Privacy Policy

Aigentix Tech (“Aigentix Tech,” “we,” “us,” or “our”) provides Producer Assistant, a software platform designed to help insurance producers organize client and policy information, manage insurance workflows, and communicate with clients. This Privacy Policy explains how Producer Assistant collects, uses, stores, and protects information when users access or use the service.

1. Information We Collect
Producer Assistant may process information entered or uploaded by authorized users, including:

• Account and contact information
• Client information
• Insurance policy information
• Policy documents and related files
• Vehicle, property, commercial insurance, and travel insurance information
• Email addresses and communication information necessary to provide requested features
• Authentication and account connection information

Users are responsible for ensuring that information they enter into Producer Assistant is collected and used in accordance with applicable laws and their professional obligations.

2. How We Use Information
Information processed by Producer Assistant is used to provide and operate the service, including:

• Organizing client and insurance policy information
• Managing policy records and insurance workflows
• Providing renewal and policy management functions
• Generating reports and other user-requested outputs
• Enabling users to communicate with clients
• Maintaining account security and service reliability
• Providing and improving user-facing features

We do not sell personal information.

3. Microsoft Outlook Email Connection
Producer Assistant may allow users to optionally connect a Microsoft Outlook or Microsoft email account for client communications such as policy renewal reminders. Email account access is authorized by the user through Microsoft's authorization process. Producer Assistant requests only the permissions reasonably required to provide the applicable sending functionality. Authorization tokens and related connection information may be stored as necessary to maintain the user's authorized connection. Users may disconnect their Microsoft email account from Producer Assistant.

4. Data Storage and Security
We use reasonable administrative, technical, and organizational safeguards designed to protect information processed through Producer Assistant against unauthorized access, loss, misuse, alteration, or disclosure. Access to Producer Assistant accounts and data is restricted according to account authorization and application permissions. No method of electronic storage or transmission is completely secure, and we cannot guarantee absolute security.

5. Data Sharing
We do not sell personal information. Information may be processed by service providers that are necessary to operate Producer Assistant, such as hosting, infrastructure, authentication, email, and other technical service providers. We may also disclose information when required by applicable law or when reasonably necessary to protect the security and integrity of the service.

6. Data Retention and Deletion
Information is retained only for as long as reasonably necessary to provide the service, meet legitimate operational requirements, and comply with applicable legal obligations. Users may request deletion of their account or associated personal information by contacting Aigentix Tech. Users may disconnect an authorized Microsoft email connection through Producer Assistant.

7. User Choices
Users may choose whether to connect a supported Microsoft email account. Connecting an email account is optional unless a particular email feature requires that connection. Users may revoke authorization at any time.

8. Changes to This Privacy Policy
We may update this Privacy Policy when our services, data practices, or legal requirements change. The current version will be published on this page with an updated effective date.

9. Contact Us
If you have questions about this Privacy Policy, our data practices, or would like to request access to or deletion of your personal information, please contact us: Aigentix Tech
Email: info@aigentixtech.com
Website: https://www.aigentixtech.com/