Privacy Policy

Effective Date: February 14, 2026

PolicyPilot (“PolicyPilot,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, share, and safeguard your information when you use our website, platform, and related services (collectively, the “Services”).

By using PolicyPilot, you consent to the practices described in this Privacy Policy.

Information We Collect

A. Information You Provide Directly

We may collect personal information that you voluntarily provide, including but not limited to:

  • Name
  • Email address
  • Phone number
  • Property and/or vehicle information
  • Insurance-related preferences or questions

B. Insurance Policy Data via Third-Party Connection

With your explicit consent, PolicyPilot may retrieve your existing insurance policy information through secure third-party integrations, including Canopy Connect.

This information may include:

  • Carrier name
  • Policy details and deductibles
  • Effective and expiration dates
  • Premium amounts

PolicyPilot does not access this information without your authorization, and you may revoke access at any time.

C. Automatically Collected Information

When you use our Services, we may automatically collect:

  • IP address
  • Device and browser information
  • Usage data and interaction logs
  • Cookies and similar tracking technologies

This data is used for security, analytics, and platform improvement.

How We Use Your Information

We use your information to:

  • Analyze and summarize your current insurance coverage
  • Generate educational insights and policy comparisons
  • Provide a PolicyPilot Score or coverage overview
  • Improve our platform, tools, and user experience
  • Respond to inquiries or support requests
  • Comply with legal and regulatory obligations

PolicyPilot does not provide insurance quotes or bind coverage.

Connecting You With a Licensed Insurance Agency

If you choose, PolicyPilot may facilitate an introduction to Atlantis Insurance Corp, a licensed insurance agency, to help you explore alternative insurance options.

Important notes:

  • Your information is only shared with Atlantis Insurance Corp after your affirmative consent
  • PolicyPilot does not sell consumer data
  • Atlantis Insurance Corp operates independently and is responsible for:
    • Quoting
    • Advising
    • Binding coverage
    • Regulatory compliance

Any insurance transaction occurs directly between you and Atlantis Insurance Corp.

How We Share Information

We may share your information only in the following circumstances:

  • With your consent, to connect you with Atlantis Insurance Corp
  • With service providers who help operate our platform (e.g., hosting, analytics), under strict confidentiality agreements
  • To comply with legal obligations, subpoenas, or regulatory requests
  • To protect the rights, security, or integrity of PolicyPilot and its users

We do not share your data with unrelated third parties for marketing purposes.

Data Security

We implement commercially reasonable measures to protect your information, including:

  • Encrypted data transmission
  • Secure access controls
  • Limited internal access on a need-to-know basis

However, no system is 100% secure, and we cannot guarantee absolute security.

Your Rights and Choices

Depending on your jurisdiction, you may have the right to:

  • Access your personal information
  • Request correction or deletion
  • Withdraw consent for third-party data connections
  • Opt out of certain communications

You can revoke Canopy Connect access at any time through their platform or by contacting us.

Data Retention

We retain personal information only as long as reasonably necessary to:

  • Provide our Services
  • Meet legal and compliance requirements
  • Resolve disputes
  • Enforce agreements

When information is no longer needed, it is securely deleted or anonymized.

Cookies & Tracking Technologies

PolicyPilot may use cookies or similar technologies to:

  • Maintain platform functionality
  • Analyze usage trends
  • Improve performance

You may control cookies through your browser settings.

Children’s Privacy

PolicyPilot is not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

Third-Party Links

Our Services may include links to third-party websites or services. We are not responsible for their privacy practices or content.

Third-Party Relationship Disclosure

Effective Date: February 14, 2026

PolicyPilot is an independent technology platform and is not affiliated with any insurance carrier.

If you choose, PolicyPilot may facilitate a connection to Atlantis Insurance Corp, a licensed insurance agency, to assist you in exploring insurance options.

You acknowledge and understand that:

  • PolicyPilot and Atlantis Insurance Corp are separate and independent entities
  • You are not required to work with Atlantis Insurance Corp
  • Any insurance advice, quotes, or policies are provided solely by Atlantis Insurance Corp
  • All insurance transactions occur directly between you and the licensed agency

PolicyPilot does not control insurance pricing, underwriting decisions, or policy terms.

PolicyPilot may receive compensation for referrals where permitted by applicable law.

Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted with an updated effective date. Continued use of the Services constitutes acceptance of the revised policy.

Contact Us

If you have questions about this Privacy Policy or our data practices, contact us at:

PolicyPilot
Email: admin@mypolicypilot.ai
Website: mypolicypilot.ai

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