AgencyVertex Privacy Policy
Last updated: November 11, 2026
AgencyVertex is software for insurance agencies. This policy covers the AgencyVertex desktop app, the AgencyVertex Quote Helper browser extension, and the AgencyVertex servers they connect to.
Whose data it is
An agency that uses AgencyVertex puts its own customers' information into it. That information belongs to the agency. We store and process it only to run AgencyVertex for that agency, under the agency's instructions. We are the agency's service provider. The agency remains responsible for its own customers and its own legal duties to them.
What we store
- Agency users: name, email, role, office, sign-in times, and a hashed password. We never store passwords in readable form.
- What the agency enters about its customers: names, addresses, phone numbers, emails, dates of birth, driver and vehicle details (including VINs), properties, policies, premiums, payments, quotes, notes, tasks and uploaded documents. We don't collect Social Security numbers.
- Activity records: who changed what and when, so the agency can see it.
- App details: version, operating system and errors, to keep the app working and up to date.
The Quote Helper extension
The extension types an agency's AgencyVertex quote into a carrier website the agent opens, and reads the carrier's quote (price, quote number, coverages and quote PDF) back into AgencyVertex. Specifically:
- It works only on carrier sites the agent uses it on, and only when the agent chooses to fill or save. It never submits a form.
- It keeps the agent's sign-in, two settings and any site maps the agent drafts in the browser on that computer.
- It sends what it reads only to the agency's AgencyVertex account. It sends nothing to anyone else.
- It doesn't track browsing, and it has no ads or analytics.
What we don't do
- We don't sell data, rent it, or use it for advertising.
- We don't use it to decide anyone's creditworthiness or for lending.
- We don't contact an agency's customers, except for emails the agency itself sets up and turns on (for example renewal reminders).
- We don't look at an agency's data except to support the agency when it asks, to fix a problem, or when the law requires it.
Who else handles it
We use a few companies to run AgencyVertex. Each gets only what it needs:
| Company | What for | What it sees |
|---|---|---|
| Amazon Web Services | Servers, database and backups (United States) | Everything stored, encrypted in transit and at rest |
| Resend | Sending email (invites, password resets, the agency's customer emails) | The recipient's address and the email |
| Sentry | Error reports | Technical details of an error, with form contents removed |
| Cloudflare | Our website and email routing | Messages sent to our addresses |
| GitHub | App downloads and updates | Your IP address when you download |
| NHTSA (U.S. Department of Transportation) | Decoding a VIN | The VIN only |
Security
All connections are encrypted (HTTPS). Each agency's data is kept separate from every other agency's at the database level, and access depends on each user's role. The database is backed up automatically, and backups are kept for 7 days. No system is perfectly secure. If we learn of a breach that affects an agency's data, we will tell that agency without undue delay, and within 72 hours where we can.
Keeping and deleting
We keep an agency's data while it uses AgencyVertex. When an agency leaves, it can export its data and files first. We delete the data 30 days after the account is closed, and backup copies age out after that.
Your choices
Agency users can see and correct their own profile in the app. An agency's customers who want to see, correct or delete their information should ask the agency, and we will help the agency do it. To remove the Quote Helper and everything it keeps in the browser, uninstall the extension.
Changes and contact
If we change this policy, we'll update the date above, and we'll tell agencies before major changes take effect.
Questions: dev@agencyvertex.com