Discount Docs

Privacy Policy

Short version: the agency you work with is in charge of your data; we only process it for them.

1. Who we are and who is responsible

Discount Docs is a service for insurance agencies. The agency that sent you a link decides what to collect and for how long; Discount Docs processes the data on its instructions.

2. What we collect

Your name, email, phone number and language, as entered by your agency; the photos, documents and answers you send; when you open an email or the page; the kind of device you used to upload.

3. What we do with it

Show it to your agency so they can file your discount. Send you the request and reminders by email, and let you stop them at any time. Nothing else.

4. Visits to our website

We count visits to our public pages (the homepage, the sample, sign-up and these policy pages) with our own counter. It sets no cookie, stores no IP address, does no cross-site tracking and honours Do Not Track. It never runs on a client's upload link or inside the app.

5. The iPhone app

The Discount Docs app for iPhone is for agency staff, not clients. It shows the same account and the same data as the website, nothing more. A staff member who turns on notifications gets a short note on their phone when a client finished a checklist, asked a question or needs a call. The note carries the client’s name and the checklist’s name, never a photo, a document, an answer or the words of a question. To deliver it we keep that phone’s push token and send the note through Apple. We delete the token when they sign out on that phone or when Apple tells us it no longer works. The Face ID or passcode lock is a setting on the phone, and the phone does the check: we never receive biometric data. The app has no ads, no tracking and no third-party analytics.

6. Texting

Texting is not offered today. Before the first text message is ever sent, this section will describe how consent is recorded, how to reply STOP, and which number texts come from.

7. Your choices

Stop reminders for one request or all email from an agency from any email’s footer. Ask your agency to delete your files or your whole record; they can do it immediately.

8. Providers

Render, Amazon Web Services, Postmark, Anthropic and Apple, as listed on the security page. Security

9. Contact

luis@snapdiscountdocs.com · Discount Docs is operated by Aced LLC (Luis Ramirez), 1666 E Sunshine Street, Springfield, MO 65804

Effective October 2026.