Privacy Policy

Last Updated: February 12, 2026

1. Introduction

Field Agent Insurance CRM ("we", "our", or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our service.

2. Information We Collect

2.1 Information You Provide

We collect information that you voluntarily provide when using our Service:

• Account Information: Name, email address, phone number, license number
• Payment Information: Credit card details (processed securely via Stripe)
• Client Data: Client names, contact information, date of birth, policy details
• Business Data: Appointments, seminars, renewals, notes
• Communications: Support requests, feedback, emails

2.2 Automatically Collected Information

When you access our Service, we automatically collect:

• Usage Data: Pages visited, features used, time spent
• Device Information: IP address, browser type, operating system
• Cookies: Session data, preferences, authentication tokens
• Log Data: Access times, error logs, performance metrics

3. How We Use Your Information

We use the collected information for:

• Providing and maintaining the Service
• Processing payments and managing subscriptions
• Sending important notifications (payment confirmations, trial reminders)
• Improving and personalizing your experience
• Analyzing usage patterns and trends
• Detecting and preventing fraud or abuse
• Complying with legal obligations
• Communicating with you about updates and new features

4. Information Sharing and Disclosure

4.1 We Do NOT Sell Your Data

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

4.2 Third-Party Service Providers

We share information with trusted service providers who assist us in operating our Service:

• Stripe: Payment processing (PCI-DSS compliant)
• Email Services: Transactional and notification emails
• Hosting Providers: Secure data storage and infrastructure
• Analytics Tools: Usage analysis and performance monitoring

4.3 Legal Requirements

We may disclose your information if required by law or in response to:

• Court orders or legal processes
• Government or regulatory requests
• Protection of our rights, property, or safety
• Prevention of fraud or illegal activities

5. Data Security

We implement industry-standard security measures to protect your data:

• Encryption: SSL/TLS encryption for data in transit
• Secure Storage: Encrypted databases and secure servers
• Access Controls: Limited employee access on need-to-know basis
• Regular Audits: Security assessments and vulnerability testing
• Backup Systems: Regular backups for data recovery

However, no method of transmission over the Internet is 100% secure. While we strive to protect your data, we cannot guarantee absolute security.

6. Data Retention

We retain your information for as long as your account is active or as needed to provide services. After account termination:

• Active data is retained for 30 days for possible account recovery
• Billing records are kept for 7 years for tax and accounting purposes
• Anonymized analytics data may be retained indefinitely

7. Your Rights and Choices

7.1 Access and Updates

You have the right to:

• Access your personal data
• Update or correct your information
• Export your data in a portable format
• Request deletion of your account and data

7.2 Email Preferences

You can control email notifications in your account settings. However, we will still send essential service-related emails (payment confirmations, security alerts).

7.3 Cookies

You can control cookies through your browser settings. Note that disabling cookies may limit some features of the Service.

8. Children's Privacy

Our Service is not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If we become aware that a child has provided us with personal data, we will delete it immediately.

9. International Data Transfers

Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place to protect your data in compliance with applicable data protection laws.

10. California Privacy Rights (CCPA)

California residents have additional rights under the California Consumer Privacy Act:

• Right to know what personal information is collected
• Right to know whether personal information is sold or disclosed
• Right to say no to the sale of personal information
• Right to access personal information
• Right to equal service and price
• Right to request deletion of personal information

11. GDPR Compliance (EU Users)

If you are located in the European Union, you have rights under the General Data Protection Regulation (GDPR):

• Right to access your data
• Right to rectification
• Right to erasure ("right to be forgotten")
• Right to restrict processing
• Right to data portability
• Right to object to processing
• Right to withdraw consent

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any significant changes by:

• Posting the new Privacy Policy on this page
• Updating the "Last Updated" date
• Sending you an email notification (for material changes)

13. Contact Us

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

Email: privacy@fieldagentcrm.com
Support: support@fieldagentcrm.com
Data Protection Officer: dpo@fieldagentcrm.com