Privacy Policy
Last updated: May 2026
Information We Collect
We may collect information such as your name, email address, company information, account details, uploaded documents, certificate of insurance information, subcontractor records, usage activity, and communication history when you use our website or software platform.
How We Use Information
We use collected information to provide and improve our services, manage accounts, organize certificate tracking workflows, send notifications and reminders, provide customer support, improve platform functionality, analyze usage trends, and communicate important service updates.
Uploaded Documents & COI Data
Users may upload certificates of insurance, compliance-related documents, subcontractor information, and related records into the platform. Users remain responsible for ensuring the accuracy, legality, and appropriateness of uploaded information.
My Smart COI Tracker does not independently verify the validity, accuracy, or legal sufficiency of uploaded insurance documents or compliance information.
Data Protection & Security
We take reasonable measures to protect information from unauthorized access, misuse, disclosure, alteration, or loss. However, no software platform, website, or online transmission method can guarantee absolute security.
Users are responsible for maintaining the confidentiality of their account credentials and limiting access to authorized users.
Third-Party Services
We may use trusted third-party providers for hosting, analytics, payment processing, email delivery, authentication, customer communication, and software infrastructure. These providers may process information as necessary to support our services.
Cookies & Analytics
Our website and platform may use cookies, analytics tools, and similar technologies to improve user experience, understand site usage, analyze traffic patterns, and enhance platform performance.
Data Retention
We retain information for as long as reasonably necessary to provide services, comply with legal obligations, resolve disputes, maintain business records, and enforce agreements.
User Rights
Users may request access to, correction of, or deletion of certain personal information by contacting us directly. We may retain limited information where necessary for legal, security, operational, or legitimate business purposes.
Compliance Disclaimer
My Smart COI Tracker helps organize and monitor compliance-related information but does not guarantee legal compliance, insurance validity, policy coverage, or regulatory fulfillment. Users remain responsible for reviewing, verifying, and managing their own compliance obligations and insurance requirements.
Changes to This Policy
We may update this Privacy Policy periodically to reflect changes to our services, legal requirements, or operational practices. Updated versions will be posted on this page with a revised effective date.
Contact
Questions about this Privacy Policy can be directed to: