The following privacy information shall apply to Customer’s use and access of the Manage Services identified in Customer’s Order Form. By accessing or using these Services, you acknowledge and agree that you have received and read this Privacy Notice.

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01. Scope

AgentSync provides an application built on the Salesforce.com platform that facilitates the management and enforcement of state producer licensing regulatory requirements through an integration to the National Insurance Producer Registry (“NIPR”) (the “Application”). AgentSync makes the Application available for purchase to entities like insurance carriers, agencies and similar companies (collectively, “Customers”). In addition to the services available through the Application, AgentSync provides Customers with implementation, training and technical support services (collectively with the Application, the “Services”).

This Privacy Notice describes how AgentSync collects, uses and shares information when: (i) Customers sign up for, login to, access, use or interact with the AgentSync Services; (ii) you communicate with us via the Services; and (iii) we market our Services.

For clarity, this Privacy Notice only applies when AgentSync processes information solely in its capacity as a service provider on behalf of its Customers.  For more information, please review Section 03.   

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02. Information We Collect

The information we collect about you depends on how you use our Services or Site. We collect information in three main ways: (1) information you choose to provide to us; (2) information we collect automatically through technology; and (3) information we collect from other sources. 

A. INFORMATION YOU PROVIDE TO US

We collect information that you provide directly to us when you access or use our Services or when you interact with us. We collect information that you provide to us when you sign up for the Services, we collect your name, contact information and professional details, such as company name and role, and any other account details you provide, including billing information (please note that AgentSync does not directly collect or store your payment information; we use third-party service providers, such as Stripe, which collect the payment information on our behalf to complete the transactions).

B. INFORMATION COLLECTED AUTOMATICALLY

We and/or our third-party service providers collect certain anonymized information by automated means using cookies and similar technologies. The information we collect in this manner enables us to better understand attrition risks, inform feature development decisions, and improve user experience. 

The information we collect via automated means may include UI, API-based, Lightning-based, and Apex Operations, as well as CRUD operation on components and custom objects in packages.

For more information on our use of these technologies, please visit Section 04 below. 

C. INFORMATION COLLECTED FROM SERVICE PROVIDERS

We may also obtain information from other sources and combine that with the information we collect through our Services for the purposes described below, including lead generation from marketing and business partners and transactional data from our third-party payment service providers.

We also collect information from business partners, including NIPR, that provide Producer Information such as contact and profile information (e.g., name, social security number, date of birth, email address, phone number, physical address(s), title, and professional details), Producer licensing information, (e.g., national producer number (“NPN”), license numbers, region, state, and related business contact information), and regulatory action information (e.g., action type, action date, disposition, and relevant penalties or fines). 

03. Customer Data

With respect to AgentSync’s Customers, AgentSync is a service provider and AgentSync processes information collected and maintained by our Customers and sent to the AgentSync platform only in accordance with instructions of our Customers. Customer Data includes, for example, name, social security number, date of birth, gender, residence address, country of citizenship, driver’s license information, employment history, phone number, and email address; and Producer business information, such as: Federal Employer Identification Number (“FEIN”), business contact information, NPN, business name, and licensing state.

Customer Data is subject to the privacy policies of the Customer, and you should read those policies carefully. We are not responsible for the privacy practices of our Customers.  If you have any questions about a Customer’s privacy practices, please contact the applicable Customer. 

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04. Cookies and Similar Technology

To collect the information in the “Information Collected Automatically” section above, we and third party providers may use logging tracking technologies. We use these technologies in order to offer you a more tailored experience in the future.

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05. Third Party Analytics

We may use third-party analytics services (such as Salesforce Analytics and) on our Services to collect and analyze anonymous data including usage information through cookies and similar technologies. This allows us to collect and analyze usage information, research, identify attrition risks, inform feature development decisions and improve user experience.

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06. How We Use Your information

Our goal is to perform our Services with high quality and to provide you with a great experience. We, or our third-party service providers and/or partners who assist us in providing the Site and/or Services, process information for the following reasons:

• To provide and operate the AgentSync Services;
• To update, improve, personalize and/or enhance our Services;
• To provide technical support for and protect our Services;
• To conduct analytics related to our Services;
• To facilitate your payments and fees relating to our Services;
• To respond to your inquiries and requests, or otherwise communicate with you or provide you with assistance;
• To market and promote the Services, including sending marketing communications about our Services, special offers, and promotions;
• To provide updates about our Services, including technical notices, updates, security alerts and support and administrative messages;
• To comply with legal obligations or to establish, exercise or defend legal claims ;
• To keep you updated about changes to policies relating to our Services (including this Privacy Notice);
• For other purposes for which we seek your consent in accordance with applicable legal requirements

We may also aggregate and/or de-identify any information collected through the Services so that such information can no longer be linked to you or your device (“Aggregate/De-Identified Information”). We may use Aggregate/De-Identified Information for any purpose, including without limitation for research and marketing purposes, and may also share such data with any third parties in our discretion.

07. How We Share Information

AgentSync may share your information in the following ways: 

A. SERVICE PROVIDERS

We share information with our third-party service providers, contractors, and agents that assist us in providing our Services.. These service providers provide services to us, for us, and/or on our behalf. Depending on how you use the Services, the following categories of third parties may collect or receive your information from us or on our behalf:

• Analytics providers;
• Marketing partners;
• Payment service providers;
• Information technology, software development, data storage and related infrastructure providers;
• Security providers; 
• Fraud prevention providers; 
• Providers of business operations and communication tools; 
• Providers of legal services; and
• Other third-party service providers that help us provide the Services and the Site.

B. THIRD PARTY BUSINESS PARTNERS

As we continue to develop our business, we may share information with third parties whom we choose to acquire, or to whom we may choose to sell, transfer, or merge parts of our business or our assets. If we are involved in a merger or acquisition, financing due diligence, reorganization, bankruptcy, receivership, sale of company assets, or transition of service to another provider, your personal information may transfer as permitted by law and/or contract. Our Services sync Producer data between a customer’s instance on the Salesforce.com Platform and the NIPR. To provide you with the Services, we share information with the NIPR and Salesforce.com. These business partners use the information to provide their own services to you. Please note that AgentSync does not have access to the Producer information that is transferred unless a customer end user who is a Salesforce.com account administrator provides us access to the account for implementation, troubleshooting, or customer support purposes. If you request that AgentSync establish an instance on the Salesforce.com Platform on your behalf, we will share information with Salesforce.com to establish and set up your account to fulfill your request. 

C. BUSINESS TRANSFERS

As we continue to develop our business, we may share information with third parties whom we choose to acquire, or to whom we may choose to sell, transfer, or merge parts of our business or our assets. If we are involved in a merger or acquisition, financing due diligence, reorganization, bankruptcy, receivership, sale of company assets, or transition of service to another provider, your personal information may transfer as permitted by law and/or contract. 

D. PROTECTION OF AGENTSYNC AND OTHERS

We may disclose information we collect about you if required to do so by law or in a good faith belief that such disclosure is reasonably necessary to comply with a law, regulation, legal process, or legitimate governmental request; to protect the safety of any person; to protect the safety or security of the Services,  AgentSync users and the general public; to investigate, prevent, or take action regarding illegal or suspected illegal activities; to prevent spam, abuse, fraud, or other malicious activity of actors using or accessing the AgentSync Services; or to protect our rights or property or the rights or property of those who use the AgentSync Services. 

E. WITH YOUR CONSENT

There may be situations where you are asked to consent to share information with third parties for additional reasons not included in this Privacy Notice. We will only share your information in these instances if you consent to such sharing. 

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08. Your Controls and Choices

A. MARKETING COMMUNICATIONS 

From time to time, we may use your information to send you information about offerings and product features that may be of interest to you. If you no longer want to receive marketing emails from us in the future, you may opt-out by using the unsubscribe link that we include at the bottom of each marketing email. You can also manage your marketing preferences by contacting us. Please note, unsubscribing will not prevent you from receiving certain communications about your account, software updates, or other important notices such as changes to our terms and policies, which are not marketing in nature.

B. ACCOUNT INFORMATION

To keep your information accurate, current, and complete or review the information that we hold about you, please contact us at compliance@agentsync.io.  Before we can act on your requests, to ensure the security of your account, we may ask you to verify your identity.

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09. Third-Party Links

On the Site, we may provide links to other websites or resources with which we do not have a contractual relationship and over which we do not have control (“External Websites”). Such links do not constitute an endorsement by AgentSync of those External Websites and are provided to you only as a convenience. By clicking on links to the External Websites, the operators of the External Websites may collect your information. We are not responsible for the content or data collection practices of those External Websites, and your use of External Websites is subject to their respective terms of use and privacy policies, which we encourage you to review.

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10. How We Protect Your Information

We use a variety of security measures designed to protect against unauthorized access, alteration, disclosure, or destruction of information. 

However, no method of transmission over the Internet, or method of electronic storage, is 100% secure, and we cannot and do not guarantee that your information is completely secure and safe from such risks.  When using an AgentSync account, it is important that you select a strong password and do not share it with others. 

If you have reason to believe that your information is no longer secure or have any concerns about our security practice, please let us know by contact us using the information provided in Section 15 below.

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11. Retention of Information

Where AgentSync stores information, we retain such information for the purposes stated in this Privacy Notice.  Retention periods can vary significantly based on the type of information we collect and how it is used. AgentSync’s retention periods are based on criteria that include legally mandated retention periods, pending or potential litigation, our intellectual property or ownership rights, contract requirements, operational directives or needs, and historical archiving.

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12. International Transfers of Personal Information 

AgentSync is based in the United States, and the Services are designed for use in the United States. The personal information that we collect or receive will be transferred to and processed in the United States. We also transfer personal information to the third parties mentioned in the circumstances described above, which may be located outside of your country or regional area, and may be processed by staff, agents, or contractors operating outside of your country or regional area. The data protection laws of the United States or other countries may not be as comprehensive as or equivalent to those in your country of residence. 

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13. Children’s Privacy

Our Site and Services are not intended for children under 13 years of age, and AgentSync does not knowingly collect, maintain, or use “personal information” (as defined by the United States Children’s Online Privacy Protection Act) from children under the age of 13. If you are under the age of 13, please do not use the Services or provide any personal information. If you are a parent or guardian and think your child under the age of 13 has provided us with personal information, please contact us. 

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14. Changes to this Privacy Notice

We may update this Privacy Notice from time to time. When we update the Privacy Notice, we will revise the “effective date” above and post a link to the new Privacy Notice on our website, You are advised to review this Privacy Notice periodically for any changes. Changes to this Privacy Notice are effective when they are posted on this page. Whenever we make any material changes to this Privacy Notice, we will provide you with notice in accordance with legal requirements. Your use of the Services following any such change constitutes your agreement that all information collected from or about you after the revised Privacy Notice is posted will be subject to the terms of the revised Privacy Notice. 

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15. Contact us

If you have any questions about this Privacy Notice or our privacy practices, please contact us by email at compliance@agentsync.io, or by mail at:

AgentSync, Inc.
3601 Walnut Street #450
Denver, CO 80205

The following privacy information shall apply to Customer’s use and access of the Contracting Services identified in Customer’s Order Form. By accessing or using these Services, you acknowledge and agree that you have received and read this Privacy Notice.

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01. Who we Are

AgentSync builds modern insurance infrastructure software solutions that connect carriers, agencies, MGAs, and producers together for the purposes of enabling insurance and licensing regulatory compliance. In order to provide our software solutions, we need to collect and process information from our Customers and End Users. We are based in Denver, Colorado, but serve Customers and End Users all over the United States.

We currently offer the following core products: AgentSync Manage, AgentSync Autopilot, AgentSync API, and AgentSync Contracting (Beta), as further described below.

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02. Scope of this Privacy Notice: AgentSync Contracting

AgentSync provides an application designed to streamline carrier contracting processes by combining carrier contracting requirements with End User data. Through the AgentSync Contracting software, this combined data is packaged and submitted to carriers on behalf of our Customers and their End Users (the “Contracting Application”). AgentSync makes the Contracting Application available for purchase to entities like insurance carriers, agencies and similar companies (collectively, “Customers”). AgentSync also provides Customers with implementation, training and technical support services (collectively with the Contracting Application, the “Services”).

AgentSync Customers will provide us with data and information about End Users for the purposes of completing contracting paperwork with the end goal to enable such End Users to sell products as designated by an insurance carrier.

All data provided on our Contracting Application is a pure pass-through of data, and does not involve automated processes or analysis on such data. It is the responsibility of our Customer to decide what action to take, or not to take using the information provided by an End User on the Contracting Application.

This Privacy Notice only applies to the processing of Customer and End User data through the Contracting Application. Please reach out to us at legal@agentsync.io for privacy notices related to our other products and solutions. For information on how AgentSync collects and uses information collected via our website (www.agentsync.io, and applicable subdomains) please see our Website Privacy Notice.

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03. Information We Collect and How We Use it.

A. End Users.We receive information about End Users directly from the Customers themselves, the End Users, and or third parties, as detailed in this Privacy Notice. The AgentSync Services process this data to effectuate the completion of contracting paperwork as specified by the applicable carrier.

1. Information We Collect about End Users:

a. Information the End User Provides to Us through the Contracting Application. We collect information that an End User provides directly to us when the individual accesses or use our Contracting Application. This includes any information they are required to provide in order to successfully complete an applicable carrier’s contracting documentation which may include an End User’s:

• NPN
• SSN
• Email address
• Physical address
• Name
• Phone Number
• CRD
• Training information
• E & O information
• Drivers’ license information
• Banking information
• Any other information required by the applicable carrier for purposes of contracting with that carrier

b. Information the End User Provides to us through Interactions. We collect information that an End User provides to us directly for troubleshooting or support purposes. This may include:

• Name,
• Email address,
• Telephone number, and/or
• Device identifier or usage information

c. Information Provided to us from the Customer. We collect information about an End User which is provided to us by the Customer in order to send an electronic invitation for the Contracting Application for the purposes of facilitating the contracting process. This information may include an End User’s:

• Name
• Email Address

d. Information Provided to us by NIPR. We collect information about an End User which is provided by the National Insurance Producer Registry (“NIPR”). This information may include:

• Name
• Social Security Number
• Date of Birth
• Email Address
• Phone Number
• Physical Address
• Title
• Professional Details
• Producer licensing information, including NPN, license numbers, region, state and related business contact information
• Regulatory action information, including action type, action date, disposition, and relevant penalties and/or fines

e. Information we collect automatically using cookies and similar technology. This may include:

• Persona usage data.

f. Information we collect through third-party service providers using cookies and similar technology. This can include:

• Usage data: including the dates/times an End User accesses the Contracting Application, which activities the End User engaged in while using the Contracting Application, the links an End User clicked on, etc.
• Device data: including general internet protocol (IP) data, and user agent data.
• Device event information: including user agent and IP data, as well as API calls (which produces error reports), timestamps, etc. We do not track hardware settings.
• Log files: including log files automatically generated during the use of the Services such as access times, hardware and software information that use certain standard through third-party service providers, using cookies and similar technology.

g. Aggregated and/or De-Identified Data. We may use aggregated and/or de-identified End User information collected through the Services, so that such information can no longer be linked to an End User’s device (the “Aggregated Information”). We may use the Aggregated Information for any purpose, including without limitation, for research and marketing purposes, and may also share such data with any third parties, in our sole discretion.

2. How We Use Information about End Users:

a. AgentSync only uses End User data to:

• Provide the Services,
• Update, improve, personalize or enhance the Services
• Conduct analytics related to our Services
• Respond to End User inquiries and requests, or otherwise communicate with an End User to provide them with assistance
• Comply with legal obligations or to establish, exercise or defend legal claims
• Keep End Users updated about changes to polices related to our Services (including this Privacy Notice)
• For other purposes for which we will seek End Users consent in accordance with applicable legal requirements

b. Examples of ways in which we use End User data: We may provide the End User data to current Customers in order to process a contracting package with the assigned carrier. We may also store End User data for the purposes of auto populating that data for a different Customer to facilitate a contracting package with an alternative assigned carrier. We may also use End User data to optimize the performance of the Services; as an example of this use case, if the data collected indicated that there is a cycle during the Contracting Application’s workflow that is not functioning properly, we will use End User analytical data to enhance the performance of this cycle metric.

B. Customers. We receive information about Customers directly from the Customers themselves. The Services process this data to provide the Services and effectuate the completion of contracting paperwork as specified by the applicable carrier.

1. Information We Collect About our Customers:

a. Information Provided to Us through use and access of the Contracting Application. We collect information that a Customer and/or their organization manager provides directly to us when the Customer implements, accesses and/or uses our Contracting Application. This may include:

• Business contact information: name, email address, organization they work for
• Troubleshooting and support data
• Payment information

b. Information we collect automatically using cookies and similar technology. This may include:

• Persona usage data.

c. Information we collect through third-party service providers using cookies and similar technology. This may include:

• Usage data: including the dates/times a Customer accesses the Contracting Application, which activities the Customer engaged in while using the Contracting Application, the links a Customer clicked on, etc.
• Device data: including general internet protocol (IP) data, and user agent data.
• Device event information: including user agent and IP data, as well as API calls (which produces error reports), timestamps, etc. We do not track hardware settings.
• Log files: including log files automatically generated during the Customer’s use of the Services such as access times, hardware and software information through third-party service providers, using cookies and similar technology.

2. How we use Customer data

a. AgentSync only uses Customer data in order to:

• Provide the Services
• Improve and develop the Services
• Communicate with Customers about the Services
• Conduct analytics related to the Services
• Provide technical support for and protect the Services
• Facilitate Customer payments and fees relating to the Services
• Respond to Customer requests and inquiries
• Provide updates about the Services, including technical notices, updates, security alerts and support and administrative messages
• Comply with legal obligations or to establish, exercise or defend legal claims
• Keep Customers updated about changes to polices related to the Services (including this Privacy Notice)
• For other purposes for which we will seek Customer consent in accordance with applicable legal requirements

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04. Sharing Information with Third Parties

A. Service Providers. AgentSync may share End User and Customer information with our third-party service providers, contractors, and agents that assist us in providing our Services. These service providers provide services to us, for us, and/or on our behalf. Depending on how you use the Services, the following categories of third parties may collect or receive your information from us or on our behalf:

• Analytics providers;
• Marketing partners;
• Payment service providers;
• Information technology, software development, data storage and related infrastructure providers;
• Security providers;
• Fraud prevention providers;
• Providers of business operations and communication tools;
• Providers of legal and other professional services; and
• Other third-party service providers that help us provide the Services and the Site.

B. Third Party Business Partners. Due to the nature of our Services, we connect End User data with relevant NIPR data on the Contracting Application. That data is compiled on the applicable contracting paperwork and then shared with the relevant carrier, as such carrier is designated by both the End User and the Customer during the contracting process. The carrier will use this information to enable an End User and Customer to sell their insurance products in the marketplace.

C. Business Transfers. As we continue to develop our business, we may share information with third parties whom we choose to acquire, or to whom we may choose to sell, transfer, or merge parts of our business or our assets. If we are involved in a merger or acquisition, financing due diligence, reorganization, bankruptcy, receivership, sale of company assets, or transition of service to another provider, Customer and/or End User personal information and data may transfer as permitted by law and/or contract.

D. Protection of AgentSync and Others. We may disclose information we collect about our End Users and/or Customers if required to do so by law, or in a good faith belief that such disclosure is reasonably necessary to comply with a law, regulation, legal process, or legitimate governmental request; to protect the safety of any person; to protect the safety or security of the Services, AgentSync users and the general public; to investigate, prevent, or take action regarding illegal or suspected illegal activities; to prevent spam, abuse, fraud, or other malicious activity of actors using or accessing the AgentSync Services; or to protect our rights or property or the rights or property of those who use the AgentSync Services.

E. With Your Consent. There may be situations where you are asked to consent to share information with third parties for additional reasons not included in this Privacy Notice. We will only share your information in these instances if you consent to such sharing.

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05. How We Protect Your Information

A. Security Measures.We use a variety of security measures designed to protect against unauthorized access, alteration, disclosure, or destruction of information. However, no method of transmission over the Internet, or method of electronic storage, is 100% secure, and we cannot and do not guarantee that your information is completely secure and safe from such risks.  When using the AgentSync Services, it is important that you select a strong password and do not share it with others. If you have reason to believe that your information is no longer secure or have any concerns about our security practice, please contact us at legal@agentsync.io.

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06. International Transfers of Personal Information 

A. Services based in the United States. AgentSync is based in the United States, and the Services are designed for use in the United States. The personal information that we collect or receive will be transferred to and processed in the United States. We also transfer personal information to the third parties mentioned in the circumstances described above, which may be located outside of your country or regional area, and may be processed by staff, agents, or contractors operating outside of your country or regional area. The data protection laws of the United States or other countries may not be as comprehensive as or equivalent to those in your country of residence.

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07. Your controls and choices

A. U.S. State Law Rights / California and/or Virginia Residents. When we handle personal information (as defined under the California Consumer Privacy ACT (“CCPA”), or personal data as defined under the Virginia Consumer Data Protection Act (“VCDPA”), we do so as a service provider under the CCPA, and a processor under the VCDPA to and/or on behalf of the Customers and End Users of the Services, in order to assist both Customers and End Users in facilitating insurance compliance documentation in the carrier/contracting process. When requested, we reasonably Customers and End Users in responding to consumer requests under these U.S. privacy laws. Any requests regarding your rights under such laws please direct to: legal@agentsync.io.

B. Marketing Communications. From time to time, we may use End User and/or Customer information to send information about offerings and product features. If an End User and/or Customer no longer wants to receive marketing emails from us in the future, opt-out options are provided by using the unsubscribe link that we include at the bottom of each marketing email. An End User and/or Customer can also manage marketing preferences by contacting us at legal@agentsync.io. Please note, unsubscribing will not prevent an End User/Customer from receiving certain communications about their account, software updates, or other important notices such as changes to our terms and policies, which are not marketing in nature.

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08. Retention of Information 

Where AgentSync stores information, we retain such information where we have an ongoing legitimate business need to do so for a period consistent and for the purposes stated in this Privacy Notice. Retention periods can vary significantly based on the type of information we collect and how it is used. AgentSync’s retention periods are based on criteria that include legally mandated retention periods, pending or potential litigation, our intellectual property or ownership rights, contract requirements, operational directives or needs, and historical archiving.

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09. Children’s Privacy

Our Services are not intended for children under 13 years of age, and AgentSync does not knowingly collect, maintain, or use “personal information” (as defined by the United States Children’s Online Privacy Protection Act) from children under the age of 13. If an End User and/or Customer is under the age of 13, we ask that you please refrain from using the Services or providing any personal information. If you are a parent or guardian and think your child under the age of 13 has provided us with personal information, please contact us. 

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10. Changes to this Privacy Notice

We may update this Privacy Notice from time to time. When we update the Privacy Notice, we will revise the “effective date” above and post a link to the new Privacy Notice on our website, you are advised to review this Privacy Notice periodically for any changes. Changes to this Privacy Notice are effective when they are posted on this page. Whenever we make any material changes to this Privacy Notice, we will provide you with notice in accordance with legal requirements. Your use of the Services following any such change constitutes your agreement that all information collected from or about you after the revised Privacy Notice is posted will be subject to the terms of the revised Privacy Notice. 

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11. Contact us

If you have any questions about this Privacy Notice or our privacy practices, please contact us by email at compliance@agentsync.io, or by mail at:

AgentSync, Inc.
3601 Walnut Street #450
Denver, CO 80205