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Legal · B2B technology

Privacy Policy

Effective date: August 31, 2026

Working legal language for insurance-counsel review before commercial reliance. This page reflects the owner’s current B2B product directive and is not formal legal advice.

This Privacy Policy explains how SolarBatteryInsure handles personal information when a person visits the public website, submits a licensed-organization software inquiry, acts as an authorized user of a Customer workspace, participates in a Customer-controlled evidence workflow, or interacts with monitoring, integration, support, or AI features.

1. Audience and inquiry boundary

SolarBatteryInsure is a B2B technology service for licensed insurance companies, licensed insurance brokers, and licensed insurance agencies. The public inquiry form is for authorized organizational representatives and collects business and licensure information for eligibility review. It is not an insurance quote, application, policy, premium, claim, payout, or settlement form. Consumers should not submit insurance-purchase or claim information through this website.

2. Information we collect

We collect information provided directly, including business contact name, business email and phone, organization name, entity type, business role, licensing jurisdiction and number, authorized-representative and licensure attestations, workflow needs, account identifiers, support communications, and contract or invoicing references. Submission does not independently verify licensure or authority.

Within an authenticated Customer-controlled workspace, we may also process installer contacts and credentials, installation and property information, equipment identifiers, permits, photographs, certification evidence, checklist responses, reviewer notes, findings, certification scope, monitoring observations, and portfolio records. The Customer is responsible for its authority to provide that information and for required notices and consents.

We collect technical and usage information such as device and browser characteristics, IP address, authentication events, page and feature interactions, error and security logs, timestamps, audit events, source freshness, and integration status. Connected vendor integrations may supply inverter, battery, temperature, charge, fault, and related telemetry according to provider permissions and capabilities.

3. How we use information

We use information to review organizational eligibility and authority; respond to business inquiries; provide and secure software; authenticate users; enforce roles; configure organization and installation workflows; host and review evidence; calculate transparent decision-support factors; preserve audit history; issue artifacts following human approval; display source-aware monitoring; operate portfolio and integration workflows; administer private B2B invoicing; provide implementation and support; detect abuse; improve reliability; comply with law; and enforce agreements.

4. AI assistant

When a user sends a message to the product assistant, the prompt and limited conversation context are transmitted to the configured AI service to generate a response. Users must not submit secrets, consumer insurance applications, claim information, unnecessary personal information, or sensitive installation evidence in chat. AI-assisted software output is informational and must be reviewed by authorized personnel. It does not make or recommend an insurance decision.

5. Legal bases and consent

Depending on location, processing may rely on performance of a contract, legitimate interests in operating and securing a B2B service, compliance with legal obligations, protection of legal interests, or consent. Where consent is required, it may be withdrawn for future processing, although other lawful processing may continue.

6. How we disclose information

We disclose information to infrastructure, hosting, object-storage, authentication, analytics, AI, communications, monitoring-integration, and payment providers supporting the Service; to authorized users within relevant organization and reviewer scope; to professional advisers; in a corporate transaction subject to safeguards; when required by law; and when reasonably necessary to protect rights, safety, systems, users, or evidence integrity. We do not sell personal information for money.

7. Role-based visibility

Installation evidence, reviewer decisions, findings, certifications, alerts, monitoring records, and portfolio summaries are available only according to authenticated role and organization scope. Owner administration is restricted to the owner/admin role. Tenant records are separated by organization identifiers and server-enforced authorization checks. Customers control user assignments and are responsible for granting appropriate access, removing access when authority ends, and validating user and service-provider roles.

8. B2B payments

Private invoice creation is currently inactive. If activated after the documented release gate and written owner approval, approved payments may relate only to software subscriptions, enterprise licenses, implementation, configuration, training, support, data migration, integrations, or custom development. Payment processors provide resource identifiers and transaction status; we do not intentionally store complete card numbers or security codes. SolarBatteryInsure does not accept insurance premiums, premium taxes, policy fees, insurance refunds, claims funds, or settlement funds. See the Technology Refund and Cancellation Policy.

9. Retention

We retain personal information for as long as needed to review and document inquiries, provide the Service, preserve legitimate certification and audit history, maintain security and fraud records, resolve disputes, comply with contracts and law, and support reasonable backup cycles. Retention varies by record type and contractual requirement.

10. Security

We use administrative, technical, and organizational safeguards designed for the information, including authentication, server-enforced role checks, object storage, evidence checksums, audit sequencing, access logging, and payment-token separation. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

11. International processing

Information may be processed in countries other than an individual’s location. Where required, we use contractual or other recognized safeguards for cross-border transfers. Customers should review applicable data-location requirements before uploading regulated evidence.

12. Privacy rights

Depending on location, individuals may have rights to access, correct, delete, restrict, object to, or obtain a copy of personal information, and to withdraw consent or appeal a denied request. We may verify identity, organizational relationship, and authority before completing a request. Requests may be sent to privacy@solarbatteryinsure.com.

13. Cookies and analytics

The Service may use essential cookies for authentication, security, and preferences, and limited analytics to understand traffic and product operation. Available browser or consent controls should be used to manage optional technologies. Blocking essential cookies may prevent authenticated use.

14. Children

The Service is designed for licensed organizations and authorized business professionals and is not directed to children. We do not knowingly collect personal information from children for independent use of the Service.

15. Third-party services

The Service may link to or integrate with third-party websites, payment processors, equipment vendors, and monitoring providers. Their privacy practices are governed by their own notices. SolarBatteryInsure is not responsible for independent third-party practices.

16. Policy changes and contact

We may update this Policy to reflect product, legal, or operational changes. The effective date will be revised and additional notice provided when required. Privacy questions and requests may be sent to privacy@solarbatteryinsure.com. Technology implementation and product-function questions belong in Technology Support.

See the permanent Insurance Technology Platform — We Do Not Sell Insurance disclosure.