Privacy Policy

1. Information We Collect

When you use AgentDesk, we collect information you provide directly to us:

• Account Information: Your name, email address, and password when you create an account.
• Lead & Client Data: Information you enter about your leads and clients, including names, contact details, notes, and policy information.
• Commission Data: Commission amounts, policy details, and related financial information you track.
• Usage Data: Information about how you interact with our service, including features used and actions taken.

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our CRM service
• Send you reminders about follow-ups and renewals
• Process your subscription and payments
• Send you technical notices, updates, and support messages
• Respond to your comments, questions, and customer service requests

3. Payments

We use Stripe to process payments. When you subscribe, your payment information is sent directly to Stripe and is not stored on our servers. Please review Stripe's Privacy Policy for information on how they handle your payment data.

4. Data Security

We take reasonable measures to help protect your personal information from loss, theft, misuse, and unauthorized access. Your data is encrypted in transit (HTTPS) and at rest. However, no internet transmission is completely secure, and we cannot guarantee the security of information transmitted through our service.

5. Your Rights

You have the right to:

• Access: Request a copy of your personal data.
• Correction: Request correction of inaccurate data.
• Deletion: Request deletion of your account and associated data.
• Export: Export your leads and client data at any time.

To exercise any of these rights, please contact us at the email below.

6. Data Retention

We retain your account information and data for as long as your account is active or as needed to provide you services. If you delete your account, we will delete your personal information within 30 days, except as required by law.

7. Changes to This Policy

We may update this privacy policy from time to time. We will notify you of any changes by posting the new policy on this page and updating the "Last updated" date.

8. Contact Us

If you have any questions about this Privacy Policy, please contact us at:

Email: hello@agentdesk.co