Privacy Policy

Effective Date: 03/06/2025

Welcome to Policy Stream (“Company,” “we,” “our,” or “us”). Your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and protect your information when you use our website and services.

1. Information We Collect

We may collect the following types of personal and business information:

• Personal Information: Name, email address, phone number, and job title when you sign up, request a demo, or contact us.
• Business Information: Company name, industry, and related details for software setup.
• Billing Information: Payment details for subscriptions and transactions.
• Usage Data: Information on how you interact with our website and software, including IP addresses, browser type, and cookies.

2. How We Use Your Information

We use collected data to:

• Provide and improve our software and services.
• Communicate with you regarding support, updates, and marketing.
• Process transactions and manage subscriptions.
• Analyze user behavior to enhance the platform.
• Comply with legal obligations.

3. How We Share Your Information

We do not sell your data. However, we may share it with:

• Service Providers: Third-party vendors who assist with payments, hosting, analytics, and security.
• Legal Compliance: If required by law, such as responding to subpoenas or regulatory requirements.
• Business Transfers: If Policy Stream is acquired or merged, your information may be transferred.

4. SMS Communications

If you provide consent to receive transactional messages, Policy Stream (operated by Philip) will use your phone number only to send transactional messages related to your request, such as appointment confirmations, reminders, and updates.

SMS mobile numbers and opt-in consent data are not shared, sold, or disclosed to third parties for marketing or promotional purposes. Message delivery may involve mobile carriers and messaging service providers solely for the purpose of transmitting messages.

Message frequency may vary. Message and data rates may apply.

You may opt out at any time by replying STOP.

5. Data Security

We use encryption, secure servers, and industry-standard measures to protect your data. However, no online system is 100% secure, so please take precautions when sharing sensitive information.

6.Your Rights & Choices

• Access & Correction: You can request a copy of your data or corrections.
• Opt-Out: Unsubscribe from marketing emails at any time.
• Cookie Preferences: Manage cookie settings via your browser.

7. Third-Party Links & Integrations

Our platform may include links to third-party sites or integrations with external tools. We are not responsible for their privacy practices, so please review their policies separately.

8. What rights you have over your data

We may update this Privacy Policy occasionally. Any changes will be posted here, and significant updates will be communicated to users.

9. Contact Us

For privacy-related inquiries, please contact us at:

philip@policystream.ca