Privacy Policy

1. Information We Collect

A. Information You Provide Directly:

We may collect the following types of information:

• Full name
• Phone number
• Email address
• Mailing address
• Licensing information
• NPN or state license numbers
• Employment or contracting history
• Payment information
• Application responses
• Communication history
• Any information submitted through forms, surveys, or onboarding systems

B. Information Automatically Collected:

• IP address
• Device type and browser details
• Usage data and session logs
• Cookies and tracking data
• Activity inside training portals or CRM integrations

C. Information From Third Parties:

• Insurance carriers
• Background screening providers
• Marketing platforms
• Lead providers
• Social media platforms

2. How We Use Information

We use your information to:

• Onboard agents
• Complete contracting
• Provide training and support
• Communicate updates
• Improve systems and workflows
• Ensure compliance and fraud prevention

3. Legal Basis for Processing

We process personal data based on:

• Consent
• Contractual necessity
• Legal obligations
• Legitimate business interests

4. Data Sharing

We may share information with:

• Carriers
• Background check firms
• Technology platforms
• Legal and compliance teams

We do NOT sell personal information.

5. Data Protection

We use encryption, access control, and secure servers. No method is 100% secure.

6. Cookies & Tracking

You may disable cookies in your browser.

7. Your Rights

You may request:

• Access
• Correction
• Deletion
• Copies of stored information

8. Children's Privacy

Not intended for individuals under 18.

9. Policy Changes

We may update this policy at any time.

10. Contact Information