Privacy Policy

Last updated: June 19, 2026

Do not submit PHI, medical details, member IDs, claim data, or client documents through this public website, public forms, or email. PHI use requires a signed BAA and PHI onboarding approval.

davepartner.ai, branded as Bella, provides an AI-powered insurance back-office tool for independent agents, brokers, and General Agencies. This policy explains what data we collect, why we collect it, and how to contact us about your data. Questions go to [email protected].

1. Data we collect

Marketing and waitlist data. Email address, role, agency size, current CRM, and basic product-interest details you submit through public forms.
Account data. Name, email, organization, role, authentication data, and account settings when you create or use an app account.
Product data. CRM records, notes, workflow data, messages, files, and other information you choose to put into the authenticated app.
Operational telemetry. IP address, user agent, request metadata, security events, error reports, and aggregate usage counters needed to run and protect the service.
Billing data. If paid plans are enabled, payment processing is handled by a payment processor. We do not store card numbers on this website.

2. PHI and HIPAA-related data

Bella does not accept PHI unless your organization has an executed Business Associate Agreement with us and PHI onboarding has been approved. Until then, do not submit medical details, member IDs, claim data, client documents, or other protected health information. If you need PHI support, review the BAA readiness page before using the product for that workflow.

3. How we use data

To operate the product and provide requested workflows.
To communicate with you about beta access, onboarding, product updates, support, billing, and security issues.
To improve reliability, debug problems, detect abuse, and protect accounts.
To meet legal, contractual, and compliance obligations.

4. Third-party processors

Bella uses service providers for hosting, storage, email, analytics, payments, AI processing, support, and security operations. PHI may only be processed by vendors that are approved for the specific PHI workflow and covered by appropriate contractual protections, including a BAA where required. Vendors that are not approved for PHI must stay outside the PHI path.

5. Data retention

We retain data for as long as needed to provide the service, comply with legal obligations, resolve disputes, prevent abuse, and enforce agreements. You can request deletion or export by emailing support from your account address. Some logs and backups may remain for a limited period as part of normal security and recovery processes.

6. Security

We use TLS for data in transit, access controls, monitoring, and operational safeguards designed to protect the service. PHI workflows require additional controls such as vendor BAA verification, MFA, audit logging, PHI-safe logging, and backup/incident procedures. See the Security page for current readiness status.

7. Your rights

Depending on your location and relationship to us, you may have rights to access, correct, export, delete, or object to certain processing of your personal data. Email [email protected] from your account address to make a request.

8. Children

Bella is a B2B product and is not intended for anyone under 18. We do not knowingly collect data from minors.

9. Changes

We may update this policy from time to time. Material changes will be posted here or communicated through the product where appropriate.

10. Contact

Questions, requests, or complaints: [email protected].