Privacy Policy

Scout for Brokers (“Scout”) is wholly owned and operated by Scout Companies LLC, a Delaware limited liability company. Scout Companies LLC is the data controller responsible for the personal information described in this Privacy Policy. Our contact address for privacy matters is support@scoutforbrokers.com.

We collect the following categories of information:

• Account information: name, email address, phone number, job title, company or agency name, state license numbers, and password.
• Profile and usage information: your target market, sales playbook, prospect preferences, search history, pipeline activity, campaign performance, and interactions with the Service.
• Connected account data: if you choose to connect an email, calendar, social, or advertising account, we collect the access token, account identifier, display name, and any permissions required to send or schedule outreach on your behalf.
• Prospect and company research: employer, plan, contact, and financial records compiled from public filings such as Form 5500, ERISA filings, IRS records, and licensed third-party data providers.
• Device and log information: IP address, browser type, operating system, device identifiers, pages viewed, and timestamps.
• Communications: emails, support requests, and other messages you send to us or through the Service.

We collect information directly from you when you register, complete your profile, connect accounts, upload lists, launch campaigns, or communicate with us. We also collect information automatically as you navigate and use the Service, and we receive business and public-record data from third-party data providers and open sources.

We use your information to:

• Provide, operate, maintain, and improve the Service.
• Match brokers with relevant employer opportunities and help employers identify suitable brokers.
• Draft, personalize, schedule, and send outreach on your behalf.
• Process payments, manage subscriptions, and enforce plan limits.
• Communicate with you about your account, security, product updates, and support.
• Analyze usage trends, troubleshoot issues, and develop new features.
• Comply with legal obligations and protect our rights and the rights of others.

We process personal information on the basis of: (a) performance of our contract with you; (b) compliance with legal obligations; (c) our legitimate interests in operating and improving the Service, provided those interests are not overridden by your rights; and (d) your consent, where required.

We do not sell your personal information. We share information only in the following limited circumstances:

• Service providers: with vendors who perform functions on our behalf, such as hosting, payment processing, email delivery, analytics, and AI processing. These providers are contractually bound to use data only for the services they provide to us.
• Connected platforms: when you authorize integrations with email, calendar, social, or advertising services, data is shared with those platforms as necessary to enable the integration.
• Business transfers: in connection with a merger, acquisition, financing, or sale of all or a portion of our assets, your information may be transferred as part of that transaction.
• Legal compliance: when required by law, subpoena, court order, or government request, or to protect our rights, property, or safety, or that of our users or the public.

When you use AI-powered features such as message drafting, company research, or opportunity scoring, we send relevant inputs to our AI providers. That content is processed solely to generate output for you and is not used by those providers to train their models. You retain control over whether to send, edit, or discard any AI-generated content.

Employer, plan, and contact records come from public filings such as Form 5500, ERISA reports, IRS records, and licensed data providers. They describe businesses and professional roles, not private consumer households. We use this data to help brokers identify and evaluate commercial prospects and to help employers evaluate benefits and insurance brokers.

We retain your personal information for as long as your account is active or as needed to provide the Service, comply with legal obligations, resolve disputes, and enforce our agreements. If you delete your account, we will remove your profile, playbook, prospects, connected tokens, and associated data within 30 days, except where we are required to retain information for legal or audit purposes.

We implement administrative, technical, and physical safeguards designed to protect your information. Data is encrypted in transit and at rest. Access is restricted on a row-level basis so that one account cannot read another account’s records. Connected-account tokens are stored encrypted and can be revoked from Settings at any time.

No method of transmission or storage is completely secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.

Depending on your location, you may have the right to access, correct, delete, restrict, or port your personal information, and to object to or withdraw consent for certain processing. You can update much of your information directly in Settings. For other requests, contact us at support@scoutforbrokers.com. We will respond within the timeframe required by applicable law.

We use a session cookie to keep you signed in and privacy-friendly analytics to measure product usage. You can control cookies through your browser settings. Disabling certain cookies may limit your ability to use some features of the Service.

The Service is not directed to individuals under the age of 18, and we do not knowingly collect personal information from children. If we learn that we have collected personal information from a child under 18, we will take steps to delete that information promptly.

Your information may be transferred to and processed in the United States or other countries where our service providers operate. By using the Service, you consent to such transfers. We take appropriate safeguards to protect your information when it is transferred internationally.

We may update this Privacy Policy from time to time. If we make material changes, we will notify you by email or through the Service at least 30 days before the changes become effective. Your continued use of the Service after the effective date constitutes your acceptance of the revised Privacy Policy.

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at support@scoutforbrokers.com.