Privacy Policy
Last updated: May 2025
1. Overview
SonicCRM ("we", "our", or "us") is a customer relationship management platform used by licensed insurance agents to manage client communications, appointments, and follow-ups. This Privacy Policy explains how we collect, use, and protect your information.
2. Information We Collect
We may collect the following information when you interact with an agent using SonicCRM:
- Name and contact information (email address, phone number)
- Appointment details and scheduling preferences
- Communications history between you and your agent
- Information you voluntarily provide through booking forms
3. SMS / Text Message Communications
If you provide your mobile phone number to an agent using SonicCRM, you may receive SMS text messages including appointment reminders, follow-up messages, and policy-related notifications.
Your mobile phone number and SMS opt-in information will not be sold, shared, or rented to third parties for promotional or marketing purposes under any circumstances.
Message and data rates may apply. Message frequency varies. You can opt out at any time by replying STOP to any message. Reply HELP for assistance.
Carriers are not liable for delayed or undelivered messages.
4. How We Use Your Information
- To schedule and confirm appointments
- To send reminders and follow-up messages you have consented to receive
- To facilitate communication between you and your insurance agent
- To improve our platform and services
5. Data Sharing
We do not sell your personal information. We do not share your information with third parties except as necessary to deliver our services (e.g., email delivery providers, calendar integrations) or as required by law. Mobile information is never shared with third parties for marketing or promotional purposes.
6. Data Security
We use industry-standard encryption and security practices to protect your data. Google Calendar tokens are encrypted at rest using AES-256. We regularly review our security practices.
7. Your Rights
You have the right to:
- Request access to the personal information we hold about you
- Request correction or deletion of your information
- Opt out of SMS communications at any time by replying STOP
- Contact us with any privacy concerns
8. Contact Us
If you have questions about this Privacy Policy or how your data is handled, please contact us at support@getsoniccrm.com.