Privacy Policy

1. Information We Collect

We may collect information you provide directly, including your name, firm name, email address, phone number, website, states serviced, and other onboarding details.

We may also collect technical data such as IP address, browser/device information, and usage data through cookies, analytics tools, and similar technologies.

2. How We Use Information

We use collected information to provide and improve services, respond to inquiries, process onboarding, schedule calls, communicate with you, prevent fraud/abuse, and comply with legal obligations.

3. Tracking, Cookies, and Advertising

We use analytics and advertising tools (including Meta Pixel) to understand site performance and campaign effectiveness. These tools may use cookies or similar technologies and may receive limited identifiers or event data.

4. How We Share Information

We may share information with service providers that help us operate the platform (for example hosting, scheduling, analytics, and communications providers), with legal authorities when required, or in connection with a business transaction.

We do not sell personal information in exchange for monetary payment.

5. Data Retention

We retain information for as long as reasonably necessary to provide services, maintain records, resolve disputes, and satisfy legal requirements.

6. Data Security

We use reasonable administrative, technical, and organizational safeguards to protect information. No method of transmission or storage is completely secure.

7. Your Choices

You may request access, correction, or deletion of personal information where applicable law allows. You may also opt out of certain marketing communications.

8. Children's Privacy

Our services are intended for business users and are not directed to children under 13. We do not knowingly collect personal information from children.

9. Policy Updates

We may update this policy periodically. The updated version will be posted on this page with a revised effective date.