Privacy Policy

SteadyFlow App LLC ("SteadyFlow," "we," "us," or "our") operates a software platform that helps licensed insurance agents manage appointment scheduling, generate advertising copy, and organize their lead pipeline. This Privacy Policy explains how we collect, use, and protect information submitted through our platform at steadyflowapp.com.

1. Information We Collect

From Insurance Agents (Platform Users)

• Name and email address (used for account creation and login)
• Phone number (optional, used for profile display on your booking page)
• Availability schedule and booking preferences
• Ad copy and campaign data you create within the platform
• Payment and billing information (processed by Stripe — we do not store card numbers)
• OAuth access tokens for connected ad platforms (stored encrypted using AES-256-GCM)

From Leads (Appointment Bookers)

• Full name, email address, and phone number
• Appointment date, time, and timezone preference
• Any notes or questions submitted at the time of booking

Automatically Collected

• Authentication session tokens (stored in secure httpOnly cookies)
• Basic usage data to operate and improve the platform

2. How We Use Your Information

• To operate and provide the SteadyFlow platform to licensed agents
• To send appointment confirmation and notification emails
• To generate AI-assisted advertising copy using the details you provide
• To process subscription payments through Stripe
• To interact with Meta's Ads API on your behalf when you connect your ad account
• To prevent fraud, abuse, and unauthorized access
• To improve the platform based on usage patterns

We do not sell your personal information to third parties. We do not use lead contact information for any purpose other than facilitating the appointment the lead requested.

3. Third-Party Services

We use the following third-party services to operate the platform:

• Stripe— payment processing for agent subscriptions. Stripe collects and stores payment card information directly. We do not receive or store your full card number. Stripe's privacy policy is available at stripe.com/privacy.
• Resend— transactional email delivery for appointment confirmations and login links. Resend's privacy policy is available at resend.com.
• Anthropic (Claude AI)— used to generate advertising copy based on the inputs you provide. Content submitted to generate ad copy may be processed by Anthropic's systems. Anthropic's privacy policy is available at anthropic.com.
• Meta (Facebook/Instagram)— if you choose to connect your ad account, SteadyFlow will interact with Meta's Ads API on your behalf using an encrypted access token. Meta's data policy applies to all data shared with their platform.
• Turso — cloud database hosting for platform data. Data is stored in the United States.

4. TCPA Notice for Leads

By submitting your information through an agent's booking page, you consent to being contacted by the licensed insurance agent you are scheduling with. This may include contact by phone, text message, or email regarding your appointment and related insurance products. Message and data rates may apply. You may opt out at any time by contacting the agent directly.

SteadyFlow App LLC is a software platform and is not the entity contacting you. All outreach is conducted by the individual licensed insurance agent whose booking page you used.

5. Data Retention

Agent account data is retained for the duration of the agent's subscription and for a reasonable period thereafter as required by applicable law or legitimate business need. Lead and appointment data is retained to support the agent's business records. Agents may request deletion of their account and associated data by contacting us at privacy@steadyflowapp.com.

6. Data Security

We use industry-standard security practices to protect your data, including encrypted connections (HTTPS/TLS), AES-256-GCM encryption for stored OAuth tokens, secure httpOnly authentication cookies, and access controls that limit data access to the account owner. No system is completely secure, and we cannot guarantee the absolute security of your information.

7. Your Rights

You may request access to, correction of, or deletion of your personal information at any time by contacting us at privacy@steadyflowapp.com. Agents may request a copy of their data by emailing us directly. Leads may request removal of their information by contacting the agent they booked with or by emailing us at privacy@steadyflowapp.com.

California residents may have additional rights under the California Consumer Privacy Act (CCPA). To exercise any CCPA rights, contact us at the email above.

8. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify agents of material changes via email. Continued use of the platform after changes take effect constitutes acceptance of the updated policy.

9. Contact

For privacy-related questions or requests, contact us at: privacy@steadyflowapp.com

SteadyFlow App LLC