Privacy Policy

Who we are

Relae Technologies runs Relae (relae.online), a sales and agency management platform for life and health insurance agents: a pre-licensing track, a dialer with leads, training, and tools managers use to run a floor. Relae is software. It is not an insurance carrier and does not give insurance, legal or financial advice.

This policy covers relae.online, the Relae app, and the messages we exchange with you on Instagram, Discord, text and email.

What we collect

Account details you give us: name, email, phone number, state, whether you hold a license, and the plan you pick.

What you say to us: direct messages on Instagram, messages in our Discord server, texts, emails, forms you fill in, and calls you book with us.

What you do on the platform: dials, talk time, appointments, applications and results you log, training progress, and the leads you upload or we supply.

Calls and texts you place through the dialer: numbers, times and outcomes. Calls are recorded by default. You can turn recording off for a session with the Record button, and it turns back on when you start a new session or log in again.

Payments: handled by Whop. We see that you paid, which plan, and when. We never see or store your card number.

Technical data: device, browser, pages viewed, and login sessions. Our analytics are cookieless; the only cookies we set keep you signed in.

How we use it

To run your account and the platform, bill you, answer your questions, schedule calls, send the leads and training you paid for, keep the floor and your team views accurate, and fix problems.

To reply to you faster. Some replies from Relae on Instagram, Discord and text are drafted by AI assistants and reviewed by our team. If you ask whether you are talking to a person or an AI assistant, we tell you straight.

To stay within the law: dial-time checks, do-not-call checks, consent records, fraud prevention, and anything a regulator or court requires.

We do not sell your personal information, and we do not share it with other agencies on the platform. Each agency’s leads, recordings and numbers are walled off from every other agency.

Who we share it with

Service providers that run parts of the platform for us: Meta and ManyChat (Instagram messaging), Discord, Twilio (calls and texts), Calendly (booking), Whop (billing and affiliate payouts), AI providers that draft replies and summaries, and the hosting providers that run our servers and storage. They can use your data only to provide their service to us.

Carriers and contracting partners, when you ask us to help you get appointed.

Law enforcement or a regulator when the law requires it, and anyone you ask us to share it with.

If Relae is sold or merged, your data goes with the platform under this same policy.

Your prospects’ data

When you upload a lead list or dial leads we supply, you decide whom to call and you are responsible for having the right to call them. Relae runs do-not-call and dial-time checks before a dial, but staying within the TCPA, state calling rules and recording-consent laws is on you as the agent placing the call.

We keep prospects’ numbers, call outcomes and any recordings you make inside your agency’s tenant, and we use them only to run the dialer and your reports.

How long we keep it

For as long as your account is open, and after that only as long as the law or our records require. Recordings follow your own recording settings. Ask us to delete your account and we will remove what we are not required to keep.

Your choices and rights

You can see, correct or delete the personal information in your account by asking us at the address below. We answer every request and never treat you differently for making one.

California residents: we do not sell personal information and do not share it for cross-context behavioral advertising. You can ask what we hold about you, ask for it to be deleted or corrected, and ask who we shared it with, by emailing us. You may use an authorized agent.

Texts: by giving us your number you agree we can text you about your account, your leads and your calls with us. Reply STOP to any text to end them. Message and data rates may apply.

Marketing emails have an unsubscribe link. Messages we send to run your account are not marketing.

Security

Logins, signed webhooks, per-agency walls and encrypted connections protect the platform. No system is perfect; if a breach affects you, we will tell you as the law requires.

Age

Relae is for adults in the United States. We do not knowingly collect information from anyone under 18. If you believe we have, tell us and we will delete it.

Changes and contact

If this policy changes in a way that matters, we will post the new version here with a new date. Questions or requests: support@relae.online.