Privacy Policy

For information you give us directly, such as when you sign up or contact us, we decide how that data is used and are responsible for it.

For intake answers and customer details entered into your workspace to generate quotes, you are responsible for that data and we process it on your behalf, only to provide the Service to you.

• Account details: name, work email, role, business name, business type and team size.
• Messages you send us through the contact form, including the business context you share.
• Workspace content: intake forms, rate books, risk factor settings, quotes and breakdowns.
• Quote intake answers and the contact details of the person being quoted.
• Usage records: sign-in times, actions such as rate changes and approvals, and basic device and browser information.

• To create your workspace and send your login credentials.
• To calculate quotes, generate breakdowns and run the workflow you configure.
• To keep an audit trail that lets any quote be traced to the rules applied.
• To respond to your enquiries and provide support.
• To keep the Service secure, prevent abuse and fix problems.
• To send service notices about your account. We do not send marketing without your consent.

The engine processes intake answers only to apply your rate rules, score risk, and write the line-item breakdown for that quote.

We do not use your workspace content or your customers' intake answers to train models used for other customers. We do not sell personal data.

We share data only where needed to run the Service:

• Hosting, email delivery and infrastructure providers acting on our instructions.
• Systems you connect, such as your policy administration system, CRM or payment gateway.
• Authorities, where we are legally required to disclose information.

Data is encrypted in transit and at rest. Access inside your workspace is role-based, and access by our staff is limited to what is needed for support and operations. More detail is on our Data & Security page.

Account and workspace data is kept while your workspace is active. Quote records are kept for the retention period you configure, or until you delete them, subject to any legal record-keeping requirements. After closure, data is deleted within a reasonable period unless we are required to keep it.

You can access, correct, export or delete your account information, and withdraw consent where processing relies on it. Your customers can direct requests about their quote data to you, and we will help you respond. To make a request, use our contact page.

This website uses a session cookie to protect the signup and contact forms against automated submissions. The Service uses essential cookies to keep you signed in. We do not use third-party advertising cookies.

If we make material changes, we will notify workspace owners by email before they take effect. Continued use after that point means you accept the updated policy.