Privacy Policy

Last updated: April 25, 2026

davepartner.ai (“Bella,” “we,” “us”) provides an AI-powered insurance back-office tool used by independent agents, brokers, and General Agencies. This policy explains, in plain English, what data we collect, why, and your rights over it. If anything below is unclear, email support@davepartner.ai.

1. Data we collect

• Account data. Your name, email, agency name, role, and password (stored as a bcrypt hash).
• CRM data you put into Bella. Contacts, deals, submissions, carrier info, commissions, notes, files, and the messages you exchange with Bella by chat or voice.
• Communications routed through Bella. Emails Bella sends or receives on your behalf, SMS messages, and call transcripts.
• Operational telemetry. IP address, user agent, request logs, error reports, and aggregate usage counters needed to run and secure the service.
• Billing data. If you subscribe, our payment processor (Stripe) handles your card; we store only the customer ID, plan, and status — never card numbers.

2. How we use it

• To run the product: respond to your chat and voice requests, store your CRM, send the emails and texts you ask Bella to send.
• To improve reliability: aggregate logs and error reports to fix bugs and harden the platform.
• To prevent abuse: rate-limit, detect fraud, and respond to security incidents.
• We do not sell your data, and we do not use your CRM contents to train external AI models.

3. Third-party processors

Bella relies on a small set of vendors to deliver the service. Each is bound by their own data processing terms and is used only for the purpose listed:

• OpenAI — AI inference (chat, summaries, embeddings). Your prompts are sent under their no-training API terms.
• Resend — transactional email delivery (verification, notifications, agent-sent email).
• Stripe — subscription billing and payment processing.
• Twilio — SMS and voice telephony.
• MongoDB Atlas — encrypted database hosting in the U.S.

4. Data retention

We retain your account and CRM data for as long as your subscription is active. If you cancel, we keep your data for 30 days so you can reactivate, then delete it. You can request earlier deletion at any time. Operational logs are retained for up to 90 days and then rotated.

5. Your rights

You may export your data, correct inaccuracies, or request deletion at any time. Email support@davepartner.ai from your account address and we will respond within 30 days. Residents of California, the EU/UK, and other jurisdictions with data-protection laws have additional rights under those laws (access, portability, objection); the same email handles those requests.

6. Security

Data is encrypted in transit (TLS) and at rest. Passwords are hashed with bcrypt. Access to production systems is limited to authorized engineers and audited. No system is perfectly secure; if you suspect a breach, contact us immediately.

7. Children

Bella is a B2B product and is not intended for anyone under 18. We do not knowingly collect data from minors.

8. Changes

If we materially change this policy, we will email account owners at least 14 days before the change takes effect.

9. Contact

Questions, requests, or complaints: support@davepartner.ai.