Privacy Policy

We collect information you provide directly to us, information generated through your use of the Service, and information from third-party services you connect. This includes:

• Account information: your name, email address, phone number, business or agency name, and password.
• Billing information: payment card details, billing address, and transaction history, processed by our payment provider (Stripe). We do not store full payment card numbers on our servers.
• Uploaded lead and client data: contact information, notes, statuses, policy details, dial activity, and any other content you or your organization import or enter into the Service.
• Google account information: if you choose to sign in with Google, we receive your name, email address, profile picture, and Google account identifier, as authorized through Google's OAuth consent screen.
• Usage information: log data, device and browser information, IP address, pages viewed, actions taken, and approximate location derived from IP.
• Communications: messages you send to our support team or otherwise submit through the Service.

If you launch an Exclusive Connect Campaign, we also process information related to that campaign, including:

• Campaign type and target audience, including any custom audience you describe.
• Your selected weekly campaign budget.
• Campaign status (for example, awaiting payment, setting up, active, paused, or canceled).
• Subscription and payment status reported by our payment processor.
• Campaign performance and delivery information.
• Consumer requests generated through your campaign and routed to you as the assigned agent.
• Communications with you about campaign setup, changes, and management.

We use this information to:

• Create, configure, operate, and manage your campaign.
• Route consumer requests generated by your campaign to you as the assigned agent.
• Provide the CRM and related features included with your campaign.
• Provide customer support and communicate about your campaign.
• Administer billing, subscriptions, renewals, and cancellations.
• Measure and optimize campaign delivery and performance.
• Detect and prevent fraud and abuse, maintain security, and meet legal and platform compliance obligations.

When a consumer submits a request for insurance information through one of our advertisements or forms, the consumer may provide information such as their name, contact details, and the answers they give on that form. Exclusive Connect routes that specific request to one assigned licensed insurance agent who services it.

The consumer's request and mobile contact information are not sold, rented, distributed to multiple agents, or provided to unrelated third parties for their own marketing or promotional purposes. The assigned agent may contact the consumer only regarding the request that consumer submitted, including providing insurance information and quotes, scheduling, and related follow-up.

Once routed, the request is stored in the assigned agent's account and is subject to the access controls and security measures described in this Policy. The assigned agent is independently responsible for their own use of that information, including compliance with applicable telephone, messaging, email, and consumer protection laws.

Consumers who respond to an Exclusive Connect lead-generation campaign may provide a mobile phone number and, where offered, opt in to receive calls and text (SMS) messages from Exclusive Connect and the licensed insurance agent assigned to their request, regarding their insurance inquiry, scheduling, and related follow-up. The following applies to any such mobile and SMS communications:

• Message frequency varies. Message and data rates may apply. You can reply STOP to opt out of SMS messages or HELP for help. Providing your mobile number and consenting to SMS is not a condition of purchase.
• Mobile phone numbers and SMS opt-in/consent data are not sold, rented, or shared with third parties or affiliates for their own marketing or promotional purposes.
• Mobile information may be shared only with service providers and subprocessors as needed to deliver the requested communications and services, and with the licensed insurance agent assigned to your request for the purpose of handling that request.
• Opt-out requests are honored. Upon opt-out, we will stop sending SMS messages to the number provided, except for any transactional or legally required messages.

SMS messaging is provided through a third-party communications provider and is subject to the carrier and messaging requirements of the mobile networks involved. We do not send marketing or promotional SMS to consumers; SMS is limited to communications related to your insurance inquiry and the follow-up described above.

SMS consent is given to Exclusive Connect and to the single licensed insurance agent assigned to that specific request. That consent is never sold, transferred, or shared with any other party, and is never used for unrelated marketing.

We use the information we collect to:

• Create and maintain your account and authenticate you when you sign in.
• Provide the CRM, lead management, dial-tracking, follow-up, and marketplace features.
• Process payments, manage subscriptions, and issue receipts.
• Provide customer support and respond to your inquiries.
• Send transactional messages, service announcements, and, where permitted, product updates.
• Monitor, secure, troubleshoot, and improve the Service.
• Detect, prevent, and address fraud, abuse, and violations of our Terms.
• Comply with legal obligations and enforce our agreements.

Exclusive Connect does not sell your personal information. We do not rent or trade your personal information to third parties for their own marketing purposes.

We implement administrative, technical, and physical safeguards designed to protect your information, including encryption in transit (TLS), encryption at rest for our managed databases, role-based access controls, row-level security on customer data, and regular monitoring. No method of transmission or storage is completely secure, and we cannot guarantee absolute security. You are responsible for maintaining the confidentiality of your account credentials.

We use cookies, local storage, and similar technologies to keep you signed in, remember preferences, secure the Service, and understand how the Service is used. We may use privacy-respecting analytics tools to measure aggregate performance and engagement. You can control cookies through your browser settings; disabling cookies may affect the functionality of the Service.

We rely on third-party service providers to operate the Service, including payment processors, advertising and marketing platforms, hosting and infrastructure providers, database and authentication providers, email delivery providers, analytics providers, communications providers, and other vendors necessary to provide the Service. Examples include:

• Google Sign-In: for optional authentication. Your use of Google Sign-In is subject to Google's Privacy Policy.
• Stripe: for payment processing, subscriptions (including weekly campaign subscriptions), and lead purchases. Payment card details are collected and processed directly by Stripe under its Privacy Policy; we do not store full payment card numbers.
• Advertising and lead-generation platforms: used to run campaigns and collect consumer responses.
• Cloud infrastructure and database providers: for hosting, storage, authentication, and email delivery.

We share information with these providers only to the extent necessary to deliver the Service. We may also disclose information to comply with law, respond to lawful requests, protect our rights, or in connection with a merger, acquisition, or sale of assets. The specific providers we use may change over time as we operate and improve the Service.

Depending on where you live, you may have the right to access, correct, delete, or export your personal information, object to or restrict certain processing, and withdraw consent where processing is based on consent. To exercise these rights, contact us using the details below. We will verify your request and respond within the time required by applicable law.

We retain your information for as long as your account is active and as needed to provide the Service. We may retain certain information after account closure to comply with legal obligations, resolve disputes, prevent fraud, and enforce our agreements. Uploaded lead and client data is retained while your account is active and deleted or anonymized within a reasonable period after account termination, subject to backup retention cycles.

The Service is not intended for individuals under 18 years of age. We do not knowingly collect personal information from anyone under 18. If we learn that we have collected personal information from a person under 18, we will delete it.

Exclusive Connect is operated in the United States. If you access the Service from outside the United States, your information will be transferred to, stored, and processed in the United States, where data protection laws may differ from those in your country.

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date above and, where appropriate, provide additional notice. Your continued use of the Service after changes take effect constitutes acceptance of the updated policy.

If you have questions about this Privacy Policy or our data practices, contact us at support@myexclusiveconnect.com.