Introduction

At Advisor Assistant, we take your privacy seriously. This Privacy Policy explains how we collect, use, store, and protect your information when you use our customer relationship management platform designed for insurance advisors, LIC agents, and MDRT professionals.

Information We Collect

Account Information

When you create an Advisor Assistant account, we collect:

• Full name
• Email address
• Phone number
• Business information (optional)
• Profile picture (optional)

Customer Information

As you use Advisor Assistant to manage your business, you may store:

• Customer names, contact details, and addresses
• Policy information and documents
• Lead information and follow-up notes
• Payment records and premium schedules
• Communication history

Usage Information

We automatically collect certain information about how you use our service:

• Device information (browser type, operating system)
• IP address and location data
• Usage patterns and feature interactions
• Login timestamps and session data

How We Use Your Information

We use the information we collect to:

• Provide and maintain the Advisor Assistant service
• Process your subscription payments
• Send you service updates and important notifications
• Provide customer support
• Improve our features and user experience
• Ensure security and prevent fraud
• Comply with legal obligations

Data Ownership

Data Security

We implement industry-standard security measures to protect your information:

• Data encryption in transit and at rest
• Secure cloud infrastructure with regular backups
• Role-based access controls
• Regular security audits and monitoring
• Secure payment processing through Razorpay

Third-Party Services

Advisor Assistant integrates with trusted third-party services:

• Supabase: Database and authentication infrastructure
• Razorpay: Payment processing and subscription management
• Vercel: Application hosting and delivery
• WhatsApp Business API: Customer communication features

These services are bound by their own privacy policies and security standards. We carefully select partners who meet strict data protection requirements.

Your Rights

You have the right to:

• Access: View all information we hold about you
• Export: Download your complete data at any time
• Correct: Update or correct your information
• Delete: Request account deletion (see Data Retention below)
• Object: Opt out of marketing communications

Data Retention

We retain your data for different periods depending on the type:

• Active accounts: Data is retained as long as your account is active
• Expired subscriptions: Data is available in read-only mode for 90 days after expiry
• Deleted accounts: Permanently deleted within 30 days of deletion request
• Billing records: Retained for 7 years for legal and tax compliance

You can export your data at any time before account deletion using the Download Backup feature.

Cookies and Tracking

We use essential cookies to maintain your session and remember your preferences. We do not use third-party advertising cookies or sell your browsing data. You can control cookie settings through your browser, though this may affect functionality.

Children's Privacy

Advisor Assistant is a business tool intended for use by insurance professionals. We do not knowingly collect information from anyone under the age of 18. If you believe a child has provided us with personal information, please contact us immediately.

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or for legal reasons. We will notify you of significant changes via email or through the application. Your continued use of Advisor Assistant after such modifications constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or how we handle your data, please contact us: