Privacy Policy

Effective Date: 08/21/2025

1. Introduction

COI Automate (“we”, “us”, or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you use our application and services.

2. Information We Collect

We may collect personal information that you provide to us directly, including:

• Name and email address

• Company name and role

• Insurance-related data (from uploaded documents or integrated platforms)

• QuickBooks account data (with your explicit authorization)

3. How We Use Your Information

We use your information to:

• Provide and improve our services

• Integrate and sync with your QuickBooks data

• Send service-related communications

• Comply with legal obligations

4. Sharing Your Information

We do not sell or rent your personal data. We may share information with trusted third-party service providers (such as Intuit) only as necessary to operate our platform and comply with law.

5. QuickBooks Integration

COI Automate integrates with QuickBooks to streamline your insurance compliance and vendor management. Access to your QuickBooks data is granted only with your explicit authorization. We do not access or share this data beyond what is necessary for service functionality.

6. Data Security

We implement reasonable security measures to protect your data from unauthorized access, disclosure, or misuse.

7. Data Retention

We retain your information only as long as necessary to provide services and comply with applicable laws. You may request deletion of your account and associated data at any time.

8. Your Rights

You may have rights to access, correct, or delete your personal data. Please contact us to exercise these rights.

9. Changes to This Policy

We may update this Privacy Policy periodically. Changes will be posted on this page and noted with a new effective date.

10. Contact Us

COI Automate
admin@coiautomate.com