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Privacy Policy

A legal disclaimer

Effective Date: Nov 10th 2025

Insurance Agent Bookkeeping (“IAB,” “we,” “us,” or “our”) values your privacy and is committed to protecting your personal and business information. This Privacy Policy explains how we collect, use, and safeguard the data you provide when using our website and bookkeeping services.

 

1. Information We Collect
We may collect the following types of information:

  • Personal information such as your name, email, phone number, and business details.

  • Financial and business data you provide for bookkeeping purposes, including income, expenses, and commission records.

  • Payment and billing information for subscription processing (processed securely by third-party payment providers).

  • Website usage data through cookies or analytics tools (for improving site functionality).

 

2. How We Use Your Information
Your information is used solely to:

  • Provide accurate and compliant bookkeeping services.

  • Deliver reports, invoices, and communications related to your account.

  • Maintain secure client records.

  • Improve our website and customer experience.

We do not sell, rent, or share your personal or business data with third parties, except as required by law or to process payments securely.

 

3. Data Security
IAB implements strict administrative, technical, and physical safeguards to protect your information against unauthorized access, alteration, or disclosure.

 

4. Confidentiality
All client data—including Personally Identifiable Information (PII), commission details, and business expenses—is treated as strictly confidential and used only within IAB for bookkeeping purposes.

 

5. Your Rights
You may request access to, correction of, or deletion of your personal information at any time by contacting us at admin@insuranceagentbookkeeping.com.

 

6. Updates to This Policy
We may update this Privacy Policy as needed. The latest version will always be posted on this page with an updated effective date.

 

Contact Us:
If you have any questions or concerns about this policy, please contact:
📧 admin@insuranceagentbookkeeping.com
📍 Insurance Agent Bookkeeping

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