PRIVACY & SECURITY
Your Documents Stay Private. Your Information Stays in Your Control.
PolicyOptic is built around private documents and permissioned sharing. Here is how your information is handled.
Private Documents
Uploaded policies, renewals and quotes are not public.
You Control Sharing
You decide when and with whom information is shared.
Source-Linked Information
Important facts can be traced to the source document and page.
No Insurance Advice
PolicyOptic organizes factual information and highlights what may need clarification. Insurance advice comes from licensed professionals.
How sharing works
Boat owners control what is shared and with whom.
Broker access is permission-based — nothing is shared without your authorization.
Contact information is not automatically exposed to marketplace brokers.
Sharing can be revoked or set to expire at any time.
PolicyOptic does not sell or bind insurance.
PolicyOptic organizes factual information and highlights what may need clarification. Insurance advice comes from licensed professionals.