1. Overview

BrokerStack, Inc. (“BrokerStack,” “we,” “our,” or “us”) provides an online software platform for insurance professionals. This Privacy Policy explains how we collect, use, and protect your information when you visit brokerstack.ai or use our related services.

By accessing our site or joining our waitlist, you agree to this policy.

2. Information We Collect

• Information you provide: name, email address, phone number, brokerage name, and any details you share when requesting access or communicating with us.
• Automatically collected data: browser type, device info, IP address, pages visited, and usage statistics through cookies or analytics tools.
• Beta usage data: actions taken in the app (e.g., creating a client record, sending a message) to help us improve product performance.

We do not knowingly collect sensitive consumer financial or medical information from your clients.

3. How We Use Information

• Provide and improve our platform, website, and support.
• Communicate with you about product updates, betas, or marketing offers.
• Analyze aggregate usage to improve usability and performance.
• Comply with legal obligations and security requirements.

We never sell personal information to third parties.

4. How We Share Information

We may share limited data with:

• Service providers (hosting, analytics, email delivery) bound by confidentiality.
• Legal authorities if required by law or to protect rights and security.
• Business transfers (e.g., merger or acquisition) with appropriate notice.

5. Cookies & Tracking

We use cookies and similar technologies for analytics and site functionality. You can disable cookies in your browser, but some features may not work properly.

6. Data Retention & Security

We store information only as long as necessary for the purposes above. All data is encrypted in transit (TLS) and at rest. Access is restricted to authorized personnel.

7. Your Choices

• Unsubscribe from marketing emails anytime.
• Request access, correction, or deletion of your personal data by contacting .

8. Children’s Privacy

BrokerStack is intended for professional use by adults 18+. We do not knowingly collect data from minors.

9. Updates to This Policy

We may update this Privacy Policy periodically. Updates will be posted with a new “Last updated” date.

10. Contact Us

Questions?
BrokerStack, Inc.
969 Commerce St, Fort Worth, TX 76102
info@brokerstack.ai

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