CoachPal Privacy Policy
CoachPal is a real-time compliance-coaching tool for Medicare insurance sales agents. This policy explains what data the CoachPal application accesses, how we use it, and the choices you have. It covers the CoachPal GoHighLevel Marketplace app and the CoachPal web application.
Information we access
- GoHighLevel data (read-only). When you install and connect CoachPal, we access your contacts, your locations (sub-accounts), and your user profile, using the minimum permissions the app requests. We do not modify, delete, or place calls to your contacts.
- Call and coaching data. For practice and coached calls, we process the call transcript and generate compliance feedback, a customer profile, and a report card.
- Account and usage data. Basic identifiers needed to sign you in, operate the service, and secure it.
How we use it
- To provide live coaching, compliance tracking, scripting, and call summaries.
- To operate, secure, maintain, and improve the service.
- We do not sell your data, and we do not use it for advertising.
How we share it
We share data only with service providers that help us run CoachPal (for example, cloud hosting, speech-to-text and language-model processing, and telephony), under agreements that limit their use of the data to providing those services. We may disclose data if required by law. We do not otherwise share your data with third parties.
Data retention
We retain contact data only as needed to provide the service and honor your settings. Coached session records are retained for your review and can be deleted on request. When you uninstall the GoHighLevel app, CoachPal's access to your GoHighLevel data is revoked immediately.
Security
We use industry-standard safeguards, including encryption in transit and encryption at rest for sensitive credentials such as access tokens. Access to production data is restricted.
Your choices
- Disconnect at any time by uninstalling the CoachPal app in GoHighLevel.
- Request access to, correction of, or deletion of your data by contacting us.
Contact
Questions or requests: privacy@purlpal.ai [confirm].
We may update this policy; material changes will be posted here with a new effective date.