Privacy Policy

Last updated: January 2026

Introduction

BrokerStep ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our brokerage workspace platform. Please read this policy carefully.

Information We Collect

Personal Information

We collect information you provide directly, including your name, email address, phone number, and other contact details when you create an account or use our services.

Account Information

We collect information about your brokerage, including client data, policy information, commission records, and other business-related data you store in our platform.

Usage Data

We collect information about how you use our services, including login times, pages visited, features used, and other usage metrics to improve our services.

How We Use Your Information

  • • To provide, maintain, and improve our services
  • • To process transactions and send related information
  • • To send technical notices and support messages
  • • To respond to your comments and questions
  • • To monitor and analyze trends, usage, and activities
  • • To detect, prevent, and address technical issues and fraud

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet is 100% secure.

Data Retention

We retain your personal information for as long as necessary to provide our services and fulfill the purposes outlined in this policy, unless a longer retention period is required or permitted by law.

Your Rights

You have the right to access, correct, or delete your personal information. You may also opt out of certain communications. To exercise these rights, please contact us at privacy@brokerstep.com.

Contact Us

If you have any questions about this Privacy Policy, please contact us at:

Email: privacy@brokerstep.com

Address: BrokerStep Inc., 123 Business Ave, Suite 100, San Francisco, CA 94105