Privacy Policy

1. Information we collect

We may collect the following categories of information:

• Account and contact data: Name, email, phone, company or agency name, job title, and credentials you provide when you register, subscribe, or contact us.
• Usage and device data: IP address, browser type, device identifiers, approximate location derived from IP, pages viewed, and features used, collected through logs and similar technologies.
• Customer content: Data you upload or enter into the Services, such as commission-related records, policy or carrier references, and team or hierarchy information, as applicable to your use case.
• Payment data: Payment processing is handled by our payment partners; we receive limited information (for example, last four digits of a card or subscription status), not your full card number.
• Communications: Content of emails or support tickets you send us.

2. How we use information

We use information to:

• Provide, operate, maintain, and improve the Services.
• Create and manage your account, authenticate users, and process transactions.
• Send service-related messages, security alerts, and updates to our terms or policies.
• Respond to support requests and communicate about products or features you may find useful (you may opt out of marketing where required).
• Monitor usage, troubleshoot issues, detect fraud, and protect the security and integrity of the Services.
• Comply with legal obligations and enforce our agreements.

3. Legal bases (EEA, UK, and similar regions)

Where applicable, we process personal data on the basis of: performance of a contract with you; our legitimate interests (such as securing and improving the Services), balanced against your rights; your consent, where we ask for it; or compliance with legal obligations.

4. How we share information

We may share information with:

• Service providers: Vendors who host our infrastructure, provide analytics, email delivery, customer support tools, or payment processing, under contractual obligations to protect data and use it only for our instructions.
• Professional advisors: Lawyers, auditors, or insurers when required.
• Legal and safety: Authorities or others when we believe disclosure is required by law, subpoena, or to protect rights, safety, or security.
• Business transfers: In connection with a merger, acquisition, or sale of assets, subject to appropriate safeguards.

We do not sell your personal information as defined under U.S. state “sale” laws.

5. Cookies and similar technologies

We use cookies and similar technologies to remember preferences, maintain sessions, and understand how the Services are used. You can control cookies through your browser settings; disabling some cookies may limit functionality.

6. Data retention

We retain information for as long as your account is active or as needed to provide the Services, comply with law, resolve disputes, and enforce our agreements. Retention periods may vary based on data type and legal requirements.

7. Security

We implement technical and organizational measures designed to protect information against unauthorized access, loss, or alteration. No method of transmission over the Internet is completely secure; we cannot guarantee absolute security.

8. International transfers

If you access the Services from outside the United States, your information may be processed in the United States or other countries where we or our providers operate. Where required, we use appropriate safeguards (such as standard contractual clauses) for cross-border transfers.

9. Your rights and choices

Depending on where you live, you may have the right to access, correct, delete, or export your personal information; object to or restrict certain processing; or withdraw consent where processing is consent-based. You may also have the right to lodge a complaint with a supervisory authority. To exercise these rights, contact us using the details below. We may need to verify your identity before fulfilling a request.

California residents: We provide additional disclosures as required by the California Consumer Privacy Act (CCPA) as amended. You may exercise applicable rights by contacting us. We do not discriminate against you for exercising your privacy rights.

10. Children

The Services are not directed to children under sixteen (16). We do not knowingly collect personal information from children. If you believe we have collected such information, contact us and we will take steps to delete it.

11. Third-party links

Our Services may link to third-party sites or services. We are not responsible for their privacy practices. We encourage you to read their policies before providing information.

12. Changes to this policy

We may update this Privacy Policy from time to time. We will post the revised policy on this page and update the “Last updated” date. For material changes, we will provide additional notice where appropriate. Your continued use of the Services after the effective date constitutes acceptance of the updated policy.

13. Contact us

For privacy questions or requests, contact us at privacy@policyprofit.com. You can also review our Terms and Conditions for rules governing use of the Services.