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Privacy Policy

A concise overview of how TrackToWin handles customer and user data.

This page gives agencies a practical privacy summary for product review. Customer-specific commitments may also appear in a signed agreement, order form, or separate addendum where they apply.

TrackToWin is built for agencies that need a clear operating layer for performance, planning, compensation, and reporting. Privacy expectations should stay as readable as the product itself.

Information TrackToWin collects

TrackToWin processes the information needed to provide the platform and support customers.

  • Account details such as names, email addresses, roles, and organization membership.
  • Agency operating data entered into the product, including planning, production, compensation, and contact records.
  • Usage, configuration, and support information needed to operate, maintain, and improve the service.

How the information is used

The platform uses this information to authenticate users, present agency workspaces, power reporting and planning workflows, respond to support requests, and keep the service reliable and secure.

Access, sharing, and retention

Access is intended to stay limited to authorized customer users and TrackToWin staff who need it to operate, support, or protect the service. TrackToWin does not position itself as selling customer data. Information may be retained for as long as it is needed to deliver the service, meet legal obligations, resolve disputes, or protect the platform.

Cross-organization leaderboards

An organization owner may opt in to a name-only organization directory. Owners and administrators can then approve direct, reciprocal leaderboard connections. Connected organizations share active team-member names, organization names, and aggregate application and premium totals by line of business; customer, household, policy, product, activity, and compensation details are not shared. Connections are pairwise, so one connected organization cannot see another connection unless it separately participates in that relationship. Owners can pause all sharing immediately.

Agency Financials

After an owner-verified encrypted cutover, financial records and receipts are stored as owner-controlled ciphertext that TrackToWin staff cannot decrypt. Automatic Plaid and Stripe synchronization requires provider content to pass transiently through the sync runtime before it is sealed. A primary owner may separately opt in to publishing monthly office-and-provider ILP spend totals to authorized Marketing ROI viewers; transaction details remain encrypted. Historical pre-cutover backups can retain plaintext until they expire or are securely purged.

Security

TrackToWin uses reasonable administrative, technical, and operational measures to protect the service and the information processed inside it. Security controls and operational practices may continue to evolve as the product grows.

Questions about privacy

If your agency needs clarification, follow-up, or a direct response during review, contact the TrackToWin team.