Review pending. This policy describes how Agency Edge works today and is pending attorney review. You can also use the self-serve tools in Settings → Your data and account.

Privacy Policy

Agency Edge · agencysignal.co · operated by Seven16 Group LLC · Last updated: November 15, 2026

Who this covers

Agency Edge is software for independent insurance agencies. This policy covers (1) people who use Agency Edge accounts (agency owners, admins and producers), (2) visitors to agencysignal.co, and (3) people who join or are referred through an agency's referral program page. Client records that an agency enters are covered under "Agency client data" below.

Personal information we collect

In the last 12 months we collected these categories (named as in Cal. Civ. Code §1798.140(v)(1)):

Identifiers: name, email address, account ID, IP address and device/browser identifiers in security and server logs.
Customer records (Cal. Civ. Code §1798.80(e)): agency phone number, website and business contact details you add to your agency profile.
Commercial information: your plan, subscription status, add-ons purchased and billing history. Card numbers are entered on Stripe's page; we never receive or store full card numbers.
Internet or other electronic network activity: sign-in times, pages used inside the app, and referral-link clicks (time, browser, referring page).
Professional or employment-related information: your role in your agency and, for producer referral programs, license status, NPN and licensed states you provide.
Sensitive personal information: only your account login and password, used solely to sign you in and keep the account secure. We don't use sensitive personal information to infer characteristics about you.

Sources: directly from you; from your agency (for example, when an owner invites you); from Stripe (payment status); and automatically from your browser when you use the site.

Why we use it

To provide the service (accounts, team access, ModCheck, SafeStart, AuditReady and the TX Nonsubscriber Kit, branded PDFs, referral programs), process payments, send transactional email (invites, receipts, sign-in links), keep accounts secure and prevent fraud, fix errors, and meet legal obligations. We don't use your information for advertising.

Who we disclose it to

Only service providers that run the product for us, under contracts that limit their use to providing services to us: Vercel (hosting), Supabase (database and sign-in), Stripe (payments), and Resend (transactional email). Categories disclosed for a business purpose in the last 12 months: identifiers, customer records, commercial information and internet activity, to those providers only. We may also disclose information when the law requires it.

We don't sell or share personal information

Agency Edge has not sold or "shared" (for cross-context behavioral advertising) any personal information in the preceding 12 months, and does not sell or share it. We have no actual knowledge of selling or sharing information of consumers under 16. Because there is no sale or sharing, there is no "Do Not Sell or Share" form to fill in; if your browser sends a Global Privacy Control signal, we still treat it as a valid opt-out for that browser (11 CCR §7025).

Cookies and similar technology

No analytics, advertising or third-party tracking cookies. We use only: sign-in session cookies (needed to keep you signed in); ae_demo (remembers that you opened the demo, 30 days); and aer_ref (first-party, set only when you follow an agency's referral link, so the referral is credited; it lasts for that program's attribution window, up to 365 days). The demo version of the app keeps its sample data in your browser's local storage.

How long we keep it

Account and agency data: while the account is open. When you delete your account it is removed from our live database right away (see below), except the records listed next. Encrypted database backups held by our hosting provider roll off on their normal schedule.
Tax and accounting records, kept after deletion: referral reward, payout, 1099 and ledger records (including the name and email of each person who was paid or owed a reward, which 1099 reporting requires) and billing records (the agency's business name, plan, subscription and add-on payment references). When an agency is deleted these are kept on a closed agency record with its contact details, branding and team removed, they are no longer linked to any login, and the contact details of people who were referred (and of referrers who were never paid) are removed from them. We keep them only as long as tax and accounting rules require.
Stripe customer record: deleting your account cancels the agency's subscriptions and add-ons, but the customer record at Stripe (with its invoices and payment history) is kept for tax and accounting, as Stripe and payment and tax law require. It is not used for anything else.
Security and server logs: kept by our hosting provider for a limited period, then deleted.

Your rights (including California residents)

Under the California Consumer Privacy Act as amended (Cal. Civ. Code §1798.100 and following), you have the right to:

Know and get a copy of the personal information we hold about you (§§1798.100, 1798.110). In the app: Settings → Your data and account → Download my data gives you a machine-readable JSON copy right away.
Delete it (§1798.105). In the app: Settings → Your data and account → Delete my account. If you are the only member of your agency, its subscriptions are canceled and the agency's data is erased, except the tax and accounting records described in “How long we keep it” (referral, 1099, ledger and billing records, and the Stripe customer record), which we keep to comply with legal obligations (§1798.105(d)(8)). If other people use the agency, you leave it and your login is deleted; an only owner must first make someone else an owner.
Correct inaccurate information (§1798.106). Most of it you can edit yourself in Settings; otherwise contact us.
Opt out of sale or sharing (§1798.120) and limit use of sensitive personal information (§1798.121). We do neither, so no action is needed.
Not be discriminated against for using these rights (§1798.125).

To make a request without signing in, or through an authorized agent, contact us at privacy@agencysignal.co. We will verify the request (usually by confirming control of the account email) and respond within 45 days (§1798.130(a)(2)).

Agency client data

Client records that an agency enters (employer details, payroll, loss runs, worksheets, safety and audit records) belong to that agency. We process them only to provide Agency Edge to that agency, as its service provider. We don't sell them or share them with affiliates (including other Seven16 products or any PEO), insurers or other agencies, except our service providers listed above or where the law requires. Each agency's data is isolated from every other agency's at the database level. Requests from an agency's clients about their records should go to that agency; we will help the agency respond.

Security

Data is encrypted in transit (HTTPS) and stored with our database provider. Access inside the app is limited by role and by agency. No system is perfectly secure; if a breach affects your information we will notify you as the law requires.

Children

Agency Edge is for business use by adults and is not directed to children under 16.

Changes and contact

We will post changes here and update the date above at least once every 12 months. Questions or requests: privacy@agencysignal.co, or by mail to Seven16 Group LLC, 325 Adams Dr #504, Weatherford, TX 76087. See also our Terms.