Privacy Policy

Last updated: July 7, 2026

This Privacy Policy explains how Quotiva Solutions LLC ("Quotiva," "we," "us") collects, uses, and shares information when you use quotivaio.com and the Quotiva platform (together, the "Service").

1. Information We Collect

  • Account information — name, email address, phone number, business name, and license details you provide when you sign up or update your profile.
  • Payment information — payments are handled by our third-party payment processor. We receive confirmation of payment and subscription status, but we do not store your full card number.
  • Content you bring to the platform — contacts, leads, messages, notes, and policy records you upload or generate while using the Service. This data belongs to you (see our Terms of Service).
  • Usage data — log data, device and browser information, IP address, pages viewed, and actions taken in the platform.
  • Cookies and similar technologies — used to keep you signed in, remember preferences, and understand how the Service is used.

2. How We Use Information

  • To provide, maintain, and improve the Service;
  • To process subscriptions, trials, and billing;
  • To communicate with you about your account, support requests, product updates, and — where permitted — marketing (you can opt out any time);
  • To monitor for abuse, secure the Service, and comply with legal obligations.

3. How We Share Information

We do not sell your personal information. We share information only with:

  • Service providers that help us run the platform — such as hosting and infrastructure providers, our payment processor, communications carriers, and analytics tools — under agreements limiting their use of the data;
  • Integrations you connect (for example, a dialer, calendar, or spreadsheet tool) — data flows to those services only when you choose to connect them;
  • Legal and safety — when required by law, or to protect the rights, safety, and property of Quotiva, our users, or others;
  • Business transfers — in connection with a merger, acquisition, or sale of assets, subject to this policy.

4. Text Messages & Communications

If you provide your phone number, you consent to receive account-related and (with your agreement) promotional calls and texts from us. Message and data rates may apply; reply STOP to opt out of texts at any time. If you use the Service to send messages to your own contacts, you are responsible for obtaining their consent (see our Terms of Service).

5. Data Retention & Security

We keep information for as long as your account is active and as needed for the purposes above, then delete or de-identify it within a reasonable period. We use industry-standard safeguards, including encryption in transit, to protect your information — though no method of transmission or storage is completely secure.

6. Your Choices & Rights

You may access and update your account information at any time in the platform. You may request a copy or deletion of your personal information by emailing [email protected]. Depending on where you live, you may have additional rights under applicable privacy laws, and we will honor valid requests as required.

7. Children

The Service is intended for licensed professionals and is not directed to anyone under 18. We do not knowingly collect information from children.

8. Changes to This Policy

We may update this policy from time to time. If we make material changes, we will notify you by email or through the Service before the changes take effect.

9. Contact Us

Questions about this policy? Email [email protected] or text us at +1 (832) 472-5917.

Quotiva Solutions LLC
30 N Gould St Ste R
Sheridan, Wyoming 82801