Last updated July 15, 2026
Account data: name, email, phone, NPN, and licensed states you provide when creating your agent profile.
Payment data: deposits are processed by Stripe; we store the resulting wallet balance and transaction history, not full card numbers.
Lead and caller data: when a caller is qualified or a live transfer is created, we store the information captured on that call — name, phone, age, state, product interest, quoted premium, and, when a caller has already agreed to move forward, their Social Security number, bank routing/account numbers, and draft date.
Social Security numbers, bank routing/account numbers, and draft dates are stored in a separate, access-restricted table from the rest of a lead or transfer record. Only the agent who has actually claimed or purchased that specific lead or transfer can retrieve that data — it is not visible to other agents browsing the marketplace, and is never included in bulk exports of leads you have not claimed.
We use account data to operate your login, wallet, and licensing-based lead matching. We use lead and caller data to display leads and transfers to eligible agents, price them, and let the purchasing agent contact the caller and complete the sale. We do not sell caller data to third parties outside the normal operation of matching a caller to one purchasing agent.
Live-transfer calls bridged through the Service may be recorded for quality and dispute-resolution purposes. Recordings are linked to the specific transfer and are accessible only to platform administrators and, where applicable, the agent who took the call.
Account and transaction data is retained for as long as your account is active and as needed to satisfy legal, accounting, or dispute-resolution obligations. You may request deletion of your account through the Help tab; some records may be retained where required by law or for fraud prevention.
You can update your profile information, licensed states, and availability at any time from your account. To request a copy of your data or ask that it be deleted, submit a request through the Help tab.
Privacy questions can be submitted through the Help tab in your account.
This page is a general template and does not constitute legal advice. Consult a qualified attorney before relying on it as your operative Privacy Policy.