Introduction

At TMS, we designed AgentIQCRM with the unique needs of insurance agents at the forefront of our mind. Understanding the crucial role that efficient client and plan management plays in your work, we've crafted this tool to simplify and enhance these processes.

AgentIQCRM is offered completely free of charge to any agent contracted with Humana, Aetna, and UnitedHealthcare. Our aim is to provide a comprehensive, user-friendly platform that supports you in managing your client relationships effectively and seamlessly.

Data Storage

At AgentIQCRM, we are committed to ensuring the safety and security of your data. We employ third-party vendors and hosting partners to provide the necessary hardware, software, networking, storage, and related technology required to run AgentIQCRM.

While we at AgentIQCRM maintain ownership of the code, databases, and all rights pertaining to the AgentIQCRM application, it's important for our users to know that they retain all rights to their data. The data you provide and input into our system remains entirely your property.

Information Gathering and Usage

When you register for AgentIQCRM, we request certain pieces of information including your name, company name, email address, billing address, and credit card information. We understand the importance of this data and commit to using it responsibly.

Privacy Rights

We fully respect and uphold your privacy rights. We will not share any personal data with third-parties for their direct marketing purposes to the extent prohibited by Federal law.

Disclosure

There may be special circumstances where AgentIQCRM may disclose personally identifiable information. These cases are, however, quite specific and limited. For example, we might need to disclose information to comply with legal obligations such as subpoenas, or in cases where your actions violate our Terms of Service.

Changes

AgentIQCRM is dedicated to constant improvement and we may periodically update this policy. When significant changes occur that affect the way we handle personal information, we will notify you.

Exiting TMS and Data Retention

Should you decide to depart from TMS, we want to assure you that you retain complete control over your data. You'll have the capability to download all your client information into an Excel spreadsheet for your personal use and records.

Upon your decision to leave TMS, we will provide a grace period of 30 days from the day we send you a release for you to download and secure your data. Please be aware that after this 30-day period, your data will be permanently deleted from our system, and AgentIQCRM will not have the ability to restore this information.

Questions

If you have any questions about this Privacy Policy we encourage you to reach out to us. Please address your questions to rgonzalez@tmsbrokerage.com or via mail to: TMS Insurance Brokerage 1901 NW Military Hwy Ste 200, San Antonio, TX. 78213