PRODUCER ADVANTAGE AI™
PRIVACY POLICY
Effective Date: August 10, 2026
Producer Advantage Holdings LLC ("Company," "we," "our," or "us") respects your privacy and is committed to protecting your information.
This Privacy Policy explains how Producer Advantage AI™, Producer Advantage FE™, Producer Advantage AI™ MP, our websites, applications, Chrome extensions, funnels, forms, services, and related offerings (collectively, the "Services") collect, use, disclose, and protect information.
Producer Advantage FE™ and Producer Advantage AI™ MP are intended for use by licensed insurance professionals and business users and is not intended for consumer financial decision-making.
1. Information We Collect
We may collect information that you voluntarily provide, including:
First Name
Last Name
Email Address
Phone Number
Agency Name
Business Information
Beta Program Information
Survey Responses
Feedback
Support Requests
Notes and communications submitted through our Services
Information you voluntarily provide during onboarding, support, or product interactions
2. Extension and Application Data
When using Producer Advantage FE™ or Producer Advantage AI™ MP, we may collect information necessary to provide functionality, including:
User settings and preferences
Usage activity
Discovery progress metrics
Mortgage protection conversation stage and progress metrics
Financial-objective and protection-strategy interaction data
Coaching interaction data
Feature usage information
Session activity
Error logs
Diagnostic information
Beta participation information
Notes and user-generated content
Call logs and conversation-related information
Performance metrics and analytics
We may also collect audio, transcripts, conversation-related information, or other inputs necessary to provide AI-powered coaching functionality.
2A. Information Collected Automatically
Our Services may automatically collect certain information, including:
Browser type and version
Extension version
Device information
Operating system information
Session activity
Usage timestamps
Performance metrics
Diagnostic information
Error logs
Feature interaction information
Network and connection information
IP address information where reasonably necessary for security, fraud prevention, and service operation
2B. Audio and Transcript Processing
When enabled by the user, Producer Advantage FE™ or Producer Advantage AI™ MP may process audio recordings, live audio streams, transcripts, notes, and related information solely for the purpose of providing:
AI-powered coaching
Real-time assistance
Speech-to-text transcription
Product functionality
Analytics
Feature improvements
Customer support
Audio and transcript data are not sold to third parties.
Audio and transcript information may be temporarily transmitted to trusted third-party service providers necessary to deliver functionality, including providers of:
Artificial intelligence services
Speech recognition services
Hosting services
Analytics services
Security services
By enabling audio, transcription, or AI-assisted features, you acknowledge and consent to such processing as described in this Privacy Policy.
3. AI Processing
Producer Advantage FE™ and Producer Advantage AI™ MP utilize artificial intelligence and automated systems to analyze information and generate coaching recommendations.
AI-generated suggestions are informational only and should not be considered:
Legal advice
Financial advice
Tax advice
Compliance advice
Insurance advice
Professional advice of any kind
Users remain solely responsible for all business decisions, insurance recommendations, sales activities, compliance obligations, and customer communications.
4. How We Use Information
We may use information to:
Provide services
Deliver AI coaching and recommendations
Provide real-time assistance and transcription functionality
Improve functionality and performance
Enhance user experience
Respond to support requests
Develop new products and features
Analyze product usage
Conduct beta testing
Create aggregated analytics
Improve security and fraud prevention
Communicate product updates and announcements
Maintain, troubleshoot, and improve the Services
Enforce our Terms of Service and protect our legal rights
5. Aggregated and Anonymized Data
We may use aggregated, anonymized, de-identified, or statistical information for:
Product development
Research
Training
Analytics
Marketing
Investor presentations
Business planning
Performance benchmarking
Service improvement
Such information will not identify individual users.
6. Testimonials and Success Stories
We may use feedback, comments, suggestions, testimonials, success stories, results, statistics, and other information voluntarily provided by users.
We will not publicly use your:
Name
Likeness
Agency name
Logo
Photograph
Other identifying information
without your consent.
7. Cookies and Tracking Technologies
Our websites, funnels, and applications may use:
Cookies
Analytics tools
Tracking pixels
Session identifiers
Local storage technologies
Similar technologies
for the purposes of:
Improving website performance
Enhancing user experience
Understanding product usage
Diagnosing technical issues
Measuring effectiveness of our Services
8. Sharing Information
We do not sell personal information.
We may share information with:
Service providers
Hosting providers
Artificial intelligence providers
Speech recognition providers
Analytics providers
CRM providers
Payment processors
Email providers
Security providers
Professional advisors
Legal authorities when required by law
Successors in connection with a merger, acquisition, financing, or sale of assets
Information shared with service providers is limited to what is reasonably necessary to perform services on our behalf.
9. Data Security
We use commercially reasonable administrative, technical, and physical safeguards designed to protect information.
However:
No transmission method over the Internet is completely secure.
No storage system can guarantee absolute security.
We cannot guarantee the security of information transmitted to or stored by our Services.
You use the Services at your own risk.
10. Data Retention
We retain information for as long as reasonably necessary to:
Provide services
Maintain product functionality
Conduct analytics and product improvement
Resolve disputes
Enforce agreements
Comply with legal obligations
Protect our rights and legitimate business interests
Retention periods may vary depending on the nature of the information and applicable legal requirements.
11. Third-Party Services
Our Services may integrate with or utilize third-party platforms and service providers, including but not limited to:
Google Chrome
OpenAI
Deepgram
Cloudflare
GoHighLevel
Supabase
Analytics providers
Hosting providers
Email providers
Security providers
Other technology providers necessary to deliver functionality
We are not responsible for the privacy practices, security practices, or content of third-party services.
Users should review the privacy policies of any third-party services they use in connection with our Services.
12. Children's Privacy
Our Services are not intended for individuals under eighteen (18) years of age.
We do not knowingly collect personal information from children under the age of eighteen.
If we become aware that information from a child under eighteen has been collected, we may take reasonable steps to delete such information.
13. Your Rights
Subject to applicable law, you may request:
Access to your information
Correction of information
Deletion of information
Withdrawal of consent where applicable
Information regarding our data practices
Requests may be submitted to:
14. Deletion Requests
Users may request deletion of personal information by contacting:
Subject to applicable law, legal obligations, security requirements, dispute resolution needs, and legitimate business purposes, we will make commercially reasonable efforts to delete, anonymize, or de-identify requested information within a reasonable period.
Certain information may be retained where required by law or reasonably necessary to protect our rights and interests.
15. Changes to This Privacy Policy
We may modify or update this Privacy Policy at any time.
Updated versions become effective upon posting unless otherwise specified.
Your continued use of the Services after changes become effective constitutes acceptance of the revised Privacy Policy.
16. Contact Information
Producer Advantage Holdings LLC
Producer Advantage AI™
Producer Advantage FE™
Producer Advantage AI™ MP
Email: [email protected]
By accessing or using our Services, you acknowledge that you have read and understand this Privacy Policy.