B2B Privacy Policy

Organization inquiries. We collect organization name, organization type, business contact, professional role, business email, request type, workflow needs, consent choices, source page, and basic anti-abuse information.

Professional account information. We receive name, email, login method, sign-in times, platform role, organization membership, professional-verification status, licensing jurisdiction, licensing reference, and organization billing contact.

Property-record workflow information. Approved organizations may provide parcel identifiers, jurisdiction, account labels, addresses, descriptive ownership metadata, source configuration, check history, recording activity, source observations, response contacts, and workflow status.

Review and evidence information. We collect case status, assignments, decisions, rationale, notes, evidence files and metadata, content hashes, custody events, prepared notices, recipient verification, and authorization records.

Commercial and technical information. We process organization agreement references, software-service descriptions, Stripe customer, invoice, and subscription identifiers, invoice status obtained from Stripe, API credential metadata, audit events, IP and user-agent hashes, security logs, cookies, and website analytics. Stripe processes payment details; we do not store full card numbers or security codes.

We use information to evaluate professional inquiries; verify and administer licensed insurance companies and licensed insurance broker organizations; authenticate authorized users; enforce tenancy and roles; implement configured sources; run and document monitoring; match records; preserve evidence; support human review; prepare authorized communications; provide integrations, training, and support; secure and improve the platform; comply with law; and protect rights and records.

Private invoice creation is inactive. We do not use any preserved software payment record to create or change insurance status. Deed Theft Shield does not make an insurance recommendation, quotation, underwriting, binding, policy, claim, payout, settlement, licensing, legal, actuarial, tax, fraud, or compliance decision.

We distinguish live and verified, configured, controlled validation, manual, inactive, retired, candidate integration, sample or synthetic, customer-supplied, and future states. Unavailable, disabled, manual, sandbox, sample, candidate, and future records are not presented as live. Automated signals remain distinguishable from human decisions and authorization.

We may disclose information to service providers supporting authentication, hosting, database operations, managed storage, payments, analytics, security, communications, and approved integrations, subject to contractual and technical safeguards.

At an approved organization’s direction, the platform may prepare or transmit information to verified recipients involved in that organization’s permitted workflow. The organization is responsible for its authority, professional duties, communication content, and recipient selection. We may also disclose information when required by law, to protect rights and safety, in a business transaction, or with authorized direction.

We do not sell personal information for money and do not use private case evidence to train a public AI model on an organization’s behalf.

The organization controls which authorized personnel can access its workspace and assigns owner, administrator, reviewer, and member roles. Platform administrators may access records when necessary for implementation, support, security, billing, compliance, or incident response.

Organizations are responsible for notices, permissions, lawful bases, source-license terms, and professional obligations governing information they submit or direct us to process.

County and other records may be public under applicable law. Organizing a public filing does not change its public status, accuracy, authenticity, or legal effect. External sources and linked sites have independent practices and terms.

We retain inquiry, account, organization, monitoring, software-billing, and operational information while needed for the service, agreement, security, legal obligations, and a reasonable period afterward. Evidence, custody, decisions, authorizations, and audit events may be retained longer to protect history and integrity.

Append-only records are generally corrected through a new event rather than erasing the original. Contractual return, export, deletion, and legal-hold terms may appear in an organization agreement or data-processing addendum.

Controls include organization tenancy, professional approval, role-based authorization, encrypted transport, managed storage, content hashes, signed payment webhooks, scoped integration credentials, and append-only audit events. No security program can guarantee that information will never be accessed, lost, altered, or disclosed.

Authorized organization users may update permitted workspace records and contacts. Organization administrators may manage users. Depending on applicable law and contractual responsibilities, individuals may request access, correction, deletion, restriction, objection, or portability for certain personal information.

We may verify identity, organizational authority, and professional capacity before acting. Requests may be limited by public-record status, security, source terms, legal obligations, disputes, evidence integrity, or contractual retention requirements.

We use essential cookies for authentication, security, and session continuity and may use privacy-conscious analytics to understand public and product usage. Blocking essential cookies may prevent authorized sign-in.

The platform is not directed to children or independent consumer use. Public inquiry and authenticated access are intended for adults acting in a documented professional capacity for a licensed insurance company or licensed insurance broker organization. John Q. Public is excluded from insurance marketing, intake, accounts, calculations, AI guidance, demonstrations, transactions, support, and insurance workflows.

The service supports United States business and property-record workflows. Information may be processed in the United States and other locations where approved service providers operate, subject to applicable safeguards and organization agreements.

We may update this Policy with a revised effective date and provide additional notice where appropriate. Privacy, data-processing, technology-support, and implementation questions may be submitted through the organization inquiry form. Insurance questions must be directed to the relevant licensed insurance organization or appropriately licensed professional. Organization-specific privacy or data-processing terms control if they expressly provide greater protection.