Privacy Policy

Sozo AI (“Sozo,” “we,” “our”) provides an AI agent platform for insurance agencies. This Privacy Policy explains how we collect, use, and protect your information when you use our website and services at usesozo.ai.

We collect information in the following ways:

• Account information — name, email address, and password when you create an account.
• Organization data — agency name, phone numbers, and integration credentials you provide to connect third-party services (e.g., RingCentral, HawkSoft, Vapi).
• Call data — call recordings, transcriptions, and metadata processed through our platform. This data belongs to your organization and is processed on your behalf.
• Usage data — pages visited, features used, and performance metrics to improve our service.

• Provide and operate the Sozo platform and AI agent services.
• Process and transcribe calls on behalf of your organization.
• Send transactional emails (call summaries, intake notifications, account alerts).
• Improve our services through aggregated, anonymized usage analytics.
• Respond to support requests and communicate product updates.

We use third-party service providers for hosting, AI processing, voice communication, and email delivery. Your data is shared with these providers only as necessary to deliver the features you enable. We do not sell your personal information to third parties.

We use industry-standard security measures including encryption in transit (TLS), encrypted storage, and role-based access controls. Integration credentials are stored securely and never exposed in client-side code. However, no method of transmission over the internet is 100% secure.

We retain your account data for as long as your account is active. Call recordings, transcriptions, and agent configurations are retained until you delete them or close your account. You may request deletion of your data at any time by contacting us.

We use essential cookies for authentication and session management. We do not use third-party advertising or tracking cookies.

You have the right to:

• Access the personal data we hold about you.
• Request correction of inaccurate data.
• Request deletion of your data.
• Export your data in a portable format.

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on this page and updating the “Last updated” date.

If you have questions about this Privacy Policy, contact us at hello@usesozo.dev.