Privacy Policy

We collect information you provide directly: contact details (name, email, phone), property and policy information you enter, documents you upload, and quote inputs. We also collect basic technical data needed to operate the site.

We use your information to generate quotes, provide and improve the customer portal, communicate with you about your insurance (including renewal reminders you enable), and connect you with licensed agents to firm up coverage.

We share your information with insurance carriers and licensed agents as needed to obtain quotes and coverage at your request, and with service providers who help us operate the platform. We do not sell your personal information.

We use industry-standard safeguards to protect your information. Access to your workspace data is restricted to members you invite and to authorized platform administrators.

We retain your information for as long as your account is active or as needed to provide the Services and comply with legal obligations.

You may access, update, or request deletion of your information through your account or by contacting us. You can control renewal-reminder settings within the portal.

We may update this policy from time to time and will post the revised version here with a new effective date.

For privacy questions, use the contact information shown on our website.