Privacy Policy

Policy Under Review

Our comprehensive privacy policy is currently being finalized with legal counsel. The sections below outline the framework and commitments that will be formalized in the final document. We take data protection seriously — particularly given the sensitive nature of insurance client information.

Agency account information (name, contact, licensing)

Client data processed through Atlas workflows

Usage data and operational metrics

Communication preferences and settings

Processing and automating operational workflows

Generating analytics and operational insights

Improving agent accuracy and service quality

Maintaining compliance and audit trails

Encryption at rest and in transit (AES-256, TLS 1.3)

Role-based access controls with audit logging

SOC 2-aligned security practices

Regular security assessments and penetration testing

We do not sell your data — ever

Limited sharing with service providers under strict NDAs

No training of external AI models on your client data

Carrier data shared only as directed by your workflows

Full data export at any time in standard formats

Right to deletion with complete data removal

Transparent access to what data is stored

Control over data processing preferences

Active account data retained for service delivery

Audit logs maintained per regulatory requirements

Post-termination data deleted within 90 days

Configurable retention policies per agency

We take data protection seriously — it's foundational to what we do. If you have any questions about how Atlas handles information, our team is here to help.

Data Collection

Data Usage

Security Measures

Third-Party Sharing

Your Rights

Data Retention

Questions about your data?