Privacy Policy

AgentAid provides browser-based softphone, call routing, prepaid balance/ledger, lead capture, and related tools so licensed insurance agents can receive consumer-initiated inbound calls. For privacy questions, contact us at privacy@agentaid.io or hello@agentaid.io.

Account and identity data. Name, email, phone number, agency or brokerage affiliation, National Producer Number (NPN), license states, enabled call types/verticals, profile preferences, and authentication credentials.

Billing and ledger data. Prepaid balance, top-ups, auto-reload settings, payment method tokens processed by our payment providers, per-call debits, transaction history, and related invoices or receipts.

Call and routing data. Call metadata (timestamps, duration, campaign/call type, caller phone number as presented to the platform, routing decisions, acceptance/expiry events, online/busy status, daily caps), softphone session diagnostics, and, where enabled by configuration and applicable law, call recordings or transcripts.

Lead and CRM data. Information agents capture during or after a call (for example name, date of birth, insurance interests, notes, follow-up status). Agents and their organizations are responsible for the lawfulness of data they enter.

Usage and device data. Log files, IP address, browser type, device identifiers, pages viewed, approximate location derived from IP, cookies or similar technologies, and performance/error telemetry needed to operate and secure the service.

Communications. Messages you send us (support, sales, or demo requests), including content and contact details.

We use information to:

• Provide, operate, and improve routing, softphone, billing, CRM, and related features
• Authenticate users, prevent fraud, enforce policies, and maintain audit trails
• Process prepaid balances, debits, and payment transactions
• Communicate about account status, security alerts, product updates, and (with consent where required) marketing
• Comply with law, respond to lawful requests, and protect rights and safety
• Analyze aggregated or de-identified trends to improve reliability and performance

We do not sell personal information. We may share information with:

• Service providers such as cloud hosting, telephony/voice (including softphone infrastructure), payment processors, analytics, email delivery, and customer support tools, under appropriate contractual safeguards
• Your organization if your account is provisioned under an agency, brokerage, or white-label deployment that administers agent access
• Professional advisors and authorities when required by law or to protect rights, security, or integrity of the platform
• Business transfers in connection with a merger, acquisition, financing, or sale of assets, subject to continuing confidentiality obligations

Caller and lead information handled in the product is processed to deliver the services you request. Where AgentAid acts as a processor or service provider for an agency customer, that customer's instructions and privacy disclosures also apply.

We use essential cookies and similar technologies for authentication, security, and core functionality. We may also use analytics cookies to understand how the marketing site and application perform. You can control cookies through your browser settings; disabling some cookies may limit features.

We retain information for as long as needed to provide the services, comply with legal and accounting obligations, resolve disputes, and enforce agreements. Call recordings, ledger records, and routing audit logs may be retained for longer periods where required for compliance, fraud prevention, or contractual commitments. When no longer needed, we delete or de-identify data in accordance with our practices.

We implement administrative, technical, and organizational measures designed to protect information, including access controls, encryption in transit, monitoring, and audit logging. No method of transmission or storage is completely secure; you use the services at your own risk subject to these safeguards.

Depending on your location, you may have rights to access, correct, delete, or export personal information, or to object to or restrict certain processing. To exercise rights, email privacy@agentaid.io. We may verify your identity before fulfilling a request. You may opt out of non-essential marketing emails using the unsubscribe link or by contacting us.

AgentAid is intended for licensed adults and business users. We do not knowingly collect personal information from children under 16 (or the age required by local law). If you believe a child provided information, contact us and we will take appropriate steps.

We may process information in the United States and other countries where we or our providers operate. Where required, we use appropriate transfer mechanisms and contractual protections.

We may update this Privacy Policy from time to time. We will post the revised version with an updated "Last updated" date. Material changes may be communicated by email or in-product notice when appropriate. Continued use after the effective date constitutes acceptance of the updated policy.

Privacy requests: privacy@agentaid.io
General: hello@agentaid.io
Website: https://agentaid.io