At Policy Pulse CRM ("we", "us", or "our"), we are committed to protecting the privacy of our users and their customers. This Privacy Policy explains how we collect, use, and safeguard your information in compliance with applicable data protection laws, including the Telephone Consumer Protection Act (TCPA) and A2P 10DLC messaging standards set by carriers and the CTIA.
1. Information We Collect
When you use Policy Pulse CRM, we may collect the following information:
From Users (Agents/Agencies):
Full name, email address, phone number
Business name and address
Account credentials
Payment information (if applicable)
From End Users (Your Contacts):
Contact name, email address, phone number
Insurance-related information submitted through intake forms, landing pages, or surveys
Communication history including call recordings, text messages, and email threads
2. Use of Information
We use the information we collect to:
Deliver CRM services to our users
Enable SMS, email, and voice communication between agents and clients
Comply with A2P 10DLC messaging requirements and maintain carrier trust
Provide support, updates, and service announcements
Analyze user behavior to improve the CRM experience
3. SMS and Email Communications
We support compliant A2P messaging through registered 10DLC numbers. By submitting your contact information through any form or survey connected to Policy Pulse CRM, you consent to receive messages from the sending business.
Your Responsibilities:
If you're a CRM user:
You are solely responsible for maintaining compliance with TCPA, CTIA, and carrier regulations
You must obtain prior express written consent before sending marketing SMS or calls
You must include clear opt-out instructions (e.g., “Reply STOP to unsubscribe”) in your messages
We reserve the right to suspend or terminate access if messaging is found to violate compliance standards.
4. Data Sharing and Third Parties
We do not sell or share personal data with third parties for marketing. We may share data with:
Service providers such as SMS/email delivery platforms
Legal authorities when required by law or to enforce our terms
Trusted third-party tools integrated with your CRM instance
5. Data Security
We implement appropriate administrative, technical, and physical safeguards to protect your data against unauthorized access, disclosure, or misuse. All communications and stored data are encrypted using industry standards.
6. Data Retention
We retain personal information only as long as necessary to fulfill the purposes for which it was collected or as required by law. CRM users may manage contact data retention settings within their own account.
7. User Rights
Depending on your location, you or your contacts may have rights to:
Access, correct, or delete personal data
Withdraw consent to receive marketing communications
Request information on data usage
To exercise these rights, please contact us at [Insert Contact Email].
8. Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with the updated effective date.
9. Contact Us
If you have any questions about this Privacy Policy or your data, contact:
Policy Pulse CRM