Privacy Policy

1. Information We Collect

We collect information you provide directly, information generated by using the platform, and limited information from the third-party services we rely on to operate.

Account Information

• Full name, login ID, and PIN (stored securely, never in plain text)
• Role, agency affiliation, and contact details (email, phone)
• Profile preferences (theme, notification settings)

Business & Production Data

• Client records you create or import (names, contact info, policy details) — this data belongs to your agency, not to Axidian
• Production, commission, recruiting, and leaderboard data generated through normal use
• Call and text metadata when using the built-in dialer (see Section 3 for Twilio specifics)

Payment Information

Billing is handled entirely through Stripe. Axidian does not store your full card number — Stripe processes and stores payment details under their own security standards (PCI-DSS compliant).

Usage Data

Basic technical data like browser type, device type, and general usage patterns, collected to keep the platform reliable and to fix bugs.

2. How We Use Your Information

• To operate your account and provide the features of your subscription tier
• To process payments and manage billing through Stripe
• To enable calling and texting through Twilio, under the number registered to you or your agency
• To power AI features (Agent Coach, The Desk) — your prompts and agency-specific training data are used only to serve your own account, never shared across agencies or used to train models for other customers
• To send account-related communications (billing, security alerts, product updates)
• To improve the platform based on aggregated, anonymized usage patterns

We do notsell your personal information or your agency’s business data to third parties, ever.

3. Third-Party Services

Axidian is built on a small number of trusted infrastructure providers, each handling a specific part of the platform:

• Supabase— database hosting and storage for your account and business data
• Stripe— payment processing and subscription billing
• Twilio— phone number provisioning, calling, and SMS/texting features
• Netlify— website hosting
• Google Calendar— if you connect your Google Calendar, Axidian reads your free/busy availability and the events needed to sync appointments, and writes the appointments booked through the platform. Our use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.
• Anthropic— the appointment setter and the other AI features run on Anthropic's API. Where a conversation is about booking a meeting, the specific appointment times computed from your calendar's free/busy response are included so the setter can offer times you are actually free, and the agreed time appears in the confirmation it drafts. No calendar event contents, titles, attendees or descriptions are sent. Anthropic is reached directly — there is no aggregator, gateway or model hub in between — on a standard commercial API account, whose terms state that inputs and outputs are not used to train their models. Google user data is never used to create, train or improve any generalized or personalized AI/ML model, and is never sold or transferred for advertising.

Each of these providers has its own privacy practices and security certifications. We only share the minimum data necessary for each service to function — for example, Twilio only sees the phone numbers and message content needed to place a call or send a text, not your full client database.

4. Data Storage & Security

Your data is stored on Supabase’s infrastructure with row-level security policies controlling access. All connections to the platform use HTTPS encryption. AI-powered features route through a secure backend — API keys are never exposed in your browser.

No system is 100% immune to risk, but we take reasonable, industry-standard steps to protect your information and continuously review our security practices as the platform grows.

5. Agency & Tenant Data

If you’re part of an agency using Axidian, your agency owner and designated admins may have visibility into your production, activity, and account data as part of normal team management — the same way a sales manager would see their team’s CRM activity in any business software.

Data belonging to one agency is never visible to another agency using the platform. Each agency’s data is isolated from every other agency’s data.

6. Your Rights & Choices

• Access— you can view your own account data at any time by logging in
• Correction— update your profile and preferences directly, or ask your admin to correct account-level details
• Deletion— request deletion of your account by contacting us; note that some records may be retained where required for legitimate business or legal purposes (e.g., commission history tied to a completed sale)
• Communication preferences— opt out of non-essential notifications in your profile settings

7. Data Retention

We retain your information for as long as your account is active, and for a reasonable period afterward to comply with legal, tax, or business record-keeping obligations. If your agency’s subscription ends, your data remains accessible for export for a limited period before being archived or deleted.

8. Children’s Privacy

Axidian is a business platform intended for licensed insurance professionals and is not directed at, or intended for use by, anyone under 18.

9. Changes to This Policy

We may update this policy as the platform evolves. Meaningful changes will be communicated through the platform or by email before they take effect. The “Last updated” date at the top of this page always reflects the current version.

10. Contact Us