Amply AI Privacy Policy

Effective Date: October 1, 2026
Last Updated: October 15, 2026

This Privacy Policy describes how Amply AI ("Amply AI," "we," "us," or "our") collects, uses, discloses, and protects personal information in connection with the Amply AI website, advisor operating system, applications, and related services (collectively, the "Services").

1. Scope and Roles

This Privacy Policy applies to personal information we collect directly from visitors, prospects, subscribers, authorized users, and other individuals interacting with Amply AI.

Amply AI also processes information that advisors and firms submit about their prospects, clients, employees, and other individuals ("Subscriber Data"). Depending on the context and applicable law, the subscribing advisor or firm may act as the business or controller and Amply AI may act as a service provider or processor with respect to that Subscriber Data. In those circumstances, individuals should generally direct requests concerning Subscriber Data to the advisor or firm with which they have a relationship.

This policy does not govern third-party websites, applications, or services that have their own privacy policies.

2. Information We May Collect

Account and Business Information

• Name, business name, job title, professional role, contact information, account credentials, and user preferences.
• Subscription tier, user seats, billing status, support history, and account-administration information.
• Professional or business information that users choose to provide.

Prospect and Client Information Submitted by Subscribers

Depending on how a Subscriber configures and uses the Services, Subscriber Data may include contact information, demographic information, goals, financial or insurance-related information, fact-finder responses, notes, communications, appointment information, documents, product or case information, and other information supplied by the Subscriber or its prospects and clients.

Subscribers are responsible for determining what information they are legally permitted and need to submit to Amply AI and for providing required notices and obtaining required consents.

Communications and Interaction Data

• Emails, SMS or text messages, chat interactions, AI voice interactions, call-related metadata, scheduling activity, reminders, and nurture activity where enabled.
• Support communications and feedback.
• Consent, opt-in, opt-out, suppression, and communication-preference records where supported.

Device, Usage, and Log Information

• IP address, device and browser information, operating system, timestamps, authentication events, pages or features used, referring pages, and diagnostic logs.
• Platform activity such as workflow events, record changes, generated materials, and user-attributed actions where logging is enabled.
• Cookie, analytics, and similar technology data as described below.

Payment Information

Payments may be processed by a third-party payment processor. Amply AI may receive billing contact information, transaction identifiers, payment status, and limited payment-method details.

3. How We Use Information

We may use personal information to:

• Provide, operate, configure, personalize, maintain, and support the Services.
• Create and administer accounts, subscriptions, permissions, and user seats.
• Capture and organize prospect information and support CRM, pipeline, fact-finder, scheduling, and workflow functions.
• Provide qualification, lead-scoring, automation, nurture, reminders, and communication functionality as directed by Subscribers.
• Provide AI-assisted analysis, scenario exploration, solution-development workflows, and presentation-generation functionality where included in the applicable plan.
• Process transactions and manage billing.
• Authenticate users, secure accounts, detect misuse, investigate incidents, maintain audit records, and protect platform integrity.
• Analyze product usage, troubleshoot, improve performance, and develop the Services.
• Communicate about the Services, support requests, account changes, security, legal notices, and, where permitted, marketing.
• Comply with law, enforce agreements, and establish, exercise, or defend legal claims.

4. Artificial Intelligence and Automated Processing

Certain Amply AI features may use artificial intelligence, machine learning, or automated processing to classify or summarize information, assist with lead qualification, support workflow decisions, analyze submitted information, generate scenarios or drafts, and prepare advisor-facing or client-ready materials.

Information submitted to AI features may be processed by Amply AI and approved technology providers as necessary to deliver those features.

Amply AI's AI functionality is intended to support human professionals. Subscribers remain responsible for reviewing outputs and making professional decisions.

5. How We Disclose Information

We may disclose personal information in the following circumstances:

• Service Providers and Subprocessors. To vendors that provide hosting, cloud infrastructure, AI or model services, communications, email, SMS, telephony, analytics, authentication, security, customer support, payment processing, and other services on our behalf.
• Subscriber-Directed Integrations. To third-party applications or services that a Subscriber connects to Amply AI, such as email, calendar, communications, or other business systems.
• Within the Subscriber Organization. To authorized users, administrators, supervisors, or team members based on account permissions and routing settings.
• Legal and Safety Purposes. When reasonably necessary to comply with law, legal process, or regulatory requests; protect rights or safety; investigate fraud or security incidents; or enforce agreements.
• Business Transactions. In connection with a merger, acquisition, financing, reorganization, bankruptcy, sale of assets, or similar corporate transaction, subject to appropriate protections.
• With Consent or Direction. When the relevant individual or Subscriber directs or authorizes the disclosure.

Amply AI does not sell personal information for money.

6. Cookies, Analytics, and Similar Technologies

Amply AI may use cookies, pixels, local storage, SDKs, and similar technologies to operate the website and Services, remember preferences, authenticate users, measure performance, understand usage, and support marketing where permitted.

7. Email, SMS, Voice, and Marketing Communications

Amply AI may provide tools that enable Subscribers to communicate with prospects and clients by email, SMS or text, chat, telephone, AI voice, reminders, or automated nurture. In many cases, the Subscriber determines the recipients, purpose, content, and timing of those communications.

Subscribers are responsible for obtaining and documenting legally required consent and honoring opt-out or revocation requests. Amply AI may process consent and suppression records to help Subscribers administer those obligations.

Individuals may opt out of Amply AI's own marketing emails using the unsubscribe mechanism in the message. For communications sent by an advisor or firm through Amply AI, individuals should follow the provided opt-out mechanism or contact that advisor or firm.

8. Data Retention

We retain personal information for as long as reasonably necessary for the purposes described in this policy, including providing the Services, maintaining business and transaction records, meeting legal or regulatory obligations, resolving disputes, enforcing agreements, maintaining security, and honoring deletion or suppression requirements.

When information is no longer required, we will delete, de-identify, or otherwise dispose of it consistent with applicable law and our operational requirements.

9. Security

We use administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure. Security measures may include access controls, authentication, encryption, monitoring, logging, and other controls appropriate to the environment.

No system can guarantee absolute security. Subscribers are also responsible for securing their accounts, devices, integrations, and credentials.

10. U.S. State Privacy Rights

Depending on where an individual resides and subject to applicable exceptions, state privacy laws may provide rights to request access to personal information, correction, deletion, portability, or information about categories of information collected or disclosed, and to opt out of certain sales, sharing, targeted advertising, or profiling.

To exercise a right concerning information Amply AI controls directly, contact support@amply-ai.com. We may need to verify identity and authority before completing a request.

If Amply AI holds the information solely on behalf of a subscribing advisor or firm, we may direct the individual to that Subscriber or assist the Subscriber in responding as required by contract and applicable law.

Authorized agents may submit requests where permitted by law, subject to verification. Individuals may have a right to appeal certain request decisions in jurisdictions that provide such a right.

11. California Privacy Notice

If the California Consumer Privacy Act, as amended ("CCPA"), applies to a particular processing activity, California residents may have rights regarding access, correction, deletion, portability, and opt-out of sale or sharing, subject to statutory exceptions.

When Amply AI acts as a service provider or contractor for a Subscriber, Amply AI will process covered personal information in accordance with applicable contractual restrictions and the Subscriber's documented instructions, subject to law.

12. Sensitive Personal Information

Subscriber Data may include information that is considered sensitive under certain privacy laws, depending on the Subscriber's use of the Services. Subscribers should submit sensitive information only when necessary and legally permitted. Amply AI will process such information for permitted service, security, compliance, or other disclosed purposes and will provide any legally required rights or limitations applicable to its role.

13. Children's Privacy

The Services are designed for professional and business use and are not directed to children under 13. Amply AI does not knowingly collect personal information directly from children under 13 through its own website or account-registration process.

14. International Data Transfers

If personal information is transferred across national borders, Amply AI will use transfer mechanisms and safeguards required by applicable law.

15. Data Processing Addendum

Business Subscribers subject to privacy laws that require processor or service-provider terms may request or enter into an Amply AI Data Processing Addendum ("DPA"). The DPA may address processing instructions, confidentiality, security, subprocessors, assistance with individual rights, incident notification, deletion or return, audits, and international transfers as applicable.

16. Third-Party Links and Integrations

The Services may link to or integrate with third-party websites and services. When an individual or Subscriber chooses to use a third-party service, that provider may process information under its own privacy policy and terms. Amply AI is not responsible for independent third-party privacy practices.

17. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will post the updated policy and revise the "Last Updated" date. If required by law, we will provide additional notice or obtain consent for material changes.

18. Contact Us

Amply AI
Privacy and support: support@amply-ai.com