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Agent FieldDesk · AI Content Lab

Privacy Policy

How Agent FieldDesk handles agent accounts, subscriptions and worksheet information. AI Content Lab is the owner and operator responsible for the practices described here.

Effective October 16, 2026.

1. Scope and contact

This policy covers agentfielddesk.com and its agent accounts, plan worksheet, training center and subscription features. Agent FieldDesk is a product of AI Content Lab. AI Content Lab (“we,” “us,” or “our”) owns and operates it. Contact us at evens@aicontentlab.io for privacy questions and requests. The service is intended for adult licensed insurance agents, not children or consumers applying for Medicare coverage.

2. Information kept for agent accounts

  • Account and authentication: your name, email, optional National Producer Number, account identifier, authentication records, role and access status. Supabase provides authentication and stores the account data.
  • Agent work: saved comparisons, including plan identifiers, county, plan year and optional label; correction reports and their text; and records that an agent has read an announcement. Administrative features may also hold carrier appointments, writing numbers and account-management or catalog audit records.
  • Billing: Stripe customer, checkout and subscription identifiers, subscription status, price and billing dates, trial history and cancellation information. Payment and invoice records are also available through Stripe.
  • Communications: support requests, account or billing correspondence, and information you choose to send us. Do not include beneficiary information or full card details.
  • Technical records: hosting, authentication and payment providers process connection and security information such as IP address, browser or device information, request times, errors and access events to deliver and protect their services.

3. Temporary worksheet answers and beneficiary data

The worksheet keeps the ZIP, Medicaid category, chronic-condition answer and current plan number you enter in browser memory while you work. These answers are not submitted as beneficiary records or included in a saved comparison. They clear when the worksheet is reloaded or closed. County and plan year are used to request catalog data and can be saved with selected plans.

This design does not make all information you type temporary. A comparison label, correction report or support message is saved or delivered to us. Never include a beneficiary’s name, Medicare number, Social Security number, date of birth, contact details, health information or identifying documents in those fields. Do not use the service as a beneficiary database. If information is entered accidentally, contact us so we can investigate and address it without asking you to repeat the sensitive content.

4. Payments through Stripe

Stripe hosts checkout and the subscription-management portal. Card details go directly to Stripe; the app does not receive or store the full card number or CVC. We receive subscription and payment status, and authorized staff can access relevant billing records and limited payment-method details through Stripe. Stripe also processes information for its own fraud prevention, security and legal obligations. Its Privacy Policy describes those practices.

Trial, renewal and cancellation details are described in the Terms of Service and the offer shown at checkout.

5. How information is used

We use agent information to authenticate users, manage access and subscriptions, restore saved comparisons, review correction reports, provide training and support, send account and billing notices, investigate errors and abuse, and meet legal and accounting obligations.

We do not sell agent personal information or provide it to insurance agencies for lead generation, and not to use account records for unrelated insurance solicitation. Any administrator access must be for operating, supporting or securing Agent FieldDesk. These commitments apply regardless of whether a business shares an owner with AI Content Lab.

6. Service providers and other disclosures

We use Supabase for database and authentication services, Vercel for app hosting, Stripe for payments, and an email-delivery provider for account messages. These providers process information needed for their roles. See Supabase’s Privacy Policy and Vercel’s Privacy Notice for their published practices.

Authorized administrators can access records needed for their responsibilities. We may disclose information when required by law, to address fraud or security threats, to protect legal rights, or as part of a business transfer subject to applicable law and appropriate notice. Providers may process information outside your state or country; this policy does not promise that all processing stays in the United States.

7. Cookies, videos and external links

Supabase authentication uses browser cookies to maintain your session. Disabling these cookies can prevent sign-in. Stripe’s hosted pages use their own technologies for payment processing and fraud prevention. The current app does not include advertising pixels or an optional analytics package in its code; technical and security logging still occurs.

Some training pages can embed videos from YouTube, Vimeo or Loom, or load a video from its source host. Loading or interacting with an embedded player can send your IP address, browser information and playback activity to that provider and may involve its cookies. YouTube embeds use its privacy-enhanced domain and Vimeo embeds request its do-not-track mode; these settings do not mean no information is processed. Carrier doctor and drug searches and other external links operate under their own privacy policies.

8. Retention and security

We retain account and saved-work records as needed to provide the service, and retain billing, security and administrative records as needed for legitimate operational and legal purposes. Retention depends on the record and applicable obligations; backups and providers may retain copies for their own limited retention cycles. We do not promise immediate erasure of every copy when an account closes.

We use access controls and the security features of our providers to help protect information. No online service is completely secure. Protect your credentials, use a trusted device and contact us if you suspect an account or data-security problem.

9. Your choices and requests

Contact evens@aicontentlab.io to request access to, correction of, or deletion of account information, or to ask about another privacy right that applies to you. We may verify your identity and consider legal, accounting and security obligations before acting. Some records may need to be retained, and removing information required for an account may end access to the service.

Manage payment details and cancel future subscription renewals through Account → Manage subscription. A privacy request and a subscription cancellation are separate requests; use the portal to stop renewal, or tell support explicitly if you also need help canceling. Essential account, security and billing notices may still be sent while needed to administer your account.

10. Updates

This policy shows its effective date above. We will notify account holders of material changes through the app or account email and obtain consent where required before using information for a materially different purpose.