Privacy Policy

Effective Date: June 4, 2026

At R.N. Pandey Insurance Centre, we value your privacy and are committed to protecting the personal data of our customers, agents, and administrators. This policy outlines how our CRM platform collects, uses, and safeguards information.

Data We Collect

Types of information stored in the CRM

To provide Insurance operations and WhatsApp automation, we collect and store:

Customer details (Name, Contact information, DOB).
Policy details (Vehicle number, Policy numbers, Premium values, Expiry dates).
WhatsApp message history and automation log streams.
User authentication credentials and action logs.

How We Use Data

Primary purposes of data processing

Information within the CRM is processed specifically to:

Manage customer profiles and historical insurance documents.
Trigger automated renewal reminders (30, 15, and 7-day intervals).
Train local AI Agents to assist with user inquiries.
Audit administrative activity and prevent unauthorized access.

Security & Data Privacy Controls

How we safeguard sensitive Insurance information

Our Infrastructure incorporates modern standard measures to secure customer portfolios:

Local AI Reasoning

By default, our CRM routes AI queries through local models (LM Studio) ensuring no customer data leaks to third-party public models.

Secure Integrations

API keys (Meta Cloud APIs, Webhooks) are encrypted at rest and never exposed on clients or client-side logs.

Contact & Support

For questions regarding this policy

If you have questions about this Privacy Policy or require assistance with data removal, please contact the administrator at admin@rnpandeyinsurance.com.