Security practices

How InsureClause protects access and handles workspace data.

Review account safeguards, organization separation, data handling and security support.

Access and organization separation

Your account may include more than one organization workspace.

InsureClause checks your account and active organization before showing or changing a review. Only records for the active organization are available, and requests outside that organization are denied.

Data handling

Know what you provide and when it is saved.

Paste or select only information you are authorized to process. A selected file or photo is sent through the authenticated service and processed during the current request to extract text. The original file is not written to InsureClause application storage.

For a certificate of insurance, or COI, and other evidence comparisons, results stay temporary until deliberately saved. Where Save Evidence Version is available, deliberate saving requires an authorized source, a current agreement review and a confirmed retention choice. You can save comparison details and excerpts, or also the complete supplied text. Original files are not retained in application storage. Unsaved checks clear when you refresh or sign out. Agreement drafts can save automatically as you work. Extracted or pasted agreement wording is saved only after you confirm authority to use that wording; Save Draft and Analyze Review also save the draft.

Company Standards stores proposed positions and any reviewed policy excerpt included when an administrator chooses Save Draft. Saving a draft does not approve the position.

FILE AND PHOTO INTAKE

Text extraction for the current request

Authenticated processing extracts text during the current request. Original files are not retained in InsureClause application storage; extracted wording may be saved in the review.

SAVED REVIEW

Authorized wording and saved drafts

Check the wording before confirming authority to use it. Watch the draft status as you work.

WORKSPACE KNOWLEDGE

Customer content stays separate

Workspace content remains separate from shared product knowledge and training examples.

Retention and requests

Records support continuity and accountability.

Saved account, organization, support and review records remain available to operate the service and preserve attributable decision history.

You can submit an access, correction, account closure or removal request through the security and privacy route. Identity or organization authority may need to be verified before action is taken.

Service providers

Services supporting InsureClause.

These services support account access, account emails, saved records, hosting and authenticated file processing. Review the Privacy Notice and Terms of Use for the terms that apply.

ServicePurposeHow it is used
SupabaseAccount access and saved recordsProvides account access and stores organization records.
ResendAccount email deliveryDelivers confirmation, invitation, password reset and security emails, processing recipient addresses, message content and delivery information.
VercelApplication hostingHosts the public site, the application and authenticated processing for file text extraction.
CloudflareChallenge protection where enabledProcesses the challenge interaction used to help limit automated misuse.
StripePayments where enabledProcesses payment and subscription information through the provided billing flow.

Information is shared according to the service each provider supports.

Security or privacy concern

Route the concern to the right team.

Choose “Security or privacy concern,” include your reply email and briefly describe the impact. The appropriate team reviews the report and can use your email for follow up.

Report a security concern

Continue your review

Read the connected policies or enter the workspace.

Open workspace