AgentSync, Inc. (“AgentSync”, “we”, “us” and “our”) is committed to respecting the privacy and security of the personal information we process. This Privacy Notice (“Privacy Notice”) provides important information about our use of personal information and informs you of your rights and choices. Please read this Privacy Notice carefully and let us know if you have any questions, comments, or concerns.
By accessing or using the AgentSync Site or Services, as defined below, you acknowledge and agree that you have received and read this Privacy Notice.
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”). In addition to the services available through the Application, AgentSync provides implementation, training and technical support services (collectively, the “Services”).
This Privacy Notice is intended to tell you about how AgentSync collects, uses and shares personal information when:
Personal information means any information about an individual from which that person may be identified. For example, it may include your name, phone number, email address, or payment information. Personal information does not include anonymous or aggregate data where the identifiers have been removed. We collect information, including personal information, directly from you and indirectly, as described below.
We collect information that you provide directly to us when you access or use our Services or the Site or when you interact with us. We collect information that you provide to us in the following ways:
Device and Usage Data
We collect certain information about your interactions with the Site and, as applicable, the Services by automated means. This information may include IP address, access dates and times, information about your approximate location (as determined through your IP address), mobile, computer or device hardware information (e.g., operating system version, Hardware model, IMEI number and other unique device identifiers, MAC address, and device settings), device event information, and crash data. This information helps us to provide, protect, and enhance and improve the Site and/or Services by helping us to understand how you use them.
Cookies and Similar Technologies
We and/or our authorized third-party service providers or agents collect certain information by automated means using cookies. The information we collect in this manner enables us to better understand the pages or content you view, your searches, traffic patterns, to secure and maintain our Site and/or Services, and to optimize user experience. For more information on our use of these technologies, please visit the Cookies section below.
Our authorized service providers or agents may share with us the following personal information:
AgentSync partners with the NIPR and receives Producer information from the NIPR that is passed to a customer’s instance on the Salesforce.com Platform through the Services. AgentSync transfers and does not independently store or retain this information. We pass the following personal information from the NIPR to a customer’s instance on the Salesforce.com Platform:
Through the Services, we pass Producer information from a customer’s instance on the Salesforce.com Platform to the NIPR. This information is transferred through the Services and is not directly stored or retained by AgentSync. We pass the following information from Salesforce.com to the NIPR:
Some personal information is necessary so that we can provide you with the Services you have requested and to use our Site. Failure or refusal to provide this information may prevent us from providing you with access to our Services and/or Site.
Our goal is to perform our Services with high quality and to provide you with a great experience. We, or our authorized third-party service providers, agents and/or partners who assist us in providing the Site and/or Services, process personal information for the following reasons:
Aside from disclosing your information to those of our personnel who are authorized to process the information in order to provide AgentSync Services and/or run our Site, we disclose personal information only to the third parties and for the reasons indicated below.
We share personal information with our third-party service providers, contractors, and agents that assist us in running our Site, Services and business operations. These service providers provide services to us, for us, and/or on our behalf. Depending on how you use the Site and/or Services, the following categories of third parties may collect or receive personal information from us or on our behalf:
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 personal information with the NIPR and Salesforce.com. These business partners use the personal 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 personal information with Salesforce.com to establish and set up your account to fulfill your request.
We may share personal 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.
Subject to the limitations in this Section, we will disclose personal information if we believe that it is 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 Site, Services and AgentSync users; 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 Site or AgentSync Services; or to protect our rights or property or the rights or property of those who use the Site and/or AgentSync Services. Non-public information about our users will not be released to law enforcement except in response to an appropriate legal process such as a subpoena, court order, or other valid legal process that has been reviewed by AgentSync. However, if we receive information that provides us with a good faith belief that there is an exigent emergency, we may provide information to law enforcement trying to prevent or mitigate the danger (if we have it), to be determined on a case-by-case basis.
There may be situations where you are asked to consent to share personal information with third parties for additional reasons not included in this Privacy Notice. We will only share personal information with these third parties if you consent to such sharing.
We may share anonymous or de-identified usage data with our service providers or business partners for the purpose of analysis and improvements. Additionally, AgentSync may share such anonymous or de-identified usage data on an aggregate basis in the normal course of operating our business.
From time to time, we may use personal information to send you information about offerings 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.
AgentSync does not directly collect your payment information and does not 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.
We have put in place reasonable and appropriate security measures designed to prevent personal information from being lost, used, accessed, altered or disclosed in an unauthorized or unlawful way. For example, we use encryption, secure socket layer and password protection.
However, no method of transmission over the Internet, or method of electronic storage, is 100% secure, and we cannot and do not guarantee that personal information is completely secure and safe from such risks. By using the Site, Application and/or Services, you understand and assume the risks associated with your activities on the Internet.
If you have reason to believe that your information is no longer secure, please let us know by contacting us.
Where AgentSync stores personal information, we retain such personal information for the purposes stated in this Privacy Notice. To determine how long we keep personal information, we consider the amount, nature and sensitivity of personal information, the reasons for which we collect and process the information and applicable legal requirements.
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. We take appropriate steps to protect personal information when it is transferred as required under applicable law.
All users who have shared their personal information directly with us through our Site, Services or authorized service providers may contact us to review, update or correct their personal information that we have on file. For questions about personal information that we hold about you, please contact us at email@example.com. We will respond to reasonable inquiries without undue delay. Before we can act on your requests, to ensure the security of your account, we may ask you to verify your identify.
Our Services are not intended for children under 13 years of age, and AgentSync does not knowingly collect personally identifiable information 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 you learn your child has provided us with personal information, please contact us. If we learn we have collected or received personal information about a child under the age of 13 without verification of parental consent, we will delete that information as required by applicable law.
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, unless otherwise required by applicable law. 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 before the modifications are effective, such as by posting a notice on our website or sending a message to the most recent email address that we have on file for you.
If you have any questions about this Privacy Notice or our privacy practices, please contact us by email at: firstname.lastname@example.org, or by mail at:
2660 Walnut Street
Denver, CO 80205