1. Overview
Evo ("Evo", "we", "us") provides AI policy assistants for insurance agents at evo.blue (the "Service"). This policy explains what personal information we collect, how we use it, and the choices you have. The short version: we do not sell, rent, or share your personal information with third parties. We use it to run the Service and, internally, to tell you about Evo.
2. Information we collect
- Account information — when you request beta access or an account is created for you, we collect details such as your name, email address, agency, and phone number.
- Client and policy information — agents may upload policy documents and enter client details (such as names, contact information, and notes) in order to publish a policy assistant.
- Chat messages — questions asked of a policy assistant and the answers it gives are stored so that agents can review them and so we can operate and improve the Service.
- Technical information — standard server logs, such as request times and pages visited, used for security and troubleshooting.
3. How we use your information
- To provide the Service — creating accounts, publishing policy assistants, answering policy questions, and sending service emails such as activation and policy links.
- For our own marketing — we may use your contact information to tell you about Evo features, improvements, and offers. This is done by us, internally. Your information is never handed to third-party advertisers, marketers, or data brokers, and you can opt out of marketing messages at any time by contacting us.
- To keep the Service secure — detecting abuse, debugging problems, and protecting accounts.
4. What we never do
We do not sell your personal information. We do not rent it. We do not share it with third parties for their own marketing or any other purpose of their own. Client policy information belongs to the agent and client it concerns and is never shared between clients or between agencies.
5. Service providers
Like most online services, we rely on a small number of providers to operate: hosting infrastructure, an email delivery provider for service messages, and third-party AI language-model providers that process chat text in order to generate answers. These providers act on our behalf, receive only what is needed to perform their function, and are not permitted to use your information for their own purposes.
6. Data retention and security
All traffic to the Service is encrypted in transit over HTTPS. Access to data is role-based: agents see only their own book of business. We retain personal information for as long as the related account is active or as needed to provide the Service, and we delete or anonymize it when it is no longer needed.
7. Your choices
You may ask us at any time to access, correct, or delete the personal information we hold about you, or to stop sending you marketing messages. Contact us at support@evo.blue and we will respond promptly. If you are a policyholder using an assistant link, you can also contact your agent directly.
8. Changes to this policy
We may update this policy from time to time. When we do, we will revise the "Last updated" date above. Material changes will be communicated to account holders by email or through the Service.
9. Contact
Questions about this policy or your information? Email support@evo.blue.