Privacy Policy
Last updated: August 10, 2026
1. Who We Are
Async Agency CFO ("we," "us," or "our") provides asynchronous CFO, financial analytics, and intelligence services to independent insurance agencies. This Privacy Policy explains what information we collect, how we use and share it, and the choices you have.
Contact us: support@mail.asyncagencycfo.com
2. Information We Collect
Information you provide directly
- Account & contact details: name, email address, agency name, and related identifiers when you sign up or subscribe.
- Financial information: profit & loss statements, carrier data, commission data, book-of-business information, and other financial records you upload or connect for analysis.
- Communications: messages you send us and responses to surveys or intake forms.
Information collected automatically
- Usage data: pages visited, links clicked, and interactions with our site and dashboards.
- Device & technical data: browser type, IP address, and similar technical identifiers.
3. How We Use Information
- Provide, maintain, and improve our services, including generating financial analyses and reports.
- Communicate with you about your account, our services, and service-related updates.
- Send marketing communications where permitted; you may opt out at any time.
- Monitor and analyze usage to improve performance, security, and user experience.
- Comply with legal obligations and enforce our agreements.
4. How We Share Information
We do not sell your personal information. We share information only as described below:
- Service providers: trusted vendors that help us operate our service (e.g., cloud hosting, email delivery, authentication, payment processing, analytics). These providers are contractually obligated to keep your information confidential and use it only to provide services to us.
- Business transfers: in connection with a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.
- Legal requirements: when required by law, regulation, legal process, or governmental request, or to protect our rights, safety, or property.
- With your consent: in any other circumstance, we will ask before sharing.
5. Your Opt-Out Choices (GLBA)
Under the Gramm-Leach-Bliley Act (GLBA), you have the right to opt out of our sharing of your nonpublic personal information with non-affiliated third parties (other than as permitted by law).
To exercise your opt-out right, email support@mail.asyncagencycfo.com with the subject "Opt-Out Request." We will honor your request promptly and without affecting your ability to use our core services.
6. How We Protect Information
We maintain administrative, technical, and physical safeguards designed to protect your nonpublic personal information. These include encrypted transmission and storage, least-privilege access controls, and regular security reviews of our systems and service providers. No method of transmission or storage is 100% secure, but we work to protect your data using commercially reasonable measures.
7. Data Retention
We retain personal and financial information for as long as needed to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. When data is no longer needed, we delete or anonymize it in accordance with our retention policies.
8. AI-Generated Analysis
Our reports and analyses are generated with the assistance of artificial intelligence. Financial information you provide may be processed by AI systems solely to produce your requested analyses. AI-generated output is for informational purposes only and does not constitute professional financial advice.
9. Cookies & Tracking
We use cookies and similar technologies to operate and improve our site, remember your preferences, and understand how visitors use our services. You can control cookies through your browser settings; disabling them may affect some functionality.
10. California & Other State Rights
Residents of California and other states with privacy laws may have additional rights, including the right to know what personal information we collect, request access to or deletion of your information, and request that we not sell or share it. We do not sell personal information. To exercise any state privacy right, contact us at support@mail.asyncagencycfo.com.
11. Children's Privacy
Our services are directed to business users and are not intended for children under 16. We do not knowingly collect personal information from children.
12. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on this page with a revised "Last updated" date. Continued use of our services after changes take effect constitutes acceptance of the revised policy.
13. Contact Us
If you have questions about this Privacy Policy or our privacy practices, contact us at: