| What the tool does | Collects discount-proof photos and documents from policyholders through a per-request link; the agent downloads them and files them with the carrier. No carrier integration. |
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| Data held | Policyholder name, email, phone, language; uploaded files and typed answers; request history. No policy numbers are requested by default. |
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| Isolation | Per-agency row-level security in Postgres; agency staff authenticate with a one-time emailed code; no passwords stored. |
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| Encryption | TLS 1.2+ in transit; AES-256 at rest (Amazon S3 file storage and the Render PostgreSQL database). |
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| Retention | Files deleted 13 months after close by default (configurable), or on request; a deleted file is removed at once, erased from storage within 7 days and from backups within 30; audit history 4 years, anonymized when a client is deleted. |
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| Subprocessors | Render (US East: servers and the PostgreSQL database), Amazon Web Services (US East: S3 file storage), Postmark (email), Anthropic (translation of agent-written text only), Apple (staff phone notifications: client and checklist names only). |
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| Sharing | None. No advertising, no resale, no AI training. |
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| Certifications | Providers hold SOC 2 Type II; Discount Docs itself is not yet audited. |
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| Known limitations | Sign-in is our own: the email step answers the same for every address and our own rate limits run before any work, so it does not tell anyone which addresses have an account. |
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| Contact | luis@snapdiscountdocs.com · Discount Docs is operated by Aced LLC (Luis Ramirez), 1666 E Sunshine Street, Springfield, MO 65804 |
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