Privacy Policy

1. Our Commitment to Privacy

• We never sell or rent your data.
• No mobile information will ever be sold, shared, or transferred to third parties for promotional or marketing purposes.
• All data is encrypted in transit and at rest using industry-standard encryption protocols (TLS 1.2+ and AES-256).
• We use your data only to provide, improve, and secure your experience on the AgentSpace platform.
• We are compliant with relevant privacy and communication laws including the Telephone Consumer Protection Act (TCPA), CAN-SPAM, and state data privacy acts such as the California Consumer Privacy Act (CCPA).

2. Information We Collect

We collect the following types of information:

Account and Contact Information

Name, phone number, email address, mailing address, date of birth, and professional license information (for agents).

Client and Policy Information

Insurance policy details such as policy number, coverage amount, effective date, billing cycle, payment history, and beneficiary data.

Communication Data

Text messages, emails, or recorded conversations exchanged through AgentSpace systems, including both automated and agent-driven communications.

Device and Usage Information

IP address, device type, operating system, browser type, session activity, and general location data.

Payment and Transaction Information

Billing data provided when purchasing services or paying commissions.

3. How We Use Information

We use your information to:

• Provide CRM and agency management services.
• Send SMS reminders, notifications, and updates regarding client policies.
• Enable AI-driven conversational agents to answer client questions, collect information, and provide support.
• Offer relevant product recommendations, including annuities or related insurance products, with appropriate consent.
• Improve our services through analytics and product development.
• Detect, prevent, and address security incidents or fraud.
• Comply with laws, regulations, and contractual obligations.

4. AI and Conversational Messaging

• AgentSpace's AI assistants may use limited data such as your name, policy details, and interaction history to generate personalized and relevant responses.
• All AI communications are logged for quality assurance and compliance.
• AI models do not have unrestricted access to your private data; inputs are securely filtered and processed.
• You will always have the right to opt out of AI messaging.

5. Data Retention

We retain your information only as long as necessary to:

• deliver our services,
• meet legal and regulatory obligations, or
• resolve disputes and enforce agreements.

Conversations and message logs may be kept for up to seven years for compliance and audit purposes unless otherwise required by law.

6. Data Sharing

We may share your data only with:

• Your insurance agency or authorized agent(s)
• Service providers that help us deliver messaging, data storage, or analytics services (e.g., Telnyx, Twilio, AWS, Supabase)
• Legal or regulatory authorities, when required by law
• Successor entities, in the event of a merger or acquisition (with notice to you)

All third parties must comply with strict data protection and confidentiality obligations.

7. Your Choices

• You can opt out of SMS messages at any time by replying STOP.
• You can request data access, correction, or deletion by emailing ashok@useagentspace.com.
• You can disable cookies in your browser or opt out of analytics collection.

8. Data Security

All information is encrypted and stored securely. We regularly review our systems for potential vulnerabilities and implement advanced monitoring to detect unauthorized access.

Despite these measures, no system is completely secure. If we detect a breach, we will notify affected users promptly with full transparency.

9. Children's Privacy

Our platform is not intended for use by minors under 18. We do not knowingly collect or store personal data from individuals under 18 without parental consent.

10. Changes to This Policy

We may update this Privacy Policy periodically. The latest version will always be available at https://useagentspace.com/privacy. Significant changes will be communicated via email or in-app notification.

11. Contact Us

AgentSpace Inc.
Email: ashok@useagentspace.com