Privacy Policy
Last updated November 10, 2026
Your information belongs to you. Here is exactly how Pocketknife handles it.
1. Who we are
Pocketknife (“Pocketknife,” “we,” “us”) provides an online back office for insurance agents, agencies, advisors, CPAs, estate attorneys and their clients at pocketknife.site. This policy explains what we collect, how we use it, who can see it and the choices you have. Questions: privacy@pocketknife.site.
2. What we collect
- Account details: your name, email, mobile phone, role (agent, agency, CPA, estate attorney, securities, client) and any invite code you use.
- Professional details you add: NPN, licenses, appointments, writing numbers, certifications, E&O and other documents.
- Client records you add: contacts, policies, notes, Scope of Appointment forms and documents about the people you serve.
- Commission data: carrier statements you upload and the payment lines they contain.
- Usage data: sign-in times, device and browser type, and actions needed to keep the service secure. We do not sell this data or use it for advertising.
3. How we use it
- To run the service you asked for: sign-in codes, your CRM, commissions, contracting, websites and sharing.
- To keep accounts secure, prevent abuse and keep an audit trail of sensitive actions.
- To send service messages, such as sign-in codes, alerts you turn on and important changes.
- To improve Pocketknife using combined, de-identified information.
We do not sell personal information, and we do not share it for cross-context behavioral advertising.
4. Who can see your information
You decide. Your records are private to you by default.
- Your upline or agency can see your licensing, contracting and production when you join their team. You can turn each of those off in Sharing & Privacy. Your clients stay private unless you choose to share them.
- Connections (for example a CPA or estate attorney) see only what you or the client share with them, and sharing can be ended at any time.
- Service providers that host and operate Pocketknife (for example cloud hosting, database and email delivery) process data only on our instructions.
- Legal reasons: we may disclose information if the law requires it, or to protect the rights and safety of users and the public.
5. Client information and health information
Agents and agencies who store client information in Pocketknife remain responsible for having the right to collect it and for following the rules that apply to them, including state insurance privacy laws, the Gramm-Leach-Bliley Act and CMS marketing rules for Medicare. If you need a Business Associate Agreement for protected health information, contact us before storing it.
6. Security
Every sign-in is verified with a one-time code sent to your email. Data is encrypted in transit and at rest, access is limited by role and by your sharing settings, and sensitive actions are logged. No system is perfectly secure, so please keep your email account protected and tell us right away if you suspect a problem.
7. How long we keep it
We keep your information while your account is open. If you close your account, we delete or de-identify your data within 90 days, except where we must keep records longer by law or to resolve disputes. Backups roll off on their normal schedule.
8. Your choices and rights
- View, correct, export or delete your information from your account, or by emailing us.
- Turn off sharing with your upline, team or connections at any time.
- Opt out of marketing emails with the unsubscribe link in any email. Service messages such as sign-in codes cannot be turned off while you have an account.
- Depending on where you live (for example California, Colorado, Virginia or Texas), you may have additional rights. We honor those requests and will not treat you differently for using them.
9. Children
Pocketknife is for adults. We do not knowingly collect information from children under 13. Clients may store family information, including about minor children, in their own records.
10. Changes
If we make material changes, we will post the new policy here and tell you by email or in the app before they take effect.
11. Contact
Pocketknife · privacy@pocketknife.site