Who We Are
WorkFlowClick provides done-for-you cold email infrastructure for insurance organizations, including independent agencies, carriers, managing general agents (MGAs), and insurtechs. We build and operate outbound prospecting systems that generate qualified pipeline for our clients.
This Privacy Policy explains what personal information we collect when you interact with our website at workflowclick.com, how we use that information, and what rights you have over it.
For any privacy-related inquiries, contact us at moe@workflowclick.com.
Information We Collect
We collect personal information only when you voluntarily submit a form on our website. We operate three forms, each collecting limited information necessary to fulfill your request.
| Form | Fields Collected | Purpose |
|---|---|---|
| Free Audit (/audit) | Name, email address, company name, role, website URL | To evaluate your current outbound setup and deliver a personalized audit |
| Contact (/contact) | Name, email address, company name, message | To respond to your inquiry or question |
| Playbook (/playbook) | Name, email address, company name | To deliver the requested cold email playbook resource |
ROI Calculator (/roi-calculator): Our ROI calculator runs entirely in your browser. No data entered into the calculator is collected, transmitted, or stored by WorkFlowClick or any third party.
We do not collect sensitive personal information such as Social Security numbers, financial account details, health information, or government-issued identification.
How We Use Your Information
We use the information you submit for the following purposes only:
- To respond to your inquiry, question, or request as described in the form you submitted
- To deliver requested materials, such as the cold email playbook or a personalized audit report
- To notify our team internally so we can follow up with you in a timely manner
- To send follow-up communications directly related to your inquiry, where you have implicitly or explicitly consented by submitting the form
We do not use your information for behavioral profiling, interest-based advertising, or any automated decision-making that produces legal or similarly significant effects. We do not sell, rent, or share your personal information with third parties for their own marketing purposes.
How We Process and Store Your Information
When you submit a form on our website, your information is transmitted via the Resend email API to our team's email inbox. We do not store your personal information in any database, CRM, or persistent data store separate from our email inbox.
Your data exists only within our business email correspondence. It is not written to any database at the time of form submission and is not aggregated, analyzed, or combined with data from other sources.
Third-Party Services
We use a minimal number of third-party services to operate our website. We do not use analytics platforms, advertising networks, or data brokers.
- Resend: We use Resend to transmit form submissions to our team via email. Resend acts as a data processor on our behalf. Their privacy policy is available at resend.com/legal/privacy-policy.
- Self-hosted infrastructure: Our website runs on self-hosted infrastructure. We do not use Vercel, AWS, Google Cloud, or other third-party hosting providers that would receive your data as a matter of course.
- Google Fonts: All fonts are loaded locally via Next.js next/font, which downloads and self-hosts font files at build time. Google does not receive any visitor data or network requests from our site.
Cookies and Tracking
We do not use cookies of any kind on our website. This includes session cookies, persistent cookies, first-party cookies, and third-party cookies.
We do not use:
- Web analytics tools (such as Google Analytics, Mixpanel, or Plausible)
- Tracking pixels or web beacons
- Retargeting or remarketing scripts
- Session recording or heatmap tools
- A/B testing platforms
- Social media tracking widgets
We do not collect any data about your browsing behavior, the pages you visit, how long you stay, or where you came from. There is no tracking of any kind on this website beyond what is inherent in standard HTTP server logs, which we do not retain or analyze for marketing purposes.
Data Retention
Form submissions are retained in our business email inbox for the duration of our normal business correspondence practices. We retain correspondence to maintain records of client and prospect relationships and to fulfill any follow-up commitments we make.
We do not maintain a separate database of form submissions, so there is no additional record to delete beyond our email correspondence.
If you would like to request deletion of your personal information from our records, contact us at moe@workflowclick.com and we will respond within 30 days.
Your Rights (General)
Regardless of your location, you have the following rights with respect to your personal information:
- Right to access: You may request a copy of the personal information we hold about you.
- Right to correction: You may request that we correct inaccurate or incomplete personal information.
- Right to deletion: You may request that we delete your personal information from our records.
- Right to withdraw consent: You may withdraw consent for future commercial communications at any time by contacting us or using the unsubscribe mechanism in any email we send.
- Right to lodge a complaint: You may lodge a complaint with a relevant data protection or privacy authority if you believe your rights have been violated.
To exercise any of these rights, contact us at moe@workflowclick.com. We will respond to all requests in a timely manner consistent with applicable law.
United States Privacy Rights
California (CCPA/CPRA)
California residents have additional rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA):
- Right to know: You have the right to know what personal information we collect about you, the categories of sources from which it is collected, the business purpose for collecting it, and the categories of third parties with whom it is shared.
- Right to delete: You have the right to request deletion of your personal information, subject to certain exceptions permitted by law.
- Right to correct: You have the right to request correction of inaccurate personal information we maintain about you.
- Right to opt-out of sale: We do not sell personal information. We do not share personal information for cross-context behavioral advertising.
- Right to non-discrimination: We will not discriminate against you for exercising any of your CCPA/CPRA rights.
California Shine the Light (Civil Code Section 1798.83): We do not disclose personal information to third parties for their direct marketing purposes.
To exercise your California privacy rights, contact us at moe@workflowclick.com. We will respond within 45 days of receiving a verifiable consumer request. We may extend this period by an additional 45 days where reasonably necessary, with prior notice.
CAN-SPAM Act
All commercial electronic mail messages we send comply with the federal CAN-SPAM Act. Specifically:
- All messages include clear and accurate identification of WorkFlowClick as the sender.
- All messages include our physical mailing address.
- All messages include a clear and conspicuous notice of the opportunity to opt out of receiving future messages.
- Opt-out requests are honored within 10 business days.
Other US States
Residents of the following states have enacted comprehensive consumer privacy laws that grant similar rights to access, delete, correct, and opt-out of certain uses of personal information:
- Virginia (VCDPA): Virginia Consumer Data Protection Act
- Colorado (CPA): Colorado Privacy Act
- Connecticut (CTDPA): Connecticut Data Privacy Act
- Utah (UCPA): Utah Consumer Privacy Act
Residents of these states may exercise applicable rights by contacting us at moe@workflowclick.com. We will respond consistent with the requirements of the applicable state law.
Canadian Privacy Rights
PIPEDA
We handle personal information of Canadian residents in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation.
- Personal information is collected with your knowledge and consent, either expressed through submitting a form or implied by the nature of your request.
- Personal information is collected only for the purposes described in this policy and used only in ways consistent with those purposes.
- You have the right to access the personal information we hold about you and to challenge its accuracy.
- You have the right to withdraw your consent to our use of your personal information at any time, subject to legal or contractual restrictions.
Our privacy officer for PIPEDA purposes can be reached at moe@workflowclick.com.
CASL (Canada's Anti-Spam Legislation)
Commercial electronic messages are sent to Canadian recipients only with implied or express consent as defined under CASL. All commercial electronic messages we send include:
- Clear identification of WorkFlowClick as the sender
- Our contact information
- A working unsubscribe mechanism that is honored within 10 business days
Provincial Privacy Laws
Residents of Quebec, Alberta, and British Columbia benefit from provincial privacy legislation that provides protections similar to or stronger than PIPEDA:
- Quebec (Law 25 / Act Respecting the Protection of Personal Information): Quebec residents have rights under Law 25, including the right to data portability and enhanced transparency requirements. Law 25 applies to businesses that collect personal information from Quebec residents. Residents may request access, correction, or deletion of their information by contacting us at moe@workflowclick.com.
- Alberta (PIPA): The Personal Information Protection Act governs collection and use of personal information in Alberta. Alberta residents may exercise access and correction rights by contacting us directly.
- British Columbia (PIPA): British Columbia's Personal Information Protection Act similarly governs our handling of personal information from BC residents. Residents may contact us to exercise their rights.
European Visitors (GDPR)
If you are located in the European Economic Area (EEA), the United Kingdom, or Switzerland, the General Data Protection Regulation (GDPR) or equivalent national law may apply to our processing of your personal information.
Legal basis for processing: We rely on your consent as the legal basis for processing your personal information. You provide this consent when you voluntarily submit a form on our website.
Under GDPR you have the following rights:
- Right of access (Article 15): You may request a copy of the personal information we process about you.
- Right to rectification (Article 16): You may request correction of inaccurate personal information.
- Right to erasure (Article 17): You may request deletion of your personal information in certain circumstances.
- Right to restriction of processing (Article 18): You may request that we restrict processing of your personal information in certain circumstances.
- Right to data portability (Article 20): You may request receipt of your personal information in a structured, machine-readable format.
- Right to object (Article 21): You may object to processing of your personal information based on legitimate interests or for direct marketing purposes.
- Right to withdraw consent: Where processing is based on consent, you may withdraw it at any time without affecting the lawfulness of processing prior to withdrawal.
To exercise your GDPR rights, contact us at moe@workflowclick.com. We will respond within 30 days. You also have the right to lodge a complaint with your local data protection supervisory authority.
Children's Privacy
Our services are directed exclusively to business professionals and are not intended for individuals under the age of 18. We do not knowingly collect personal information from children or minors.
If we become aware that we have collected personal information from an individual under 18, we will take steps to delete that information promptly. If you believe we may have inadvertently collected such information, please contact us at moe@workflowclick.com.
Data Security
We implement reasonable technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, and destruction:
- HTTPS encryption: All pages on workflowclick.com are served over HTTPS, encrypting data in transit between your browser and our server.
- Secure email transmission: Form submissions are transmitted to our team via the Resend API, which uses TLS-encrypted connections.
- Access controls: Access to submitted information is limited to authorized personnel with a legitimate need to process your request.
No method of transmission over the internet or method of electronic storage is completely secure. While we strive to protect your personal information, we cannot guarantee its absolute security.
International Data Transfers
WorkFlowClick is operated by a team in the United States and Canada. If you submit a form on our website from outside these countries, your personal information may be transferred to, processed, and stored in the United States or Canada.
By submitting a form on our website, you acknowledge and consent to the transfer of your personal information to the United States and Canada, where data protection laws may differ from those in your country of residence.
We do not transfer personal information to countries other than the United States and Canada in the ordinary course of our operations.
Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or for other operational reasons. When we make changes, we will update the "Last updated" date at the top of this page.
For material changes that significantly affect your rights or how we use your information, we will include a clear notice at the top of this policy indicating the nature of the change and its effective date. We encourage you to review this page periodically.
Your continued use of our website after a policy update constitutes your acceptance of the revised policy.
Contact Us
If you have questions, concerns, or requests related to this Privacy Policy or the handling of your personal information, please contact us:
- Email: moe@workflowclick.com
- Contact form: workflowclick.com/contact
We are committed to working with you to resolve any concerns about your privacy in a fair and timely manner.