Reporting Privacy Policy

gistfile1.txt

# Privacy Policy

**Last updated:** [2026-1-15]  
**Owner/Controller:** [AgencyHive/Agency Name] (“we”, “us”)  
**Contact:** [hive@agencyhive.com]

## Overview
We operate internal reporting tools that generate performance summaries and coaching briefs for insurance agency operations. This Privacy Policy explains what information we collect, how we use it, and the choices available to you.

## Information We Process
Depending on configuration, our tools may process:
- **Operational data**: policy identifiers, dates (e.g., effective/termination), product/line category, reasons for cancellation/termination, and premium amounts.
- **Personnel data**: producer/agent names or identifiers, coaching notes, and performance metrics derived from operational data.
- **Technical data**: logs necessary to run and secure the service (e.g., timestamps, request metadata).

We do not intentionally collect sensitive personal information (such as government IDs, payment card numbers, or medical data) through these tools.

## How We Use Information
We use information to:
- Generate operational reports, dashboards, and coaching briefs
- Measure retention and cancellation trends over time
- Improve internal processes and training effectiveness
- Maintain security, auditing, and reliability of the system

## Data Sources
Data may be imported from internal exports and operational systems used by the agency. Reports are derived from those sources.

## Sharing
We do not sell personal information. We may share information:
- With authorized internal users (e.g., managers, producers) for operational purposes
- With service providers that host or process data on our behalf (e.g., cloud hosting, storage), under contractual confidentiality and security obligations
- If required by law or to protect rights, security, and integrity of our systems

## Retention
We retain data only as long as necessary for operational reporting and coaching purposes, unless a longer period is required by law or internal compliance requirements. Retention periods may vary by dataset.

## Security
We use reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, loss, or misuse. No method of transmission or storage is 100% secure.

## Your Choices and Access
If you are an internal user and want to request access, correction, or deletion of information associated with you, contact us at: **[privacy@email.com]**. Requests are subject to verification and applicable legal or operational constraints.

## International Processing
Data may be processed in regions where our service providers operate. We take steps to ensure appropriate protections are in place.

## Children
This service is not intended for children and we do not knowingly process information about children for this purpose.

## Changes to This Policy
We may update this Privacy Policy from time to time. The “Last updated” date reflects the most recent changes.

## Contact
Questions or concerns: **[hive@agencyhive.com]**