Privacy Policy

Introduction

Legend AMS, LLC ("Company," "we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our agency management system and visit our website.

Information We Collect

Information You Provide

We collect information you provide directly, including:

• Account Information: Name, email address, phone number, and agency details when you register
• Contact Form Data: Information submitted through our demo request or contact forms
• Client Data: Insurance client information you enter into the system (policies, contacts, documents)
• Payment Information: Billing details processed securely through our payment provider
• Communications: Emails, support requests, and other correspondence with us

Information Collected Automatically

When you use our Service, we may automatically collect:

• Device information (browser type, operating system)
• IP address and general location data
• Usage data (pages visited, features used, timestamps)
• Cookies and similar tracking technologies

How We Use Your Information

We use your information to:

• Provide, maintain, and improve the Service
• Process transactions and send related information
• Respond to your comments, questions, and support requests
• Send technical notices, updates, and security alerts
• Communicate about products, services, and events
• Monitor and analyze trends, usage, and activities
• Detect, investigate, and prevent fraudulent or illegal activities
• Comply with legal obligations

Data Sharing and Disclosure

We may share your information with:

• Service Providers: Third parties who perform services on our behalf (hosting, payment processing, email delivery)
• Legal Requirements: When required by law or to protect our rights and safety
• Business Transfers: In connection with a merger, acquisition, or sale of assets
• With Your Consent: When you explicitly authorize sharing

We do not sell your personal information to third parties.

Your Client Data

Insurance client data you store in Legend AMS remains your property. We process this data solely to provide the Service. We do not access, use, or share your client data except as necessary to operate the Service, respond to support requests, or comply with legal requirements.

You may export all your data at any time using our data export feature.

Data Security

We implement appropriate technical and organizational measures to protect your information, including:

• Encryption of data in transit (TLS/SSL) and at rest
• Regular security assessments and updates
• Access controls and authentication requirements
• Secure data centers with physical security measures

However, no method of transmission or storage is 100% secure. We cannot guarantee absolute security.

Data Retention

We retain your information for as long as your account is active or as needed to provide services. After account termination, we retain data for 30 days to allow export, then delete it unless required by law.

Cookies

We use cookies and similar technologies to operate the Service and remember your preferences. Essential cookies are required for the Service to function. You can control non-essential cookies through your browser settings or our cookie preferences.

Types of cookies we use:

• Essential Cookies: Required for authentication, security, and core functionality
• Preference Cookies: Remember your settings and choices
• Analytics Cookies: Help us understand how you use the Service (optional)

Your Rights

Depending on your location, you may have the right to:

• Access the personal information we hold about you
• Correct inaccurate or incomplete information
• Delete your personal information
• Object to or restrict processing of your information
• Data portability (receive your data in a structured format)
• Withdraw consent where processing is based on consent

To exercise these rights, contact us at info@legendams.com.

Children's Privacy

The Service is not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.

International Data Transfers

Your information may be transferred to and processed in the United States or other countries. We ensure appropriate safeguards are in place for international transfers.

California Privacy Rights

California residents have additional rights under the CCPA, including the right to know what personal information we collect and how it's used, the right to delete personal information, and the right to opt-out of sale (though we do not sell personal information).

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by email or through the Service. Your continued use after changes constitutes acceptance.

Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us:

Legend AMS, LLC
Email: info@legendams.com
Phone: (319) 535-3398