Privacy policy
This policy explains what information Agent Tobi ("we") collects when you use Agent Tobi, and how we use and protect it.
What we collect
- Your account: your name, email, phone, agency name, and the agents you add.
- Your clients' information: the client and policy details you upload or type in, such as names, phone numbers, emails, birthdays, carriers, premiums, policy numbers, and draft dates and results.
- Messages and notes: your chats with Tobi, drafted and sent messages, and reminders.
- Payment details: Stripe handles checkout. We never see or store your full card number.
- Google account (optional): if you connect Gmail, your email address and permission to send email on your behalf.
How we use it
We use this information only to run Tobi for you. That includes finding policies at risk, drafting messages, sending the messages you approve, sending you reminders, and providing support. We don't sell your information or your clients' information, and we don't use it for advertising.
Who helps us run Tobi
- Stripe: payments and billing.
- Anthropic: the AI that powers Tobi's chat and drafts. It processes the details needed for each request. Under Anthropic's commercial terms, this data isn't used to train its models.
- Google: sending email from your Gmail, only if you connect it.
- Cloudflare: secure connections and hosting.
We may also share information if the law requires it.
Google user data
If you connect Gmail, Tobi asks only for permission to send email. It uses that permission only to send messages you approve, and it doesn't read your inbox. Tobi's use and transfer of information received from Google APIs follows the Google API Services User Data Policy, including the Limited Use requirements. You can disconnect Google anytime in Tobi's Account page or in your Google account settings.
Keeping it safe
Connections are encrypted, sign-in links are stored only in scrambled (hashed) form, and each agency's data is kept separate from every other agency's. Only you, your agents, and people who help with support when you ask can see your data.
How long we keep it
We keep your data while your subscription is active. We delete it within 30 days after you cancel, or sooner if you ask. Stripe keeps billing records as required by law.
Your choices
You can ask us for a copy of your data, ask us to correct it, or ask us to delete it by emailing support@agenttobi.com. If a client asks you to delete their information, tell us and we'll remove it.
Changes
If we change this policy in a way that matters, we'll email account owners before the change takes effect.
Contact
Agent Tobi · support@agenttobi.com