AgentBridge (“AgentBridge,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us.

This Privacy Policy explains how we collect, use, disclose, and protect information when you visit agentbridgesystems.com or interact with our advertisements, forms, communications, resources, products, and services collectively, the “Services.”

By using our Services or submitting information to us, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

The information we collect depends on how you interact with AgentBridge.

Information You Provide Directly

We may collect information that you voluntarily provide when you:

• Complete an application, contact form, or Agency Diagnostic request

• Download a guide, toolkit, or other resource

• Subscribe to emails or marketing communications

• Schedule a call or meeting

• Communicate with us by email, phone, social media, or another channel

• Apply to become an AgentBridge partner

• Use or inquire about our products or services

This information may include:

• First and last name

• Email address

• Telephone number

• Company or agency name

• Job title or professional role

• State or geographic market

• Agency size and number of agents

• Insurance lines, carriers, or markets served

• Production, revenue, lead-generation, or business information

• Business goals, operational challenges, and areas of interest

• Appointment or meeting information

• Information contained in messages or other communications you send us

Information Collected Automatically

When you visit or interact with our website, we and our service providers may automatically collect certain technical and usage information, including:

• Internet Protocol address

• Browser type and version

• Device type and operating system

• Approximate geographic location

• Pages viewed and links clicked

• Date and time of visits

• Referring website or advertisement

• Time spent on the website

• Form and website interactions

• Advertising identifiers

• Cookie and pixel information

• Other diagnostic, analytics, and usage data

We may collect this information through cookies, pixels, tags, scripts, local storage, and similar technologies.

Information From Third Parties

We may receive information from third-party platforms and service providers, including:

• Advertising and social media platforms

• Website hosting and design platforms

• Scheduling providers

• Customer relationship management platforms

• Analytics providers

• Email marketing providers

• Lead-generation partners

• Referral partners

• Publicly available professional or business sources

For example, when you submit a lead form through Facebook, Instagram, or another advertising platform, that platform may provide the information you entered to AgentBridge.

2. How We Use Information

We may use personal information to:

• Respond to inquiries and requests

• Review partnership applications

• Schedule and conduct Agency Diagnostic calls

• Determine whether AgentBridge may be a suitable fit for an individual or agency

• Provide requested guides, resources, products, or services

• Onboard and support AgentBridge partners

• Personalize our communications and website experience

• Send administrative, operational, or service-related communications

• Send educational, promotional, and marketing communications

• Follow up regarding incomplete forms, applications, or scheduled calls

• Operate, maintain, analyze, and improve our website and Services

• Measure advertising and marketing performance

• Develop audiences and deliver more relevant advertising

• Understand how visitors arrive at and interact with our website

• Detect, investigate, and prevent fraud, abuse, security incidents, or unlawful activity

• Enforce our agreements and protect our legal rights

• Comply with legal, regulatory, and contractual obligations

• Support a merger, financing, acquisition, restructuring, or sale of all or part of our business

We may also use aggregated or de-identified information for analytics, benchmarking, research, marketing, and business-development purposes where permitted by law.

3. Cookies and Tracking Technologies

AgentBridge and its service providers may use cookies, pixels, tags, and similar technologies to operate the website, remember preferences, understand website usage, measure campaign performance, and provide advertising.

These technologies may collect information about your device, browser, website activity, and interactions with advertisements.

We may use categories of technologies such as:

Essential Technologies

These technologies support core website functions, security, form processing, and navigation.

Analytics Technologies

These technologies help us understand website traffic, visitor behavior, page performance, and how users engage with our content.

Advertising Technologies

These technologies help us measure advertisements, understand conversions, create advertising audiences, and display relevant advertisements on third-party platforms.

Our advertising partners may use information collected through these technologies in accordance with their own privacy policies and terms.

You may be able to restrict cookies through your browser settings or through any cookie-preference controls displayed on our website. Disabling cookies may affect certain website features.

4. Meta Pixel and Advertising Platforms

We may use advertising tools provided by Meta Platforms, Inc., including the Meta Pixel, Meta lead forms, custom audiences, and conversion-measurement technologies.

These tools may allow Meta and AgentBridge to collect or receive information about actions taken on our website or in response to our advertisements. This information may be used to:

• Measure advertising performance

• Attribute applications, form submissions, or other conversions

• Build advertising audiences

• Retarget website visitors

• Improve the relevance and delivery of advertisements

Meta processes information according to its own terms and privacy practices.

We may also use comparable services from Google, LinkedIn, or other advertising and analytics providers.

5. How We Disclose Information

We may disclose information in the following circumstances.

Service Providers

We may provide information to companies that perform services on our behalf, such as:

• Website hosting and development

• Customer relationship management

• Appointment scheduling

• Email delivery and marketing

• Cloud storage

• Advertising and analytics

• Communications and collaboration

• Cybersecurity

• Payment or billing services

• Business operations and administrative support

• Legal, accounting, and professional services

These providers may access information only as reasonably necessary to perform their services or as otherwise permitted by their agreements and applicable law.

Business and Referral Partners

We may disclose information to selected business, technology, insurance, marketing, lead-generation, or referral partners when necessary to respond to your request, provide a service, facilitate an introduction, or operate an AgentBridge partnership.

We do not authorize partners to use personal information for unrelated purposes unless you separately agree to that use.

Legal and Safety Purposes

We may disclose information when we believe disclosure is reasonably necessary to:

• Comply with a law, regulation, legal process, or governmental request

• Enforce our agreements or policies

• Investigate suspected fraud or unlawful activity

• Protect the rights, safety, property, or security of AgentBridge, our users, or others

• Establish, exercise, or defend legal claims

Business Transactions

Information may be disclosed or transferred as part of a merger, acquisition, financing, reorganization, bankruptcy, sale of assets, or similar business transaction.

With Your Direction or Consent

We may disclose information for another purpose when you direct us to do so or provide consent.

6. Sale and Sharing of Personal Information

AgentBridge does not sell personal information for money.

Certain privacy laws may define “sale,” “sharing,” or “targeted advertising” broadly enough to include the use of advertising cookies, pixels, or audience-building tools. Depending on your jurisdiction and how our advertising technologies are configured, some advertising-related disclosures may be considered a sale, sharing, or use for targeted advertising under applicable law.

Where required, you may request to opt out by:

• Using the cookie-preference tool available on our website

• Enabling a legally recognized browser-based opt-out preference signal, where supported

• Contacting us using the information in the “Contact Us” section

7. Email and Marketing Communications

If you provide your contact information, we may send you information about AgentBridge, requested resources, partnership opportunities, industry insights, upcoming calls, and related products or services.

You may unsubscribe from promotional emails by using the unsubscribe link included in those emails.

Even after unsubscribing from marketing messages, we may continue sending non-promotional communications relating to an existing business relationship, scheduled meeting, application, transaction, or legal matter.

8. Text Messages and Telephone Calls

When you provide a telephone number, you may receive calls or text messages relating to your inquiry, scheduled appointment, application, or relationship with AgentBridge.

Where required, we will obtain appropriate consent before sending automated or promotional text messages.

Consent to receive marketing calls or texts is not a condition of purchasing or receiving services. Message and data rates may apply. You may opt out of marketing text messages by replying STOP or by contacting us.

9. Sensitive and Beneficiary Information

AgentBridge’s public website and general contact forms are intended for insurance agents, agency owners, and other business professionals.

Please do not submit:

• Social Security numbers

• Banking or payment-card information

• Medical records

• Medicare identification numbers

• Policyholder or beneficiary health information

• Protected health information

• Login credentials

• Other highly sensitive personal information

Do not submit client, beneficiary, applicant, or policyholder information through our public forms unless AgentBridge has expressly provided an authorized and secure method for doing so.

AgentBridge is not responsible for sensitive information submitted through an unauthorized channel.

10. Data Retention

We retain personal information for as long as reasonably necessary to:

• Fulfill the purposes described in this Privacy Policy

• Maintain an active business or prospective-partner relationship

• Provide requested products, resources, or services

• Comply with legal, accounting, regulatory, or reporting requirements

• Resolve disputes

• Enforce agreements

• Protect against fraud and security threats

Retention periods may vary based on the type of information, the nature of our relationship, and applicable legal obligations.

We may retain aggregated or de-identified information for a longer period where permitted by law.

11. Data Security

We use reasonable administrative, technical, and organizational measures designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.

However, no website, database, transmission method, or storage system is completely secure. We therefore cannot guarantee absolute security.

You are responsible for using appropriate care when sending information electronically and for protecting any account credentials provided to you.

12. Your Privacy Choices and Rights

Depending on where you live and subject to applicable legal exceptions, you may have the right to:

• Request confirmation that we process your personal information

• Request access to personal information we maintain about you

• Request correction of inaccurate personal information

• Request deletion of personal information

• Request a portable copy of certain personal information

• Opt out of certain sales, sharing, targeted advertising, or profiling

• Withdraw consent where processing is based on consent

• Appeal a decision relating to a privacy request

• Receive equal service and treatment when exercising privacy rights

To submit a request, contact us using the information in the “Contact Us” section.

We may need to verify your identity before processing a request. Verification may require you to provide information that reasonably matches information in our records.

You may use an authorized agent to submit a request where permitted by law. We may request proof that the agent is authorized to act on your behalf.

We will not unlawfully discriminate against you for exercising an applicable privacy right.

13. California Privacy Notice

This section applies to California residents to the extent AgentBridge is subject to the California Consumer Privacy Act, as amended.

During the preceding 12 months, we may have collected the following categories of personal information:

• Identifiers, such as names, email addresses, telephone numbers, IP addresses, and online identifiers

• Customer-record information, such as contact and professional information

• Commercial information, such as service interests, partnership inquiries, and transaction information

• Internet or electronic-network activity

• Approximate geolocation information

• Professional or employment-related information

• Inferences regarding business interests or potential service needs

• Communications and other information submitted to us

We collect and use these categories for the purposes described in this Privacy Policy.

We may disclose these categories to service providers, advertising and analytics providers, professional advisers, referral partners, and other parties described in this Privacy Policy.

AgentBridge does not knowingly sell personal information for monetary compensation. As described above, certain advertising activities may be treated as “sharing” or a “sale” under California law.

California residents may have rights to know, correct, delete, and obtain information, as well as the right to opt out of the sale or sharing of personal information.

AgentBridge does not knowingly sell or share the personal information of consumers under 16 years of age.

14. State-Specific Privacy Rights

Residents of certain other U.S. states may have rights similar to those described above, including rights concerning access, correction, deletion, portability, targeted advertising, sales, and profiling.

We will process eligible requests in accordance with applicable law. Where applicable, instructions for appealing a denied request will be included in our response.

15. Global Privacy Control

Where required by applicable law and supported by our systems, we will treat a recognized Global Privacy Control or similar universal opt-out signal as a request to opt out of the sale or sharing of personal information for the browser or device transmitting the signal.

Because these signals are browser- and device-specific, you may need to enable the signal on each browser and device you use.

16. Children’s Privacy

Our Services are intended for business professionals and are not directed to children under 13.

We do not knowingly collect personal information from children under 13. If we learn that a child under 13 provided personal information through our Services, we will take reasonable steps to delete it.

Parents or guardians who believe a child submitted personal information may contact us using the information below.

17. Third-Party Websites and Services

Our website may contain links to websites, platforms, tools, or services operated by third parties.

AgentBridge does not control and is not responsible for the privacy, security, content, or practices of those third parties. Your interactions with third-party services are governed by their respective terms and privacy policies.

18. Do Not Track

Some browsers offer a “Do Not Track” setting. Because there is not a universally accepted standard for responding to traditional Do Not Track signals, our website may not respond to every such signal.

We will honor legally required opt-out preference signals, such as Global Privacy Control, where applicable and technically supported.

19. International Visitors

AgentBridge is based in the United States, and information submitted through our Services may be processed and stored in the United States or other countries where our service providers operate.

These jurisdictions may have privacy laws that differ from those in your country of residence.

20. Changes to This Privacy Policy

We may revise this Privacy Policy periodically to reflect changes to our practices, technology, Services, or legal obligations.

When we update the policy, we will revise the effective date displayed at the top. Material changes may also be communicated through our website or another appropriate method.

Your continued use of the Services after an updated policy becomes effective constitutes acknowledgment of the revised policy.