Last updated July 16, 2026
When you create an account, we collect your name and email address. When you use Ledger to manage leads, the data you enter or import — names, phone numbers, emails, dates of birth, notes, and similar details about your leads — is stored so the app can display it back to you.
Your data lives in a Postgres database with row-level security, meaning only your account can ever read or write your own leads — not other Ledger users, and not us in the normal course of running the app.
We use a small number of service providers to run Ledger, and they process data on our behalf:
We don't sell your data or your leads' data to third parties.
Agents using Ledger may text their leads directly from the app to follow up on insurance inquiries. Message frequency varies based on the agent's conversation with each lead. Message and data rates may apply. Mobile phone numbers collected for texting are never sold or shared with third parties for marketing purposes. Reply STOP to any message to opt out of further texts, or HELP for help.
Ledger uses cookies only to keep you signed in — there's no advertising or third-party tracking.
You can update your account email and password anytime from the Profile page. To delete your account and all associated data, contact us using the email you signed up with — deleting your account removes your leads, notes, and custom fields permanently.
If we make material changes to how we handle data, we'll update this page.
Questions about this policy? Reach out to the email address you used to sign up, or contact us through the app.