Privacy Policy

Effective November 12, 2026

This Privacy Policy explains how Jeremy Won, an individual doing business as Prevision ("Prevision", "we", "us" or "our"), collects, uses and shares personal information through the Prevision web app, iPhone app and websites (the "Service").

1. Two kinds of information

Information about our customers and visitors. When you visit our site, start a trial, subscribe or use the Service, we collect information about you. This policy covers it.

Information our customers put in the Service. Insurance agents and agencies use the Service to keep records about their own leads and clients ("Customer Data"). We process Customer Data on their behalf, as their service provider, under our Data Processing Addendum. The agent or agency decides what is collected and how it is used, and their own privacy notice applies. If you are a lead or client of an agent who uses Prevision, contact that agent about your information. We will help them answer your request.

2. What we collect about customers and visitors

Account information: name, email address, mobile number, agency name, licensed states, and the sign-in details our authentication provider keeps.
Billing information: plan, seats, billing history and the last four digits and expiry of your card. Your full card number is held by our payment processor, not by us.
Agreement records: which documents you accepted, the exact words, when, your IP address and your device's browser or app details.
Usage information: pages and features used, texts, calls and AI replies counted per user, error reports, device and browser type, IP address and approximate location from it.
Device information: a push notification token for the iPhone app and the browsers you allow, so we can send you the notices you turn on.
Communications with us: support messages and anything you send us.
Cookies and similar technology: cookies that keep you signed in and secure, a first-party record of how you first found us, and, on our marketing pages, advertising tags such as the Meta Pixel and Conversions API that tell us whether our ads lead to sign-ups. The Service itself does not use advertising cookies.

3. On your iPhone

Contacts: only if you turn it on, the app adds your clients to your iPhone's contacts so you know who is calling. It does not upload your contacts.
Camera and photos: used for your profile photo and to read a paper form into a new client. Pictures of papers stay on your iPhone.
Face ID: used only to unlock the app. Apple handles it, and we never see your face data.
Notifications: only if you allow them.

4. How we use it

To provide, maintain, secure and support the Service.
To bill you and keep records of your subscription and acceptances.
To send service messages, such as trial reminders, receipts, security notices and changes to our terms.
To measure and improve the Service and our marketing, including whether an ad led to a sign-up.
To detect, prevent and investigate fraud, abuse and violations of our terms.
To comply with law and enforce our agreements.

5. AI processing

When you use Lexi or another AI feature, the text needed for the task, such as a lead's message and the relevant record, is sent to our AI model provider to produce a reply. We choose AI providers whose terms bar training their models on this data. Health answers stored in a client's intake are never sent to an AI model. Health details a person mentions in a text or a call may be processed by AI features, such as a call summary.

6. How we share it

We do not sell personal information and do not share it for cross-context behavioral advertising, except that our marketing pages send advertising platforms limited information about visits and sign-ups, as described in section 2. You can opt out of that as described in section 9.

We share personal information only:

With service providers that run parts of the Service for us, under contracts that limit their use of it. They are listed on our Subprocessors page.
With the Account Owner, for information about Users on that account.
When the law requires, or to protect the rights, safety and property of our customers, the public or us.
As part of a merger, sale, financing or reorganization, including a transfer to a company we form to carry on the Service. The new owner takes on this policy.
With your direction or consent.

Mobile information and text messaging opt-in data and consent are never shared with third parties or affiliates for their marketing or promotional purposes. This does not cover sharing with service providers that deliver messages for us or for our customers.

7. How long we keep it

We keep account and billing information while your account is open and for as long as needed afterward for tax, accounting, legal and dispute purposes, generally 7 years for billing records. Agreement records are kept for 7 years after the account closes. Customer Data is kept as the Data Processing Addendum and the customer's settings provide. Call recordings are kept up to 2 years while the account is open, unless the customer deletes them sooner. When a plan ends, every member can export all of their data. After an account closes, Customer Data is deleted 90 days later and removed from backups as they expire.

8. Security

We protect personal information with encryption in transit and at rest. The most sensitive fields, such as Social Security numbers, bank details and health answers, have a separate layer of encryption. Access is limited to people who need it. Every reveal of a sensitive field is logged, and so is support access to an account. No system is perfectly secure. If we learn of a breach that affects your personal information, we will notify you as the law requires.

9. Your choices and rights

You can view and update your account information in the Service. You can unsubscribe from marketing email with the link in any message; service messages will still be sent.

Depending on where you live, you may have the right to know what personal information we hold about you, to get a copy, to correct it, to delete it, and to opt out of the sale or sharing of personal information or targeted advertising. To use any of these rights, email support@getprevision.com. We will verify your request by confirming details we already hold and will answer within the time the law requires. You may use an authorized agent, and you may appeal a decision by replying to it. We will not treat you differently for using your rights.

To opt out of advertising measurement on our marketing pages, email support@getprevision.com or block third-party cookies in your browser.

10. People who receive texts and calls

If you receive texts or calls sent through Prevision, the agent or agency who contacted you is responsible for them, and their own notice applies. Reply STOP to any text to stop texts from that sender. Your mobile number and your consent to receive texts are never shared with third parties or affiliates for their marketing. When we send texts under our own name, this policy covers the information we receive from you, and you can ask us about it at support@getprevision.com.

11. Children

The Service is for licensed professionals and is not directed to anyone under 18. We do not knowingly collect personal information from children.

12. Location

The Service is offered in the United States and information is stored and processed in the United States.

13. Changes

We may update this policy. We will post the new version with its effective date and, for a material change, tell you in the Service or by email at least 30 days before it takes effect.

14. Contact

Jeremy Won, doing business as Prevision
support@getprevision.com