Privacy Policy & Cookie Notice

PolicyBound, Inc. (“PolicyBound,” “we,” “us,” or “our”) respects your privacy and is committed to protecting personal information collected through our public-facing website and website-based communications.
This Privacy Policy describes how we collect, use, disclose, retain, and protect personal information collected through the PolicyBound website, including website contact forms and related communications.
This Privacy Policy applies solely to the public-facing PolicyBound website and website-based communications. It does not apply to PolicyBound’s software platform, customer environments, or customer data processed through the platform.

Information We Collect

We may collect the following categories of personal information through our website forms and related communications:
Professional and Contact Information

• Name
• Job title 
• Company name 
• Business email address 
• Optional phone number 

Business Information

• Organization size 
• Insurance products or markets supported 
• Information relating to business needs or interests 
• Additional information voluntarily submitted through website forms 

Technical Information
We may automatically collect limited technical information associated with website functionality and security, including:

• IP address 
• Browser type 
• Device information 
• Basic website interaction information 
• Cookie and session-related information 

How We Use Information

We may use personal information to:

• Respond to inquiries and requests
• Communicate regarding PolicyBound products and services
• Schedule meetings or demonstrations
• Provide requested information
• Improve website functionality and operations
• Maintain internal business records
• Protect website security and integrity
• Comply with legal obligations 

Where users voluntarily opt in to receive marketing communications, we may send promotional or informational communications. Users may unsubscribe at any time using the unsubscribe mechanism included in communications.

Information may be collected:

• Directly from users through website forms 
• Through communications with PolicyBound 
• Automatically through limited website technologies necessary for website functionality and form operations

PolicyBound currently uses embedded HubSpot forms to facilitate website communications and submissions.

PolicyBound does not sell personal information.
PolicyBound does not share personal information for cross-context behavioral advertising purposes.
We may disclose personal information:

• To service providers supporting website operations and communications
• To technology providers supporting form functionality and hosting services
• As required by law, regulation, subpoena, or legal process
• To protect the rights, security, and integrity of PolicyBound or others
•  In connection with a corporate transaction, merger, acquisition, or reorganization 

Service providers are authorized to process personal information only as necessary to provide services to PolicyBound.

PolicyBound retains personal information for as long as reasonably necessary for legitimate business, operational, legal, security, and relationship management purposes.
Retention periods may vary depending on:

• The nature of the information collected
•  The purpose for which the information was collected
•  Legal or regulatory obligations
• Business operational requirements 

PolicyBound implements reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, disclosure, alteration, or destruction.
However, no method of transmission or storage is completely secure, and PolicyBound cannot guarantee absolute security.

California Privacy Rights

Subject to applicable limitations and exceptions, California residents may have rights under California law, including the right to:

• Request access to personal information
• Request correction of inaccurate personal information
• Request deletion of personal information
• Request information regarding categories of personal information collected and disclosed
• Request information regarding retention practices
• Receive personal information in a portable format
• Not receive discriminatory treatment for exercising privacy rights

PolicyBound does not sell personal information or share personal information for cross-context behavioral advertising purposes.

Exercising Privacy Rights
Privacy requests may be submitted by contacting:
PolicyBound, Inc.
2124 Race St Ground Floor
Philadelphia, PA 19103
Email: info@policybound.com
Privacy Policy
We may take reasonable steps to verify the identity of individuals submitting requests.
Authorized agents may be required to provide proof of authorization.

Marketing Communications

Users who opt in to receive marketing communications may unsubscribe at any time using the unsubscribe link included in communications.
PolicyBound does not send marketing communications without user consent where consent is required by law.

The PolicyBound website is intended for business and professional use and is not directed to children under 13 years of age.
PolicyBound does not knowingly collect personal information from children under 13.

Third-Party Services

The website may contain links to third-party websites or services. PolicyBound is not responsible for the privacy practices or content of third parties.

PolicyBound may update this Privacy Policy from time to time. Updates will be reflected by revising the “Last Updated” date above.

Contact Information

Questions regarding this Privacy Policy may be directed to:
PolicyBound, Inc.
2124 Race St Ground Floor
Philadelphia, PA 19103
Email: info@policybound.com

PolicyBound uses limited cookies and similar technologies necessary to support website functionality, website security, and website contact forms.
This Cookie Notice explains how these technologies may be used on the PolicyBound website.

PolicyBound may use:

• Session cookies
• Functional cookies
• Security-related technologies
• Form-related technologies necessary for website communications and submissions

These technologies help:

• Maintain website functionality
• Support website contact forms
• Improve website performance and reliability
• Protect website security and integrity 

PolicyBound uses embedded HubSpot forms to facilitate website inquiries and communications.
These technologies may use limited cookies or similar technologies necessary to support form functionality and submission processing.

PolicyBound does not currently use cookies or similar technologies for:

• Cross-context behavioral advertising
• Retargeting
• Advertising profiling 

PolicyBound does not sell personal information.

Most web browsers allow users to manage cookie preferences through browser settings.
Disabling certain cookies may impact website functionality.

Use of the PolicyBound website is also governed by the Terms & Conditions.

PolicyBound may update this Cookie Notice from time to time. Updates will be reflected by revising the “Last Updated” date above.