Privacy Policy

We collect information you provide directly and information gathered automatically as you use the platform.

Information you provide

• Account registration details (name, email, company name)
• Profile and billing information
• Documents, data, and files you upload (e.g. ACORDs, spreadsheets)
• Communications with our support team

Information collected automatically

• Usage data (pages visited, features used, actions taken)
• Device and browser information
• IP address and approximate location
• Cookies and similar tracking technologies

• Provide, operate, and improve the AgencyLift platform
• Process proposals, documents, and workflows on your behalf
• Communicate with you about your account and our services
• Send transactional and, with your consent, marketing emails
• Detect and prevent fraud, abuse, and security incidents
• Comply with legal obligations

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

• Service providers — vendors who help us operate the platform (cloud hosting, payment processing, analytics) under strict confidentiality obligations.
• Business transfers — in connection with a merger, acquisition, or sale of assets.
• Legal requirements — when required by law or to protect the rights and safety of AgencyLift, our users, or the public.

We use cookies and similar technologies to maintain your session, remember preferences, and understand how the platform is used. You can control cookies through your browser settings, though disabling them may affect functionality.

We retain your data for as long as your account is active or as needed to provide services. You may request deletion of your account and associated data at any time by contacting us at [email protected]. We will respond within 30 days.

We implement industry-standard security measures including TLS encryption in transit, encryption at rest, access controls, and regular security reviews. No method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

Depending on your location, you may have the right to:

• Access, correct, or delete your personal data
• Object to or restrict certain processing
• Data portability (receive a copy of your data)
• Withdraw consent where processing is based on consent

To exercise any of these rights, contact [email protected].

AgencyLift is not directed at children under 16. We do not knowingly collect personal data from children. If you believe a child has provided us with personal information, please contact us immediately.

We may update this Privacy Policy from time to time. We will notify you of material changes by updating the “last updated” date and, where appropriate, sending an email notice. Continued use after changes constitutes acceptance.