At Refer Plans, we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you use our website and services. By accessing or using our services, you agree to the collection and use of your information as outlined in this Privacy Policy.
1. Information We Collect
We may collect the following types of information:
A. Account Information:
When you create an account, we collect:
- Personal Information: such as your name, email address, phone number, and company information to set up and manage your account..
- Authentication Information: Required for login and security purposes.
2. Appointment and Lead Information
As part of our services, you may submit or receive client lead data, which may include:
- Client Demographics: Such as name, age, and insurance preferences.
- Appointment Details: Information about scheduled appointments shared between agents and companies.
3. Calendar Integration Data
If you opt to integrate with Google Calendar:
- We access your calendar data solely to facilitate appointment scheduling and updates between agencies.
- Integration is optional and can be managed in your account settings.
4. How We Use Your Information
Refer Plans uses your information to:
- Provide Services: Facilitate the exchange of leads, manage appointments, and integrate schedules.
- Communicate with Users: Send notifications related to appointments, account activity, and support.
- Improve Our Platform: Analyze data to optimize service performance and address any issues.
- Ensure Compliance and Security: Monitor activity to prevent fraud or unauthorized use.
5. Data Sharing and Disclosure
We may share your data only in the following circumstances:
- With Other Users: Limited data, such as appointment details and basic client information, may be shared with agents of other companies for lead exchange.
- With Third-Party Integrations: We may share limited data with Google Calendar if you enable this feature.
- Legal Compliance: We may disclose information if required by law, to enforce our terms, or to protect user rights.
Refer Plans does not sell or rent your information to third parties.
6. Data Retention and Security
We retain your information only for as long as necessary to provide our services and fulfill the purposes described in this policy. We use industry-standard security practices to protect your data, including encryption, secure data storage, and access controls. In the event of a security breach, we will promptly inform affected users as required by applicable law..
7. User Control and Access
Users have the following rights regarding their information:
- Access and Update: You may view or update your account and client information through your account settings.
- Opt-Out: You may disable Google Calendar integration at any time.
- Data Deletion: Upon request, we will delete or anonymize your data where legally feasible.
8. Google Calendar Integration
If you choose to integrate Google Calendar:
- We will request permission to access your calendar only for managing appointments within Refer Plans.
- Calendar data is not shared with other users unless specifically related to a scheduled appointment and agreed by both parties.
- You can revoke Google Calendar access at any time within your Google account settings or by contacting us.
9. Children’s Privacy
Refer Plans is not intended for individuals under the age of 18. We do not knowingly collect or solicit personal information from minors. If we become aware of such data being collected, we will delete it immediately.
10. Changes to Our Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of any significant changes through our platform or by email. By continuing to use our services after changes are posted, you agree to the revised policy.
11. Contact Us
If you have any questions or concerns about this Privacy Policy or your data, please contact us at: [email protected]