Compliance & Data Security

What LeedAgent Is

LeedAgent is a sales CRM and operations platform designed for lead management, client follow-up, pipeline tracking, and automated communications. It helps insurance agents, real estate professionals, and loan originators manage their entire sales process in one place.

• Contact & lead management
• Sales pipeline tracking
• Email & SMS automation
• Website & landing page builder
• Booking calendar & appointments
• Voice calling & dialer
• AI-powered site generation
• A2P 10DLC compliance tools

What LeedAgent Is NOT

LeedAgent is not an Agency Management System (AMS) and is not designed to store or process Protected Health Information (PHI) as defined by HIPAA.

We do NOT store:

• Social Security Numbers (SSN)
• Medical conditions, diagnoses, or health records
• Prescription or medication information
• Medicare HIC numbers or Medicare Beneficiary Identifiers
• Insurance policy documents or claims data
• Any data classified as PHI under HIPAA

If you currently need to store PHI, we recommend keeping your existing AMS for policy administration while using LeedAgent for lead generation, follow-up, and sales pipeline management.

Data We DO Store

LeedAgent stores standard business and sales data that helps you manage your client relationships:

• Names, email addresses, and phone numbers
• Physical addresses and date of birth
• Sales pipeline stage and opportunity value
• Communication history (email, SMS, calls)
• Appointment and calendar data
• Website content and form submissions
• Income and employment (for lending workflows)
• Carrier and plan type preferences

HIPAA Compliance Roadmap

We are actively developing HIPAA-compliant capabilities. Our goal is to offer a complete CRM + AMS solution so you can manage both sales and policy administration in one platform.

Phase 1: Sales CRM (Current)

Lead management, pipelines, automation, and communications, no PHI storage.

Phase 2: HIPAA-Ready Infrastructure (In Development)

Field-level encryption, audit logging, BAA coverage, and secure PHI fields behind a premium tier.

Phase 3: Full CRM + AMS

Policy administration, SSN storage, health records, carrier integrations. Replace your AMS entirely and save thousands per year.

Security Measures

• TLS encryption for all data in transit
• Encrypted storage for sensitive credentials
• Secure authentication with 2FA support
• Regular security updates and monitoring
• Rate limiting and brute-force protection
• Role-based access controls
• Automated backups and disaster recovery
• SOC 2-aligned security practices

Telecom Compliance (A2P 10DLC)

LeedAgent includes built-in A2P 10DLC compliance tools to help you register your business and messaging campaigns with carriers. Our AI-powered underwriter reviews your registration before submission to maximize approval rates.

Learn about A2P Compliance

Questions?

If you have questions about our compliance practices, data handling, or HIPAA roadmap, please reach out through our contact page.