Privacy Policy

1. Introduction

ProposalPro ("we," "us," or "our") operates the ProposalPro platform, a cloud-based software-as-a-service application designed for insurance agents and agencies. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website, use our application, or interact with our services. By accessing or using ProposalPro, you agree to the terms of this Privacy Policy. If you do not agree, please discontinue use of our services.

2. Information We Collect

2.1 Information You Provide

When you create an account, use our services, or contact us, we may collect:

Account information such as your name, email address, phone number, agency name, and profile photo. Client information you enter into the platform, including client names, email addresses, phone numbers, and insurance policy details. Proposal data such as insurance types, coverage details, premium amounts, and notes. Payment and billing information if you subscribe to a paid plan. Communications you send to us, including support requests and feedback.

2.2 Information Collected Automatically

When you use our platform, we automatically collect certain technical information, including:

Device information such as your browser type, operating system, and device identifiers. Usage data including pages visited, features used, time spent on the platform, and interaction patterns. Log data such as your IP address, access times, and referring URLs. Cookies and similar tracking technologies as described in our cookie practices below.

3. How We Use Your Information

We use the information we collect to:

Provide, operate, and maintain the ProposalPro platform. Process and manage your account, including authentication and billing. Enable you to create, manage, and share insurance proposals with your clients. Communicate with you about your account, updates, and support requests. Analyze usage patterns to improve our platform, features, and user experience. Ensure the security and integrity of our services. Comply with legal obligations and enforce our terms.

We do not sell your personal information to third parties. We do not use your client data or proposal content for advertising purposes.

4. How We Share Your Information

We may share your information in the following circumstances:

Service providers: We work with trusted third-party service providers who assist us in operating our platform, such as cloud hosting (Supabase, Vercel), payment processing, email delivery, and analytics. These providers are contractually obligated to protect your data and may only use it to perform services on our behalf.

Proposal sharing: When you share a proposal via a link or PDF with your clients, the proposal content you created becomes accessible to the recipients you designate.

Legal requirements: We may disclose your information if required to do so by law, regulation, legal process, or governmental request, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others.

Business transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change.

5. Data Security

We implement industry-standard technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include encryption of data in transit and at rest, secure authentication mechanisms, access controls, and regular security assessments. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

6. Data Retention

We retain your personal information for as long as your account is active or as needed to provide you with our services. If you delete your account, we will delete or anonymize your personal data within 30 days, unless we are required to retain it for legal, regulatory, or legitimate business purposes. Proposal data associated with your account will also be deleted upon account deletion.

7. Your Rights

Depending on your location, you may have the following rights regarding your personal information:

Access: You can request a copy of the personal data we hold about you. Correction: You can request that we correct inaccurate or incomplete data. Deletion: You can request that we delete your personal data, subject to certain exceptions. Portability: You can request your data in a structured, machine-readable format. Opt-out: You can opt out of marketing communications at any time. Restrict processing: You can request that we limit how we use your data under certain circumstances.

To exercise any of these rights, please contact us at privacy@proposalpro.com. We will respond to your request within 30 days.

8. Cookies and Tracking Technologies

ProposalPro uses cookies and similar technologies to maintain your session, remember your preferences, and understand how you use our platform. We use essential cookies required for the platform to function, as well as analytics cookies to help us improve the user experience. You can manage your cookie preferences through your browser settings. Disabling essential cookies may affect the functionality of the platform.

9. Third-Party Services

Our platform may integrate with or contain links to third-party services. We are not responsible for the privacy practices of these third parties. We encourage you to review their privacy policies before providing them with your information. Key third-party services we use include Supabase for database and authentication, Vercel for hosting, and Google for OAuth authentication.

10. Children's Privacy

ProposalPro is not intended for use by individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected personal data from a child, we will take steps to delete that information promptly.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of material changes by posting the updated policy on our website and updating the "Last updated" date above. Your continued use of ProposalPro after any changes constitutes your acceptance of the updated Privacy Policy.

12. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:

ProposalPro
Email: privacy@proposalpro.com
Support: support@proposalpro.com