Independent Adjuster Solutions

Privacy Policy

Last updated: May 23, 2026

Independent Adjuster Solutions (“IA Solutions,” “we,” “us,” or “our”) provides claims-supplement, software, and call-team services to roofing and restoration contractors. This policy describes the personal information we collect, how we use it, with whom we share it, and the rights you have over it. It applies to iasolutions.claims, our customer relationship management (CRM) web application, our companion iOS and Android applications (“IAS CRM”), and any other product or service that links to this policy.

1. Who this policy applies to

We collect information from three categories of individuals:

  • Contractor accounts. Roofing and restoration companies who use our supplement services, the contractor web portal, and the IAS CRM mobile app to manage their jobs and customers.
  • IA Solutions staff. Our reps, ops managers, administrators, and follow-up team members who service contractor accounts from inside the CRM.
  • End customers (homeowners). The policyholders whose insurance claims our contractor clients engage us to supplement. We collect this information from the contractor, the insurance carrier, or the customer directly during the claim lifecycle.

2. Information we collect

2.1 You provide directly

  • Account profile. Name, email, phone number, company name, role, mailing address, and login credentials.
  • Claim and project data. Customer name, property address, contact details, insurance carrier, adjuster information, claim number, date of loss, scope of damage, photos, measurements, estimates, contracts, and any other documents you upload.
  • Payment information. Billing contact, ACH or invoicing details, and tax identifiers required to issue invoices. We do not store full credit-card numbers; card payments (when applicable) are processed by Stripe.
  • Communications. Email content, SMS messages, voicemails, call recordings (where lawful and disclosed at the start of the call), and any other content you transmit through the platform.

2.2 We collect automatically

  • Device and usage. IP address, browser type, operating system, device identifiers, mobile-app version, referring URLs, pages viewed, time stamps, and interaction events.
  • Location. Approximate location derived from IP address. The IAS CRM mobile app may request precise location only when you actively use a feature that needs it (for example, geocoding a job site for the contractor jobs map). You can revoke the permission in your device settings at any time.
  • Camera and photos. The mobile app uses your device camera and photo library only when you start a photo-capture flow inside a claim or contractor job. Photos you take are uploaded to our secure storage and attached to the claim or job. We do not access your photo library in the background.
  • Microphone and softphone calls. The IAS CRM mobile app includes an optional softphone that lets reps and admins receive and place phone calls through their assigned IAS phone line. When you enable the softphone toggle in the app, the app requests access to your microphone only for the duration of an active call and broadcasts your availability to our routing service. Audio is transmitted live to Telnyx; we do not record calls without disclosing it at the start of the call (see Section 6). You can disable the softphone at any time using the in-app toggle, and you can revoke microphone permission in your device settings.
  • Push notifications.The IAS CRM mobile app uses Apple Push Notification service (APNs) on iOS and Firebase Cloud Messaging (FCM) on Android to deliver real-time alerts — incoming calls on your assigned line, voicemails, new claim assignments, mention notifications, and other work events. When you enable notifications, your device sends us an anonymous push token that we associate with your account so we can route the alert to the right device. You control this in two places: the in-app notifications toggle (turns alerts on or off without uninstalling) and your device's system settings (governs whether the OS shows the alert at all).
  • Cookies and similar technologies. Session cookies for authentication, performance cookies for load balancing, and analytics cookies (Microsoft Clarity, Vercel Analytics) to understand how the product is used. You can decline non-essential cookies through your browser or in our cookie banner.

2.3 We receive from third parties

  • Insurance carriers and adjusters. Carrier documents, adjuster contact information, claim numbers, and related correspondence are received via email forwarding and shared inboxes.
  • Contractor CRMs. When you authorize us to integrate, we sync data from JobNimbus, GoHighLevel, CompanyCam, and similar platforms to keep your IA Solutions CRM in step with your operations.
  • Telephony providers. Call metadata, recordings (when enabled and disclosed), voicemail audio and transcripts, SMS metadata, and CNAM caller-name data from Telnyx.
  • Identity providers. If you sign in with Microsoft, Google, or Apple, we receive the profile information those providers share at the moment you authenticate.

3. How we use information

  • To provide, operate, and improve the IA Solutions services.
  • To process claims supplements on behalf of our contractor clients, communicate with carriers and adjusters, and deliver the work product to the contractor.
  • To authenticate users and secure accounts.
  • To send transactional messages (email, SMS, voice) about claims, account events, support inquiries, and required disclosures.
  • To send marketing communications about IA Solutions products and services, where permitted. You can opt out at any time (see Section 7).
  • To detect, investigate, and prevent fraud, abuse, or violations of our terms.
  • To comply with legal obligations, including responding to lawful requests from public authorities.
  • To train and improve our internal AI tooling that summarizes documents, classifies inbound emails, drafts replies, and routes calls. We do not sell your data to third- party AI vendors and we do not allow our processors to train their general models on your data.

4. Legal bases (EU/UK users)

Where the General Data Protection Regulation (GDPR) or UK equivalent applies, we process personal data on the following legal bases: (a) performance of a contract with you or our contractor client; (b) our legitimate interests in operating and improving our services and preventing fraud; (c) your consent, where required (for example, marketing SMS); and (d) compliance with a legal obligation.

5. How we share information

  • With your contractor client. If you are an end customer (homeowner), your information is by design visible to the contractor whose claim you are part of and to the IA Solutions staff assigned to support that contractor.
  • With insurance carriers and adjusters. Documents and correspondence necessary to advance the claim.
  • With service providers (processors). Vendors who process data on our behalf, including:
    • Cloud hosting and CDN: Vercel, Cloudflare
    • Database and storage: Supabase, Vercel Blob
    • Email: Microsoft 365 / Outlook, Google Workspace, Resend
    • Telephony and SMS: Telnyx
    • Push notifications: Apple Push Notification service (APNs) for iOS, Firebase Cloud Messaging (FCM, Google) for Android
    • Payments: Stripe
    • Analytics: Microsoft Clarity, Vercel Analytics, Google Search Console
    • AI processing: Anthropic, OpenAI, Google (Gemini), AWS Polly
    • Contractor CRM integrations you opt into: JobNimbus, GoHighLevel, CompanyCam
    Each is contractually limited to processing data only for the purposes we instruct.
  • In a business transaction. If IA Solutions is involved in a merger, acquisition, financing, or sale of assets, your information may be transferred as part of that transaction, subject to the protections in this policy.
  • For legal reasons. When we believe in good faith that disclosure is necessary to comply with a legal obligation, protect rights or safety, or respond to a lawful request.

We do not sell personal informationas “sale” is defined under the California Consumer Privacy Act (CCPA), and we do not share personal information for cross-context behavioral advertising.

6. SMS, voice, and TCPA disclosures

When you provide a phone number to IA Solutions or one of our contractor clients (for example, as a homeowner on a claim, or as a prospect responding to a sales outreach), you may receive calls and text messages from us related to the services. We may also call or text in connection with a prior business relationship, an inbound message from you, or your express written consent.

  • Frequency. Message frequency varies by account activity and the lifecycle of your claim.
  • Cost. Message and data rates may apply from your carrier.
  • Opt out. Reply STOP to any text from us to unsubscribe. Reply HELP for support, or contact us at the address in Section 12.
  • Call recording. If we record a call, you will be informed at the start of the call. You may decline the recording by hanging up; we will document the non-recorded call separately.

Mobile carriers are not liable for delayed or undelivered messages.

7. Your choices and rights

  • Account information. You can update your profile and contact information from inside the IA Solutions CRM, or by emailing us.
  • Marketing. You can opt out of marketing emails using the unsubscribe link in any marketing message, and opt out of marketing SMS by replying STOP.
  • Cookies. Decline non-essential cookies through your browser or our cookie banner.
  • Mobile permissions.Revoke camera, photo, microphone, location, and notification permissions for the IAS CRM app in your device's settings at any time. The in-app softphone toggle controls whether the app advertises your availability to receive calls; turning it off stops all inbound-call routing to your device without affecting your other CRM access. The in-app notifications toggle controls whether we send push alerts for new calls, voicemails, assignments, and mentions.
  • Access, correction, deletion, portability. Subject to verification, you can request a copy of your personal information, correct inaccuracies, delete data we no longer need, or receive a portable copy. Email privacy@iasolutions.claims with your request.
  • California rights. California residents have the rights to know, delete, correct, and limit use under the CCPA. We respond within 45 days.
  • EU/UK rights. Residents of the EU, EEA, Switzerland, and the UK have the rights described in Articles 15-22 of the GDPR (access, rectification, erasure, restriction, portability, objection, and the right to lodge a complaint with your local supervisory authority).

8. Data retention

We retain personal information for as long as necessary to provide the services, comply with our legal obligations, resolve disputes, and enforce our agreements. Claim records are typically retained for seven years after the claim is closed, consistent with insurance-industry record-keeping norms. Marketing prospect records are retained until you ask us to delete them or opt out. Aggregated and de-identified analytics may be retained indefinitely.

9. Security

We use industry-standard administrative, technical, and physical safeguards including encryption in transit (TLS) and at rest, role-based access controls, server-side row-level security, audit logging, mandatory two-factor authentication for staff, and regular penetration tests. No security program is perfect; if you suspect a vulnerability, please report it to security@iasolutions.claims.

10. International data transfers

IA Solutions is based in the United States and processes data in the U.S. If you access the services from outside the U.S., your information will be transferred to and processed in the U.S. Where required, we rely on standard contractual clauses and other lawful mechanisms to transfer personal data out of the EU, EEA, Switzerland, and the UK.

11. Children

The IA Solutions services are not directed to children under 13 (or the equivalent minimum age in your jurisdiction), and we do not knowingly collect their personal information. If you believe a child has provided us personal information, contact us and we will delete it.

12. Contact us

Independent Adjuster Solutions
Email: privacy@iasolutions.claims
Support: support@iasolutions.claims
Phone: (850) 600-1212

13. Changes to this policy

We may update this policy from time to time. The “Last updated” date at the top reflects the most recent change. Material changes will be communicated via email or an in-app notice at least 14 days before they take effect. Continued use of the services after a change constitutes acceptance of the revised policy.

See also: our Terms of Service.