1. Introduction
BotMakers, Inc. ("BotMakers," "we," "us," or "our") operates the SmartViewz platform (the "Service"). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our Service.
By using SmartViewz, you agree to the collection and use of information in accordance with this policy. If you do not agree, please do not use the Service.
2. Information We Collect
Account Information
- Name, email address, and password when you create an account
- National Producer Number (NPN) for agent identity verification
- Organization name and role within your agency
Insurance Data
- Agent records, contracts, policies, carriers, products, and requirements synced from Smart Office
- Commission and premium data associated with your book of business
- Hierarchy and organizational structure data
Usage Data
- Log data including IP address, browser type, pages visited, and timestamps
- AI chat interactions and queries within the platform
- Feature usage analytics to improve the Service
3. How We Use Your Information
- To provide, maintain, and improve the SmartViewz platform
- To verify your identity as a licensed insurance producer
- To sync and display your book of business data from Smart Office
- To generate AI-powered insights, analytics, and recommendations
- To send notifications about your account, sync status, and data changes
- To process billing and subscription management
- To respond to your inquiries and provide customer support
- To detect and prevent fraud, abuse, and security threats
4. Data Sharing and Disclosure
We do not sell your personal information. We may share your data in the following circumstances:
- Within your organization: Data is shared with members of your agency based on role-based access controls (e.g., supervisors can see their downline's data)
- Service providers: We use third-party services including Supabase (database and authentication), Vercel (hosting), Stripe (billing), Anthropic (AI features), and Sentry (error monitoring)
- Legal requirements: We may disclose information if required by law, regulation, or legal process
- Business transfers: In the event of a merger, acquisition, or sale of assets, your data may be transferred
5. Data Security
We implement industry-standard security measures to protect your data:
- All data is encrypted in transit (TLS/SSL) and at rest
- Row-level security (RLS) policies enforce data isolation between organizations
- API credentials are stored securely and never exposed to end users
- Access is controlled through role-based permissions and multi-org membership validation
- We conduct regular security audits and monitoring via Sentry
6. Data Retention
We retain your data for as long as your account is active or as needed to provide the Service. Synced insurance data is updated every 15 minutes and historical data is preserved for analytics purposes. You may request deletion of your account and associated data by contacting us.
7. Your Rights
Depending on your jurisdiction, you may have the right to:
- Access the personal data we hold about you
- Request correction of inaccurate data
- Request deletion of your data
- Object to or restrict processing of your data
- Request data portability
To exercise these rights, contact us at the information below.
8. Children's Privacy
SmartViewz is not intended for use by individuals under the age of 18. We do not knowingly collect personal information from children.
9. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on this page and updating the "Last updated" date.