Last updated: May 2026
Agency Engine Inc. ("Agency Engine," "we," "us," or "our") operates the Agency Engine platform at agencyengine.app. This Privacy Policy explains how we collect, use, store, and protect personal information when you use our platform, whether you are an insurance agent subscribing to our service or a prospect interacting with an agent's funnel page, booking link, or other public-facing resource.
By using Agency Engine, you agree to the collection and use of information as described in this policy. If you do not agree, please do not use our services.
When you create an account or subscribe to Agency Engine, we collect your name, email address, phone number, agency name, and business information. We also collect payment information through Stripe (we do not store credit card numbers directly).
When a prospect fills out a form on an agent's funnel page, booking page, or other lead capture form, we collect the information they submit, which typically includes name, email, phone number, and responses to custom form questions. This data is collected on behalf of the subscribing agent's agency.
We collect device type, browser type, IP address, pages visited, session identifiers, and ad campaign tracking parameters (such as the Google Click ID, “gclid,” from Google Ads) when you visit our platform or an agent's public pages. This data is used for analytics, attribution, and service improvement.
We use the information we collect to:
When an Agent connects their Google Ads, Google Calendar, or Gmail account to Agency Engine, we access information from Google APIs strictly to provide the integration features the Agent has requested. Agency Engine's use and transfer to any other app of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.
Specifically, in connection with Google API access we:
An Agent may revoke Agency Engine's access to their Google account at any time from their Agency Engine settings or directly via Google Account permissions. Upon revocation we delete stored OAuth tokens within 24 hours and cease all further API calls on the Agent's behalf.
For full details on how the Google Ads integration is used inside Agency Engine, see our Google Ads Integration page.
We share personal information only with the service providers necessary to operate our platform. We do not sell personal data to any third party. Our service providers include:
Each provider processes data only as necessary to perform its designated function and is bound by its own privacy policy and data processing agreements.
We take the security of your data seriously. All data is transmitted over HTTPS/TLS. OAuth tokens for connected services (Google Ads, Google Calendar, Gmail, Meta, Microsoft, Discord) are encrypted at rest using AES-256-GCM. Our database uses row-level security to ensure strict isolation between agencies — one agency's data is never accessible to another.
AI processing through Anthropic Claude uses a private API with zero data retention — your client data is never used to train AI models.
For prospect data collected through agent funnel pages, booking forms, and other lead capture tools, Agency Engine acts as a data processor on behalf of the subscribing agent's agency (the data controller). The agent's agency determines what data is collected and how it is used. Prospects with questions about how their data is handled should contact the agency that collected their information.
Agency Engine uses minimal cookies. We use essential cookies for authentication sessions and CSRF protection. On agent public pages (funnels, booking pages), cookies may be set by Google Analytics or Meta Pixel if the agent has configured those integrations. We also use cookies for A/B split testing on funnel pages (stored for 30 days).
We retain account and contact data for as long as an agent's subscription is active. Communication logs (calls, SMS, email) are retained for seven years to meet insurance industry audit and compliance requirements. After account termination, data is available for export for 30 days, after which it is permanently deleted upon request.
You may request access to, correction of, or deletion of your personal data and account at any time by contacting us at privacy@agencyengine.app. Upon receiving a verified deletion request, we will delete your account and associated data, subject to any legal retention requirements.
If you are a California resident, you have the right to request disclosure of the categories and specific pieces of personal information we have collected about you, request deletion of your personal information, and opt out of the sale of your personal information. We do not sell personal information. To exercise these rights, contact us at privacy@agencyengine.app.
If you are located in the European Economic Area, you have rights under the General Data Protection Regulation including the right to access, rectify, erase, restrict processing, data portability, and object to processing of your personal data. To exercise these rights, contact us at privacy@agencyengine.app.
Agency Engine is not directed at children under the age of 13. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us and we will delete it promptly.
We may update this Privacy Policy from time to time. When we make material changes, we will notify subscribing agents by email and update the "Last updated" date at the top of this page. Continued use of the platform after changes constitutes acceptance of the updated policy.
If you have questions about this Privacy Policy or our data practices, contact us at: privacy@agencyengine.app