What Integrations Can and Can’t See

What Policy Stack stores

• Sign-ins and tokens are stored encrypted. They never appear on screen after you save them.
• Contacts and deals from GoHighLevel are saved in your practice. A contact becomes a prospect or client only after someone on your team confirms it.

Who can use a connection

Connections belong to your practice, not to one person. Team members who work inside your practice use the same connections. For example, everyone on your team works from the same GoHighLevel sync.

Only the practice owner or a team admin can connect, reconnect, or disconnect a connection. Other team members can use it but can’t change it.

What the AI assistant can do

The AI assistant can’t use your connections. It can’t connect accounts, read your calendar or email, create drafts, or send messages. It can only explain how the screens work.

Turning access off

• GoHighLevel: choose Disconnect on the card, then delete the Private Integration in GoHighLevel.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.