Privacy Policy
This policy explains, in plain English, what CallFirst collects, how we use it, and the choices you have. CallFirst is a tool that helps independent property & casualty insurance agents track upcoming policy renewals.
What we collect
- Account information. When you sign up, we collect your name and work email address.
- Renewal data you upload. When you use the product, you upload spreadsheets containing information about your clients' policies — typically client names, policy details, premiums, and renewal dates.
- Basic analytics. We may collect basic usage analytics (such as which pages you visit and aggregated device/browser information) to understand how the product is used and to improve it.
How we use it
We use your account information and uploaded renewal data only to provide the renewal-tracking service to you — for example, to generate your weekly call list and show you which clients have policies coming up for renewal.
We do not sell or share your information, or your clients' information, with third parties. Your client data belongs to you and your agency.
How we protect it
Your data is stored on secure infrastructure with access restricted to the people who need it to operate the service. No online service can promise perfect security, but we take reasonable steps to keep your information protected.
Keeping or deleting your data
You can request deletion of your account and all uploaded data at any time by emailing idan@soloclick.dev. We will delete it from our active systems promptly after we verify the request.
Cookies
We use cookies and similar technologies only as needed to keep you signed in and to run basic analytics. We don't use them to track you across other websites or to serve ads.
Children
CallFirst is a business tool and is not intended for use by children under 16.
Changes to this policy
If we make material changes to this policy, we'll update the effective date above and, where appropriate, notify you by email.
Contact
Questions or requests? Email idan@soloclick.dev.