Autobot CRM Privacy Policy

1. Overview and Scope

This Privacy Policy applies to Autobot CRM, operated by Insurance Marketing Made Simple LLC ("Autobot CRM," "we," "us," or "our"). This policy describes how we collect, use, store, share, and protect your personal and agency information when you visit our website at autobotcrm.com, use our cloud-based CRM software platform, or communicate with us.

2. Information We Collect

We collect information that you provide directly to us, including:

• Account and Profile Information: Name, agency/company name, email address, phone number, billing address, professional licensing information, and login credentials when you create an account or schedule a demo.
• Billing and Payment Data: Credit card or bank details processed securely by our payment processor. We do not store full payment card numbers on our servers.
• Customer-Uploaded Data: Policyholder, prospect, and contact records, campaign lists, notes, and documents you import into your account.
• Communications and Telecommunications Data: Call logs, SMS messages, email records, and AI conversation histories generated through your use of Autobot CRM calling, messaging, and AI features.
• Technical and Usage Information: IP addresses, browser types, device identifiers, and platform usage metrics collected automatically via log files and cookies.

3. Ownership and Use of Customer-Uploaded Client Data

You maintain 100% full, exclusive ownership of all policyholder, prospect, and client records you upload or capture in Autobot CRM. We do NOT sell, rent, license, share, or monetize your contact records or client lists to any third party. Your client data is strictly used to deliver your CRM services, execute your automated marketing workflows, route your calls and messages, and maintain your account.

4. How We Use Your Information

We use collected information to:

• Provide, maintain, configure, and improve the Autobot CRM platform and related services.
• Process transactions, handle usage billing, and send account renewals and receipts.
• Deliver technical support, 1-on-1 Zoom sessions, and customer onboarding.
• Facilitate carrier A2P 10DLC registration and phone system provisioning on your behalf.
• Send system notifications, feature updates, and service announcements.
• Enforce our Subscription & Compliance Agreement and prevent fraudulent or abusive platform activity.

5. Information Sharing and Third-Party Providers

We do not sell your personal or agency information. We share information only with trusted third-party service providers necessary to operate our platform, including telecommunications carriers (for call and SMS dispatch), email delivery services, AI infrastructure providers, payment processors, domain registrars, and direct mail fulfillment partners. All third-party providers are bound by strict confidentiality and security obligations.

6. HIPAA & Protected Health Information (PHI)

Autobot CRM provides HIPAA-enabled safeguards and administrative functionality for applicable plans and configurations. Where required by law, we execute a Business Associate Agreement (BAA) with clients handling PHI. Clients remain responsible for ensuring their internal workforce practices and authorization procedures comply with HIPAA regulations.

7. Data Security & Retention

We implement industry-standard administrative, physical, and technical safeguards—including SSL/TLS encryption, access controls, and secure database hosting—to protect your information. We retain your account data for as long as your account remains active or as needed to provide you services and comply with legal obligations. Upon account termination, you may export your contact lists in accordance with our procedures.

8. Your Data Rights & Contact Us

You may request access to, correction of, or export of your personal or business data at any time by contacting our support team. If you have questions regarding this Privacy Policy, please contact us at Support@AutobotCRM.com or call (615) 307-6707.