1. Who We Are
Agent Lead Engine LLC ("Agent Lead Engine," "we," "us," or "our") is a New York limited liability company. We provide CRM, automation, and marketing services to insurance agents and agencies. Contact: info@agentleadengine.com, Agent Lead Engine LLC, New York.
2. Information We Collect
Account information. Name, business name, email, phone number, billing address, and payment method when you sign up.
Service data. Contacts, leads, conversations, call recordings, SMS messages, email content, pipeline data, and automation configurations you or your team upload or create while using our services.
Your clients and leads. When you use our services, you may upload contact details of your own prospects, leads, policyholders, and customers. This data belongs to you. We act as your service provider and process it only on your instructions.
Website data. IP address, browser type, referrer, pages viewed, and cookie identifiers when you visit agentleadengine.com.
Communications. Emails, support tickets, call recordings, and messages you send us.
3. How We Use Information
We use the information we collect to deliver and improve our services, process payments, provide customer support, communicate with you about your account, send service announcements, detect fraud and abuse, and comply with legal obligations.
4. Third Party Service Providers
We use the following subprocessors to deliver our services. Each has been evaluated and is bound by confidentiality and data protection obligations.
- GoHighLevel (HighLevel Inc.): CRM platform, automation engine, SMS and email delivery, calendar, pipelines.
- Twilio (via GoHighLevel): SMS and voice infrastructure.
- Stripe: Payment processing.
- Google Workspace: Business email and documents.
- Netlify: Website hosting.
- Calendly: Demo scheduling.
An up to date subprocessor list is available in our Data Processing Addendum at agentleadengine.com/dpa.html.
5. Data Retention
We retain account data for the duration of your subscription plus 90 days after cancellation unless law requires longer retention. Call recordings are retained for 10 years where required by CMS rules for Medicare. You may request deletion earlier as described in Section 7.
6. Data Security
We use industry standard safeguards including encryption in transit (TLS 1.2 or higher), access controls, audit logging, and vendor security reviews. No system is perfectly secure. In the event of a breach affecting your personal information, we will notify you consistent with applicable law.
7. Your Rights
Depending on where you live, you may have the right to access, correct, delete, or export your personal information, and to object to or restrict certain processing. To exercise these rights, email info@agentleadengine.com. We will respond within 30 days. We will not discriminate against you for exercising these rights.
8. California Residents (CCPA and CPRA)
If you are a California resident, you have the right to know the categories of personal information we collect, request access to or deletion of your personal information, opt out of the sale or sharing of personal information, and limit use of sensitive personal information. We do not sell personal information. To make a request, email info@agentleadengine.com with the subject line "California Privacy Request."
9. European and UK Residents (GDPR and UK GDPR)
If you are in the EEA, UK, or Switzerland, you have the rights listed above plus the right to lodge a complaint with a supervisory authority. The legal bases we rely on are contract performance, legitimate interest, legal obligation, and consent. Our legal representative for EU matters can be reached at info@agentleadengine.com. International transfers out of the EEA are covered by Standard Contractual Clauses.
10. Children's Privacy
Our services are not directed to children under 13. We do not knowingly collect personal information from children under 13. If you believe a child has provided us with personal information, please email info@agentleadengine.com and we will delete it.
11. Cookies
We use essential cookies to operate the website and limited analytics cookies to understand traffic. You can disable cookies in your browser. Our site does not respond to Do Not Track signals.
12. Changes To This Policy
We may update this policy. When we make material changes, we will update the "Last updated" date and notify active clients by email. Continued use of the service after the effective date constitutes acceptance.
13. Contact Us
Questions about this policy can be directed to:
Agent Lead Engine LLC
New York, United States
Email: info@agentleadengine.com
Phone: (516) 780-1385