Privacy Policy
This policy explains what data FCA Bot handles and how. FCA Bot is a product of Hofmann Advisory Solutions ("we", "us").
What we collect
- Advisor account data: name, email, phone number and login data.
- Lead data we process on the advisor's behalf: names, phone numbers, the messages, and whatever a lead chooses to share, which can include health information relevant to insurance eligibility.
- Client records the advisor enters: names, contact details and policy details.
- Billing data, held by Stripe. Card numbers never reach us.
How we use it
We use this data to run FCA Bot: to write the assistant's replies, book calls, show advisors their dashboard, bill accounts, and keep the service working and secure.
Health details a lead shares are used to check eligibility and give a price range. They are masked in our logs.
The assistant is shown short example exchanges taken from past conversations, with full names and contact details removed. They can include a lead's age or health details.
Service providers
These providers handle data for FCA Bot. Each one has the job listed.
- Railway: hosting and our database.
- OpenAI: writes the assistant's replies. Messages are not stored for training.
- PitchPrfct: the advisor's own texting platform. Texts to and from leads pass through it.
- Calendly: the advisor's own scheduling. Appointments are booked on it.
- Stripe: billing and card payments.
- Sentry: error reports, with personal data scrubbed.
- Google Fonts: the pages load a typeface from Google, which receives the visitor's IP address. No cookies.
We do not sell personal data.
Texts
Leads can reply STOP to stop texts.
Keeping and deleting data
We keep data while the advisor's account is active and as needed to run the service.
If an advisor cancels, their service ends at the end of the paid month. They can sign in for 30 days after that to export their book. Their book (leads, clients, conversations and notes) is then deleted within 90 days after the service ends. Short examples with full names and contact details removed may be kept.
We keep billing records that hold no lead data, such as invoices and monthly counts, for accounting.
Accounts we switch off or mark as not billed keep their data until it is deleted.
If you are a lead, ask the advisor who texted you to delete your data. We help them do it.
To ask us to delete data, email agent@trevorchofmann.com.
Security
Data is encrypted in transit with HTTPS.
The API keys and secrets that advisors connect are stored encrypted.
Every sign in takes a password and a second step, a code from an app or a passkey.
Changes
If we change this policy, we will post the new version on this page with a new date.
Contact
Questions about privacy: email agent@trevorchofmann.com.