Privacy Policy

1. Overview

Blueplanit Corporation ("Blueplanit," "we," "us," or "our") is committed to protecting the privacy and security of the personal and business information entrusted to us by our clients, website visitors, job applicants, and other individuals.

This Privacy Policy describes how we collect, use, disclose, and safeguard information when you visit our website at blueplanitcorp.com, engage our services, submit inquiries, or apply for employment with us.

By using our website or services, you agree to the collection and use of information in accordance with this policy. We encourage you to read this policy carefully and contact us with any questions.

2. Information We Collect

2.1 Information You Provide Directly

We collect information you provide when you contact us, request a trial, fill out a form, or engage our services, including:

• Name, business email address, and phone number
• Agency or company name and business address
• AMS platform in use and service requirements
• Messages, inquiries, and correspondence
• Job application materials including CV, work history, and qualifications

2.2 Client Service Data

In the course of delivering back-office insurance services, we process data provided by our clients, which may include:

• Policyholder names, contact information, and policy details
• Insurance application and claims information
• Certificate holder and additional insured details
• Premium finance and billing information
• AMS system access credentials provided by clients for operational purposes

2.3 Automatically Collected Information

When you visit our website, we may automatically collect:

• IP address and browser type
• Pages visited and time spent on each page
• Referring website and search terms
• Device type and operating system

3. How We Use Information

We use the information we collect for the following purposes:

3.1 Service Delivery

• Processing and completing insurance back-office tasks on behalf of clients
• Responding to client inquiries and providing support
• Setting up and configuring our platform for new clients
• Communicating task status, completion notices, and SLA reports

3.2 Business Operations

• Processing free trial requests and onboarding new clients
• Managing billing and contractual relationships
• Improving our services, systems, and quality standards
• Evaluating and responding to job applications

3.3 Legal and Compliance

• Complying with applicable laws and regulations
• Enforcing our agreements and policies
• Protecting the rights and security of Blueplanit, our clients, and the public

4. Information Sharing

Blueplanit does not sell, trade, or rent personal information to third parties. We may share information in the following limited circumstances:

4.1 With Clients

We share processed work products and operational outputs with the client who provided the underlying data, as required to deliver contracted services.

4.2 Service Providers

We may share information with carefully selected third-party vendors who assist us in operating our business, subject to strict confidentiality agreements and data processing terms. These vendors may include cloud infrastructure providers, communication tools, and security monitoring services.

4.3 Legal Requirements

We may disclose information when required by law, court order, or regulatory authority, or when necessary to protect the safety, rights, or property of Blueplanit, our clients, or the public.

5. Data Security

Blueplanit implements industry-leading security measures to protect all information we handle:

• AES-256 Encryption: All client data at rest and in transit is protected with military-grade AES-256 encryption
• Office-Only Operations: 100% of our team works from our secured office facility — no remote work or work-from-home access
• Dedicated Hardware: Each client account operates on dedicated, encrypted hardware — no shared or personal devices
• Access Controls: VPN and Active Directory authentication required for all system access
• Physical Security: USB ports disabled, printing restricted, no local data storage permitted
• Cyber Insurance: We maintain cyber liability insurance and provide COI and NDA to all clients
• Security Audits: Regular internal and third-party security assessments

While we implement comprehensive security measures, no security system is impenetrable. In the event of a data breach that affects your information, we will notify you as required by applicable law.

6. Data Retention

We retain personal and business information for as long as necessary to fulfill the purposes outlined in this policy, including:

• Active client data: Retained for the duration of the service relationship plus a minimum retention period as agreed in service contracts
• Inquiry and contact data: Retained for up to 3 years from last contact
• Job application data: Retained for up to 2 years after the application process concludes
• Website analytics data: Retained in aggregated form for up to 2 years

Upon termination of a client relationship, client data is securely deleted or returned to the client within 30 days, unless a longer retention period is required by law or agreed in the service contract.

7. Your Rights

Depending on your location, you may have certain rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you
• Correction: Request that we correct inaccurate or incomplete information
• Deletion: Request that we delete your personal information, subject to legal obligations
• Restriction: Request that we restrict processing of your information in certain circumstances
• Portability: Request a machine-readable copy of the personal data you provided to us
• Objection: Object to certain types of processing of your personal information

To exercise any of these rights, please contact us at privacy@blueplanitcorp.com. We will respond within 30 days.

8. Cookies and Tracking

Our website uses cookies and similar technologies to enhance your browsing experience. We use:

• Essential Cookies: Required for basic website functionality. Cannot be disabled.
• Analytics Cookies: Help us understand how visitors use our website, used in aggregate and anonymized form.
• Preference Cookies: Remember your settings and preferences for future visits.

You can control cookie settings through your browser. Note that disabling certain cookies may affect website functionality. We do not use advertising or tracking cookies, and we do not share analytics data with advertising networks.

9. Children's Privacy

Our website and services are directed at insurance industry professionals and are not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 18. If you believe we have inadvertently collected such information, please contact us immediately and we will delete it promptly.

10. International Data Transfers

Blueplanit operates with a US headquarters in Sacramento, California, and an operations delivery center in Visakhapatnam, India. Client data may be processed at our India operations facility as part of service delivery.

We ensure that international data transfers comply with applicable data protection requirements. Appropriate safeguards are in place including data processing agreements, encryption, and access controls as described in this policy.

By engaging our services, clients consent to the transfer and processing of data at our India operations center under the security measures described herein.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or service offerings. When we make material changes, we will:

• Update the "Last Updated" date at the top of this page
• Notify active clients by email of significant changes
• Post a notice on our website

We encourage you to review this policy periodically. Continued use of our website or services after changes are posted constitutes acceptance of the updated policy.

12. Contact Us

For questions, concerns, or requests related to this Privacy Policy or our data practices, please contact us: