At Refer Plans, we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal 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 collect the following types of information :
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A. Account Information:
- Personal Information: Name, email address, phone number, and company details to set up and manage your account.
- Authentication Information: Credentials used for login and security.
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B. Appointment and Lead Information:
- Client Demographics: Name, age, and insurance preferences.
- Appointment Details: Scheduling details shared between agents and companies.
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C. Google Calendar Integration Data (If Enabled by User):
If you choose to integrate your Google Calendar with Refer Plans:
- We access your calendar availability for scheduling appointments efficiently.
- We do not store, share, or use event details beyond what is necessary for scheduling.
- Integration settings can be managed within your account.
2. How We Use Your Information
We use the collected information to:
- Provide and improve our services, including appointment management and lead exchange.
- Communicate with users about account activity, support requests, and updates.
- Ensure compliance and security by monitoring activities to prevent fraud.
Google Calendar Integration:
- If enabled, we use Google Calendar only to check availability and schedule appointments.
- We comply with Google’s Limited Use Policy.
3. Data Sharing & Disclosure
We may share data in the following circumstances :
- With Other Users: Limited data such as appointment details may be shared with agents within the system.
- With Third-Party Services: If you enable Google Calendar integration, relevant data is shared securely.
- Legal Compliance: We may disclose information if required by law or to enforce our terms.
4. Data Retention & Security
- We retain data only as long as necessary to provide services and meet legal obligations.
- We use encryption, secure storage, and strict access controls to protect your data.
- In case of a security breach, we will notify affected users as required by law.
5. User Control & Access
You have the right to :
- Access & Update: Modify your account details anytime.
- Opt-Out: Disable Google Calendar integration at any time.
- Data Deletion: Request account and data deletion where legally feasible.
6. Google OAuth & Limited Use Policy Compliance
Refer Plans integrates with Google Calendar using OAuth authentication. Wen ensure
- Access is limited to scheduling and availability checks.
- Your data is not used for advertising, profiling, or reselling.
- You can revoke Google Calendar access anytime from your Google Account settings.
Refer Plans fully complies with Google’s Limited Use Policy.
7.Children’s Privacy
Our services are not intended for users under 18. If we learn that we have collected data from minors, we will delete it immediately.
8. Changes to this Privacy Policy
We may update this Privacy Policy periodically. We will notify you of any significant changes via our platform or email. Continued use of our services implies acceptance of the revised policy.
9. Contact Us
If you have any questions or concerns about this Privacy Policy or your data, please contact us at: [email protected]