Privacy Policy.
Call RouteAi respects your privacy. This Privacy Policy explains what personal information we collect, how we use and share it, and the rights available to you under applicable United States law.
Introduction & Scope
Call RouteAi ("we," "us," or "our") is an AI-powered lead generation and marketing company serving insurance professionals. This Privacy Policy describes how we collect, use, disclose, and safeguard personal information when you visit our website at callrouteai.com or interact with our services.
This policy is designed to address applicable United States privacy frameworks, including the California Consumer Privacy Act as amended by the California Privacy Rights Act (CCPA/CPRA), other state privacy laws, and federal requirements relating to electronic communications.
By using our website, you acknowledge that you have read this policy. If you do not agree with our practices, please do not use our website or services.
Categories of Personal Information We Collect
In the preceding 12 months, we have collected the following categories of personal information:
We do not intentionally collect sensitive personal information as defined by applicable law.
Sources of Personal Information
We collect personal information from the following sources:
- Directly from you — through website forms, inquiries, account communications, and feedback.
- Automatically — through cookies, pixels, and analytics tools when you use our website (see Section 07).
- From third parties — including business partners, advertising networks, and service providers.
How We Use Personal Information
We use personal information for the following business and commercial purposes:
- Responding to inquiries and providing information about our services.
- Delivering lead-generation and routing services, including evaluating, processing, and routing opportunities according to campaign requirements.
- Operating, maintaining, and improving our website and services.
- Sending service-related and marketing communications, where permitted by law.
- Detecting fraud, protecting security, and complying with legal obligations.
How We Share & Disclose Personal Information
Information submitted through our forms may be shared with participating agents, agencies, or distribution partners as part of the delivery of leads, live transfers, or applications, according to the applicable campaign configuration.
We may also disclose personal information to:
- Service providers — hosting, CRM, analytics, advertising, and communications providers that process information on our behalf and are contractually restricted to using it only as necessary to provide services to us.
- Legal and compliance authorities — where required by law, court order, or to protect our rights, property, or safety.
- Business transfers — in connection with a merger, acquisition, or sale of assets, where permitted by law.
Sale & Sharing
We do not sell personal information, as "sell" is defined under the CCPA, and we do not share personal information for cross-context behavioral advertising.
Consent to Contact
By providing your telephone number and submitting a form on this website, you provide your prior express written consent for Call RouteAi to contact you by telephone calls and text messages — including through the use of automated technology — at the number you provided, regarding our products and services.
Consent is not a condition of purchase. Message and data rates may apply. To opt out of text messages, reply STOP; to opt out of marketing calls or emails, use the unsubscribe instructions in the message or contact us directly.
Cookies & Analytics
We use cookies, pixels, and similar technologies to operate our website, remember your preferences, measure performance, and analyze site traffic. We may use third-party analytics and advertising tools that collect information about how visitors use our site.
You can control cookies through your browser settings. Disabling cookies may affect the functionality of certain parts of the site. Our website does not currently respond to "Do Not Track" signals.
Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect the personal information we collect. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security of your information.
Data Retention
We retain personal information for as long as reasonably necessary to fulfill the purposes described in this policy, including to provide our services, comply with legal and regulatory obligations, resolve disputes, and enforce our agreements. When information is no longer needed, we take reasonable steps to delete or de-identify it.
Children's Privacy
Our website and services are not directed to children under the age of 13, and we do not knowingly collect personal information from children under 13, in compliance with the Children's Online Privacy Protection Act (COPPA). If we learn that we have collected personal information from a child under 13, we will take steps to delete it promptly.
Your California Privacy Rights
If you are a California resident, the CCPA/CPRA provides you with the following rights regarding your personal information:
- Right to know — request disclosure of the categories and specific pieces of personal information we have collected about you, the sources, purposes, and categories of third parties with whom it was shared.
- Right to delete — request deletion of personal information we have collected, subject to certain exceptions.
- Right to correct — request correction of inaccurate personal information.
- Right to opt out of sale/sharing — request that we not sell or share your personal information. We do not sell or share personal information, as described in Section 05.
- Right to non-discrimination — we will not discriminate against you for exercising any of these rights.
You may also designate an authorized agent to make a request on your behalf, subject to verification requirements under applicable law.
Other US State Privacy Rights
Residents of states with comprehensive privacy laws — including, among others, Virginia, Colorado, Connecticut, Utah, Oregon, Texas, Montana, Iowa, Delaware, Nebraska, New Hampshire, and New Jersey — may have similar rights, such as the right to confirm whether we process your personal data and to access, correct, delete, or obtain a copy of it, and to opt out of targeted advertising, sales of personal data, and profiling in furtherance of decisions that produce legal or similarly significant effects.
Where applicable law provides a right to appeal our decision on a privacy request, you may appeal by contacting us using the information in Section 15, and we will respond within the timeframe required by law.
Exercising Your Rights
To submit a privacy request — including a request to know, delete, or correct your personal information — please contact us using the information in Section 15.
We will verify your identity before fulfilling your request, which may require you to provide information sufficient to confirm you are the person about whom we collected information. We aim to respond to verifiable requests within 45 days, with a possible extension as permitted by applicable law.
To opt out of marketing emails, use the unsubscribe link in any marketing email. To opt out of text messages, reply STOP.
Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. When we do, we will revise the "Effective date" at the top of this page. Material changes will be communicated as required by law. Your continued use of our website after changes are posted constitutes your acceptance of the updated policy.
Contact Us
If you have questions about this Privacy Policy, our data practices, or wish to exercise your privacy rights, please contact us through our contact page.
Questions about your data?
Reach out and our team will help with privacy requests, opt-outs, or any questions about how your information is handled.