Privacy Policy

1. Introduction

AgentAssistHub (“we,” “our,” or “us”) operates the AgentAssistHub platform, a customer relationship management service for insurance professionals. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our service.

2. Information We Collect

We collect information you provide directly, including:

• Account information: name, email address, and agency details when you create an account.
• Customer data: information about your insurance customers that you enter into the platform, including names, contact details, policy information, and notes.
• Usage data: information about how you interact with our service, including pages visited, features used, and actions taken.
• Device and log data: IP address, browser type, operating system, and access times.
• Payment information: billing details processed securely through our payment provider (Stripe). We do not store your full credit card number.

3. How We Use Your Information

We use the information we collect to:

• Provide, operate, and maintain the AgentAssistHub platform.
• Process transactions and send related information, including purchase confirmations and invoices.
• Send you technical notices, updates, security alerts, and support messages.
• Provide AI-powered features such as daily briefings, renewal prep, and cross-sell detection using your customer and policy data.
• Respond to your comments, questions, and customer service requests.
• Monitor and analyze trends, usage, and activities to improve the service.

4. Data Storage and Security

Your data is stored securely using industry-standard cloud infrastructure. We use encryption in transit (TLS) and at rest to protect your information. Access to customer data is restricted to authorized personnel and is scoped to your agency through row-level security policies.

While we implement commercially reasonable security measures, no method of transmission over the Internet or electronic storage is 100% secure. We cannot guarantee absolute security.

5. Third-Party Services

We use the following third-party services to operate our platform:

• Supabase: database hosting and authentication.
• Stripe: payment processing.
• Vercel: application hosting and delivery.
• Resend: transactional email delivery.
• Anthropic: AI-powered features (customer data is processed but not used to train AI models).

These providers have their own privacy policies governing their use of your information. We only share the minimum data necessary for each service to function.

6. Cookies and Tracking

We use essential cookies to maintain your session and authentication state. We do not use third-party advertising cookies or cross-site tracking. We may use analytics tools to understand how our service is used, and these tools may use cookies or similar technologies.

7. Data Retention

We retain your account information and customer data for as long as your account is active. If you cancel your subscription, we retain your data for 30 days to allow for reactivation. After that period, your data is permanently deleted. You may request earlier deletion by contacting us.

8. Your Rights

You have the right to:

• Access the personal information we hold about you.
• Request correction of inaccurate information.
• Request deletion of your account and associated data.
• Export your data in a standard format.
• Withdraw consent for optional data processing at any time.

To exercise any of these rights, contact us at support@agentassisthub.app.

9. Children's Privacy

Our service is not directed to individuals under 18. We do not knowingly collect personal information from children. If we become aware that we have collected data from a child, we will take steps to delete it.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the new policy on this page and updating the “Last updated” date. Your continued use of the service after changes constitutes acceptance of the updated policy.

11. Contact Us

If you have questions about this Privacy Policy, please contact us at support@agentassisthub.app.