Privacy Policy

1. Information We Collect

We may collect personal and non-personal information in the following ways:

A. Personal Information

Information you voluntarily provide, including but not limited to:

• Full name
• Email address
• Phone number
• Mailing address
• Date of birth
• Social Security Number or Tax ID (when required for insurance, tax, or compliance purposes)
• Driver’s license or government-issued ID
• Insurance, tax, financial, or real estate information
• Login credentials
• Payment and billing information

B. Automatically Collected Information

When you access our Services, we may automatically collect:

• IP address
• Browser type
• Device information
• Operating system
• Pages viewed and interaction data
• Referring URLs

C. Third-Party Data

We may receive information from third parties such as:

• Insurance carriers
• Tax software providers
• CRM platforms
• Payment processors (e.g., Stripe)
• Advertising platforms (e.g., Meta/Facebook, Google)
• Analytics providers

2. How We Use Your Information

We use the information we collect to:

• Provide, operate, and maintain our Services
• Process insurance, tax, and real estate transactions
• Verify identity and comply with legal requirements
• Communicate with you regarding services, updates, or offers
• Improve user experience and platform performance
• Provide AI-powered tools and insights
• Process payments and billing
• Run marketing, advertising, and remarketing campaigns
• Prevent fraud, abuse, or unauthorized access

3. AI & Automation Disclosure

Certain features of our platform utilize artificial intelligence, automation, and data processing technologies. These systems may analyze user-provided data to:

• Generate insights
• Assist with quoting, calculations, or recommendations
• Improve platform performance

AI outputs are informational and do not replace licensed professional advice unless explicitly stated.

4. Cookies & Tracking Technologies

We use cookies, pixels, and similar technologies to:

• Improve website functionality
• Track performance and analytics
• Enable marketing and retargeting campaigns

You may disable cookies through your browser settings; however, some features may not function properly.

5. Sharing of Information

We do not sell your personal information.

We may share your information with:

• Service providers and vendors under confidentiality agreements
• Insurance carriers, lenders, or underwriters
• Government agencies when legally required
• Payment processors and financial institutions
• Advertising and analytics partners

All third parties are required to safeguard your data.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information. However, no system is 100% secure, and we cannot guarantee absolute security.

7. Data Retention

We retain personal information only as long as necessary to:

• Fulfill service obligations
• Comply with legal, regulatory, or contractual requirements
• Resolve disputes and enforce agreements

8. Your Privacy Rights

Depending on your location, you may have rights to:

• Access your personal information
• Request correction or deletion
• Opt out of marketing communications
• Request data portability

Requests may be submitted using the contact information below.

9. Children’s Privacy

Our Services are not intended for individuals under the age of 18. We do not knowingly collect personal information from minors.

10. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices or content.

11. Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Updates will be posted on this page with a revised “Last Updated” date.

12. Contact Information

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