Privacy Policy

Information We Collect

We may collect the following types of information:

• Personal Information: Information that can be used to identify you, such as your name, email address, phone number, and any other information you provide when you create an account or contact us. This may also include sensitive information related to insurance applications and client interactions.
• Usage Data: Information about how you use our services, including your IP address, browser type, device information, and the pages you visit on our website.
• Cookies: We use cookies and similar tracking technologies to enhance your experience on our website. Cookies are small files stored on your device that help us understand how you use our services.

How We Use Your Information

We may use the information we collect for various purposes, including:

• To provide, operate, and maintain our insurance sales CRM services
• To improve, personalize, and expand our services, including tailored insurance solutions
• To communicate with you, including sending you updates, newsletters, and promotional materials
• To process your transactions, manage your accounts, and handle your insurance-related inquiries

Disclosure of Your Information

We may share your information in the following situations:

• With Service Providers: We may share your information with third-party vendors who perform services on our behalf, such as payment processing, data analysis, email delivery, and customer service, particularly those specializing in insurance services.
• For Legal Reasons: We may disclose your information if required to do so by law or in response to valid requests by public authorities, especially in compliance with insurance regulations.
• Business Transfers: If we are involved in a merger, acquisition, or asset sale, your information may be transferred as part of that transaction.

Security of Your Information

We take the security of your personal information seriously and implement appropriate technical and organizational measures to protect it from unauthorized access, use, alteration, and disclosure. This includes encryption and secure data storage practices tailored for sensitive insurance data. However, please remember that no method of transmission over the Internet or electronic storage is 100% secure.

Your Rights

Depending on your location, you may have the following rights regarding your personal information:

• The right to access, correct, or delete your personal information
• The right to restrict or object to the processing of your personal information
• The right to data portability

To exercise these rights, please contact us using the information provided below.

Third-Party Websites

Our website may contain links to third-party websites that are not operated by us. We are not responsible for the content, privacy policies, or practices of any third-party sites. We encourage you to review the privacy policy of each website you visit.

Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. You are advised to review this Privacy Policy periodically for any changes.