VERTEX AEGYS
TECHNOLOGY PLATFORM

Agent Responsibility & Data Use Agreement

Version: 2026-10-01

This Agreement is accepted by every licensed insurance professional ("Agent") before using Vertex Aegys and forms part of the Terms & Conditions.

1. Role of Vertex Aegys

Vertex Aegys only facilitates the sales and application process. The Agent decides what information to request, how to use it and what to submit to each carrier.

2. The Agent's commitments

  1. Hold an active insurance license in every state where the Agent serves clients.
  2. Obtain the client's consent before capturing their information in the platform.
  3. Use each client's information only to process that client's application.
  4. Keep login credentials and devices secure and never share account access.
  5. Request sensitive information only through the platform's private links, never by text message, WhatsApp or ordinary email.
  6. Comply with the privacy and data-security laws that apply to the Agent as an insurance licensee.

3. Sensitive data window

The Agent understands that Social Security and banking numbers are deleted automatically 72 hours after submission, immediately after the Agent marks the application as sent to the carrier, or 24 hours after the last entry of those fields if the case is not submitted. The Agent is responsible for using those values within that window or requesting them again through a new private link. Identification numbers and identification-document images remain encrypted and access-controlled in the secure workspace because they may still be required for carrier submission, and are governed by separate case/document retention and deletion controls.

4. Information outside the platform

Once the Agent copies, transcribes, downloads, prints or shares client information outside Vertex Aegys, that information is under the Agent's sole custody and responsibility. Vertex is not responsible for misuse, loss or disclosure that occurs outside the platform.

5. Logged access

Viewing a full sensitive value, opening an identification document and marking an application as sent to the carrier are logged with the Agent's account, date and time.

6. Incidents

The Agent will notify Vertex promptly at support@vertexaegisinsurance.com of any suspected unauthorized access to the Agent's account or client information.