Privacy Policy
1. Introduction
AgencyTracker Pro, LLC ("AgencyTracker Pro," "we," "our") provides a web-based performance-tracking application designed for insurance agents. This Privacy Policy explains what information we collect from agents who use AgencyTracker Pro, how we use and protect that information, and the choices you have. By using AgencyTracker Pro, you agree to the practices described in this policy.
2. Information You Provide
AgencyTracker Pro collects only the information you choose to enter into the application. This includes:
- Account information: your name, email address, agency name, and a password you create.
- Performance data: counts of activities (calls, quotes, presentations) and structured, non-customer-identifying records of the policies you write — product category, premium and commission amounts, dates, and status — that you enter manually into the application.
- Agency configuration: team member names, departments, commission structures, and goals that you set up within your tenant.
- Marketing source labels: short labels you configure to describe where business originates (for example, Referral, Cold Call, Walk-in, or Digital Marketing). You control these labels and are responsible for keeping carrier names and customer-identifying information out of them.
All data is entered manually by the agent. AgencyTracker Pro does not pull or extract data from any external system, carrier database, or third-party source.
3. Information We Do Not Collect
AgencyTracker Pro is intentionally designed to exclude certain information. We do not collect, store, or process:
- Customer names, addresses, dates of birth, social security numbers, policy numbers, or any other personally identifiable information about customers or consumers.
- Any carrier-proprietary trade secret information, including specific carrier product names, internal carrier reports, or carrier system data.
- Any information about specific transactions tied to individual customers.
- Information automatically extracted from any insurance carrier's internal system. Application inputs are primarily structured (dropdowns, numeric, and date fields), and natural-language input features include input validation designed to detect and reject personally identifiable information before storage.
4. How We Use Information
We use the information you provide to:
- Display your aggregate performance metrics to you within the application.
- Operate and maintain the AgencyTracker Pro service, including authentication, security, and reliability.
- Communicate with you about your account, billing, and product updates.
- Improve the AgencyTracker Pro service in aggregate, anonymized form (e.g., understanding which features are used most).
We do not sell your information to third parties. We do not use your information to advertise to State Farm customers or any other consumers.
5. Service Providers and Subprocessors
AgencyTracker Pro relies on a small number of trusted service providers to operate the application. These subprocessors process data on our behalf under contractual obligations to protect it:
- Hosting and content delivery: Netlify, Inc. (application hosting and CDN).
- Database and authentication: Supabase, Inc. (account authentication and aggregate data storage).
- Email delivery: a transactional email provider for account-related notifications.
None of these subprocessors are State Farm vendors or have any connection to State Farm systems.
6. Data Retention
We retain the data you enter for as long as your account is active and for a reasonable period after cancellation in case you wish to reactivate or export your records. You may request deletion of your account and associated data at any time by contacting us at the email address listed below. We may retain limited records as required for legal, tax, or audit purposes.
7. Your Rights and Choices
You may, at any time:
- Access the data associated with your account by signing in to AgencyTracker Pro.
- Export your account data in a portable format.
- Correct or update any information in your account.
- Delete your account and request the deletion of associated data.
8. California Privacy Rights (CCPA/CPRA)
If you are a California resident, the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), provides you with specific rights regarding your personal information. This section supplements the rest of this Privacy Policy.
Personal information we collect. In the preceding 12 months, we have collected only the categories described in Section 2 — identifiers such as your name and email address, and the aggregate performance and agency-configuration data you enter. We collect this information directly from you. As described in Section 3, we do not collect personal information about your customers or other consumers, and we do not knowingly collect sensitive personal information beyond the account credentials needed to secure your account.
We do not sell or share your personal information. We have not sold or "shared" your personal information — as those terms are defined under the CCPA/CPRA, including sharing for cross-context behavioral advertising — in the preceding 12 months, and we do not do so. Because we do not sell or share personal information, we do not provide a separate "Do Not Sell or Share My Personal Information" link; this statement serves as that notice. We have no actual knowledge of selling or sharing the personal information of consumers under 16 years of age.
Your California rights. Subject to certain legal exceptions, you have the right to:
- Know and access — request the categories and specific pieces of personal information we have collected about you, the sources, the purpose, and any third parties with whom we share it.
- Delete — request that we delete the personal information we have collected from you.
- Correct — request that we correct inaccurate personal information.
- Opt out of sale or sharing — although, as stated above, we do not sell or share personal information.
- Limit the use of sensitive personal information — although we do not use sensitive personal information beyond what is necessary to provide and secure the service.
- Non-discrimination — we will not deny service, charge a different price, or provide a different level of service because you exercised any of these rights.
How to exercise these rights. You can exercise the access, correction, export, and deletion rights directly within the application (see Section 7), or by emailing us at contact@agencytrackerpro.com. We will verify your request using your account credentials and respond within the timeframes required by law. You may designate an authorized agent to submit a request on your behalf, subject to reasonable verification of the agent's authority. Where we act as a service provider processing data on behalf of an agency, we will direct applicable requests to that agency and assist them in responding.
9. Security
We use industry-standard security measures to protect the information you entrust to us, including encryption in transit (HTTPS/TLS), encryption at rest where supported by our subprocessors, role-based access controls within multi-user tenants, and authentication via Supabase Auth. No system is perfectly secure; however, we take reasonable steps to protect against unauthorized access, disclosure, or destruction.
10. Cookies and Local Storage
AgencyTracker Pro uses cookies and browser local storage for authentication, session management, and to preserve your application state between visits. We do not use third-party advertising trackers or cross-site tracking technologies.
11. Changes to This Policy
We may update this Privacy Policy from time to time. If we make material changes, we will notify users by email and post the updated policy on agencytrackerpro.com. Your continued use of AgencyTracker Pro after a change becomes effective indicates your acceptance of the updated terms.
12. Contact Us
Questions about this Privacy Policy can be directed to: