1. Introduction
Welcome to Insurebook CRM ("we", "our", or "us"). We are committed to protecting your privacy and ensuring that your personal data is handled in a safe and transparent manner.
This Privacy Policy explains how we collect, use, and safeguard your information when you use our services.
Your privacy is of great importance to us. This Privacy Policy exists to tell you what kind of information we may gather while you visit our website and how we may use such information.
2. Information We Collect
a. Personal Information
In order to enable visitors of our website to see certain pages, when specifically requested by them, we require some contact information. When you use Insurebook CRM, we may collect:
- Name
- Email address
- Phone number
- Business or agency details
- Customer data entered by you (such as client names, contact details, and policy information)
The information collected shall be used for the purposes specified when it was collected, to respond to visitor’s inquiries, and fulfil e-mail messaging programs to notify visitors about new content or services on our website.
b. Google Account Information
If you choose to connect your Google account, we access limited data through Google APIs strictly for functionality purposes.
3. Use of Google User Data
Insurebook CRM integrates with Google services using secure OAuth authentication.
We request access to the following scope:
- Gmail Send (
https://www.googleapis.com/auth/gmail.send)
Purpose of Access
This permission allows users (agents) to:
- Send emails directly to their customers from within the CRM
- Share policy updates, reminders, renewal notices, and service communications
Important Privacy Commitments
- We DO NOT read, access, or store your Gmail inbox or email content
- We DO NOT track, analyze, or monitor your personal emails
- We DO NOT modify or delete any emails in your Gmail account
- We only send emails on your behalf and with your explicit consent
4. How We Use Your Information
We use your information to:
- Provide and improve CRM services
- Enable communication between agents and customers
- Send important service-related notifications
- Maintain account security and performance
5. Data Storage and Security
We take appropriate security measures to protect your data:
- Secure storage of authentication tokens
- Encryption and access control mechanisms
- Protection against unauthorized access
Any information given to us shall be stored and managed with the greatest care and will not be used in ways to which you have not consented.
Although we take necessary measures in order to provide a secure website we cannot fully control and therefore cannot be liable for all interruptions, intrusions, errors, loss of data or any other interference with the use of this website caused by a breach of security.
6. Data Sharing
We do not sell, rent, or trade your personal data.
We may share or disclose data only in the following cases:
- When required by law, subpoenas, court orders, legal process, or legal claims
- To comply with regulatory requirements
7. User Control and Rights
You have full control over your data:
- You can disconnect your Google account at any time
- You can stop using the service whenever you choose
- You may request deletion of your data
If you decide you no longer wish to receive postal mailings and/or e-mails from us, please let us know by sending an e-mail or writing to us and telling us you no longer wish to receive postal mail and/or e-mail. Please provide us with your exact name, postal address, and/or e-mail address. We will make sure your name is removed from our mailing list.
8. Data Retention
We retain user data only as long as necessary to provide services and fulfill legal obligations. Users may request data deletion at any time.
Upon a user’s request, we shall remove all the user’s data from the website. All removed user’s data shall be kept for one additional month (offline) before deletion.
9. Compliance with Google Policies
Our use of Google user data complies with the Google API Services User Data Policy, including the Limited Use requirements.
We ensure that Google user data is:
- Used only for the functionality described
- Never sold or shared with third parties
- Properly secured and protected
10. Additional Terms
Your Membership Account
If you use this site, you are responsible for maintaining the confidentiality of your account and password and for restricting access to your computer, and you agree to accept responsibility for all activities that occur under your account or password.
Information Automatically Collected and Stored
In common with many websites, we also measure the performance of our website in order to improve and customize it in favor of our visitors. During your visit, we may automatically collect and temporarily store certain usage information about visits to our websites. This information may include information such as your web request, Internet Protocol ("IP") address, browser type, referring/existing pages and URLs, domain names, pages viewed and the date and time of your request and other such information that uniquely identify your browser. Such information is used for system administration and for producing usage statistics. We may entrust third parties with the described performance measurement. Such third parties will be required to use appropriate confidentiality and security measures.
Our website may deposit certain bits of information called "cookies" in a visitor’s computer. Generally, a cookie assigns a unique number to the visitor that has no meaning outside the assigning site. Cookies can tell us how and when pages in a website are visited and by how many people. This technology does not collect an individual visitor’s identifying information; rather, this information is in aggregate form. The purpose of this technology and the information it provides is to help us improve our website. Most web browsers allow the user to deny or accept the cookie feature. However, please note that cookies may be necessary to provide you with certain features (e.g. customized delivery of information) available on our website. Further information about cookies can be found at http://www.microsoft.com/info/cookies.mspx.
Linked Sites
Links on this Site to websites are provided as a convenience to you. Such linked sites are outside our control and responsibility and are not covered by this policy. If you use any such linked sites, you should consult the privacy policies posted on those websites.
11. Limitation of Liability
Under no circumstances, including but not limited to negligence, shall we be liable for any special or consequential damages that results from the use of, or the inability to use, the website and the materials in it.
Without derogating the aforementioned, in no event shall our total liability exceed the amount paid by you, if any, for accessing the site.
12. Changes and Updates to This Policy
We may update this Privacy Policy from time to time. Any changes will be reflected on this page with an updated effective date.
We reserve the right to amend this Privacy Policy from time to time. We will provide notification of the change on our website. The Privacy Policy does not create any contractual or other legal right in or on behalf of any party.
13. Contact Us
If you have any questions about this Privacy Policy, or to request modification or deletion of your personal information, please contact us: