Privacy Policy

InsureCRM ("we," "our," or "us") is committed to protecting your personal information and your right to privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our software-as-a-service platform located at insurecrm.com and any related applications (collectively, the "Service").

Please read this policy carefully. If you disagree with its terms, please discontinue use of the Service.

Information you provide directly:

• Account registration data (name, email address, password)
• Business information (agency name, National Producer Number, licensed states)
• Lead and client data you enter into the platform
• Policy and commission records
• Communications and notes entered within the platform
• Payment and billing information (processed by our payment provider)

Information collected automatically:

• Log data (IP address, browser type, pages visited, time spent)
• Device information (operating system, device identifiers)
• Cookies and similar tracking technologies
• Usage patterns and feature interactions within the Service

Information from third-party integrations:

• Lead data imported from Facebook Lead Ads
• Call and SMS logs from Twilio integrations

We use the information we collect to:

• Provide, operate, and maintain the Service
• Process transactions and send related billing information
• Send administrative communications (account updates, security alerts)
• Respond to comments, questions, and support requests
• Improve, personalize, and expand our Service
• Develop new features based on usage patterns
• Monitor and analyze usage to improve user experience
• Detect and prevent fraudulent or unauthorized activity
• Comply with legal obligations

We do not sell your personal data or your clients' data to third parties.

We may share your information in the following situations:

• Service Providers: We share data with trusted third-party vendors who assist in operating our platform, including Supabase (database hosting), Twilio (SMS and voice), Vercel (hosting), and Stripe (payments). These providers are contractually obligated to protect your data.
• Business Transfers: In connection with a merger, acquisition, or sale of assets, your information may be transferred as a business asset.
• Legal Requirements: We may disclose your information if required by law, court order, or governmental authority.
• Protection of Rights: We may disclose information to protect the rights, property, or safety of InsureCRM, our users, or others.

We implement industry-standard security measures to protect your information, including:

• Encryption of data in transit (TLS/SSL) and at rest
• Secure password hashing using bcrypt
• Role-based access controls — each agent only accesses their own data
• Regular security reviews and infrastructure monitoring

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.

We retain your personal information for as long as your account is active or as needed to provide the Service. You may request deletion of your account and associated data at any time by contacting us. We will delete or anonymize your data within 30 days of a verified deletion request, except where retention is required by law.

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

• Access: Request a copy of the personal data we hold about you
• Correction: Request correction of inaccurate or incomplete data
• Deletion: Request deletion of your personal data
• Portability: Request your data in a structured, machine-readable format
• Objection: Object to processing of your personal data in certain circumstances
• Opt-out of marketing: Unsubscribe from marketing communications at any time

To exercise any of these rights, please contact us at the address below.

We use cookies and similar tracking technologies to operate the Service, remember your preferences, and analyze usage. Essential cookies are required for the Service to function. You may disable non-essential cookies through your browser settings, though this may affect some features of the Service.

The Service may contain links to third-party websites. We have no control over the content, privacy policies, or practices of those sites and are not responsible for them. We encourage you to review the privacy policies of any third-party sites you visit.

The Service is not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you become aware that a child has provided us with personal information, please contact us immediately.

We may update this Privacy Policy from time to time. We will notify you of significant changes by posting the new policy on this page and updating the "Last updated" date. We encourage you to review this policy periodically. Continued use of the Service after changes constitutes acceptance of the updated policy.

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at: