Your privacy matters at Quote2Client

1. Who we are

Quote2Client (“we”, “us”, or “our”) provides tools for insurance professionals to generate and share client‑ready quote presentations based on third‑party quoting data.

This Privacy Policy explains how we collect, use, and protect information when you visit our website, create an account, or use our applications and services.

2. Information we collect

We collect the following types of information when you use Quote2Client:

• Account information such as your name, email address, password hash, and agency details.
• Usage information such as IP address, browser type, device information, and pages or features you access.
• Client quote data that you import or generate, including quote parameters and presentation settings.
• Support and communication data such as messages you send through our contact and support forms.

3. How we use information

We use your information to:

• Provide, maintain, and improve the Quote2Client application and related services.
• Authenticate you, secure your account, and prevent fraud or abuse.
• Respond to support requests and communicate about account‑related issues.
• Analyze aggregated usage to understand feature adoption and product performance.

4. Cookies and analytics

We may use cookies and similar technologies to keep you signed in, remember your preferences, and understand how visitors use our site. You can control cookies through your browser settings, but some features may not work correctly if cookies are disabled.

5. Sharing of information

We share information only in limited circumstances:

• With vendors and service providers that help us operate Quote2Client (for example, email delivery or hosting providers).
• If required by law, legal process, or to protect the rights, property, or safety of our users or the public.
• In connection with a business transaction such as a merger, acquisition, or asset sale, subject to appropriate safeguards.

We do not sell or rent your personal information to third parties for their own marketing purposes.

6. Data retention and security

We retain your information for as long as your account is active or as needed to provide the service and meet legal obligations. When data is no longer needed, we take reasonable steps to delete or de‑identify it.

We use technical and organizational safeguards that are appropriate for a SaaS application, but no online service can guarantee absolute security. Please use a strong, unique password and keep your login details confidential.

7. Your choices and rights

Depending on your location, you may have rights over your personal information, such as:

• Accessing or updating your account information.
• Requesting deletion of certain personal data, subject to legal or contractual limits.
• Objecting to or restricting certain types of processing.

You can manage most account data directly in the application. For other privacy requests, contact us using the email address below.

8. Third‑party services

Quote2Client may link to or integrate with third‑party services, such as quoting tools, email providers, and analytics platforms. Your use of those services is governed by their own privacy policies, not this document.

9. Changes to this policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, or legal requirements. When we make material changes, we will update the “Last updated” date at the top of this page and, where appropriate, notify you in the app or by email.