NEXORA CRM · DRAFT FOR REVIEW

Privacy Policy

Working draft. Review the marked items before publication.

Information we handle

Nexora CRM is being developed for independent life insurance agents. The planned service uses account details to operate workspaces and workspace records to support contact management, policy follow-up, and activity reporting.

Owner review · Confirm the operator, effective date, contact address, exact data collected, permitted client and policy fields, and any cookies or analytics.

How information is used and shared

The planned service uses workspace data to provide CRM features and respond to support requests. Optional integrations may exchange data when an agent connects a provider. Future agency reporting is intended to show only authorized team performance.

Owner review · Confirm provider disclosures, integration permissions, agency visibility, and any other uses or disclosures.

Retention, security, and requests

Agents can direct privacy questions to the designated support contact once confirmed.

Owner review · Confirm security practices, retention and deletion periods, backups, request methods, and applicable privacy rights.