PRIVACY POLICYLast Updated: September 2026

Your Privacy Matters

This Privacy Policy explains how Claim Genie may collect, use, store and protect personal information when you use our website and services.

1.Introduction

This Privacy Policy describes how [Legal Entity Name] ("Claim Genie," "we," "us," or "our") handles personal information collected through our website, software platform, demonstration request forms, and related software services (collectively, the "Services").

By accessing or using the Services, you acknowledge the collection and use of information in accordance with this Privacy Policy. This policy applies to website visitors, prospective customers requesting software demonstrations, registered users, and administrative users of the platform.

2.Information We Collect

We collect information that you voluntarily provide to us when interacting with our Services.

Information You Provide

Categories of information collected through form submissions and account configuration may include:

  • Full Name (e.g., contact lead, surveyor, or administrator name)
  • Work Email Address (used for communication and account administration)
  • Phone Number (including country dialing code)
  • Company or Firm Name (organization, SLA firm, or insurer name)
  • Role / Designation (e.g., Insurance Surveyor, Loss Assessor, Finance Lead)
  • Team Size / User Count (used to tailor demonstration requests)
  • Submitted Messages or Specific Workflow Requirements

3.Information Collected Automatically

When you access our website or platform, standard technical information may be collected automatically by our web server infrastructure, including:

  • Internet Protocol (IP) address
  • Browser type and version
  • Operating system and device details
  • Page response times and usage interactions
  • Referring web pages and URL clickstream data

4.How We Use Information

Information collected is used strictly for legitimate business and operational purposes, including:

  • Providing, operating, and maintaining the Claim Genie platform
  • Responding to inquiries and scheduling requested product demonstrations
  • Managing user accounts, roles, and administrative access
  • Improving software performance, user interface flows, and operational reliability
  • Maintaining security, preventing fraudulent activity, and monitoring system health
  • Sending service-related notifications and administrative updates
  • Complying with applicable legal, regulatory, or auditing obligations

5.Cookies and Tracking Technologies

We use cookies and similar session technologies necessary for essential website operation, security authentication, and user preference persistence.

Essential Cookies: Required for navigation, security authentication, and form interactions.

Preference Cookies: Used to store user settings and session states.

You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, certain core features of the platform may not function properly if cookies are disabled.

6.How Information Is Shared

We do not sell, rent, or trade personal information to third parties. Information may be shared only under the following limited circumstances:

  • Authorized Service Providers: With trusted infrastructure, hosting, and communications providers who process data strictly under confidentiality agreements.
  • Legal & Regulatory Compliance: When required by law, subpoena, court order, or regulatory authority to fulfill statutory requirements.
  • Operational Protection: When disclosure is necessary to protect the rights, property, security, or safety of Claim Genie, our users, or the public.

7.Data Security

We employ administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, loss, misuse, or alteration.

While we implement safeguards appropriate for operational software platforms, no method of transmission over the Internet or electronic storage can be guaranteed to be 100% secure. For a complete description of our security approach, visit our Security Overview.

8.Data Retention

Personal information is retained only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, including for service delivery, resolving disputes, enforcing agreements, and complying with legal or regulatory obligations.

9.User Rights

Depending on your jurisdiction, you may have rights regarding your personal information, such as requesting access, correction, or deletion of your personal records.

[Insert applicable privacy rights and jurisdiction-specific requirements after legal review.]

10.Children's Privacy

Our Services are designed exclusively for enterprise insurance claim operations and professional organizations. We do not knowingly collect personal information from individuals under the age of majority in their applicable jurisdiction.

11.Third-Party Links

Our website or application may contain links to third-party websites. We are not responsible for the privacy practices, content, or policies of third-party services. We encourage users to read the privacy statements of any linked site they visit.

12.International Data Transfers

Information submitted to Claim Genie may be stored or processed in servers located in jurisdictions where our infrastructure services operate. By using the platform, you consent to the transfer of data in accordance with applicable laws and safeguards.

13.Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in legal, regulatory, or operational requirements. Updated versions will be posted on this page with an updated "Last Updated" date.

14.Questions About Privacy?

If you have questions, concerns, or requests regarding this Privacy Policy or our data handling practices, please reach out to our privacy contact:

Privacy Office: [Privacy Contact Email]

Legal Entity: [Legal Entity Name]