Battleline Operations Privacy Policy

We may collect information you provide directly to us, including:

• name;
• business or agency name;
• email address;
• telephone number;
• billing and account information;
• insurance licensing and business information;
• state or geographic information relevant to service delivery;
• selected transfer package;
• subscription and service information;
• account preferences;
• communications with Battleline;
• customer-service and support requests;
• information submitted through website forms; and
• other information you choose to provide.

We may also automatically collect technical information such as:

• IP address;
• browser type;
• device information;
• operating system;
• referring pages;
• pages visited;
• timestamps;
• authentication and security events; and
• general website or application usage information.

Payments may be processed by third-party payment processors, including Stripe.

Battleline does not directly store complete credit or debit card numbers entered into supported payment interfaces.

We may retain transaction-related information such as:

• payment status;
• transaction amount;
• subscription status;
• billing dates;
• processor customer or subscription identifiers; and
• limited payment-method information such as card brand and last four digits.

Payment information is also subject to the privacy and security practices of the applicable payment processor.

Battleline Operations provides live-transfer and lead-related services involving consumers who have expressed interest in insurance-related information or agreed to speak with an insurance professional.

Information associated with a qualified prospect may be provided to the participating insurance agent receiving the transfer so that the agent can communicate with, assist, and lawfully follow up with the prospect.

Participating agents are responsible for their own handling and use of prospect information after receipt and for complying with applicable privacy, insurance, telemarketing, communications, and data-protection requirements.

Eligible Battleline Operations customers may receive sponsored access to Battleline Command.

Battleline Command may process information submitted by users for sales coaching and performance analysis, including:

• uploaded audio files;
• call recordings;
• transcripts;
• speaker or conversation segments;
• call-analysis results;
• coaching reports;
• skill assessments;
• performance history;
• training activity;
• production information;
• coaching assignments;
• usage information; and
• related account and performance data.

Battleline may use automated systems and artificial intelligence technologies to transcribe, analyze, organize, or generate coaching information from submitted content.

Customers are responsible for ensuring they have the legal right and any required consent to record, possess, upload, disclose, or analyze submitted calls.

Battleline may use information to:

• create and administer accounts;
• authenticate users;
• process enrollments and recurring subscriptions;
• administer transfer packages;
• provide live-transfer services;
• configure service routing;
• determine service eligibility;
• provide sponsored Battleline Command access;
• administer analysis allowances;
• process submitted calls and coaching information;
• provide customer support;
• send transactional and service-related communications;
• provide billing and upcoming-charge notices;
• process account-management and cancellation requests;
• review transfer-credit requests;
• prevent fraud and unauthorized activity;
• secure our systems;
• diagnose technical issues;
• maintain business and transaction records;
• improve our websites, systems, products, and services;
• enforce applicable terms and policies; and
• comply with legal or regulatory obligations.

Battleline does not sell Battleline customer account information for unrelated third-party marketing purposes.

We may share information with service providers when reasonably necessary to operate our business, including providers of:

• payment processing;
• telecommunications and call routing;
• transfer fulfillment;
• CRM systems;
• artificial intelligence and automation;
• transcription and analysis technology;
• website and application hosting;
• databases and cloud infrastructure;
• authentication and security;
• email and communications;
• analytics;
• lead generation and data services;
• technical support; and
• business administration.

Service providers may process information as necessary to perform services on our behalf or as otherwise permitted by law.

We may also disclose information:

• when required by law or legal process;
• in response to lawful governmental or regulatory requests;
• to investigate fraud or security incidents;
• to protect Battleline, customers, consumers, service providers, or others;
• in connection with a merger, acquisition, financing, restructuring, sale of assets, or similar business transaction; or
• with your direction or consent.

Battleline Operations and Battleline Command may operate using separate application systems, authentication systems, databases, domains, and service infrastructure.

Where an Operations customer receives sponsored Command access, Battleline may exchange limited account, sponsorship, eligibility, package, service-status, and entitlement information between those systems as necessary to provide and administer the connected service.

This does not mean that all information maintained by one system is automatically copied into the other.

Battleline may use cookies and similar technologies to:

• authenticate users;
• maintain sessions;
• remember preferences;
• protect accounts;
• operate website and application functionality;
• understand usage;
• diagnose problems;
• improve performance; and
• support permitted analytics or marketing activities.

Browsers may provide controls for blocking or deleting cookies. Certain Battleline functionality may not work correctly when necessary cookies are disabled.

Battleline may use contact information to send communications including:

• account activation messages;
• password-recovery messages;
• enrollment confirmations;
• receipts;
• billing notices;
• upcoming-charge notices;
• payment-failure notices;
• transfer-service communications;
• Command access communications;
• security notices;
• customer-support messages; and
• other transactional or service-related communications.

Where permitted and where any required consent has been obtained, Battleline may also send promotional or marketing communications.

Eligible marketing communications may include an unsubscribe method.

Transactional, security, billing, and account-related communications may continue while necessary to administer an active or recent customer relationship.

Battleline uses reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, misuse, alteration, loss, or disclosure.

These measures may include access controls, authentication, encryption, security policies, logging, restricted service credentials, and other safeguards appropriate to the applicable system.

No internet transmission, telecommunications system, or electronic storage system can be guaranteed to be completely secure.

Battleline may retain information for as long as reasonably necessary to:

• provide services;
• administer accounts and subscriptions;
• maintain coaching and performance history;
• maintain transaction and business records;
• resolve disputes;
• prevent fraud;
• enforce agreements;
• meet operational requirements; and
• comply with applicable legal, regulatory, tax, accounting, or recordkeeping obligations.

Retention periods may vary based on the type of information and the purpose for which it is maintained.

Call recordings, transcripts, analyses, and coaching information submitted to Battleline Command may contain information about individuals participating in recorded conversations.

The Battleline customer submitting the material is responsible for determining whether the recording and submission are lawful.

Customers should not intentionally submit information they are not legally authorized to possess, disclose, or process.

Depending on applicable law and where you reside, you may have rights concerning certain personal information.

These may include rights to request:

• access;
• correction;
• deletion; or
• other legally available privacy choices.

Some information may be retained where reasonably necessary or legally permitted for contractual, security, fraud-prevention, billing, recordkeeping, regulatory, or legal purposes.

Privacy requests may be submitted through Battleline's published contact methods.

Battleline may take reasonable steps to verify a request before acting on it.

Battleline websites and applications may contain links to or integrations with third-party services.

Independent third parties maintain their own privacy practices, and Battleline is not responsible for those independent practices.

Information submitted directly to a third party is governed by that third party's applicable policies.

If Battleline is involved in a merger, acquisition, financing, reorganization, sale of assets, or similar transaction, information may be transferred as part of that transaction subject to applicable law.

Battleline services are intended for adults and business professionals and are not directed to children under 13.

Battleline does not knowingly offer agent enrollment or Battleline Command accounts to children under 13.

Battleline may update this Privacy Policy periodically to reflect changes in services, technology, business practices, or legal requirements.

The Effective Date may be revised when the policy changes.

Material changes will be communicated when required by applicable law.

Questions, concerns, or privacy requests may be submitted through the contact or support information published by Battleline Operations.

Battleline Operations — battlelineoperations.com

Use of Battleline Operations services is also subject to the Battleline Operations Terms & Conditions and applicable Refund & Cancellation Policy.