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Privacy Policy

The AgencySmart Privacy Policy describes how we treat personal information when you use our products and services.

Personal Information

In order to start using our software services, AgencySmart requires certain information from you, which includes your name and email address. This information is collected for authentication purposes and to help our technical support department handle service inquires.

AgencySmart saves all of your entered data including information about your clients, commission payments, other contacts, etc. in a dedicated database, which is accessible only by users under your account. Also, this data is uniquely saved by internally generated user ID (different from your password), providing an additional level of security against unauthorized access.

Uses and Information Sharing

AgencySmart maintains and processes your user account and its contents to provide the software service to you and to improve our services.

AgencySmart’s servers use your personal information for transaction validation and privacy protection only, and your entered data for the purpose of processing and calculating the desired end results.

At no time is any data shared with third parties and no advertisement or unsolicited emails will be sent as a result of AgencySmart activities.

AgencySmart reserves the right to contact you by email regarding AgencySmart account activities and server maintenance alerts.

If AgencySmart becomes involved in a merger, acquisition, or any form of sale of some or all of its assets, AgencySmart will provide notice before personal information is transferred and becomes subject to a different privacy policy.

We may collect certain pieces of aggregated non-personal information (such as the number of unique users per day, for example) to help us better evaluate the quality of our services. Such information does not identify you individually. At no time will this information be shared with any third parties.

Information Security

We take appropriate security measures to protect against unauthorized access to or unauthorized alteration, disclosure or destruction of data. These include internal reviews of our data collection, storage and processing practices and security measures, as well as physical security measures to guard against unauthorized access to systems where we store personal data.

We restrict access to personal information to AgencySmart employees, contractors and agents who need to know that information in order to operate, develop or improve our services. These individuals are bound by confidentiality obligations and may be subject to discipline, including termination and criminal prosecution, if they fail to meet these obligations.

Your data is stored on the dedicated servers hosted at a specialized facility. To ensure security of your data, physical access to these servers is limited to authorized personnel only. Additionally, we allow only secure communications to and from the server, encrypted by the industry-standard 256-bit encryption.

Data Integrity

AgencySmart processes personal information only for the purposes for which it was collected and in accordance with this Policy. We review our data collection, storage and processing practices to ensure that we only collect, store and process the personal information needed to provide or improve our services. We take reasonable steps to ensure that the personal information we process is accurate, complete, and current, but we depend on our users to update or correct their personal information whenever necessary.

User Communications

When you send email or other communication to AgencySmart, AgencySmart may retain those communications in order to process your inquiries, respond to your requests and improve our services.

Log Information

When you use the AgencySmart services, our servers automatically record information that your browser sends whenever you visit a website. These server logs may include information such as your web request, Internet Protocol address, browser type, browser language, the date and time of your request and one or more cookies that may uniquely identify your browser.

Whether you are a small retail shop or a national TPA or General Agent, AgencySmart is the software product that is designed to help insurance agents be more productive, more effective and more profitable.