Sub-processors
Effective date: October 18, 2026 · Last updated: October 18, 2026
Providers that run the service
These providers process data for every agency, under contracts that limit them to providing their service to us.
| Provider | Role | What they do for us | Data involved | Location |
|---|---|---|---|---|
| Vercel Inc. | Hosting | Runs the website and app, scheduled jobs, and private file storage (Vercel Blob) | All service data, including uploaded documents and recordings | United States |
| Neon (Databricks, Inc.) | Database hosting | Postgres database for accounts and agency records (provisioned through the Vercel Marketplace) | All service data | United States |
| Anthropic, PBC | AI model provider | Claude models behind Ivy, Jade, call summaries and scoring, inbox triage, document reading and statement reconciliation | The records and messages needed to answer each request | United States |
| Twilio Inc. | Telephony and texting | Phone numbers, calls, call recording, text messages, caller ID lookup, and 10DLC / toll-free registration | Phone numbers, call audio, message content, business registration details | United States |
| Deepgram, Inc. | Speech-to-text | Transcribes recorded calls, with card numbers, Social Security numbers and other numbers redacted | Call audio and transcripts | United States |
| Resend (Plus Five Five, Inc.) | Email delivery | Sends sign-in, notification and client emails | Email addresses and message content | United States |
| Stripe, Inc. | Payments | Emerald AMS subscription billing, and card/ACH payments clients make to agencies | Billing contacts, payment details (held by Stripe), invoice amounts | United States |
| Daily (Daily.co, Inc.) | Video meetings | In-browser video rooms and dial-in for agency meetings | Meeting participant names and audio/video streams | United States |
| Slack Technologies, LLC | Internal notifications | Notifies our team of new demo and privacy requests from the website | What you type into those website forms | United States |
| Postmark (ActiveCampaign, LLC) | Email delivery (alternate) | Backup email provider when configured instead of Resend | Email addresses and message content | United States |
Integrations your agency turns on
These receive data only if your agency or a user connects them.
| Provider | Role | What they do for us | Data involved | Location |
|---|---|---|---|---|
| Google LLC | Sign-in and calendar | Google sign-in and Google Calendar sync, when a user connects them | Name, email, calendar busy times and events created by the app | United States |
| Microsoft Corporation | Sign-in and calendar | Microsoft sign-in and Outlook calendar sync, when a user connects them | Name, email, calendar busy times and events created by the app | United States |
| Canopy Connect, Inc. | Insurance data import | Lets a client share current policy details with the agency, with the client's permission | Policy, driver, vehicle and property details the client chooses to share | United States |
| Branch Financial, Inc. and Steadily Insurance Agency, Inc. | Quoting (raters) | Sends quote requests to these carriers when an agency connects its own appointment | Applicant, driver, vehicle and property details needed for a quote | United States |
| NIPR (National Insurance Producer Registry) | License verification | Checks producer licenses by National Producer Number | Producer names and NPNs | United States |
| IVANS (Applied Systems) | Carrier downloads | Retrieves carrier policy download files for the agency, once connected | Policy and client data in carrier files | United States |
| Intuit Inc. (QuickBooks Online) | Accounting sync | Posts daily summarized journal entries to the agency's QuickBooks | Account totals (no client details) | United States |
| Meta Platforms, Inc. and Google LLC (lead ads) | Lead intake | Receives leads from an agency's own Facebook/Instagram and Google lead-form ads | Lead contact details the person submitted to the agency's ad | United States |
Public data lookups
To prefill quotes, we send vehicle VINs and property addresses (without names) to these public services.
| Provider | Role | What they do for us | Data involved | Location |
|---|---|---|---|---|
| NHTSA vPIC, U.S. Census Geocoder, FEMA flood maps, OpenStreetMap Nominatim | Public data lookups | Decodes VINs, checks addresses and flood zones to prefill quotes | VINs and property addresses only (no names) | United States / global (Nominatim) |
Changes to this list
We will update this page at least 30 days before a new sub-processor starts processing agency data, except in an emergency. To get notice of changes or to object, email privacy@emeraldams.com. See our data processing terms and Privacy policy.