Privacy Policy

Effective Date/ Last Updated: 8-15-2025

Agency Edge Pro, LLC (“we,” “us,” or “our”) respects your privacy and is committed to protecting the information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when:

You visit our website or landing pages.

You sign up to receive SMS, email, or other communications from us.

You provide information to learn more about our products and services.

You become a customer and we provide you with services, including any incidental access we may have to the data stored in your account.

This policy applies to both our direct customers and the end users whose information we may access incidentally while providing service and support.

This Privacy Policy is separate from our Terms of Service & End User License Agreement. Official, current copies of our Privacy Policy and Terms of Service & End User License Agreement documents are available upon request.

1. Information We Collect

We may collect the following categories of information:

Personal Data

Name, phone number, email address.

Date of birth, physical address (if provided).

Business Data

Company name and associated business information.

Account setup information, including various business details needed for our services.

Other Required Data

Other information that may be required to establish your account.

Payment details, billing address, and related financial information (if applicable).

Message & Content Data

Message content you send to us.

Responses to forms or surveys.

Usage & Preference Data

Consent preferences and opt-in/out history.

Appointment history and communication preferences.

We may also collect other information you provide voluntarily or that may be required to provide our products and services to you.

2. How We Use Your Information

We use your information for purposes including:

Transactional Communications – Required to service your account, comply with regulations, and provide support.

Appointment Reminders – Notifications for upcoming scheduled events.

Review Requests – Requests for service feedback.

Account Alerts & Updates – Important notices regarding your account or services.

Marketing Communications – Promotions, event announcements, and informational content (only if you opt-in).

We do not sell your personal information to third parties for their marketing purposes.

3. Customer Data & Incidental Access

As part of providing our SaaS services, we may have incidental access to information stored in your account, which could include personal or business data about your own customers, leads, or contacts.

We access such information only:

When necessary to provide technical support, troubleshooting, onboarding, or maintenance.

For purposes directly related to delivering the services you have purchased or requested.

We treat this information as confidential, do not use it for marketing, share or sell it with others, and do not retain it beyond the time required to complete the support or service task, unless required by law.

Our standard practice is to retain account data for approximately twelve (12) months after an account is inactive, cancelled, or terminated, to protect against data loss and to allow for reinstatement. However, we are not required to retain your data for any specific period of time, and in some circumstances (including accounts terminated for cause or for violations of our Terms of Service & End User License Agreement) data may be deleted much sooner, such as within 30 days.

4. Third-Party Service Providers

We may use trusted third-party vendors—including but not limited to Twilio, HighLevel, email service providers, and other contracted service providers—to help deliver our services.

Your information may be accessed by our employees, subcontractors, vendors, and other contracted service providers when necessary to help deliver our services, provide support, or maintain our systems.

These providers:

Process data on our behalf.

Are contractually obligated to protect your information.

May store or process data in locations outside your state, province, or country.

Each third party provider maintains its own privacy practices, which we encourage you to review. Further information on our current contracted service providers is available upon request.

5. Legal Basis for Processing

We process personal information based on:

Your consent.

The necessity to fulfill a contract with you.

Our legitimate business interests in delivering and improving our services.

Compliance with applicable laws and regulations.

6. Data Retention

We retain your information only for as long as necessary to:

Provide the services you have requested.

Meet legal, accounting, or regulatory obligations.

Our standard practice is to retain account data for approximately twelve (12) months after account inactivity, cancellation, or termination, unless a longer or shorter period is necessary based on legal requirements, contractual obligations, or business needs. In some cases, such as accounts terminated for cause or policy violations, data may be deleted sooner, including within 30 days.

When data is no longer needed, we securely delete or anonymize it.

7. Security Measures

We take reasonable administrative, technical, and physical precautions to protect your data, including:

Encryption in transit and at rest.

Secure storage systems.

Access controls following the principle of least privilege.

Staff training on data protection.

System monitoring for unauthorized access.

8. Your Rights

Depending on your location, you may have the right to:

Access the information we hold about you.

Request corrections to inaccurate information.

Request deletion of your personal information.

Withdraw consent for certain processing activities.

To exercise these rights, contact us using the details below.

9. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors.

If you are under 18, you may only use our services with the express consent and authorization of a parent or legal guardian. If we learn we have inadvertently collected such information without proper consent, we will take steps to delete it.

10. Communication Preferences & Opt-Out

SMS Marketing Opt-Out: Reply “STOP” or send a message containing only “STOP” to .

Email Marketing Opt-Out: Click “unsubscribe” in any marketing email.

Rejoining: You may opt-in again by texting “JOIN” or “START” to or completing an opt-in form on our website.

Opting out of marketing communications does not affect transactional or service-related messages, which are necessary to provide our services.

You may request to stop receiving transactional or service-related messages; however, doing so may limit our ability to provide services to you and may require cancellation or termination of your account. To opt-out of transactional or service-related messages, send us an email request at [email protected].

11. Updates to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with a new Effective Date. Your continued use of our services after an update constitutes your acceptance of the revised policy.

12. Contact Us

Agency Edge Pro, LLC
P.O. Box 293082
Kerrville, TX 78029
Phone: (830) 955-8635

Email: [email protected]