TrakerAi (“TrakerAi,” “we,” “our,” or “us”) respects your privacy and is committed to protecting personal information entrusted to us.
This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information when you access or use the TrakerAi website, platform, applications, and related services (collectively, the “Services”).
By using the Services, you acknowledge the practices described in this Privacy Policy.
Information We Collect
The information we collect depends on how you interact with TrakerAi and the features your organization chooses to use.
Account and Profile Information
When an account is created or maintained, we may collect information such as:
- Name
- Business or work email address
- Company or agency name
- Contact details
- Job title, role, and team information
- Account preferences and settings
- Password and other authentication and account-security information
Passwords are handled through our authentication infrastructure and are not intended to be accessible to TrakerAi personnel in readable form.
Sales, Performance, and Compensation Data
Users and their organizations may enter information necessary to use TrakerAi’s sales tracking, performance management, activity tracking, and compensation features.
This may include:
- Sales and activity records
- Product or service categories
- Sale dates and transaction-related information
- Sales goals and performance metrics
- Compensation plans
- Commission structures
- Bonuses and incentives
- Team assignments and organizational information
- Other business information users choose to maintain within the Services
This information allows TrakerAi to provide dashboards, performance tracking, compensation calculations, reports, analytics, and related functionality.
Usage and Technical Information
When you use the Services, we may automatically collect certain technical information, including:
- IP address
- Browser and device type
- Operating system
- Login and authentication events
- Pages or features accessed
- Date and time of access
- Application activity and diagnostic information
- Cookie and similar technology information
We may use this information to operate, secure, troubleshoot, analyze, and improve the Services.
Billing Information
If you purchase paid Services, we collect payment and billing information necessary to administer subscriptions and process transactions.
Our payment processors handle subscription payments when applicable.
Customer Data & Data Minimization
Built to track agency performance—not sensitive customer data.
TrakerAi is designed as a sales performance and compensation management platform. It is not designed to function as a customer relationship management system or insurance policy administration system.
TrakerAi is intended to help organizations manage information such as:
Designed for:
- Sales performance
- Service and team activity
- Goals and performance metrics
- Compensation and incentives
- Business-related sales information
- Team and organizational performance
Information Users Should Avoid Entering
Users should not enter sensitive or uniquely identifying customer information into TrakerAi, including:
- Insurance policy numbers
- Social Security numbers
- Driver’s license or other government identification numbers
- Financial account information
- Payment-card numbers
- Dates of birth
- Medical or health information
- Authentication credentials
- Full residential addresses
- Customer telephone numbers
- Personal customer email addresses
- Other sensitive information unnecessary for the intended use of the Services
Organizations using TrakerAi are responsible for determining what information their users are authorized to enter into the Services and for ensuring that their use of TrakerAi complies with their own organizational policies, contractual obligations, and applicable law.
How We Use Information
We may use information collected through the Services to:
- Provide, operate, maintain, and improve TrakerAi
- Authenticate users and administer accounts
- Process transactions and send related information
- Track sales activities and performance
- Calculate commissions, bonuses, incentives, and other compensation
- Generate dashboards, reports, analytics, and business insights
- Generate AI-powered insights, recommendations, and compensation plans
- Personalize and improve the user experience
- Provide customer support
- Communicate service-related and administrative information
- Monitor and analyze usage patterns and trends, and detect and address technical issues
- Detect, investigate, and prevent fraud, abuse, unauthorized access, and security incidents
- Maintain appropriate business and audit records
- Enforce our agreements and policies
- Comply with applicable legal obligations
We seek to collect and process information that is reasonably necessary for these purposes and to avoid collecting information that is unnecessary to provide the Services.
AI & Your Data
Certain TrakerAi features use artificial intelligence to generate insights, recommendations, analyses, or other functionality.
AI Built Around Relevant Business Context
AI-enabled features may analyze information available within TrakerAi to help users better understand sales, activities, performance, compensation, and other business information available through the Services.
Data Minimization for AI Features
Before transmitting data to third-party AI service providers for TrakerAi's built-in AI features, TrakerAi automatically redacts names and any personally identifiable references, replacing them with non-identifying placeholders such as “Record #1”.
For these built-in features, AI service providers do not receive identifiable data from TrakerAi. This applies to AI-powered features including compensation plan generation, insights, and recommendations. Connected AI apps, described below, work differently.
Connected AI Apps (ChatGPT and Claude)
Unless your organization turns off the ChatGPT & Claude connector, members can connect TrakerAi to their own ChatGPT (OpenAI) or Claude (Anthropic) account and ask questions about TrakerAi data there. The connector is available by default, and an authorized administrator of your organization can turn it off at any time.
Each member connects individually, signs in to TrakerAi, and approves access. A connected app can only read data; it cannot create, change, or delete information in TrakerAi. It sees only the information that member's TrakerAi role allows within their own organization.
Because the member is asking about their own organization's records, information returned to a connected app is not redacted and may include user information and business data. That information is then handled by OpenAI or Anthropic under the member's account with that provider and that provider's terms and privacy policy, including how chat history is stored and whether it is used to improve their models.
Members can disconnect an app at any time under Settings → Connected apps, and an administrator can turn the connector off for the whole organization at any time. TrakerAi keeps a record of the requests made through connected apps.
AI Results Should Be Reviewed
Artificial intelligence may produce inaccurate, incomplete, or unexpected results.
AI-generated information should therefore be reviewed by users and should not be treated as a substitute for professional, legal, financial, insurance, or compliance judgment.
Data Ownership
Organizations and users retain their respective rights in information submitted to TrakerAi.
Where TrakerAi processes information on behalf of an organization, that organization may determine the purposes for which information is entered into and used within its TrakerAi workspace.
TrakerAi does not claim ownership of an organization’s sales records or business data merely because that information is stored through the Services.
Users must have appropriate authority to submit information to TrakerAi and must comply with the policies, confidentiality obligations, contractual requirements, and legal requirements applicable to their organization.
Security & Data Protection
We maintain administrative, technical, and organizational safeguards designed to protect information against:
- Unauthorized access
- Loss
- Misuse
- Alteration
- Unauthorized disclosure
Your data is stored securely using industry-standard encryption and hosted on secure servers provided by Supabase. Supabase provides our database hosting and authentication services.
TrakerAi uses a multi-tenant architecture with data isolation to keep each organization’s information separate from other organizations’ information.
Users are responsible for maintaining the confidentiality of their account credentials and for promptly notifying us if they suspect unauthorized access to their account.
Your Privacy Rights
Depending on where you live and applicable law, you may have rights concerning your personal information.
These include rights under the General Data Protection Regulation (GDPR) for users in the European Union and the California Consumer Privacy Act (CCPA) for users in California, where applicable.
These rights may include the ability to:
- Request access to personal information we maintain about you
- Request correction of inaccurate information
- Request deletion of certain information
- Obtain a portable copy of certain information
- Object to or request restriction of certain processing
- Withdraw consent where processing is based on consent
- Appeal or exercise additional rights provided by applicable privacy laws
These rights are not absolute and may be subject to exceptions under applicable law.
Where TrakerAi processes personal information on behalf of your employer, agency, or another organization, we may direct your request to that organization or assist the organization in responding to the request.
To submit a privacy request, contact:
We may take reasonable steps to verify your identity before processing a request.
Additional Privacy Information
California Privacy Rights
California residents may have additional rights under the California Consumer Privacy Act, as amended (“CCPA”), where the CCPA applies.
Depending on the circumstances, these rights may include the right to:
- Know about personal information collected or processed
- Access personal information
- Correct inaccurate information
- Delete certain personal information
- Opt out of the sale or sharing of personal information
- Limit certain uses or disclosures of sensitive personal information
- Receive equal treatment when exercising applicable privacy rights
TrakerAi does not sell personal information.
California privacy requests may be submitted to:
Cookies and Similar Technologies
We use cookies and similar technologies to track activity on the Services and store information that helps us:
- Operate the Services
- Secure the Services
- Remember preferences
- Understand use of the Services
Some cookies may be required for authentication, security, or core functionality.
Your browser may allow you to block or delete cookies. Disabling certain cookies may prevent portions of the Services from functioning properly.
Where required by applicable law, we will obtain consent before using non-essential cookies or similar technologies.
Children’s Privacy
TrakerAi is a business service and is not directed to children under 18.
We do not knowingly collect personal information directly from children through the Services.
If you believe a child has provided personal information to us inappropriately, contact [email protected] so that we can investigate and take appropriate action.
Third-Party Websites and Services
The Services may contain links to websites or services operated by third parties.
Their privacy practices are governed by their own policies, and TrakerAi is not responsible for the privacy practices of third-party websites or services that we do not control.
Policy Updates
We may update this Privacy Policy periodically to reflect changes to:
- Our Services
- Technology
- Business practices
- Legal or regulatory requirements
When changes are made, we will update the “Last Updated” date at the top of this Privacy Policy.
Where required by law or where changes are material, we may provide additional notice.
Contact Us
If you have questions, concerns, or requests relating to this Privacy Policy or TrakerAi’s privacy practices, contact us at:
TrakerAi
Email: [email protected]
For general product or support inquiries, you may also use the contact information provided through the TrakerAi website.