This policy describes how information is handled in the AgentConnect mobile application. It is not a substitute for legal advice. Have qualified counsel review it for your specific business, jurisdictions, and data flows before publication.
1. Introduction
This Privacy Policy applies to the AgentConnectmobile application (“AgentConnect,” “the App”). AgentConnect is operated by Tarun Sachdeva Studios(“we,” “us,” or “our”).
This policy explains what information the App may collect, how we use it, when it may be shared, and the choices available to you. It applies to insurance professionals (“Agents”) who subscribe to the platform and to consumers (“Clients” or “users”) who use the App to connect with an Agent.
2. Purpose of the App
AgentConnect is a mobile application that connects insurance professionals with their clients and prospects. Depending on your role and how you use the App, you may use it to:
- Connect with an insurance professional (Agent);
- View an Agent profile;
- Contact your Agent;
- Store insurance information;
- Upload insurance cards;
- Upload policy documents;
- Communicate with your Agent;
- Share selected information with your Agent when you choose to do so;
- Submit referrals;
- Submit callback requests;
- Submit life-change or opportunity requests; and
- Use a private consumer vault for personal records you choose to store.
Features available to you may depend on your account type and how you use the App.
3. Account Information
To create and maintain an account, the App may collect information such as your name, email address, phone number, authentication identifiers, and profile information you provide.
We use this information to create and maintain your account, authenticate you, provide the services you request, communicate with you about the App, and support security and account recovery.
4. Agent Information
If you are an Agent, the App may collect and display professional information you provide, such as:
- Name and professional photo;
- Agency or company name;
- Phone number, email address, and website;
- Office information;
- National Producer Number (NPN), if provided;
- License information and licensed states, if provided;
- Professional biography;
- Appointment or calendar link, if provided;
- Social media links, if provided; and
- Credential verification URL, if provided.
Information you provide about licensing or credentials is displayed as you enter it. The App does not independently verify licensing or credential information unless a specific in-app verification feature explicitly states that it does.
5. Insurance Information
The App may allow you to store insurance-related information, which can include:
- Insurance category;
- Carrier or insurance company;
- Policy number and member ID;
- Policy details;
- Effective and renewal dates;
- Insurance card images; and
- Notes you add.
You may store insurance information from different insurance companies, not only policies associated with your AgentConnect Agent. How this information is shared is described in the Private Wallet and Shared Information section below.
6. Documents and Uploads
You may upload files through the App, such as images, insurance cards, PDFs, policy documents, and other files you choose to store in the App or private vault.
We store these files so you can access, organize, and—when you choose—share them with your Agent. We do not claim that all files are encrypted in a particular way beyond the security measures described in the Security section.
7. Private Wallet and Shared Information
Private Consumer Information
Information you store in areas such as My Insurance Wallet or My Private Vault is intended to remain private by default.
Shared Information
If you deliberately select Share With My Agent (or a similar sharing action), the information you select may be made available to the Agent you identify. Sharing is based on your choices—not automatic merely because you are connected to an Agent.
8. Agent Access to Client Information
Being connected to an Agent does not automatically share all of your information with that Agent. Private wallet and vault information generally remains private unless you explicitly share it.
An Agent may access information you intentionally share with that Agent through the App. Agents cannot access another Agent's client information through normal application functionality.
Authorized personnel and service providers involved in operating the App may access information where necessary to provide, secure, and maintain the service, consistent with this policy and applicable law.
9. Chat and Communication
If you use in-app messaging or related communication features, the App may process messages, conversation content, timestamps, and related metadata needed to deliver and display communications between you and your Agent.
Callback requests and similar communications may include information you submit, such as your message, preferred contact details, or preferred callback time, so your Agent can respond.
10. Referrals
If you use referral features (such as Share My Agent or Refer My Agent), the App may process information associated with your referral submission, which may include contact details or notes you provide about the person you are referring, along with information needed to attribute the referral to you or your Agent where that functionality is implemented.
11. Life-Change and Opportunity Requests
If you submit requests through features such as Something Changed, Request a Callback, or similar opportunity forms, the App may process information you submit, which may include a selected reason, notes, and preferred callback time or similar details depending on the form you use.
12. Private Vault
The App includes a private vault foundation—a private storage area where you may keep items such as important documents, notes, important numbers, membership information, and personal records you choose to store.
The private vault is not a password manager. The App does not currently provide password or login-credential management functionality. Do not store login credentials or passwords in the vault unless you independently accept the associated risks.
We do not represent that the vault uses zero-knowledge or end-to-end encryption unless a specific in-app feature explicitly states that it does.
13. Save to Contacts
The App may include a Save to Contacts feature. If you choose to save an Agent to your device contacts, the App may request contact permission at that time. Contact information is used to create the selected contact on your device.
The App does not upload your entire address book merely because you use other features. Contact permission is requested in connection with the save action you initiate.
14. Camera and QR Codes
The App supports Agent QR codes and scanning. If you choose to scan a QR code, the App may request camera access for that purpose. Camera access is used for QR scanning; we do not represent that camera images are stored unless a specific feature explicitly saves an image you choose to keep.
15. File and Photo Access
When you upload insurance cards, documents, or other files, the App may use your device's photo or file picker so you can select specific images or files to upload. Access is limited to the items you select for upload. The App does not claim background access to your photos or files.
16. Push Notifications
The App may use push notification services (such as Firebase Cloud Messaging) to send notifications related to the App, which may include messages, requests, opportunities, and other relevant application updates.
You can manage notification permissions through your device settings. We do not represent that you will receive marketing notifications unless a specific feature or setting clearly enables them and you opt in where required.
17. Third-Party Services
We use third-party service providers to operate the App. These providers process information on our behalf according to their roles and our instructions, as described in this policy. They may include infrastructure, authentication, database, storage, messaging, and payment providers listed in the sections below.
18. Stripe (Agent Subscriptions)
Insurance Agents may subscribe to the paid AgentConnect platform. Payment processing for Agent subscriptions is performed through Stripe.
The App does not store full payment card details on our systems. Stripe processes billing information according to Stripe's Privacy Policy.
Consumers use AgentConnect without a subscription charge under the current model. Payment through Stripe applies to Agent subscriptions, not consumer use of the App.
19. Firebase
The App uses Google Firebase services as part of its infrastructure, which may include:
- Firebase Authentication — account sign-in and identity management;
- Cloud Firestore — storing account, profile, messaging, and application data;
- Firebase Storage — storing uploaded files such as images and documents;
- Cloud Functions — server-side operations such as subscription and account workflows; and
- Firebase Cloud Messaging — delivering push notifications.
Firebase processes information according to Google's terms and privacy practices. We do not disclose Firebase project credentials or other sensitive backend secrets in this policy or on our public website.
20. Security
We use reasonable administrative, technical, and organizational measures designed to protect information, which may include authentication, access controls, Firestore and Storage security rules, separation of Agent and client data within the application, and HTTPS or comparable protections for data in transit where applicable.
No method of transmission or storage is completely secure. We cannot guarantee absolute security. We do not claim zero-knowledge encryption, end-to-end encryption, hardware-backed encryption, SOC 2, HIPAA, PCI compliance, or independent security certification unless we explicitly state and verify such claims.
21. Data Sharing
We may share information in the following circumstances:
With your Agent
When you intentionally share information or when a feature inherently requires sharing to function (for example, sending a message to your Agent), information may be available to the Agent you identify.
With service providers
We may share information with infrastructure, payment, notification, and other service providers that help us operate the App, subject to appropriate safeguards and contractual obligations where applicable.
Legal requirements
We may disclose information where required by applicable law, regulation, legal process, or lawful request, or to protect the rights, safety, and security of users, our organization, or others.
We do not sell your personal information for money.
22. Data Retention
We retain information for as long as reasonably necessary to provide the services, maintain your account, comply with legal obligations, resolve disputes, and enforce agreements, subject to applicable law. Retention periods may vary based on the type of information and legal or operational requirements.
23. Account Deletion
You may request deletion of your account and associated App data.
To request deletion, email teamconnect.login@gmail.com or follow the instructions on our account deletion page.
We aim to process deletion requests within 7 business days. After deletion, we remove or anonymize account data where feasible. Some records may be retained if required for legal, regulatory, security, or dispute-resolution purposes.
Deleting a Client account may remove or limit access to information associated with that account. Information previously shared with an Agent may remain accessible to that Agent where required to provide ongoing service or as otherwise permitted by law and this policy.
24. Children
The App is not directed to children, and we do not knowingly collect personal information from children. If you believe we collected information from a child, contact us using the information below and we will take appropriate steps to review and delete it where required.
25. International Users
The App is intended primarily for users in the United States. If you access the App from outside the United States, your information may be processed in the United States or other locations where our service providers operate. Applicable privacy rights may vary by location.
26. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we do, we will post the updated version at https://savinoinsurance.com/agentconnect-privacy/ and revise the effective date and last updated date at the top of this page. Material changes may require additional notice where required by law.
27. Contact
Questions about this Privacy Policy or our privacy practices related to AgentConnect: