Effective Date: July 15, 2025

Mitul Thakkar ("we", "our", "us") operates the Mitul Thakkar mobile application (the "App"), which is designed as an internal CRM tool for office use only by authorized employees. This Privacy Policy explains how we collect, use, store, and protect your information when you use our App.

1. Information We Collect

We may collect and process the following types of information:

• Client Data: Client details, inquiries, leads, notes, tasks, calls, meetings, attachments, and activity logs.
• Employee Data: Information related to authorized users, including their interactions within the App.
• Activity Logs: Details of activities performed by employees and client-related activities.
• Notifications: Information used to send notifications regarding tasks, meetings, or updates.

2. How We Use Your Information

The information collected is used to:

• Manage client relationships effectively.
• Track inquiries, leads, and tasks.
• Schedule and log meetings, calls, and follow-ups.
• Store and manage attachments securely.
• Monitor and record employee and client activities for operational purposes.
• Send relevant notifications to authorized users.

3. Data Sharing and Disclosure

We do not sell, rent, or share your personal data with third parties for marketing purposes. Data may only be shared:

• With authorized employees of the organization for operational needs.
• When required by law or legal obligations.
• With service providers who assist in maintaining or improving the App under strict confidentiality agreements.

4. Data Storage and Security

We implement industry-standard security measures to protect your data from unauthorized access, alteration, or disclosure. Data is stored securely and accessible only to authorized personnel.

5. User Rights

As this App is for internal office use only, employees may:

• Access their data upon request.
• Request correction of inaccurate information.
• Contact their administrator for deletion or data-related queries.

6. Data Retention

Data will be retained as long as it is necessary to fulfill operational purposes or as required by law.

7. Third-Party Services

If third-party services or tools are integrated into the App, they are governed by their respective privacy policies.

8. Changes to this Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be communicated internally to authorized employees.

9. Contact Us

If you have any questions about this Privacy Policy or data practices, please contact us at:
Email: info@aapkainsurancevala.com