Submission Desk · Legal

Policies & agreements

Everything that governs how Submission Desk works, how we handle your clients' information, and what we promise in return. Written to be read by brokers, not just lawyers.

Terms of ServiceThe agreement between your business and us: what the service does, what it doesn't, your responsibilities as the broker who sends every email, and how disputes are handled.
Privacy PolicyWhat personal information we collect, why, who we share it with, how long we keep it, and how to exercise your privacy rights, including GLBA, CCPA/CPRA, and GDPR.
AI Use & TransparencyHow AI is used to extract risk facts and draft emails, the Claude connector versus in-app API key models, grounding rules, and why a human always reviews before anything is sent.
Cookie & Local Storage PolicyEvery cookie and browser storage key we use. Only what's needed to sign you in and remember your display preferences. No advertising or analytics trackers.
Acceptable Use PolicyWhat you may not do with the service: uploading data without authority, spam, misrepresenting a risk to underwriters, security attacks, scraping, and similar misuse.
Data Processing AddendumThe terms under which we process your clients' information on your behalf as a processor and GLBA service provider. A signed copy is available on request.
SubprocessorsThe third-party vendors that help us run the service, what data each one handles, and where.
Security OverviewHow we protect your data today (encryption, tenant isolation, audit log), what isn't in place yet, and how to report a vulnerability.
Accessibility StatementOur WCAG 2.2 AA target, known limitations, and how to tell us about an accessibility barrier.

Questions

Legal: [legal@yourdomain.com]
Privacy requests: [privacy@yourdomain.com]
Security reports: [security@yourdomain.com]
Postal: [Company Legal Name, LLC], [Street, City, State ZIP]