Privacy Policy

Effective Date: January 15, 2025 | Last Updated: January 15, 2025

1. Information We Collect

1.1 Personal Information

• Contact details (name, email, phone, address)
• Business information (company name, role, industry)
• Communications with us (emails, calls, messages)
• Payment information (processed by third-party providers)

1.2 Automatically Collected Information

• Website usage data (pages visited, time spent, clicks)
• Device information (IP address, browser type, operating system)
• Cookies and tracking technologies

1.3 Client Data

• Customer and prospect information in CRM systems
• Insurance policy and claims data
• Marketing and sales data
• Communication logs and preferences

2. How We Use Information

2.1 Business Purposes

• Provide SaaS automation and workflow services
• Process payments and manage accounts
• Communicate about services and support
• Improve and develop our services
• Comply with legal obligations

2.2 Marketing

• Send service updates and promotional materials
• Analyze website usage and customer behavior
• Personalize marketing communications

2.3 Legal Basis (for EU residents)

• Contract performance
• Legitimate business interests
• Legal compliance
• Consent (where required)

3. Information Sharing

3.1 We Share Information With

• Service providers (AWS, Google Cloud, Make.com, Zapier)
• Payment processors
• Legal and professional advisors
• Law enforcement (when required)

3.2 We Do Not

• Sell personal information to third parties
• Share client data outside of service delivery
• Use client data for our own marketing

4. Data Security

4.1 Security Measures

• AES-256 encryption at rest
• TLS 1.2+ encryption in transit
• Multi-factor authentication
• Role-based access controls
• Regular security assessments
• Secure backup procedures

4.2 Data Location

Primary data hosted in the United States on Google Cloud Platform and Amazon Web Services infrastructure.

5. Data Retention

6. Your Rights

6.1 All Users

• Access your personal information
• Correct inaccurate information
• Request deletion of your information
• Opt out of marketing communications

6.2 California Residents (CCPA)

• Right to know what personal information is collected
• Right to delete personal information
• Right to opt out of sale (we don't sell information)
• Right to non-discrimination

6.3 EU Residents (GDPR)

• Right to access and portability
• Right to rectification and erasure
• Right to restrict processing
• Right to object to processing
• Right to withdraw consent

6.4 Exercising Rights

Contact us at [email protected] with your request. We'll respond within 30 days.

7. Cookies and Tracking

7.1 Types of Cookies

• Essential cookies (required for website function)
• Analytics cookies (Google Analytics)
• Marketing cookies (tracking conversions)

7.2 Managing Cookies

You can control cookies through your browser settings or opt out of tracking. See our Cookie Policy for detailed information.

8. Third-Party Services

Each service provider has their own privacy policy governing their data practices.

9. International Transfers

For international clients, we may transfer data to the United States. We use appropriate safeguards including:

• Standard Contractual Clauses
• Adequacy decisions where available
• Additional security measures

10. Children's Privacy

Our services are not directed to children under 13. We do not knowingly collect personal information from children under 13.

11. Changes to This Policy

We may update this Privacy Policy periodically. We'll notify you of material changes by:

• Posting the updated policy on our website
• Sending email notifications to registered users
• Providing notice in our services

12. Data Breaches

In the event of a data breach affecting your personal information, we will:

• Notify you within 72 hours of discovery
• Provide details about the breach and our response
• Offer guidance on protective measures
• Cooperate with regulatory authorities as required

13. Contact Information

For privacy questions, contact us:

13.1 State-Specific Provisions

California: This Privacy Policy includes California-specific disclosures required by the CCPA. California residents have additional rights as outlined in Section 6.2.

Other States: We comply with applicable state privacy laws. If you have questions about your state-specific rights, please contact us.