Privacy Policy

Last updated: April 1, 2026

1. Introduction

Level Up Estimates ("we," "our," or "us") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website and platform (the "Service"). Please read this policy carefully.

2. Information We Collect

We collect the following types of information:

Account Information

When you create an account, we collect your name, email address, phone number, company name, and company address. If you invite team members, we collect their names and email addresses.

Job and Claim Information

When you submit a job, we collect information related to the insurance claim including the insured's name and address, claim number, loss type, scope details, and any notes or instructions you provide. This information is used solely to produce your estimate.

Uploaded Documents

We store the files you upload to the platform, including photos, scope sheets, moisture maps, ESX files, and other supporting documents. These files are associated with specific jobs and are accessible only to authorized users on your account and our production team.

Payment Information

Payment processing is handled by Stripe. We do not store your full credit card number on our servers. Stripe collects and processes your payment information in accordance with their own privacy policy. We retain transaction records including amount, date, and last four digits of the card.

Usage Information

We automatically collect certain information when you use the Service, including your IP address, browser type, operating system, referring URLs, pages visited, and timestamps. This data helps us maintain, improve, and secure the platform.

3. How We Use Your Information

We use the information we collect to:

  • Provide, operate, and maintain the Service
  • Process job submissions and produce Xactimate estimates
  • Process payments and manage billing
  • Communicate with you about your jobs, account, and the Service
  • Improve the platform, fix bugs, and develop new features
  • Ensure security and prevent fraud, abuse, or unauthorized access
  • Comply with legal obligations

4. Information Sharing

We do not sell your personal information. We may share information in the following limited circumstances:

  • Service providers: We share information with third-party service providers (such as Stripe for payment processing and cloud hosting providers) that help us operate the Service. These providers are contractually obligated to use your information only to provide services to us.
  • Team members: If you are part of a company account, other authorized team members on the same account can view job details and documents submitted under that account.
  • Legal requirements: We may disclose information if required by law, regulation, legal process, or government request.
  • Business transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the transaction.

5. Data Security

We implement industry-standard security measures to protect your information, including encryption in transit (TLS/SSL), encryption at rest, access controls, and regular security assessments. However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

6. Data Retention

We retain your account information for as long as your account is active. Job data, uploaded documents, and completed estimates are retained for a reasonable period to support revisions, supplements, and your access to historical records. If you close your account, we will delete your personal information within 90 days, except where retention is required by law or for legitimate business purposes.

7. Your Rights

Depending on your jurisdiction, you may have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your personal information
  • Object to or restrict certain processing of your information
  • Request a copy of your data in a portable format

To exercise any of these rights, contact us at info@levelupestimates.com.

8. Cookies and Tracking

We use essential cookies to maintain your session and authentication state. We may also use analytics tools to understand how users interact with the Service. You can control cookie settings through your browser preferences.

9. Third-Party Links

The Service may contain links to third-party websites or services. We are not responsible for the privacy practices of those third parties. We encourage you to review the privacy policies of any third-party sites you visit.

10. Children's Privacy

The Service is not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we learn that we have collected information from a child under 18, we will take steps to delete it promptly.

11. Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be communicated through the platform or by email. The "Last updated" date at the top of this page indicates when the policy was last revised. Your continued use of the Service after changes take effect constitutes acceptance of the updated policy.

12. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us at info@levelupestimates.com or visit our contact page.