This policy describes the Performology PDF Import browser extension (the “Extension”). The Extension has one purpose: when you click it, it sends the PDF open in the current tab to your Performology account and opens a new sale with fields filled from that PDF.

Performology (“we”, “us”) provides the Extension and the Performology service at https://app.performology.com.

Information the Extension handles

The Extension runs only when you click its toolbar button. It does not watch your browsing in the background.

Website content. The Extension reads the PDF open in the active tab. That includes the file itself and the text in it. It uses that tab’s address only to read that file and to choose a file name. It does not keep a list of pages you have visited, and it does not read other tabs.

This works for a PDF on a website and for a PDF opened from your computer, if you have allowed the Extension to access local files.

Personally identifiable information. Performology reads the PDF and pulls out the customer and policy details needed to prefill a sale. Depending on the document, that can include:

• Name, title, and company

• Email address

• Home, work, and mobile phone numbers

• Street address, city, state, and ZIP code

• Insurance carrier, policy type, and policy number

• Premium, dates, item count, and insurance score, when those appear in the PDF

• The PDF file name

Information we do not collect

The Extension does not collect passwords, PINs, or security answers. The upload uses the Performology session you already signed in to in that browser.

The Extension does not collect browsing history, location, keystrokes, mouse movements, clicks, or scrolls. It does not ask for health information, payment card numbers, or bank account numbers, and it does not use any data to decide creditworthiness or for lending.

How we use information

We use this information only to import the PDF you chose into the Performology account you are signed in to and to prefill the sale form.

The PDF is sent to https://app.performology.com. Performology checks that you are signed in, reads the file, and keeps the extracted fields in your server session. The Sales page loads those fields and then clears them from the session. The uploaded PDF file is not stored as a file on our servers.

If you save the sale, the customer and policy fields become records in your Performology account, the same way as information you type in yourself. Those records stay under your agency account until you or your agency delete them, or until your account is closed under the Performology terms.

Sharing

We do not sell user data.

We do not transfer user data to third parties, except as needed to provide this import into your Performology account. The PDF and the fields taken from it are sent only to Performology. Systems that host your Performology account process that data only to provide the service.

We do not use or transfer this data for advertising, for data brokering, or for any purpose other than this import. We do not use or transfer it to determine creditworthiness or for lending.

We may disclose information if the law requires it, or to protect the rights, safety, and security of Performology, our customers, and the public.

Your choices

You choose the PDF by opening it and clicking the Extension. You can stop future imports by removing the Extension in Chrome. Sales you have already saved can be reviewed and deleted in Performology by users who have access to that account.

Children

The Extension is for insurance agency users of Performology. It is not directed to children under 13, and we do not knowingly collect personal information from children.

Changes

We may update this policy. The “Last updated” date at the top will change when we do. Continued use of the Extension after an update means you accept the updated policy.

Contact

Performology

Email: info@performology.com

Web: https://www.performology.com