Privacy Policy

Last Updated: · Effective Date:

This Privacy Policy explains how , operating as ("we," "us," or "our"), an independent insurance agency run by , a licensed insurance advisor in the State of , collects, uses, and protects information you provide through this website (the "Site") or when you contact us about your insurance needs. By using this Site or submitting information, you agree to this Policy.

1. Information We Collect

  • Contact information — name, mobile phone number, email address, and ZIP code.
  • Insurance information — details you provide to get a quote or help, such as coverage interests, household size, and whether you are a new or existing client.
  • Communications — records of your interactions with us by phone, text, email, or web form, including your consent selections.
  • Automatically collected data — IP address, browser and device type, and website usage collected via cookies and similar technologies.

2. How We Use Your Information

  • To respond to your request and help you compare, enroll in, and service health coverage.
  • To contact you by phone, email, or text where you have provided consent.
  • To send appointment, policy, account, and renewal notifications, and — if you opted in — occasional promotional offers.
  • To comply with applicable law and protect against fraud.

3. SMS/Text Messaging & TCPA Consent

When you submit our contact form, you may check a dedicated, unchecked SMS-consent box. The exact consent language presented is:

Consent is captured with a separate unchecked checkbox (no pre-checks), the timestamp of submission, and the exact disclosure text shown at the time of consent. Full program details are in our SMS Terms.

Mobile Information Is Never Shared for Third-Party Marketing

No mobile information (including your phone number and SMS opt-in/consent data) will be sold, rented, or shared with any third parties or affiliates for their marketing or promotional purposes. Text messaging originator opt-in data and consent are not shared with any third parties.

You may revoke consent at any time by replying STOP to any text (reply HELP for help), emailing with "Unsubscribe" in the subject line, or calling .

4. How We Share Information

We do not sell your personal information. We share it only as needed to serve you: with insurance carriers you request quotes from or apply with, and with service providers (such as CRM, email, and scheduling tools) under confidentiality obligations. We may disclose information when required by law. As stated above, mobile opt-in and consent data are never shared with third parties for marketing.

5. Cookies & Tracking

We use cookies and similar technologies to operate and improve the Site. You can control cookies through your browser settings.

6. Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

7. Your Rights & Choices

You may request access to, correction of, or deletion of your personal information, and may opt out of marketing at any time by contacting us below. Depending on your state of residence, you may have additional rights under applicable privacy laws.

8. Children's Privacy

This Site is not directed to children under 18, and we do not knowingly collect their information.

9. Changes to This Policy

We may update this Policy from time to time. The "Last Updated" date above reflects the latest revision. Continued use of the Site after changes constitutes acceptance.

10. Contact

(dba )
, Independent Insurance Advisor

Phone:
Email: