Privacy Policy

Policyleads, Inc. (“Policyleads,” “we,” “us”) operates a marketplace at policyleads.co where licensed life and health insurance agents browse and unlock TCPA-consented, phone-verified leads. This policy covers the marketing site, accounts, the dashboard, and related support.

Account. Name, email, password or passkey, optional Google sign-in, workspace membership, and profile settings you save.

Workspace. Organization name, slug, seats, credit ledger, unlock history, call notes, and exports you run from My Leads.

Billing. Plan, seat count, and credit pack purchases. Card details are processed by Stripe. We store Stripe customer and subscription identifiers, not full card numbers.

Leads and prospects. Partner-sourced files include name, phone, email, address, date of birth when provided, coverage details, and a TCPA consent timestamp. Contact fields stay sealed until a workspace spends credits to unlock them.

Support. Tickets you send from Contact or the dashboard, including any lead, invoice, or compliance packet you attach in the message.

Usage. Sign-in events, board filters, unlocks, and similar product activity needed to run the marketplace. In production we also load Vercel Analytics, which collects aggregated page-view data.

• Create and secure your account and workspace.
• Show live inventory, process unlocks, and keep a credit ledger.
• Bill seats and credit packs through Stripe.
• Deliver TCPA consent timestamps on unlock and fulfill packet requests.
• Reply to support tickets and dead-number refund requests.
• Improve the board, prevent abuse, and meet legal obligations.

We do not sell agent account data. We share information only with:

• Stripe for payments and subscriptions.
• Google if you choose to sign in with Google.
• Hosting and analytics providers that run the site (including Vercel).
• Lead partners that capture consented inquiries and send them to the marketplace.
• Other agents in a territory only as the product is designed: a lead can be unlocked by more than one workspace unless someone pays for an exclusive claim. We never publish sealed contact details on the public board.

We may also disclose information if required by law or to protect prospects, agents, or Policyleads.

We use session cookies to keep you signed in and a theme preference so the site remembers light or dark mode. We do not run advertising pixels on the marketing site.

Account and workspace records stay for as long as the workspace is active, then for a limited period needed for billing, refunds, and dispute records. Unlocked lead files stay on My Leads for the workspace that paid. Sealed inventory that is never claimed is removed from the board on our ordinary inventory cycle.

Contact fields on unclaimed leads are encrypted at rest. Access to sealed data requires an unlock (or admin operations). No method of transmission or storage is perfectly secure; we work to keep keys, sessions, and admin access limited.

You can update profile and workspace settings in the dashboard, export unlocked contacts, and close a workspace by contacting us. To request a copy, correction, or deletion of personal information we hold about you as an agent, use the contact form.

If you are a consumer who submitted an insurance inquiry and want to know how your data was used, say so in the ticket and include the phone number or email from the form. We will look up the file and respond.

Policyleads is for licensed insurance professionals. We do not knowingly collect information from children.

We will post updates on this page and change the date above. Material changes to how we handle account or lead data will also be noted in the product or by email when we have an address on file.

Privacy questions go through Contact. Agency partnership mail: partners@policyleads.co.