Privacy Policy

Information we collect

When you request a demo, we collect the information you submit, such as your name, work email, company, team size and the goals you share with us. The website may also process routine technical information required to operate securely, such as request timestamps and basic server logs.

How we use information

We use submitted information to respond to inquiries, schedule demonstrations, understand prospective customer needs, operate the website and protect it from abuse. We do not use demo submissions for unrelated purposes.

Storage and service providers

Demo requests are stored on BrokerPlan-operated infrastructure. When configured, a submission may also be forwarded to an authorized business workflow or notification service used by BrokerPlan to respond to the request.

Retention

We retain inquiry information only as long as reasonably needed for sales follow-up, business records, security and legal obligations.

Your choices

You may ask us to correct or delete information you submitted through the marketing site, subject to applicable legal and recordkeeping requirements.

Contact

For privacy questions, contact info@broker-plan.com.