SUPERAGENT - AI-Powered Insurance Sales Platform

PRIVACY POLICY

 
 

 

Effective Date: June 26, 2025

 

At SUPERAGENT AI, Inc. (“SUPERAGENT,” “we,” “us,” or “our”), we recognize the importance of protecting personal data and maintaining the trust of our customers, users, partners, and visitors to our website and platform. This Privacy Policy outlines the types of information we collect, how we use that information, the legal basis for our processing activities, the rights of individuals whose information we collect, and how we secure and protect personal data.

 

This Privacy Policy applies to all users of the SUPERAGENT website (https://www.getsuperagent.com), customers who engage with our Services, and individuals who interact with us in any manner, including through sales, support, or marketing channels. It also applies to data collected via integrations, third-party platforms, cookies, and automated systems embedded within our AI-powered technology.

 

 

1. Overview of Our Commitment to Privacy

 

SUPERAGENT is dedicated to fostering transparency, accountability, and responsible data stewardship. We adhere to the principles of lawfulness, fairness, and transparency, as outlined under the General Data Protection Regulation (GDPR) and align with the privacy requirements of the California Consumer Privacy Act (CCPA), California Privacy Rights Act (CPRA), and other applicable U.S. and international privacy laws. Our data handling practices are designed to exceed industry standards and reflect our ongoing commitment to privacy, ethics, and compliance.

 

As a company that offers AI-driven software and services to insurance agencies and professionals, SUPERAGENT processes personal data in the context of business relationships. Our customers rely on us to manage call intelligence, CRM integrations, objection-handling analytics, and real-time sales insights. As such, we understand the critical nature of confidentiality, accuracy, and access control.

 

2. Information We Collect

 

We collect a variety of information, depending on the nature of your interaction with our Services. The data we collect may be classified into the following categories:

 

a. Information You Provide to Us

 

We collect personal data when you register for an account, subscribe to a service plan, sign up for a demo, fill out a web form, communicate with us via email or support chat, or provide feedback. This data may include:

 

  • Full name, business email address, phone number, job title, and company affiliation.

  • Login credentials, including usernames and hashed passwords.

  • Billing information, such as payment method, billing address, and purchase history.

  • Content voluntarily submitted to us, such as recorded call notes, uploaded training documents, or CRM data.

 

b. Information We Collect Automatically

 

Through your interaction with our platform and website, we automatically collect certain data via cookies, server logs, and analytics tools. This includes:

 

  • IP address, geolocation data, browser type, operating system, and device identifiers.

  • Date and time of access, referring URLs, click paths, and user behavior patterns.

  • Session metadata, feature usage, crash reports, and call duration records.

 

c. Information We Obtain from Third Parties

 

We may receive personal data about you from our integration partners and business affiliates. For example:

 

  • CRM platforms you connect to your SUPERAGENT account (e.g., HubSpot, Salesforce).

  • Analytics services that provide enrichment or behavioral segmentation.

  • Advertising networks, webinar platforms, or referral partners.

 

3. How We Use Personal Data

 

We use the information we collect to operate our Services, fulfill our contractual obligations, enhance customer experience, and communicate effectively with users. Our primary purposes for processing personal data include:

 

  • Providing access to our AI-powered tools, including call coaching, CRM synchronization, transcript generation, and performance dashboards.

  • Setting up and managing user accounts, including login authentication and permissions.

  • Responding to inquiries, providing technical support, and resolving service requests.

  • Processing transactions and managing billing, subscriptions, renewals, and invoices.

  • Monitoring system usage to detect abuse, diagnose issues, and protect the integrity of our Services.

  • Training and improving our machine learning models using anonymized or aggregated usage data.

  • Conducting product research, feature development, and user experience analysis.

  • Sending service-related notifications and administrative messages.

  • Providing marketing communications, newsletters, webinar invitations, and promotional offers (subject to your preferences and applicable laws).

 

4. Legal Basis for Processing Personal Data

 

For individuals located in the European Economic Area (EEA), the United Kingdom, or other jurisdictions that recognize lawful bases for processing personal data, SUPERAGENT relies on the following legal bases:

 

  • Performance of a Contract: When we process personal data to deliver services to our customers, including creating user accounts, providing support, or managing billing.

  • Legitimate Interests: When we process data to improve our Services, conduct security operations, prevent fraud, and carry out direct marketing (where legally permitted).

  • Consent: When required, we obtain explicit consent to process data for specific purposes, such as email marketing or data collection through non-essential cookies.

  • Legal Obligation: When we process data to comply with legal or regulatory requirements, such as tax records or court-mandated disclosures.

 

5. Sharing and Disclosure of Information

 

We do not sell, lease, or rent personal data to third parties. However, we do share information in the following circumstances:

 

  • With Service Providers: We engage third-party vendors who assist with infrastructure, analytics, payment processing, customer relationship management, and marketing automation. These providers are contractually bound to process personal data only as instructed and to comply with strict confidentiality and security obligations.

  • In Corporate Transactions: In the event of a merger, acquisition, divestiture, reorganization, or sale of assets, personal data may be transferred to the acquiring entity subject to the terms of this Policy.

  • For Legal Reasons: We may disclose data if we are required to do so by law or in response to valid legal processes, such as subpoenas, court orders, or government requests.

  • To Protect Rights and Safety: We may share data when necessary to enforce our Terms of Service, protect our rights or the safety of our users, or prevent fraud or abuse.

 

6. International Data Transfers

 

SUPERAGENT operates globally, and your personal data may be transferred to and processed in countries outside of your jurisdiction, including the United States. Where we transfer data internationally, we implement safeguards to ensure that your rights and freedoms are protected.

 

For transfers from the European Union or United Kingdom to the United States or other third countries, we rely on mechanisms such as Standard Contractual Clauses (SCCs), data processing agreements, and additional technical and organizational measures where required.

 

7. Data Retention and Deletion

 

We retain personal data for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required by law. The duration depends on the type of data and the context of collection. For example:

 

  • Account-related data is retained for the duration of your subscription and deleted within a reasonable period after account termination.

  • Call transcripts, notes, and recordings are retained in accordance with user settings and subscription plans.

  • Billing data is retained for seven years or as required by applicable financial and tax regulations.

 

 

You may request deletion of your data at any time by contacting privacy@getsuperagent.com. We will respond to such requests in accordance with applicable laws.

 

8. Your Privacy Rights

 

Depending on your location, you may have rights under data protection laws that include:

 

  • The right to access personal data we hold about you.

  • The right to request rectification or correction of inaccurate data.

  • The right to request erasure or deletion of your personal data.

  • The right to restrict or object to processing.

  • The right to data portability.

  • The right to withdraw consent where processing is based on consent.

  • The right to lodge a complaint with a data protection authority.

 

To exercise your rights, you may contact us at privacy@getsuperagent.com. We will verify your identity before processing your request.

 

9. Cookies and Analytics

 

Our website and platform use cookies and other tracking technologies to enable core functionality, improve user experience, analyze performance, and support marketing efforts. Cookies are small data files stored on your device when you visit our site.

 

You may configure your browser to refuse cookies or to notify you when a cookie is being set. Certain features of our site may not function properly without cookies. For EEA and UK users, we display a cookie banner that enables you to control your preferences in accordance with applicable laws.

 

We use analytics providers, such as Google Analytics and FullStory, to collect insights about user behavior and system performance. These tools help us diagnose issues, understand usage trends, and refine our product experience.

 

10. Third-Party Services

 

Our platform may integrate with third-party systems and services at the request of the user. These integrations, such as CRM systems or communication tools, are governed by the privacy policies of those providers. We are not responsible for the data practices of third parties, and we encourage users to review the privacy terms of any connected services.

 

Where integrations involve the transmission of personal data, SUPERAGENT ensures that appropriate data processing agreements are in place.

 

11. Data Security and Safeguards

 

SUPERAGENT employs industry-standard technical, administrative, and physical safeguards to protect personal data against loss, misuse, unauthorized access, disclosure, alteration, and destruction. Security measures include:

 

  • Data encryption at rest and in transit.

  • Role-based access control and secure authentication.

  • Routine monitoring and intrusion detection systems.

  • Vulnerability scanning and penetration testing.

  • Staff training on data privacy and information security.

 

We have established an incident response protocol to handle security events swiftly and transparently. In the event of a data breach that affects your personal data, we will notify you and relevant authorities in accordance with applicable legal obligations.

 

12. Children’s Privacy

 

Our Services are intended for use by professionals and organizations. We do not knowingly collect or solicit personal data from individuals under the age of 18. If we become aware that we have inadvertently collected data from a minor, we will take immediate steps to delete that information.

 

13. Updates to This Privacy Policy

 

We may update this Privacy Policy from time to time to reflect changes in our data practices, legal obligations, or business operations. When we make material changes, we will update the effective date at the top of the page and notify users via our website or email. We encourage you to review this Policy periodically to stay informed of our practices.

 

14. Contact Us

 

If you have any questions, concerns, or requests related to this Privacy Policy or our data handling practices, please contact us at:

 

SUPERAGENT AI, Inc.

825 SW 23rd Road

Miami, FL 33129

Email: privacy@getsuperagent.com