Legal & Compliance

Last updated: June 2026

Notice of Privacy Practices

Anchor Core AI ("Company," "we," "us") is committed to protecting the privacy and security of the personal and health-related information you share with us. This Notice describes how we collect, use, and safeguard your information in accordance with applicable federal and state privacy laws, including the Gramm-Leach-Bliley Act (GLBA), the Health Insurance Portability and Accountability Act (HIPAA) where applicable, and applicable state insurance department regulations.

Information We Collect

  • Identity information: name, email address, phone number
  • Professional information: insurance license numbers, licensed states, appointed carriers
  • Business records: case information, policy renewal dates, commission data you voluntarily enter
  • Usage data: AI conversation logs, feature access patterns, authentication events
  • Calendar and email integration data (only when explicitly authorized by you via OAuth)

How We Use Your Information

  • To provide and improve the Anchor Core AI platform and its features
  • To route leads, generate alerts, and deliver automated notifications
  • To verify agent licensing and carrier appointments via SuranceBay
  • To calculate ROI metrics and generate reports for your agency
  • To send transactional emails (alerts, password resets, welcome emails) via Resend
  • To comply with applicable legal and regulatory obligations

Information We Do NOT Sell or Share

We do not sell, rent, or share your personal information with third parties for marketing purposes. Your data is used exclusively to deliver the services described in this Notice. We do not display advertisements and we do not use your conversation data to train general AI models.

Data Storage and Security

All data is stored in Supabase (hosted on AWS infrastructure) with row-level security enforced at the database level. Your data is isolated by organization and role — no agent can access another agent's data, and no GA admin can access another agency's records. AI conversations are stored for owner review and quality assurance only. We use industry-standard TLS encryption for all data in transit.

Third-Party Services

We integrate with the following third-party services, each governed by their own privacy policies:

  • Supabase — database and authentication
  • Anthropic — AI inference (claude-sonnet-4-6)
  • Resend — transactional email delivery
  • SuranceBay — agent licensing and carrier appointment verification
  • Vercel — hosting and serverless compute
  • Google / Microsoft — optional calendar and email OAuth (only when you connect)
  • Calendly — optional scheduling embed
  • Stripe — billing and subscription management

Your Rights

You have the right to access, correct, or request deletion of your personal information. To exercise these rights, contact us at rob@anchorcore.ai. Agents may also contact their GA Admin, who has access to manage profile data within their organization.

Data Retention

We retain your data for as long as your account is active or as required by applicable law. Upon account termination, we will delete or anonymize your personal data within 90 days, except where retention is required by law or legitimate business purposes.

Terms of Service

By accessing or using the Anchor Core AI platform, you agree to these Terms of Service ("Terms"). If you are accessing the platform on behalf of a General Agency or organization, you represent that you have authority to bind that organization to these Terms.

Permitted Use

Anchor Core AI is a software platform designed exclusively for licensed insurance General Agencies (GAs), Independent Marketing Organizations (IMOs), Field Marketing Organizations (FMOs), and their affiliated licensed insurance agents. Access is restricted to authorized users. Unauthorized access, reverse engineering, resale, or redistribution of the platform is strictly prohibited.

Educational Nature of AI Outputs

IMPORTANT: All AI-generated responses, product comparisons, carrier recommendations, and quote estimates provided by Anchor Core AI are for educational and informational purposes only. They do not constitute:

  • Bindable insurance quotes or contract offers
  • Legal, tax, or financial advice
  • Suitability determinations or recommendations
  • Guarantees of insurability, rate, or coverage

All final product recommendations, quotes, and applications must be confirmed through a suitability review, completed application, and carrier underwriting. Agents are solely responsible for ensuring that any product recommended to a client is suitable for that client's specific situation.

Carrier and License Accuracy

The platform uses carrier appointment and license data sourced from SuranceBay and user-entered profile information. While we make reasonable efforts to keep this data current, Anchor Core AI does not guarantee the accuracy of carrier appointment or license information. Agents are responsible for verifying their own appointment status with each carrier before submitting an application.

HIPAA Notice

Anchor Core AI is not a Covered Entity under HIPAA. However, agents using the platform may handle Protected Health Information (PHI) in the course of their insurance business. Agents are responsible for ensuring their own HIPAA compliance. Do not enter client PHI (health records, medical diagnoses, treatment information) into AI conversation fields.

Intellectual Property

All platform software, design, content, and AI prompting architecture is the proprietary property of Anchor Core AI and Robert Holloway II. The four-dimensional eligibility filtering architecture is the subject of a provisional patent application. Unauthorized use, reproduction, or disclosure of platform architecture is prohibited.

Limitation of Liability

To the maximum extent permitted by applicable law, Anchor Core AI and its founder shall not be liable for any indirect, incidental, consequential, or punitive damages arising from your use of the platform, including but not limited to errors in AI responses, missed alerts, or commission calculation discrepancies. Our total liability shall not exceed the fees paid by you in the 30 days preceding the claim.

Governing Law

These Terms are governed by the laws of the State of Texas, without regard to conflict of law principles. Any disputes shall be resolved in the state or federal courts located in Travis County, Texas.

SuranceBay Integration & Compliance

Anchor Core AI integrates with SuranceBay, the insurance industry's leading contracting and licensing platform, to verify agent appointments and license status. The following describes how this integration operates and your obligations under it.

Data Sourced from SuranceBay

  • Agent license status and licensed states (sourced from NIPR via SuranceBay)
  • Carrier appointment status and appointment dates
  • Agent name and contact information as registered with SuranceBay

Authorization

By connecting your SuranceBay account or by having your GA Admin connect SuranceBay on your behalf, you authorize Anchor Core AI to query SuranceBay's API to retrieve your licensing and appointment data for the purpose of filtering AI product recommendations to only those products you are legally authorized to recommend in the relevant states.

Agent Responsibilities

  • You are responsible for maintaining accurate and current licensing in all states where you conduct business
  • You must notify your GA Admin if your license status changes in any state
  • You may not use the platform to recommend products in states where you are not licensed
  • Carrier recommendations generated by the AI are filtered by your appointment status — if a carrier is listed, it means the system believes you are appointed; always verify directly with the carrier before submitting an application

NIPR and State Insurance Department Compliance

License data is sourced ultimately from the National Insurance Producer Registry (NIPR). Anchor Core AI does not modify or override official license or appointment records. Any discrepancies between platform-displayed data and your actual license status must be resolved directly with your state insurance department or carrier.

E&O Notice

Anchor Core AI does not provide Errors & Omissions (E&O) coverage. All agents and GA principals using this platform are responsible for maintaining their own appropriate E&O insurance. AI-generated product recommendations do not constitute professional advice and should not be presented to clients as such without independent verification and suitability review.

Anchor Core AI · https://anchorcore.ai · rob@anchorcore.ai

Robert Holloway II, Founder · Retired U.S. Coast Guard · Licensed General Lines Agent (TX) · SDVOSB

"We have this hope as an anchor for the soul, firm and secure." — Hebrews 6:19