Privacy Policy

Draft — pending legal review. This is placeholder text describing how InsureFlow handles information today. A reviewed policy will replace it.

Last updated: November 2026

Who we are

InsureFlow provides application-intake software to insurance agencies. When an agency's client fills out an application, InsureFlow processes that information on the agency's behalf.

Information we collect

  • Account information — names, email addresses, phone numbers and agency details for agency users and wholesalers.
  • Application information — business details, contacts, operations, financial and property information, and documents that clients and agents enter or upload.
  • Website enquiries — the details you send through our early-access form.
  • Technical information — basic logs such as IP address and browser type, used for security and troubleshooting.

How we use it

  • To provide the service: saving applications, generating forms and spreadsheets, and delivering them to the wholesalers an agency chooses.
  • To send service emails, such as application links, status updates and reminders.
  • To look up publicly available business information to pre-fill applications.
  • To keep the service secure and improve it.

We do not sell personal information, and we do not use application data for advertising.

Who we share it with

Application information is shared with the agency the client is applying through and with the wholesalers that agency selects. We use service providers to run InsureFlow — for example hosting, email delivery, business-address lookup and AI-assisted features — who process data only on our behalf. We may disclose information if required by law.

Retention

Information is kept while an agency's account is active. Deleted applications are held in a trash folder for a limited time and then permanently removed.

Security

Data is transmitted over encrypted connections, and each agency's data is kept separate from every other agency's. No system is perfectly secure, but we work to protect your information.

Your choices

Clients should contact the agency they applied through to access or correct their information. Agency users can update their own details in the portal, or contact us for help.

Contact

Privacy questions: carlos@nolasko.com.