a valid tax exemption certificate authorized by the appropriate taxing authority.
6. Term and Termination
6.1 Term. This PSA shall commence on the date signed by both parties and shall continue in effect until terminated as provided herein. Each SOW shall commence on the date it is last signed, and shall expire upon completion of the project set forth in the applicable SOW, or as otherwise set forth in the applicable SOW. Sections 4.2 and 5 through 16 shall survive termination of this PSA.
6.2 Termination. This PSA will terminate automatically when Customer’s subscription to Solartis’s web-based services terminates or expires. Either party may terminate this PSA for convenience upon written notice in the event there are no active SOWs hereunder. Upon termination or expiration of this PSA, Customer shall have no rights to continue use of the Deliverables.
7. Confidentiality.
For purposes of this PSA, “Confidential Information” means the terms of this PSA including the pricing and other terms reflected in all SOWs, Solartis technology and technical information, product designs, business and marketing plans and business processes, and all confidential and proprietary information of a party (“Disclosing Party”) disclosed to the other party (“Receiving Party”), whether orally or in writing, that is clearly identified in writing or verbally at the time of disclosure as confidential. Confidential Information shall not include information which: (1) is known publicly; (2) is generally known in the industry before disclosure; (3) has become known publicly, without fault of the Receiving Party, subsequent to disclosure by the Disclosing Party; or (4) the Receiving Party becomes aware of from a third party not bound by non-disclosure obligations to the Disclosing Party and with the lawful right to disclose such information to the Receiving Party.
Receiving Party agrees: (a) to keep confidential all Confidential Information disclosed to it by the Disclosing Party; (b) not to use or disclose the Confidential Information of the Disclosing Party except to the extent necessary to perform its obligations or exercise rights under this PSA, except with the Disclosing Party’s prior written consent; (c) to protect the confidentiality thereof in the same manner as it protects the confidentiality of similar information and data of its own (at all times exercising at least a reasonable degree of care in the protection of such Confidential Information) and to make Confidential Information available to authorized persons only on a “need to know” basis. Either party may disclose Confidential Information on a need to know basis to its contractors and service providers who have executed written agreements requiring them to maintain such information in strict confidence and use it only to facilitate the performance of their services in connection with the performance of this PSA. Notwithstanding the foregoing, this Section will not prohibit the disclosure of Confidential Information to the extent that such disclosure is permitted by law or order of a court or other governmental authority or regulation.
8. Limitations of Liability.
8.1. Exclusion of Consequential Damages. CUSTOMER AGREES THAT THE CONSIDERATION WHICH SOLARTIS IS CHARGING HEREUNDER DOES NOT INCLUDE CONSIDERATION FOR ASSUMPTION BY SOLARTIS OF THE RISK OF CUSTOMER’S INCIDENTAL OR CONSEQUENTIAL DAMAGES. IN NO EVENT SHALL EITHER PARTY BE LIABLE TO ANYONE FOR LOST PROFITS OR REVENUE OR FOR INCIDENTAL, CONSEQUENTIAL, PUNITIVE, COVER, SPECIAL OR EXEMPLARY DAMAGES, OR INDIRECT DAMAGES OF ANY TYPE OR KIND (INCLUDING LOSS OF CUSTOMER DATA, REVENUE, PROFITS, USE OR OTHER ECONOMIC ADVANTAGE), ARISING FROM BREACH OF WARRANTY, BREACH OF CONTRACT, NEGLIGENCE, TORT, STATUTORY DUTY OR ANY OTHER LEGAL CAUSE OF ACTION ARISING FROM OR IN CONNECTION WITH THE PROFESSIONAL SERVICES PROVIDED HEREUNDER, NOTWITHSTANDING ANYTHING TO THE CONTRARY IN THE APPLICABLE SOW OR THIS PSA.
8.2. Limitations on Direct Damages. The maximum liability of Solartis to any person, firm, or corporation whatsoever arising out of or in connection with any Professional Services, Deliverables, and/or Tools, whether such liability arises from any claim based on breach or repudiation of contract, breach of warranty, negligence, tort, or otherwise, shall in no case exceed the amount paid by Customer for the applicable Professional Services, Deliverables, and/or Tools. The essential purpose of this provision is to limit the potential liability of the parties arising from this PSA. The parties acknowledge that the limitations set forth in this Section are integral to the amount of fees charged in connection with the Professional Services and that, were Solartis to assume any further liability other than as set forth herein, such fees would of necessity be set substantially higher.
8.3. Exceptions. THE LIMITATIONS OF LIABILITY SET FORTH IN THIS SECTION SHALL NOT APPLY TO A CUSTOMER’S BREACH OF SECTION 7 OF THIS PSA OR WITH REGARDS TO AMOUNTS DUE BY CUSTOMER UNDER THIS PSA. Certain states and/or jurisdictions do not allow the exclusion of implied warranties or limitations of liability for incidental or consequential damages, so the exclusions set forth above may not apply to Customer.
9. Independent Contractor. Solartis’s relationship with Customer pursuant to this PSA will be that of an independent contractor. Neither party will have any authority to bind the other, to assume or create any obligation, to enter into any agreements, or to make any warranties or representations on behalf of the other. Nothing in this PSA shall be deemed to create any agency, partnership or joint venture relationship between the parties. Each party is solely responsible for all of its employees and agents and its labor cost and expenses and for any and all claims, liabilities or damages or debts of any type whatsoever that may arise on account of each party’s activities or those of its employees or agents in the performance of this PSA. Solartis reserves the right to use third-parties (who are under a covenant of confidentiality with Solartis), including, but not limited to, offshore subcontractors to assist with the Services, including, without limitation, any data migration, configuration, implementation and custom code development processes.
10. Non-Impediment. Provided that Solartis does not use any Customer Property, nothing in this PSA shall be construed as precluding or limiting in any way the right of Solartis to provide consulting, development, or other services of any kind to any individual or entity (including without limitation performing services or developing materials which are similar to and/or competitive with the Professional Services and/or Deliverables hereunder).
11. Dispute Resolution. Each party agrees that before it or any employee, agent or representative of the party files a claim or suit with a federal or state agency or court, it shall provide thirty (30) days prior written notice to the other and that, within such thirty (30) day period (or longer, if extended by mutual desire of the parties), authorized representatives of the parties shall meet (or confer by telephone) at least once in a good faith attempt to resolve the perceived dispute.
12. Notices. Customer’s email address for communication and notice purposes relating to this PSA shall be set forth on the applicable Estimate/Order Form (or subsequent email addresses as advised by Customer). Customer agrees to accept emails from Solartis at the above e-mail address. Solartis may provide any and all notices, statements, and other communications to Customer through either e-mail, posting on the Service (or other electronic transmission) or by mail or express delivery service. Solartis recommends that the main and billing contact email addresses be group addresses (such as billing@customer.com) so that notices are reviewed promptly and not delayed due to the absence of one individual. In addition, Solartis may rely and act on all information and instructions provided to Solartis from the above-specified e-mail address.
13. Force Majeure. Neither party shall be liable for any loss or delay (including failure to meet the service level commitment) resulting from any force majeure event, including, but not limited to, acts of God, fire, natural disaster, terrorism, labor stoppage (other than those involving Solartis employees), internet service provider failures or delays, civil unrest, war or military hostilities, criminal acts of third parties, and any payment date or delivery of Professional Services shall be extended to the extent of any delay resulting from any force majeure event.
14. Assignment. This PSA shall inure to benefit and bind the parties hereto, their successors and assigns, but neither party may assign this PSA without written consent of the other, except to a related entity or the successor of all or substantially all of the assignor’s business or assets to which this PSA relates.
15. Non-Solicitation. To the extent permissible by applicable law, during the Term and for a period of twelve (12) months following termination or expiration of the PSA, Customer agrees that it will not directly solicit the engagement or employment of any of the employees or contractors of Solartis who have been engaged in the provision of Professional Services, without written permission of Solartis. The foregoing will not apply to persons who have independently responded to general solicitations (such as general newspaper advertisements and internet postings) not targeting such persons.
16. Entire Agreement. The parties acknowledge that they have had previous discussions related to the performance by Solartis of Professional Services for Customer and the possible strategies which may be used by Solartis to implement the Service to achieve the requirements identified by Customer. This PSA, together with the attached exhibits and/or SOWs, constitutes the entire understanding between Customer and Solartis and is intended as the final expression of the parties’ agreement regarding the Professional Services to be provided by Solartis. The parties acknowledge that they may have had previous discussions and/or communications related to the Professional Services that Solartis may be providing to Customer. This PSA, together with the attached exhibits and/or SOWs, expressly revokes and supersedes any and all such prior agreements, statements, understandings and verbal and/or written communications related to the professional services to be provided by Solartis. The parties expressly disclaim any reliance on any and all prior agreements, understandings, RFPs and RPF responses, preliminary gap analyses, and any other verbal and/or written communications related to the professional services to be provided by Solartis. Under no circumstances will the terms, conditions or provisions of any purchase order, invoice or other administrative document issued by Customer in connection to this PSA be deemed to modify, alter or expand the rights, duties or obligations of the parties under, or otherwise modify, this PSA, regardless of any failure of Solartis to object to such terms, provisions, or conditions. No other act, document, usage or custom shall be deemed to amend or modify this PSA unless agreed to in writing signed by a duly authorized representative of both parties. In the event of any inconsistency or conflict between the terms of this PSA, and an SOW, the terms of the SOW shall control with regards to the project described therein.
17. General Provisions. This PSA shall be governed in accordance with the laws of the State of California and any controlling U.S. federal law. Any disputes, actions, claims or causes of action arising out of or in connection with this PSA (or the Service) shall be subject to the exclusive jurisdiction of the state and federal courts located in California. In the event of any litigation of any controversy or dispute arising out of or in connection with this PSA, its interpretations, its performance, or the like, the prevailing party shall be awarded reasonable attorneys’ fees and/or costs. If any provision is held by a court of competent jurisdiction to be contrary to law, such provision shall be eliminated or limited to the minimum extent necessary so that this PSA shall otherwise remain in full force and effect. A waiver of any breach under this PSA should not constitute a waiver of any other breach or future breach. This PSA may be executed in counterparts and/or by facsimile or electronic signature and if so executed shall be equally binding as an original copy of this PSA executed in ink by both parties.
CUSTOMER ACKNOWLEDGE THAT THEY HAVE READ THIS PSA, UNDERSTAND IT AND AGREE TO BE BOUND BY ITS TERMS, AND THE PERSON SIGNING THE APPLICABLE ESTIMATE/ORDER FORM OR STATEMENT OF WORK HAS BEEN AUTHORIZED TO DO SO.