MyAdvisorData.ai Partner Access and Privacy Agreement

Version 2026-10-05.1

The short version (it does not replace the sections below)

1. Parties and authority

MyAdvisorData is the service name of the company identified in our Legal Notices, version 2026-10-05.1, at https://myadvisordata.ai/legal/2026-10-05.1 (“we,” “us”). That specific version is incorporated into this agreement. Read it before you sign: it names the legal entity you are contracting with. “We” and “us” mean only the entity named there, in the copy shown to you and stored with your acceptance record. That stored copy controls if the page at that address later differs. The organization or sole proprietor identified below is the partner (“you”).

Your principal or an officer expressly authorized to bind you must sign. Your approved onboarding record identifies your organization, principal contact, products, named sign-in emails, authorized hierarchy, assistant accounts, and approved API applications and IP addresses or ranges.

2. Service and information

Status access is read-only through your chosen assistant connector or app.myadvisordata.ai. As released and enabled, APIs may supply MyAdvisorGrids carrier information and create a producer-contracting request. Creation is a limited write action, not appointment approval. It requires authentication and requests from IP addresses or ranges you supply and we approve. You are responsible for the accuracy of every contracting request your systems create and for having the producer's authorization to submit it.

Within your approved hierarchy, service responses include carrier, product, full policy number, case status and dates, and the insured’s first name and last initial; nonclinical requirement names, responsible parties and dates; producer name and National Producer Number (NPN), contracting and appointment status; SureLC request type, carrier and stage; and submitted and paid case counts by month.

Service responses never include commission or contract levels, Social Security numbers, dates of birth, health details, notes, documents or any data outside your approved hierarchy. These limits also apply to newly enabled products.

3. Activation and accounts

Acceptance alone grants no access. Activation is automatic only when your onboarding record is complete and every listed email matches our records for your approved hierarchy. Otherwise, onboarding waits for a relationship owner, and we tell you so.

Each named user must accept the short user terms and personally confirm an eligible access route at first sign-in. No shared sign-ins. Approved API applications require separately scoped credentials and a named responsible person.

Protect credentials, use required multifactor authentication, and keep your user and IP lists accurate. You are responsible for your users’ compliance. Immediately report departures, compromised credentials and changes of authority to support@myadvisordata.ai. We then disable the access we control (the connector, the web screen and the APIs) to refuse later requests. We cannot recall information already delivered to an assistant.

4. Permitted use

Treat service information as confidential. Use it only to service cases and producer relationships within your approved hierarchy, on a need-to-know basis, inside your organization and your own agency systems. Do not sell or publish it, export it for any other purpose, create shared assistant links, or send it to a model or system that is not yours or an approved integration.

Do not disclose it outside your organization, with three exceptions: to the producer or agency in your approved hierarchy that the case or request belongs to; with our prior written approval, which includes the assistant accounts and integrations recorded as approved in your onboarding record; or where the law requires it, in which case tell us first if the law allows. A contracting request you send through an approved API is a permitted use.

Your signature is not an insured’s authorization and cannot waive anyone’s privacy rights. Each party remains responsible for its own lawful processing and disclosure duties.

5. Assistant accounts

For personal assistant or web access, users must use a Team or Enterprise assistant seat, a consumer seat with model training turned off before connecting, or the web screen only. Keep voluntary training and feedback sharing off. Stop connecting and notify us before changing approved assistant accounts or settings. API approval does not authorize additional transfers to models.

We may refuse an assistant product whose terms cannot support lawful processing. Your selected assistant receives returned information under its own terms. Training-off does not eliminate retention or human review.

We receive the tool your assistant calls, the inputs it passes (such as a policy number or a producer name) and the connection details needed to authenticate the request. We do not reach into the rest of your conversation, but we receive whatever your assistant includes in its request. Do not put conversation text, or any field section 2 excludes, into a request.

6. Privacy and processing

Our personnel, Google Cloud, Snowflake where used, and our development vendor, ACE Data Analytics, process service information for delivery, support, security and quality checks. ACE acts under our agreement; production access requires effective written confidentiality and security terms.

Approved vendor access may occur from India. U.S. hosting does not mean U.S.-only processing. Your selected assistant is a separate recipient under its own terms, identified by provider, product and account or workspace in your approved onboarding record.

We restrict our processing to these service purposes and legal obligations. Send privacy requests to support@myadvisordata.ai.

7. Free period and pricing

Your free pilot starts at your first authorized sign-in or successful authenticated API call, whichever comes first, and lasts 30 calendar days.

We may charge for access after those 30 days only with at least 15 days’ advance written notice to your principal of pricing, billing terms and the retention schedule that will apply. Accepting the notice accepts that schedule. No charge starts without your acceptance. If you do not accept, we may end your access for that reason only after both the pilot and the notice period have ended, and this agreement then terminates.

This agreement starts when accepted and continues until terminated.

8. Security incidents

Notify support@myadvisordata.ai without delay, and within four hours after discovering suspected unauthorized access, misuse or disclosure involving this service. Preserve evidence and cooperate in containment.

We notify your principal within four hours of confirming that information reached the wrong person, and promptly report other security incidents affecting your data. Initial notice may be incomplete; we provide updates. Our request records show who called which tool and how many rows came back, not the rows themselves.

These hours run continuously, not just during business hours. Each party remains responsible for legally required notices. Neither party may delay an earlier mandatory deadline.

9. Records and retention

For every request to our service we record who asked, which tool or screen was used, a fingerprint of the request (not its text), the outcome and how many rows came back, when, and the IP address and client software our service observes, which may be those of your assistant or another intermediary rather than your own device. We do not keep the answer or your assistant conversation. Error records hold a generic error code or description, not raw data-source messages, request inputs or answer content, and follow the same retention as request records.

Acceptance records include the agreement text and version, the Legal Notices version as shown to you, a hash covering both documents, signer name, email, time, IP address, user agent, approved onboarding record and attestations.

We keep request records for the pilot and twelve months after it ends. We keep acceptance records, including the onboarding record and evidence of authority, for six years after this agreement ends. Either period is longer only for documented legal or binding contractual requirements or legal holds. We then securely delete them. If service continues after the pilot, these periods keep applying until you accept a new schedule. Underlying insurance records follow their applicable retention schedules. Independent assistant retention follows that provider’s terms.

10. Suspension and termination

You may terminate by notifying support@myadvisordata.ai. We may suspend or terminate access for security, unlawful use, inaccurate authority or hierarchy, breach, or service discontinuation. We give notice when practicable; urgent containment need not wait.

Offboarding disables accounts, tokens and API access and records completion. Stop use and delete unauthorized copies, subject to lawful retention and evidence-preservation duties. Ending access cannot recall information already delivered to an assistant.

Accrued payment obligations, confidentiality, lawful record retention, indemnity and liability/dispute provisions survive termination.

11. Status, not advice; no warranty

Status information we return reflects available source records, which may be delayed or incomplete; it is not a live carrier confirmation. Where our sources show a result is unknown or incomplete, we label it; we may not detect every gap. No result does not mean there are no outstanding requirements. Confirm material facts, coverage, requirements and deadlines with your relationship contact and carrier before acting. AI can make mistakes.

The service is provided “as is” and “as available,” without warranties of accuracy, completeness, uninterrupted availability or fitness for a particular purpose, to the extent lawful. It provides status, not insurance, investment, legal or tax advice, and does not bind coverage or approve appointments.

These disclaimers do not erase an express promise in this agreement. Section 13, not this section, sets the limit on damages.

12. Your indemnity

You will defend, indemnify and hold harmless us and our personnel from third-party claims, damages and reasonable legal costs to the extent caused by your or your users’ breach of this agreement, unlawful use or negligence, including unauthorized sharing and failures to protect credentials or maintain your IP list.

This does not shift losses caused by our negligence, misconduct or breach of our duties to you. Regulatory penalties are included only if lawfully transferable.

We promptly notify you of a claim. Delay reduces your obligation only to the extent it materially prejudices your defense. You control the defense with reasonably acceptable counsel. We may participate at our expense. No settlement may admit our fault, impose nonmonetary duties on us or require our payment without our written consent.

13. Limits on our liability

To the extent lawful, we exclude lost profits and indirect or consequential losses.

Our aggregate liability is limited to the greater of $10,000 or service fees you paid in the twelve months before the event giving rise to the claim. For our confidentiality, privacy or security failures, the aggregate limit is twice that amount instead. This cap limits only our liability to you, on every legal theory. It does not limit your indemnity, defense, payment or confidentiality obligations.

Neither exclusion nor cap applies to fraud, willful misconduct, gross negligence or liability that cannot lawfully be limited.

14. Partner insurance

While access is enabled, an agency or BGA maintains professional errors-and-omissions insurance and cyber/privacy insurance of at least $1 million each. An individual agent maintains professional errors-and-omissions insurance of at least $1 million. You confirm this in your onboarding record and provide a certificate within 10 days when we ask. We may suspend access if you do not. Insurance does not replace or limit your obligations.

15. Changes

We issue a new version for changed terms, including the Legal Notices, and require your affirmative re-acceptance before continued use under it. Users separately re-accept changed user terms. Changes do not retroactively reduce accrued rights. Product expansion remains subject to lawful processing and the stated data limits.

16. Governing law and disputes

Arizona law governs without displacing mandatory protections. Disputes go exclusively to state courts in Maricopa County, Arizona, or the federal District of Arizona where jurisdiction exists. Arbitration is not required.

If a provision is unenforceable, the remainder continues where legally permitted.

17. Electronic acceptance

By typing your name, checking acceptance and clicking “Approve and electronically sign,” you sign for the partner, accept the Legal Notices version linked in the acceptance block as part of this agreement (that stored version, not a later page at the same address, names us), and consent to electronic records and notices at the principal email in your onboarding record. Downloadable terms and an acceptance receipt will be provided. Keep your contacts current. Scrolling or silence is not acceptance.

Acceptance

Typed full name: [Full name]

Title or capacity: [Title or capacity]

Organization legal name, or sole proprietor’s full legal name: [Legal name]

Signer email: [Email]

Principal’s notice email: [Email]

Your contracting company: Legal Notices, version 2026-10-05.1, https://myadvisordata.ai/legal/2026-10-05.1

[ ] I am the principal or an expressly authorized officer with authority to bind the partner identified above. I have read that Legal Notices version and agree, for the partner, to contract with the company identified there. I approve the recorded products and users, accept this agreement for the partner, and consent to electronic signatures, records and notices.

Assistant/web access attestations

Record one route for each named user during onboarding. Each user must personally confirm the applicable statement before access. If you will personally use the connector or web screen, select your route below; signing for the organization does not itself attest to another user’s settings.

[ ] I connect from a Team or Enterprise assistant seat.

[ ] I connect from a consumer assistant seat and I have turned model training off before connecting.

[ ] I use the web screen at app.myadvisordata.ai only, no assistant.

Approval button: Approve and electronically sign.