Dane Suite is where your agency keeps its prospects, clients, and conversations. We treat that data the way we'd want ours treated: you own it, we protect it, we never sell it, and — because our parent company also runs an insurance brokerage — we go further than most: we never use your data to compete with you.
Every lead, contact, message, and note you put into Dane Suite stays yours. You can export it in one click, anytime, and take it with you if you leave.
We do not sell or rent your data, and we don't share it with advertisers or data brokers. We use it only to run the service for you.
Our sister brokerage can't see, receive, or solicit your leads and clients. They're walled off in software and in contract.
Dane Suite is built and operated by Danesure Inc., the same company behind DANESURE, a working commercial insurance brokerage. That's our edge — the platform is designed by people who actually sell commercial insurance every day. But it raises a fair question: "If you're also a brokerage, will you use my prospect list to compete with me?"
The answer is no, and we back it three ways:
The DANESURE brokerage will never access, receive, or solicit the prospects or clients you manage in Dane Suite. If we ever needed to change that, it would require your explicit, opt-in consent — not a buried policy update.
All traffic runs over TLS. Sensitive credentials — like your connected mailbox and API keys — are encrypted at rest with AES-256-GCM in a per-tenant vault, so even a database dump can't read them.
Your workspace is logically separated from every other customer's with row-level security. A signed-in user only ever sees their own agency's data — on any domain.
Because you're a regulated business, your communications and activity trail are retained immutably (errors-&-omissions grade). Records are archived, never silently deleted.
Credentials are split into two planes — platform infrastructure and your own connected integrations — so your keys are decrypted only server-side, only to do the work you asked for.
You connect your own Google Workspace, phone number, and payment method. You can disconnect any integration and revoke our access at any time.
We publish the exact list of vendors that help us run the service and what each one does. See our subprocessors.
You're never locked in. You can export your leads, contacts, and communications at any time. If you cancel, you keep access to export during a wind-down window, and we'll delete your data on request afterward — with one honest caveat below.
Because you and we may be subject to insurance recordkeeping and errors-&-omissions retention rules, certain communications and transaction records may need to be retained for a legally required period even after deletion of the rest of your account. We'll always tell you what's retained and why. Details are in our DPA.
For personal information you upload about your prospects and clients, you are the business/controller and Dane Suite is your service provider/processor — we act on your instructions. For the personal information we collect directly (your account details and how you use the app), our Privacy Policy explains what we collect and the rights you have, including your rights under the California Consumer Privacy Act (CCPA/CPRA) to know, delete, correct, and opt out. We don't "sell" or "share" personal information as those terms are defined by law.
As a company connected to a licensed insurance entity handling consumer financial information, we align our safeguards with the expectations of the Gramm-Leach-Bliley Act (GLBA) and applicable NAIC data-security standards.
Dane Suite helps you reach prospects across email, SMS, and voice. You control who you contact, and you're responsible for having a lawful basis to do so — honoring opt-outs, including required identification and unsubscribe options, and complying with CAN-SPAM, TCPA, and similar rules. Our Acceptable Use Policy spells out what's allowed. We build guardrails in (unsubscribe handling, suppression, sending caps), but the relationship with your recipients is yours.
The plain-English promises above are backed by our contracts:
Questions about security or data handling? Email [email protected].