Sandcastle Technologies of New York ("Sandcastle," "we," "us," or "our") operates the Agency Sweet platform, including the Docu-Prepper service (collectively, the "Service"). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our Service.

1. Our Role as a Service Provider

Agency Sweet is a business-to-business (B2B) software platform designed for insurance agencies. In providing our Service, we process two distinct types of data:

• Account Data: Information about the agency and its authorized users (e.g., account owners, CSRs) who subscribe to and use the Service. Sandcastle acts as a Data Controller for this information.
• Client Data: The personal information of the agency's underlying insured clients (e.g., policyholders' names, addresses, coverage details) entered into Docu-Prepper to generate compliance forms and applications. Sandcastle acts exclusively as a Data Processor for this information. The subscribing agency retains full ownership and control over all Client Data.

2. Information We Collect

A. Information You Provide to Us (Account Data)

When you register for an Agency Sweet workspace, sign up for a trial, or contact customer support, we collect:

• Agency name and contact details
• Authorized user names and business email addresses
• Billing and payment information (processed securely via our third-party payment processor)

B. Information Processed on Your Behalf (Client Data)

To generate automated policy packets, ACORDs, and compliance documents via Docu-Prepper, users input Client Data. This may include property addresses, vehicle information, and personal identifiers necessary for insurance applications. We process this strictly to render the documents requested by the user.

C. Automatically Collected Information

We collect log data and usage information when you interact with our platform (e.g., IP addresses, browser types, interaction with features like document generation) to monitor performance, debug errors, and improve the Service.

3. How We Use Your Information

We use the information we collect to:

• Provide, operate, and maintain the Agency Sweet platform.
• Process transactions and send related billing information.
• Generate the specific PDF files and policy packets requested by your users.
• Provide technical support and respond to inquiries.
• Monitor platform usage to improve our document mapping and workflow features.

4. Data Sharing and Disclosure

We only share information in the following limited circumstances:

• Service Providers: We may share Account Data with third-party vendors who assist us in operating our platform (e.g., cloud hosting providers, payment processors, email delivery services).
• Legal Compliance: We may disclose information if required to do so by law, in response to a subpoena, or to comply with New York State or federal regulatory requirements.
• Business Transfers: In the event of a merger, acquisition, or sale of Sandcastle Technologies, user information may be transferred as a business asset.

5. Data Security

We implement industry-standard administrative, technical, and physical security measures to protect your Account Data and Client Data. While we strive to use commercially acceptable means to protect your personal information, no method of transmission over the Internet or electronic storage is 100% secure.

6. Data Retention

• Account Data: Retained for as long as your workspace is active, or as needed to comply with our legal obligations.
• Client Data: Docu-Prepper is designed as a document generation tool, not a permanent Agency Management System (AMS). Generated documents and input data are temporarily stored to facilitate your workflow and are automatically purged from our servers after [INSERT NUMBER] days. Users are responsible for downloading and storing final packets in their own AMS.

7. Your Choices and Rights

Agency owners may update, correct, or delete their Account Data by logging into their workspace settings. If you wish to terminate your account and request the deletion of all associated data, please contact us at support@agencysweet.com.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

9. Contact Us

If you have questions or comments about this Privacy Policy, please contact us at:

Sandcastle Technologies of New York
info@agencysweet.com