Privacy Policy

Last updated: April 2026

This Privacy Policy explains how Quotevolution collects, uses, stores, and shares information when you visit quotevolution.com, request a demo, create an account, or use the Quotevolution platform.

Quotevolution is a business software platform built for insurance agencies and related organizations. Because the service is typically provided to a business customer, some information processed inside the platform may be controlled by that customer rather than by Quotevolution directly.

1. Information We Collect

We may collect the following categories of information:

  • Contact and business information you provide, such as your name, agency name, email address, phone number, and the information you submit through demo or contact forms.
  • Account and subscription information, such as login details, user roles, plan details, billing records, and support history.
  • Usage and device information, such as browser type, operating system, pages viewed, referring URLs, timestamps, and general interaction data used to operate and improve the service.
  • Customer business data uploaded or entered into the platform, including quote records, workflow data, documents, notes, and related operational information.
  • Communications with us, including support requests, product feedback, sales conversations, and onboarding discussions.

2. How We Use Information

We use information we collect to:

  • Provide, operate, maintain, and secure Quotevolution.
  • Respond to demo requests, inquiries, and support tickets.
  • Set up and manage customer accounts and subscriptions.
  • Improve product performance, reliability, usability, and feature development.
  • Monitor usage, detect abuse, troubleshoot issues, and protect the platform and its users.
  • Send service-related notices, administrative communications, and other messages related to your use of the service.
  • Comply with legal obligations and enforce our agreements.

3. Customer Data and Business Accounts

If you use Quotevolution through an employer, agency, brokerage, MGA, or other business customer, that organization may control the account and the data processed within it. In those cases, the customer may determine user access, retention, and certain processing decisions for business data submitted to the platform.

If you believe your information is managed by one of our customers, you should direct account-specific privacy requests to that organization first. We will reasonably assist our customers in responding to valid requests when required.

4. How We Share Information

We do not sell personal information. We may share information:

  • With service providers and infrastructure partners that help us host, support, secure, analyze, or operate the platform.
  • With your organization or account administrators when you use the service under a business-managed account.
  • When necessary to investigate fraud, abuse, security incidents, or violations of our agreements.
  • When required by law, regulation, court order, or other valid legal process.
  • In connection with a merger, acquisition, financing, reorganization, or sale of all or part of our business, subject to appropriate confidentiality protections.

5. Cookies and Similar Technologies

We may use cookies and similar technologies to keep the site and application functioning, remember preferences, maintain sessions, measure performance, and understand general usage patterns. You can control certain cookie settings through your browser, though disabling some cookies may affect how the site or platform functions.

6. Data Retention

We retain information for as long as needed to provide the service, satisfy legal and contractual obligations, resolve disputes, enforce our agreements, and maintain legitimate business records. Retention periods may vary depending on the type of information and the business context in which it was collected.

7. Security

We use reasonable administrative, technical, and organizational measures to protect information against unauthorized access, loss, misuse, or alteration. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

8. Your Choices and Rights

Depending on your location and applicable law, you may have rights to access, correct, delete, or restrict certain personal information, or to object to particular processing activities. To the extent required by law, we will honor valid requests after verifying them.

Marketing emails may include an unsubscribe option. You may still receive transactional or service-related messages that are necessary for account administration or platform operations.

9. Children's Privacy

Quotevolution is intended for business use and is not directed to children under 13. We do not knowingly collect personal information from children under 13.

10. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will update the effective date above and post the revised version on this page. Continued use of the site or service after an update becomes effective constitutes acceptance of the revised policy.

11. Contact Us

If you have questions about this Privacy Policy or want to make a privacy-related request, please contact Quotevolution through the contact or demo request form on this site, or through your account representative if your organization already uses Quotevolution.