LAST UPDATED December 6, 2025

Dashboard Local (“Dashboard Local,” “Company,” “we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, protect, and share personal information related to your use of the Dashboard Local website, platform, and related services (the “Services”).

By accessing or using Dashboard Local, you consent to the practices described in this Privacy Policy.

If you do not agree with this Privacy Policy, you must discontinue use of Dashboard Local.

1. Information We Collect

We may collect two categories of information:

A. Personal Information (“PII”)

This includes information that identifies or can reasonably be linked to you, such as:

● Your name

● Email address

● Phone number

● Company and job information

● Billing information

● Account information

● Payment credentials

● Contact list information uploaded to the Platform

This also includes personal information you upload about your leads or customers into your Dashboard Local account.

B. Aggregate & Technical Data

We may collect usage information that does not by itself identify you personally, including:

● IP address

● browser details

● device identifiers

● referring pages

● clicked links

● usage events

● system activity

● general analytics

● cookies and session identifiers

2. How We Collect Information

Dashboard Local collects information in the following ways:

● when you register a user account

● when you upload contacts or customer data into the Platform

● when you communicate with us by email or support requests

● when you enter payment information

● when you log in or interact with the Platform

● through cookies and analytics tools

3. Use of Personal Information

We use Personal Information to:

● provide the Dashboard Local Platform

● operate and maintain your account

● process transactions and billing

● store and manage contacts

● enable communication features

● detect unauthorized access

● improve the Platform

● provide support

● comply with applicable laws

We may also use aggregated or anonymized data for system improvement and general usage analytics. This information does not personally identify you.

4. GoHighLevel Infrastructure

Dashboard Local operates in part through the GoHighLevel software ecosystem. GoHighLevel provides certain backend infrastructure, including hosting, automation technology, communication tools, and workflow engine functionality.

By using Dashboard Local, you acknowledge that some of your information may be processed or stored by GoHighLevel and third-party communication providers as required for system functionality.

Dashboard Local is an independent provider, not owned or operated by GoHighLevel.

5. Cookies and Tracking

Dashboard Local uses cookies and similar tracking tools to:

● maintain session login

● store preferences

● provide analytics

● improve user experience

● You may disable cookies in your browser, but doing so may affect Platform functionality.

6. Disclosure of Information

Dashboard Local does not sell your personal data.

We may share limited data with:

● payment processors

● technology providers

● communication networks

● data storage services

● GoHighLevel infrastructure services

● authorized contractors assisting in operation of the Platform

We may disclose personal data if required by law, subpoena, court order, or to comply with governmental requests.

We may also share anonymized or aggregate data for reporting or analytics purposes.

7. Security

Dashboard Local takes commercially reasonable security measures to protect stored information, including:

● secure servers

● encrypted transmission

● restricted access controls

● industry-standard authentication

● platform-level safeguards

However, no internet or digital transmission is fully secure. You acknowledge that Dashboard Local cannot guarantee absolute security or prevent all unauthorized access.

8. Your Responsibilities

Your use of the Platform may involve storing personal information about your own customers, leads, or contacts.

● You acknowledge and agree that:

● you are responsible for obtaining lawful consent from your contacts

● you control the use of their personal data

● Dashboard Local processes data solely on your behalf

you are responsible for compliance with applicable privacy laws related to your contacts

9. Age Requirements

Dashboard Local is intended for users age 18 or older.

We do not knowingly collect personal information from minors.

10. External Links

Dashboard Local may link to third-party websites or platforms. These entities have their own privacy policies. We are not responsible for the practices of other websites or providers.

11. Data Processing Role (GDPR)

When Dashboard Local processes personal information about individuals located in the EU or UK, Dashboard Local acts as a data processor.

The user uploading or controlling the data acts as the data controller. Dashboard Local only processes this information:

● based on your instructions

● solely for operation of the Platform

● and in accordance with privacy regulations

A Data Processing Agreement may be required depending on jurisdiction and usage.

12. Data Storage & Retention

We retain personal information only as long as necessary to:

● operate the Platform,

● provide support,

● comply with applicable laws,

● or maintain security requirements.

You may request access to your data at any time.

HOW WE USE YOUR INFORMATION

We use your information to:

Provide insurance consultations and quotes; Respond to inquiries; Process transactions; Communicate service updates; Provide customer support; Deliver relevant marketing materials; Comply with legal and regulatory requirements; Analyze and improve our services.

We do not distribute or rent your personal information. However, we may disclose information with trusted external entities for the following reasons:

1. Payment Processors (Stripe, Paypal, Square, Intuit): To securely process your orders.

2. Email service providers: solely for sending communications you have opted into.

3. Website hosting services- solely for the purpose of hosting our website and its content.

4. Text message aggregators and providers - solely for delivering text messages you have opted into receiving.

5. Highlevel and Dashboard LocalCRM - for client relationship management

Important Note About SMS Data: All text messaging originator optin data and consent information will not be disclosed with any external entities, excluding aggregators and providers of the text message services necessary to deliver SMS service. Your mobile information will not be disclosed with external entities or partners for any promotional purposes. Legal Requirements: If required by law or to protect our legal rights.

13. Data Breach Notification

In the event personal data is compromised as a result of a security breach of Dashboard Local infrastructure, Dashboard Local will notify impacted users in accordance with applicable legal requirements.

If your own device or account has been compromised, you agree to immediately notify Dashboard Local.

14. Email & Marketing Communications

Dashboard Local may send transactional emails, service announcements, and account-related messages.

Marketing messages may be sent only with your consent or based on your preferences. You may unsubscribe at any time.

15. Changes to this Privacy Policy

Dashboard Local may update or modify this Privacy Policy at any time.

Updated versions take effect immediately upon posting. Continued use of the Platform constitutes acceptance of the updated policy.

16. Contact Information

If you have questions about this Privacy Policy, please contact us at:

Email: support@dashboardlocal.com