Effective Date: October 2025
PolicyFlo (“we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, and protect your information when you visit www.policyflo.com or use our services.
1. Information We Collect
- Personal Information: Name, email, agency name, and payment details (processed through Stripe).
- Usage Data: Page visits, interactions, and technical data such as IP address or browser type.
- Client Data: Information shared through Airtable or Make (Integromat) integrations.
2. How We Use Information
- Provide and improve automation and renewal preparation services.
- Process payments securely via Stripe.
- Send onboarding materials, updates, or invoices.
- Enhance user experience and optimize our platform.
3. Sharing Information
We do not sell or rent your personal information. We may share limited data with:
- Stripe – for secure payment processing.
- Airtable and Make (Integromat) – for service automation.
- Hosting and analytics partners – for operational performance.
4. Data Security
We use SSL encryption, secure servers, and restricted access to protect your data.
5. Cookies
We may use cookies to track website performance and improve your experience. You can disable cookies in your browser settings.
6. Your Rights
You may request access, correction, or deletion of your data, or withdraw communication consent at any time. Contact us at privacy@policyflo.com.
7. Data Retention
We retain data only as long as necessary for business and legal purposes.
8. Policy Updates
We may revise this policy periodically. Updates will be posted with a new effective date.
9. Contact Us
Questions? Contact us at privacy@policyflo.com.