Privacy Policy

1. Information We Collect

a. Personal Information Provided by You:

• Full name, company name, email address, contact number
• Job title and business address
• Payment information (processed through PCI-compliant providers)
• Communications and inquiries
• Voice and call recordings (for those using our voice AI feature)

b. Automatically Collected Information:

• IP address, device type, operating system
• Browser type and version
• Pages viewed, time spent, clickstreams
• Geolocation (if enabled)

c. Information from Third Parties:

• Integrated platforms (Google Calendar, Microsoft Outlook, CRMs)
• Public databases and partners

2. How We Use Your Information

• To operate and maintain the Insurei platform
• To facilitate AI-powered call responses and routing
• To schedule and manage appointments via integrated calendars
• To deliver proactive support, updates, and communication
• To improve product performance and AI training
• To comply with legal obligations
• To detect and prevent fraud, abuse, or security threats

3. Use of Voice and Audio Data

We use voice recordings:

• To train and improve AI voice models
• For quality assurance and performance monitoring
• With explicit opt-in if recordings are retained for improvement

We do not sell, rent, or disclose audio data to unaffiliated third parties for marketing.

4. Legal Basis for Processing

Where applicable (e.g., GDPR considerations), our lawful bases include:

• Consent
• Performance of a contract
• Legal obligation
• Legitimate interest

5. Google API User Data Compliance

Use of Workspace User Data

Insurei.ai's use and transfer of information received from Workspace APIs will adhere to theWorkspace API User Data Policy, including theLimited Use requirements.

We affirm that Insurei.ai only uses Workspace user data in compliance with theLimited Use requirementsand does not use this data for any purpose other than providing or improving user-facing features that are visible and prominent in the requesting application's user interface. We do not transfer or sell Workspace user data to third parties, nor do we use it for advertising or unrelated purposes.

We only access, use, store, or share Workspace user data for purposes that are directly necessary to operate or improve our features that interact with Workspace services (e.g., calendar scheduling or email parsing), and never for unauthorized advertising, profiling, or reselling purposes.

6. Sharing Your Information

We only share data with:

• Service providers and integration partners (Google, Microsoft)
• Law enforcement, where required
• Business successors, in case of a merger or acquisition

We do not sell personal information.

6. Data Retention

We retain user data only as long as necessary:

• To fulfill services and legal obligations
• For security, fraud prevention, and compliance

You may request deletion or export of your data at any time.

7. Your Rights (California Residents)

Under the CCPA, you have the right to:

• Know what data we collect and why
• Request access or deletion of your personal information
• Opt out of the sale of your data (we don't sell data)
• Non-discrimination for exercising rights

8. Cookies and Tracking

We use cookies and similar technologies for:

• Authentication and session management
• Usage analytics
• Personalised content

You can manage cookie preferences via your browser settings.

9. Children's Privacy

Insurei.ai is not intended for children under 13 years of age, and we do not knowingly collect information from them.

10. Security Measures

• TLS/SSL encryption
• Regular audits and penetration testing
• Secure access policies and employee training

11. Cross-Border Data Transfers

If you access the platform outside the U.S., your data may be transferred to and processed in the United States. We ensure protection through standard contractual clauses (SCCs) where required.

12. Updates to This Policy

We may update this policy to reflect changes to our practices. All changes will be posted at https://insurei.ai/privacy.

13. Contact Us