Skip to main content

Privacy Policy

Effective Date: February 14, 2023


Please be sure to read this Privacy Policy before using the Website, the Service or submitting information to us through this Website or the Service.

This Privacy Policy contains important information on how and why we collect, store, use, and share your personal information as well as the personal information of third-parties you may provide to us while using the Website or Service. As used in this Privacy Policy, “personal information” does not include deidentified personal information. DO NOT PROVIDE US WITH PERSONAL INFORMATION OF THIRD-PARTIES UNLESS YOU HAVE OBTAINED ALL NECESSARY CONSENTS FROM THEM TO THE TERMS OF THIS PRIVACY POLICY BEFORE DOING SO. AS USED IN THIS PRIVACY POLICY, THE WORDS “YOU” AND “YOUR” REFER NOT ONLY TO YOUR PERSONAL INFORMATION, BUT ALSO REFER TO THIRD-PARTY PERSONAL INFORMATION YOU PROVIDE THROUGH THE WEBSITE OR SERVICE.

Personal Information We Collect

We may collect and use the following types of personal information: IP address or referring URL, the type of operating system and browser used, the time and date of access, which pages were visited, and other similar information. When you access the Website or the Service by or through a mobile device, we may collect certain information automatically, including, but not limited to, the type of mobile device you use, your mobile device unique ID, the IP address of your mobile device, your mobile operating system, the type of mobile Internet browser you use, unique device identifiers and other diagnostic data. We may also collect such other information you voluntarily provide to us when you contact us. You are responsible for providing us with accurate and complete information, and for contacting us if correction of the information is required.

This personal information is required to respond to your inquiries and to provide products and/or services to you. If you do not provide personal information we ask for, it may delay or prevent us from responding to your inquiries or providing products and/or services to you.

How Consumer Personal Information is Collected

We obtain personal information from users of our Website and/or Service when it is input directly by the user.

Use of Cookies and Other Tracking Systems

Cookies, log files, and pixel-tags (Web beacons) are technologies used by the Website and Service for various purposes. Your browser allows us to place some information (session-based IDs and/or persistent cookies) on your computer’s hard drive to identify information about the browser you are using to tailor web page display. We may also use these cookies to connect the information collected to the collected personal information you may voluntarily provide, improve the quality of its Website, and/or Service, identify user preferences, improve search results and track user browsing trends. Your web browser can be set to allow you to control whether you will accept cookies, reject cookies, or to notify you each time a cookie is sent to you. Please note that cookies are not required to access and use our Website or Service, however, if your browser is set to reject cookies some Website or Service functionality may be lost. The Help section of your browser will tell you how to prevent your browser from accepting cookies or to delete cookies that are already on your computer (persistent cookies).

We gather certain information automatically and store it in log files. This information may include Internet protocol (IP) addresses, browser type, internet service provider (ISP), referring/exit pages, operating system, date/time stamp, and/or clickstream data. While not all of the information that we collect from visitors is personally identifiable, it may be associated with personal information that visitors provide to us through our Website or the Service.

Right to Opt-Out

You have the right to opt-out of receiving promotional communications from us at any time by updating your email preferences by using the “Unsubscribe” link found in the emails. You may also update, modify or correct the information or request that such information be removed from our databases by contacting us (see How to Contact Us below).

Other than the right to opt-out of as described above, the only way to opt-out of the terms of this Privacy Policy is to not use the Website or the Service and not to request products and/or services from AgencySmart.

Why We Use Consumer Personal Information

We use and/or sell and share consumer personal information for the following reasons:

  • Helping to ensure security and integrity to the extent the use of the consumer’s personal information is reasonably necessary and proportionate for these purposes;
  • Debugging to identify and repair errors that impair existing intended functionality;
  • Performing services on behalf of the business, including maintaining or servicing accounts, providing customer service, processing or fulfilling orders and transactions, verifying customer information, processing payments, providing financing, providing analytic services, providing storage, or providing similar services on behalf of the business or service provider;
  • Undertaking internal research for technological development and demonstration; and
  • Undertaking activities to verify or maintain the quality or safety of a service or device that is owned, manufactured, manufactured for, or controlled by the business, and to improve, upgrade, or enhance the service or device that is owned, manufactured, manufactured for, or controlled by the business.

Who We Share Collected Personal Information With

We may share collected personal information with:

  • Our affiliates;
  • Service providers we use to help deliver our products and/or services to you, such as payment service providers, warehouses and delivery companies;
  • Other third parties we use to help us run our business, marketing agencies or website hosts; and
  • Third parties approved by you, including third-party payment providers.

Additionally, all of a subscriber’s end users will have access to all personal information input into the subscriber’s account.

We may sell, license or otherwise disclose and exchange deidentified collected personal information to and with third parties.

We also impose contractual obligations on service providers relating to ensure they can only use collected personal information to provide services to us and to you. We may also share collected personal information with external auditors.

We may disclose and exchange collected personal information with law enforcement agencies and regulatory bodies to comply with our legal and regulatory obligations.

We may also need to share collected personal information with other parties, such as potential buyers of some or all of our business or during a re-structuring.

Sale of Personal Information

Except as set forth in this privacy policy, we do not sell or disclose collected personal information to third parties. We may disclose such collected personally identifiable information when we believe in good faith that it is required to be disclosed to protect our rights, protect your safety or the safety of others, investigate fraud, by law or by an appropriate law enforcement or governmental authority.

As noted above (see Who We Share Your Personal Information With above), we may sell, license or otherwise disclose and exchange deidentified collected personal information to and with third parties.

We also may from time to time engage third parties to track and analyze non-personally identifiable usage and volume statistical information from visitors to our Website and users of our Service to help us administer our Website and Service and improve its quality. Except as otherwise set forth herein, all data collected by such third parties on our behalf is used only to provide us with information on Website and/or Service usage and is not shared with any other third parties.

Links to Other Websites

Our Website and Service includes links to other websites whose privacy practices may differ from those of AgencySmart. If you submit personal information to any of those websites, your information is governed by their privacy policies. We encourage you to carefully read the privacy policy of any website you visit.

How We Use the Information We Collect

We use the information we collect in order to improve the content and usability of the Website and the Service.

We also use such information to respond to your inquiries and to provide you with products or services you request.

We may also periodically send promotional emails about our products and services to visitors who provide their email information. We use an agent to assist with our marketing campaigns. The agent is bound by a contractual agreement which covers security and limits the use of your personal information to the intended AgencySmart communications. You may elect to be removed from any future communications by confirming your preferences via a link at the bottom of the communication or by contacting us (see How to Contact Us below).

Information Security

We take various security measures to protect information received online. Except as otherwise provided in this Privacy Policy, access to information stored on our servers is restricted to AgencySmart employees or third parties who need to know such information to perform a specific job on AgencySmart’s behalf.

Although we make a genuine effort to ensure the security of activities conducted on this Website and the Service, no transmission over the Internet, or method of electronic storage, is completely secure. Accordingly, we cannot and do not guarantee that any activities conducted on this Website or the Service will be absolutely secure.

Social Media Widgets

Our Website and Service may include social media widgets, such as the share this button or interactive mini-programs that run on our Website and Service. These features may collect your IP address, which page you are visiting on our Website or Service, and may set a cookie to enable the feature to function properly. Social media features and widgets are either hosted by a third party or hosted directly on our Website or Service. Your interactions with these features are governed by the privacy policy of the company providing it.

Children Under the Age of 18

The Website and Service is not intended for use by children under 18 years of age. No one under age 18 may provide any information to or on the Website or through the Service. We do not knowingly collect information from children under 18. If you are under 18, do not provide any information on or through the Website or Service. If we learn we have collected or received personal information from a child under 18 without verification of parental consent, we will delete that information. If you believe we might have any information from or about a child under 18, please contact us (see How to Contact Us below).

How to Exercise Your Rights

If you would like to exercise any of your rights as described in this Privacy Policy or if you have any questions about this Privacy Policy or the information we hold about you, you may contact us by toll-free phone number, email or write to use (see How to Contact Us below).

Changes to This Privacy Policy

This Privacy Policy was published on February 14, 2023 and last updated on February 14, 2023. We may change this Privacy Policy from time to time – when we do, we will inform you via our Website, the Service or other means of contact, such as email.

How to Contact Us

Please contact us by post, email or telephone if you have any questions about this privacy policy or the information we hold about you. You can find contact information for AgencySmart at

Do You Need Extra Help?

If you would like this notice in another format (for example: audio, large print, braille) please contact us (see How to Contact Us above).

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.