Privacy Policy

Effective Date: January 27, 2025

🔒 Our Core Privacy Commitment

WE DO NOT SELL OR SHARE YOUR DATA. PERIOD.

Your data belongs to you. We process it solely to deliver our services. You can request deletion of your data at any time, and we will comply within 30 days.

1. Information We Collect

1.1 Personal Information

  • Name, email address, phone number, and business details
  • Billing information (processed securely through Stripe)
  • Insurance license information and agency details

1.2 Lead and Prospect Data

  • Lead lists you upload (names, phone numbers, demographics)
  • Call recordings and transcripts
  • CRM data synchronized from your systems

This data remains YOUR property. We are merely the processor.

1.3 Technical Information

  • Usage analytics (call volume, success rates)
  • Device information (IP address, browser type)
  • Cookies and tracking data

2. How We Use Your Information

Service Delivery

  • Configure and operate AI voice agents
  • Process lead qualification calls
  • Integrate with your CRM systems
  • Generate performance reports

Communication and Support

  • Provide customer support
  • Send service updates and notifications
  • Process billing transactions

3. How We Share Your Information

✓ What We DON'T Do With Your Data

  • ❌ We DO NOT sell your data to third parties
  • ❌ We DO NOT share your lead lists with other clients
  • ❌ We DO NOT use your data for our own marketing

Service Providers

We work with trusted service providers who process data on our behalf:

  • Cloud hosting (AWS or Google Cloud)
  • Payment processing (Stripe - PCI-DSS compliant)
  • Telephony services (HIPAA-compliant when applicable)

4. Data Security

We implement comprehensive security measures:

  • AES-256 encryption for data at rest
  • TLS 1.3 for data in transit
  • Multi-factor authentication (MFA)
  • Regular security audits and penetration testing
  • SOC 2 Type II compliance

5. Your Privacy Rights

Your Data, Your Control

You have complete control over your data. Here's what you can do:

Universal Rights

  • Access: Request copies of all personal information we hold
  • Correction: Update or correct inaccurate information
  • Deletion: Request deletion of your personal information
  • Portability: Receive your data in a machine-readable format

How to Exercise Your Rights:

  • Email: privacy@insureeasyai.com
  • Subject Line: "Privacy Rights Request"
  • Response Time: Within 30 days
  • No Charge: Exercising your rights is free

6. Data Retention

Active Service Period

  • Account data maintained throughout your subscription
  • Call records stored for 90 days
  • Lead information retained as needed for service delivery

Post-Termination

  • Personal data deleted within 30 days of account closure
  • Lead data deleted immediately upon request
  • Compliance records retained for 3 years as required by law

7. Cookies and Tracking

Essential Cookies (Required)

User authentication, security, and basic website functionality

Analytics Cookies (Optional)

Website usage statistics and performance monitoring - you can opt out

Contact Information

For privacy questions or to exercise your rights:

Your Privacy is Our Priority

By using our Services, you acknowledge that you have read, understood, and agree to this Privacy Policy. Remember: Your data is YOUR data. We don't sell it, we don't share it inappropriately, and you can delete it anytime.

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