Privacy Policy

Plentitude ("Plentitude," "we," "us," or "our") provides technology and services for insurance claim recovery, including tools that help disaster restoration companies prepare, organize, and support insurance claim estimates and related documentation for losses such as water, fire, mold, and other restoration events.

This Privacy Policy explains how we collect, use, disclose, and protect information when customers, prospective customers, business contacts, sales leads, their personnel, claimants, property owners, or other users interact with our websites, software, phone calls, virtual meetings, recordings, support channels, and related services (collectively, the "Services").

• Account, business, and prospect information, such as names, email addresses, phone numbers, company details, job titles, billing information, account credentials, sales lead information, business contact information, and similar information.
• Customer content and claim data, including insurance claim information, policy-related information, estimates, scopes of work, job notes, photos, videos, diagrams, sketches, property information, loss descriptions, communications with insurers, and other materials submitted to or generated through the Services.
• Claim participant information, meaning information our customers provide about their own customers, claimants, property owners, occupants, insurers, adjusters, agents, subcontractors, and other participants in a claim or restoration matter.
• Call, meeting, and communication data. We may record, transcribe, summarize, and analyze phone calls, video calls, virtual meetings, support sessions, sales calls, demos, trainings, and other communications involving Plentitude. This may include audio, video, chat messages, screen shares, transcripts, summaries, notes, and metadata such as date, time, participants, and duration.
• Usage, device, and diagnostic information, such as log data, IP address, browser type, operating system, pages viewed, features used, timestamps, error logs, and similar technical information.
• AI-generated and derived data, such as extracted fields, classifications, summaries, recommendations, draft estimates, claim insights, confidence scores, action items, and other outputs generated from customer-submitted data or communications.

• Provide, operate, maintain, secure, support, and improve the Services.
• Process insurance claim data and related documentation to assist with estimate creation, claim organization, claim recovery workflows, and communications with insurers or other claim participants.
• Use AI, machine learning, automation, speech-to-text, computer vision, and related technologies to extract, classify, summarize, transform, and analyze customer-submitted information and communications.
• Record, transcribe, summarize, and review calls and meetings for documentation, customer support, quality assurance, internal training and coaching, service delivery, dispute resolution, product improvement, and security or compliance purposes.
• Communicate with customers, prospective customers, business contacts, sales leads, and users, including for onboarding, support, billing, product updates, security notices, administrative messages, customer success, sales outreach, demos, and business development.
• Detect, prevent, and respond to fraud, abuse, security incidents, legal claims, and violations of our agreements or policies.
• Comply with applicable legal, regulatory, insurance, accounting, and contractual obligations.

As between Plentitude and our customer, the customer owns the customer data, claim files, and other content the customer submits to the Services, subject to any agreement between the customer and its own customers, claimants, property owners, or other third parties.

By submitting or making data available to the Services, the customer grants Plentitude a non-exclusive, worldwide, royalty-free license to access, host, copy, process, transmit, display, analyze, create operational outputs from, and otherwise use that data as reasonably necessary to provide, secure, support, maintain, and improve the Services; comply with law; enforce our agreements; and exercise our rights under our agreements.

Plentitude does not sell customer data or claim participant information. We do not use customer data to target unrelated advertising to claimants, policyholders, or property owners. We may use aggregated, de-identified, anonymized, or otherwise non-identifiable information to analyze trends, benchmark performance, improve the Services, develop product capabilities, and support our business, provided the information does not identify a customer, claimant, property owner, or other individual.

The Services may use AI systems, large language models, machine learning, computer vision, speech-to-text, natural language processing, and related tools to process customer data, call and meeting recordings, transcripts, claim files, photos, videos, estimates, and other content.

AI outputs may be incomplete or inaccurate and should be reviewed by qualified personnel before being submitted to insurers, customers, regulators, courts, or other third parties. Customers are responsible for reviewing and approving final estimates, submissions, communications, and claim materials.

Unless otherwise stated in an agreement with a customer or authorized by the customer, Plentitude does not use customer-identifiable claim data, recordings, transcripts, or claim participant information to train third-party general-purpose AI models. We may use non-identifiable, aggregated, or de-identified information to improve our workflows, product features, quality controls, and AI-enabled capabilities.

Plentitude may record, transcribe, summarize, and analyze communications involving customers, prospective customers, business contacts, sales leads, users, and other participants. This includes phone calls, video calls, virtual meetings, support sessions, sales calls, demos, trainings, business development communications, and similar communications. Recordings may include audio, video, chat, screen share content, transcripts, summaries, notes, and related metadata.

We use recordings and related materials for documentation, customer support, quality assurance, internal training and coaching, service delivery, dispute resolution, product improvement, and security or compliance purposes.

Where required by law, contract, or platform settings, we provide notice or obtain consent before recording. Notice may be provided verbally, in a calendar invite, in a meeting agenda, through a platform recording banner, or by other reasonable means. By joining or continuing in a recorded communication after receiving notice, participants consent to the recording and related processing described in this Privacy Policy. Participants who do not want to be recorded should notify Plentitude before the communication begins or leave the communication.

Customers are responsible for providing any notices and obtaining any consents required from their personnel, customers, claimants, property owners, subcontractors, or other participants before sharing communications with us or inviting them to recorded sessions.

• Service providers and subprocessors that help us host, secure, analyze, transcribe, record, summarize, process, support, and deliver the Services.
• Customer-directed recipients, such as insurers, adjusters, agents, subcontractors, consultants, or other parties when a customer uses the Services to share or submit information.
• Professional advisors, such as lawyers, accountants, auditors, insurers, and security consultants.
• Business transaction parties in connection with a merger, acquisition, financing, corporate reorganization, or sale of assets.
• Legal, safety, and compliance recipients when we believe disclosure is necessary to comply with law, legal process, contractual obligations, or to protect rights, safety, security, or property.

We may use third-party tools and service providers to help record, transcribe, summarize, store, host, secure, or analyze calls, meetings, customer data, and Service-related communications. These providers may process audio, video, transcripts, summaries, screen shares, chat messages, claim files, and related metadata on our behalf.

We evaluate vendors based on business need, security, privacy, confidentiality, retention, deletion, access control, and data-use practices. Where appropriate, we use contractual protections designed to restrict vendor access, secondary use, retention, sharing, and model training, and to require deletion or return of data when no longer needed.

We use administrative, technical, and organizational safeguards designed to protect information, including access controls, authentication controls, encryption where appropriate, monitoring, and vendor review practices. No system is completely secure, and we cannot guarantee absolute security.

We retain information for as long as reasonably necessary to provide the Services, fulfill the purposes described in this Privacy Policy, comply with legal and contractual obligations, resolve disputes, enforce agreements, maintain security, and support legitimate business needs.

Recordings, transcripts, summaries, and AI-generated notes may be retained for different periods depending on the type of communication, customer instructions, vendor settings, legal requirements, and operational needs. Where a customer agreement sets a specific retention or deletion requirement, we will handle applicable materials in accordance with that agreement. We may delete, anonymize, or de-identify information when it is no longer reasonably needed, unless we are required to preserve it by law, contract, or legal hold.

Depending on location and applicable law, individuals may have rights to access, correct, delete, restrict, or receive a copy of certain personal information, or to object to certain processing. Where Plentitude processes personal information on behalf of a customer, requests should generally be directed to that customer. We will support customers in responding to valid requests as required by applicable law and our agreements.

Information may be processed in the United States and other locations where Plentitude or its service providers operate. We will use appropriate safeguards where required by applicable law.

The Services are intended for business use and are not directed to children. We do not knowingly collect personal information from children through the Services.

We may update this Privacy Policy from time to time. The updated version will be indicated by an updated effective date. Material changes may be communicated through the Services or by other reasonable means.

Questions about this Privacy Policy may be directed to legal@plentitude.io.