Scope and audience
This Privacy Policy explains how AgentTrainingAcademy handles personal information for its public B2B website, licensed-organization software inquiries, authorized accounts, training records, organization workspaces, community, support, AI assistant, analytics, and private technology-service billing. It does not govern third-party services linked from the platform.
Information we collect
A software inquiry may include the company or broker-organization name, business contact name, business email, role or title, team size, workflow or technology needs, request type, licensed-organization confirmation, authorized-business-contact confirmation, consent, source, and submission time. Do not submit consumer, policyholder, claimant, payment-card, or live insurance record information through the inquiry form.
Authorized account information may include name, email, sign-in identifier, professional role, organization membership, access role, assignments, invitations, training enrollment, completion status, simulation responses, assessment attempts, badges, certificates, posts, reports, and moderation records.
Onboarding records may include producer start and target dates, organization-defined roadmaps, ordered step progress, jurisdiction and line-of-authority labels, licensing or appointment milestone status, customer-supplied evidence references, mentor assignments, goals, tasks, feedback, readiness inputs, scores, limitations, human review notes, roleplay text transcripts, import and export fingerprints, document storage keys, file metadata, SHA-256 checksums, retention dates, reminder records, and append-only audit events. Document bytes are stored in managed object storage rather than database columns.
Private Stripe invoice creation is inactive pending the commercialization release gate. If later authorized, Stripe may process approved B2B technology invoices and payments, and we may retain only the Stripe identifiers required to associate technology services with an organization or authorized account. We do not store full card numbers, verification codes, or complete card credentials. Technical records may include IP address, device and browser information, pages viewed, referral details, error logs, and security events.
AI assistant data
Authorized user questions and responses may be processed to provide training support, prevent abuse, diagnose errors, and improve safety. Do not submit consumer, claimant, policyholder, payment, medical, authentication, or other sensitive information. A qualified organization representative must review responses before they inform a business workflow.
Onboarding roleplay, evidence, and access
Onboarding roleplay uses generalized simulated scenarios and retains text prompts and responses for the authorized organization’s training review. Audio recording and playback are not implemented. Automated screening is designed to reject common consumer, policy, claim, payment, medical, and credential data patterns, but users and organizations remain responsible for submitting only approved training information.
Managers may access organization-scoped producer onboarding records. Producers may access their own record. Mentors may access only producers actively assigned to them. Owner administrators may access records for legitimate platform administration. Restricted mentor notes and protected documents are not public.
How we use information
We use information to evaluate and respond to B2B software inquiries; confirm organization eligibility and contact authority; configure and secure authorized accounts; deliver training, progress, assessments, badges, and certificates; operate organization dashboards; moderate the community; prepare for approved technology-service agreements; provide support; communicate service and policy updates; maintain integration guidance; prevent abuse; comply with law; and understand aggregate usage.
We do not use the public website to sell insurance, quote premiums, bind coverage, underwrite risk, issue policies, adjust claims, authorize payouts, or process consumer insurance payments. We do not sell personal information for money or use it for unrelated third-party advertising.
Legal bases where applicable
Where a legal basis is required, processing may rely on performance of a B2B technology-services contract, legitimate interests in operating and securing the service, legal obligations, and consent for specific optional communications or technologies. Consent may be withdrawn where it applies without affecting prior lawful processing.
How information is disclosed
Information may be disclosed to providers supporting hosting, authentication, storage, analytics, communications, AI processing, support, and approved business payments; to the licensed organization managing an authorized workspace; to authorities under lawful process; and to advisers or transaction parties in a reorganization, financing, acquisition, or sale. Providers receive only information reasonably needed for their work.
Organization managers can view authorized team enrollment, completion, role, and training-gap information for their organization. Published community content is visible to eligible participants; moderation reports are restricted to authorized reviewers.
Retention
Information is retained as reasonably necessary to evaluate software inquiries, provide the service, maintain training and certificate records, meet contractual and legal duties, resolve disputes, prevent abuse, support security, and administer approved B2B invoices. Billing and moderation records may be retained for accounting, legal, and safety purposes. Information no longer needed will be deleted or de-identified according to operational and legal requirements.
Security
We use administrative, technical, and organizational safeguards designed to protect information, including authenticated access, role-based authorization, managed infrastructure, transport encryption, limited provider access, and security logging. No system can guarantee absolute security. Protect account access and report suspected unauthorized activity promptly.
International processing
Information may be processed in the United States and other locations where providers operate. Where required, appropriate mechanisms will support lawful international transfers.
Choices and privacy rights
Depending on location, you may have rights to request access, correction, deletion, portability, restriction, objection, consent withdrawal, or appeal. Send requests to privacy@agenttrainingacademy.com. We may verify identity and organizational authority and may retain information required by law or needed for security, certificates, business payments, or dispute records.
Business communications can be stopped through the unsubscribe method or by contacting us. Essential service, security, invoice, contractual, and policy messages may continue while an organization account is active.
Cookies and analytics
We may use essential cookies for sign-in, security, preferences, and core operation and limited analytics to understand usage, diagnose errors, and improve performance. Where required, nonessential technologies will be subject to notice or consent. Browser controls can limit cookies, but disabling essential cookies may prevent core functions.
Children’s privacy
AgentTrainingAcademy is a B2B platform for authorized adult professionals and is not directed to children under 16. We do not knowingly collect their personal information. A parent or guardian who believes a child submitted information may contact privacy@agenttrainingacademy.com.
Policy changes
We may update this policy as the service, providers, and legal requirements change. We will revise the effective date and communicate material changes through the service or by email when appropriate.
Contact
Privacy questions and requests may be sent to privacy@agenttrainingacademy.com. General technology-service questions may be sent to support@agenttrainingacademy.com.