Website enrollment requests
Checkout and setup collect billing identity, selected plan, signature evidence, agency details and the setup information you provide. We use it to administer your subscription, deliver your agreement and configure your services. Enrollment does not consent to marketing calls or texts. Please do not submit client records, health information, passwords or payment details.
Information collected
Information may include subscriber identity and contact details, login and access records, payment and subscription status, telephone-number preferences, communications usage, support requests, training activity, leads and CRM records uploaded by authorized users, and technical device or security information.
How information is used
- To establish and administer accounts, subscriptions, billing, numbers, permissions, training, support, and website services.
- To operate the CRM, lead Scanner, quote workflow, communications, AI, disposition, and reputation features.
- To monitor usage, security, compliance, performance, and payment status.
- To investigate misuse, honor opt-outs, maintain records, and comply with law.
Lead and client information
Subscribers are responsible for having lawful authority to collect, upload, store, assign, use, call, text, email, or otherwise process every lead and client record. The presence of a record in the CRM does not establish consent or permission for outreach.
Service providers
Information may be processed by providers supporting CRM hosting, messaging, calling, email, AI, payments, analytics, storage, security, websites, review connections, insurance workflows, and customer support. Data may also be disclosed when required by law, regulation, court order, or to protect rights, security, and safety.
Security and retention
Reasonable administrative, technical, and physical safeguards should be used, but no system is completely secure. Information may be retained as needed for operations, insurance and communications records, compliance, accounting, fraud prevention, disputes, legal obligations, and business continuity.
Choices and requests
Users may request help with account information, communication preferences, or applicable privacy rights, subject to authentication and legal or regulatory retention requirements. Marketing opt-outs and STOP requests must be honored through the appropriate channel.
Contact
Questions about this policy may be sent to gscottwatkins@gmail.com.