Privacy Policy
This Privacy Policy describes how Auditable ("we", "our", or "us") collects, uses, and discloses your personal information when you use our services, including our website and platform ("Services").
1. Information We Collect
We collect several types of information from and about users of our Services, including:
- Personal information, such as your name, email address, telephone number, and company information.
- Information about your clients, including their names, contact information, and insurance details.
- Documents you upload to our platform, including Scope of Appointment forms, Premium Tax Credit forms, Agent of Record forms, and Special Enrollment Period documentation.
- Usage information, such as how you use our Services and interact with our platform.
2. How We Use Your Information
We use the information we collect to:
- Provide, maintain, and improve our Services.
- Process transactions and send related information, including confirmations and receipts.
- Send you technical notices, updates, security alerts, and support and administrative messages.
- Respond to your comments, questions, and requests, and provide customer service.
- Comply with legal obligations and regulatory requirements.
3. Data Security
We implement appropriate security measures to protect your personal information. We use SSE-S3 encryption for all stored documents, with additional encryption layers for sensitive information. Our system meets or exceeds all regulatory requirements for ACA and Medicare document storage, including HIPAA compliance standards.
4. Data Retention
We retain your documents for a period of 10 years to comply with regulatory requirements for ACA and Medicare insurance agents. You may request export or deletion of your documents at any time, subject to these regulatory retention requirements.
5. Sharing Your Information
We may share your information in the following circumstances:
- With your consent or at your direction.
- With vendors, consultants, and other service providers who need access to such information to carry out work on our behalf.
- In response to a request for information if we believe disclosure is in accordance with any applicable law, regulation, or legal process.
- If we believe your actions are inconsistent with our user agreements or policies, or to protect the rights, property, and safety of Auditable or others.
6. Your Rights
Depending on your location, you may have certain rights regarding your personal information, such as the right to access, correct, or delete your personal information.
7. Changes to this Privacy Policy
We may change this Privacy Policy from time to time. If we make changes, we will notify you by revising the date at the bottom of the policy and, in some cases, we may provide you with additional notice.
8. Contact Us
If you have any questions about this Privacy Policy, please contact us at privacy@auditable.com.
Last updated: April 15, 2023