PolicyBee Privacy Notice
Effective October 27, 2026. Operated by Axiom Equity LLC. Privacy contact: jesse@summitlifeandhealth.com.
What we handle
Your name, email and sign-in identifier connect you to your agency. We also handle optional contact and representative details, your doctor and medication lists, coverage and policy documents, messages, AI questions/answers, appointments, signed scopes, notification settings and security/audit records. Documents or messages may contain additional personal or health information.
Why we use it
To show your coverage, communicate with your agency, prepare plan reviews, manage appointments and signed records, deliver optional alerts and protect the service. Authorized agency staff can access records assigned to their agency. Private Bee history is kept separately from client-agency messages.
Service providers and Bee
Microsoft Azure hosts and processes app records/documents. Microsoft Entra External ID provides sign-in. If you allow Bee, your question, relevant coverage excerpts and a short recent conversation go to Microsoft Azure AI; questions/answers are saved in PolicyBee. You can turn permission off in Settings; this stops new AI requests and does not delete earlier history. A request already in progress may finish. Reports send the question, answer and your note to PolicyBee support.
Expo and Google FCM or Apple APNs deliver optional push notifications. Cal.com receives booking/contact details for scheduling. Resend delivers transactional emails and verification links. Providers receive information needed to perform their services. We do not use the app to serve advertisements or track you across other companies’ apps for advertising.
Your choices and account deletion
You can update your lists and notification preferences, turn off Bee AI permission and request account deletion in Settings or at our deletion page. Requests are identity-verified. We complete deletion of access and eligible account data within 30 days. This does not cancel insurance or appointments.
Retention
Active records are kept as needed to provide the service. Deletion removes private AI history, notification registrations and eligible account data. Your agency may retain signed scopes and other insurance records for the period required by applicable recordkeeping laws. We retain a minimal deletion receipt and evidence needed to demonstrate fulfillment and meet legal obligations. Backup and security records expire under their applicable operational retention schedules rather than being instantly removed from every backup. Ask us about a specific record or correction.
Security and children
Authenticated access, protected network connections and agency access controls help protect information; no system guarantees absolute security. PolicyBee is intended for adults and is not directed to children.
Changes
We update this notice when practices change and display its effective date. Your agency may provide a separate notice covering its insurance services.