Privacy Policy

Effective Date: September 20th, 2026
Last Updated: September 20th, 2026

This Privacy Policy explains how AMSync.ai LLC, doing business as AMSync.ai (“AMSync,” “we,” “us,” or “our”), collects, uses, processes, discloses, and protects information in connection with AMSync.ai.

1. Scope

AMSync provides business software primarily to insurance agencies and related organizations.

This Privacy Policy applies to information AMSync collects concerning users of the AMSync platform and to personal information AMSync processes in providing the Service.

A substantial portion of personal information contained within AMSync may be submitted by insurance agencies or other organizations using the Service.

Where AMSync processes personal information on behalf of an Organization, that Organization may determine the purposes for which the information is collected and used. Depending upon applicable law and the particular processing activity, the Organization may act as the controller or business and AMSync may act as its processor or service provider.

Consumers should generally direct requests concerning insurance records maintained by an Organization to the Organization with which they have the applicable relationship. AMSync will reasonably assist Organizations with applicable requests as required by law or contract.

2. Information We Process

Depending upon how AMSync is used, information processed through the Service may include:

Account Information

Name, email address, telephone number, organization, entity, location, job role, permissions, authentication information, account status, and related account information.

Insurance Customer Information

Names, addresses, telephone numbers, email addresses, dates of birth, customer relationships, household relationships, identification information, insurance application information, policy information, vehicle information, driver information, carrier information, and underwriting-related records.

Financial and Transaction Information

Premiums, service fees, optional fees, account balances, transaction records, payment history, payment methods, refunds, adjustments, commissions, and related financial records.

Payment-card information may be processed through third-party payment processors. Users should not place complete card numbers or security codes in unrestricted AMSync fields.

Documents and Images

Insurance applications, identification documents, vehicle photographs, inspection photographs, policy documents, receipts, attachments, PDFs, and other files uploaded through the Service.

Communications

Messages, emails, SMS-related information, notes, communication history, notifications, and other communications processed through AMSync.

Workforce Information

Schedules, shifts, time entries, breaks, leave requests, commissions, goals, location assignments, and related workforce information.

Usage and Security Information

Login events, IP-related information, device/browser information, timestamps, authentication activity, audit logs, user actions, error information, and security events.

Mobile Upload Information

Information associated with secure upload sessions, including session identifiers, customer or policy associations, document categories, photographs, files, timestamps, and upload status.

3. How Information Is Collected

Information may be collected:

• directly from users;
• from Organizations using AMSync;
• from insurance customers when they use an authorized upload or communication workflow;
• from insurance carriers, MGAs, rating systems, and other authorized insurance systems;
• from payment processors;
• through integrations;
• automatically through use of the Service; and
• from other sources authorized by an Organization or user.

4. How We Use Information

AMSync may process information to:

• provide and operate the Service;
• authenticate users;
• administer permissions and organizational access;
• maintain customer and policy records;
• facilitate insurance workflows;
• process or record transactions;
• support document and photograph uploads;
• provide workforce functionality;
• generate reports and dashboards;
• calculate configured commissions and metrics;
• facilitate communications;
• maintain audit trails;
• detect and prevent unauthorized access, fraud, and abuse;
• troubleshoot and improve the Service;
• provide customer support;
• maintain backups and business continuity;
• comply with legal obligations; and
• protect AMSync, its Organizations, users, and other individuals.

5. How Information May Be Disclosed

Information may be disclosed to:

• the Organization responsible for the applicable account or customer;
• Authorized Users with appropriate permissions;
• service providers supporting operation of AMSync;
• cloud hosting and database providers;
• authentication and security providers;
• payment processors;
• communications providers;
• insurance carriers, MGAs, rating platforms, and insurance-service providers when directed or authorized by an Organization;
• professional advisers;
• governmental authorities when legally required; and
• other parties when authorized by the Organization, user, consumer, or applicable law.

AMSync does not authorize its service providers to use Organization Data for their own unrelated purposes merely because they process information on AMSync's behalf.

6. Insurance Information

Insurance organizations may be subject to federal and state requirements governing nonpublic personal financial information and other insurance information.

Organizations remain responsible for providing insurance consumers with notices and choices required by laws applicable to that Organization.

AMSync provides technology intended to assist Organizations but does not replace an Organization's independent compliance obligations.

7. Payments

AMSync may integrate with third-party payment processors.

Payment information submitted to a payment processor is subject to that processor's applicable privacy and security practices.

AMSync seeks to limit the payment-card information stored directly within AMSync to information reasonably necessary for business and transaction records.

8. Data Security

AMSync uses administrative, technical, and organizational safeguards designed to protect information against unauthorized access, acquisition, alteration, disclosure, or destruction.

No internet-connected system can guarantee absolute security.

Organizations and users are also responsible for maintaining secure credentials, limiting user access appropriately, and promptly reporting suspected unauthorized access.

9. Data Retention

AMSync retains information for periods reasonably necessary to provide the Service, satisfy contractual obligations, maintain legitimate business and audit records, comply with legal requirements, resolve disputes, enforce agreements, and protect the security and integrity of the Service.

Retention periods may vary depending upon the nature of the information and instructions from the applicable Organization.

Information may remain in protected backups for a limited period following deletion from active systems.

10. Account and Audit Records

AMSync may maintain records of login activity, administrative actions, transactions, approvals, document activity, and acceptance of legal agreements.

These records may be retained for security, compliance, fraud prevention, dispute resolution, and auditing purposes.

11. Legal-Document Acceptance Records

When users accept AMSync Terms, Privacy Policies, or other agreements electronically, AMSync may record:

• user identifier;
• Organization identifier;
• document type;
• document version;
• effective date;
• acceptance timestamp;
• relevant session or security metadata; and
• the version or immutable reference to the document accepted.

Such records may be maintained as evidence of the acceptance transaction and for compliance and audit purposes.

12. Cookies and Similar Technologies

AMSync may use cookies, browser storage, session technologies, and similar mechanisms that are necessary for authentication, security, preferences, application functionality, and performance.

Additional analytics technologies, if implemented, should be described here before deployment.

13. Privacy Rights

Depending upon an individual's residence and applicable law, individuals may have rights concerning their personal information, potentially including rights to access, correct, delete, or obtain copies of certain information and rights concerning certain disclosures or processing.

Where AMSync processes information solely on behalf of an Organization, requests may be referred to that Organization.

Requests may be submitted through:

Privacy Email: Legal@amsync.ai
Privacy Request Page: AMSync may designate an online privacy-request form in the future. Until then, requests may be submitted to Legal@amsync.ai.

AMSync may verify identity and authority before processing a request.

14. Sensitive Information

Organizations and users should submit sensitive information only when reasonably necessary and authorized for legitimate business purposes.

AMSync may apply additional safeguards or restrictions to certain categories of sensitive information.

15. Children's Information

AMSync is a business platform and is not directed to children for their independent personal use.

Insurance records concerning minors may nevertheless be processed when lawfully submitted by an Organization in connection with insurance or related business activities.

16. Biometric Information

AMSync does not treat ordinary photographs uploaded through insurance workflows as biometric identification merely because they contain a person's image.

If AMSync introduces functionality specifically designed to create or use biometric identifiers to uniquely identify individuals, AMSync will evaluate applicable notice, consent, retention, and other legal requirements before deploying that functionality.

17. Security Incidents

AMSync maintains procedures for responding to suspected security incidents.

When notification is legally required, AMSync will provide notifications consistent with applicable law and its contractual responsibilities.

Organizations should promptly notify AMSync of suspected unauthorized access involving their accounts.

18. Third-Party Services

The Service may integrate with or link to third-party services.

Information processed directly by those providers may also be governed by their respective privacy policies.

19. Business Transactions

If AMSync undergoes a merger, acquisition, financing, restructuring, sale of assets, or similar corporate transaction, information may be transferred as part of that transaction subject to applicable law and appropriate confidentiality protections.

20. Changes to This Privacy Policy

AMSync may update this Privacy Policy as its services, practices, technologies, or legal obligations change.

The current version will identify its effective date and revision information.

When AMSync determines that affirmative acceptance of an updated Privacy Policy is required, users will be presented with the updated policy upon their next login or authenticated session and may be required to accept it before continuing to use protected portions of the Service.

AMSync may maintain records identifying the version presented and accepted.

21. Contact

Questions concerning privacy may be directed to:

AMSync.ai
AMSync.ai LLC
811 Park Two Dr., Sugar Land, TX 77479
Legal@amsync.ai
Support@amsync.ai