Privacy Policy

This Privacy Policy describes how your independent insurance agent ("Agent," "we," "us," or "our") collects, uses, and protects the personal information you provide when visiting this website or submitting a request for insurance information or a quote. By using this website or submitting your information, you agree to the practices described in this Privacy Policy.

1. Information We Collect

We may collect the following types of personal information when you submit a form, request a quote, or contact us through this website:

• Full name
• Phone number
• Email address
• Date of birth
• State of residence
• General health information relevant to insurance qualification
• Type of insurance coverage you are inquiring about
• Any additional information you voluntarily provide in a message or form

We do not collect payment information directly through this website. Any payment processing is handled through secure third-party platforms.

2. How We Use Your Information

The information you provide is used solely for the purpose of:

• Responding to your inquiry or quote request
• Contacting you via phone, text, or email to discuss your insurance needs
• Providing you with information about insurance products and services
• Following up on previous conversations or requests
• Improving our services and communication

We do not sell, rent, or share your personal information with third parties for marketing purposes. Your information may be shared only with licensed insurance carriers for the purpose of obtaining quotes or processing applications on your behalf, and only with your knowledge and consent.

3. Text Message and Email Communication

By submitting your phone number or email address through this website, you consent to receiving communications from us including:

• Follow-up calls or texts regarding your inquiry
• Insurance quote information
• Appointment reminders
• General information about insurance products relevant to your needs

Message and data rates may apply for text messages. You may opt out of text communications at any time by replying STOP to any message. You may opt out of email communications by replying with UNSUBSCRIBE or using the unsubscribe link provided.

4. How We Protect Your Information

We take reasonable precautions to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security of your information.

We limit access to your personal information to individuals who need it to respond to your inquiry or provide requested services.

5. Third-Party Platforms

This website and our communication systems may use third-party tools and platforms including CRM systems, scheduling tools, and communication platforms. These platforms have their own privacy policies governing the storage and use of data. We work only with reputable platforms that maintain appropriate security standards.

6. Cookies and Website Analytics

This website may use cookies or similar tracking technologies to improve your browsing experience and understand how visitors use the site. You may adjust your browser settings to refuse cookies, though this may affect certain site functions.

7. Children's Privacy

This website is not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe a minor has submitted information through this site, please contact us immediately and we will promptly remove it.

8. Your Rights

You have the right to:

• Request access to the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information
• Opt out of communications at any time

To exercise any of these rights, please contact us directly using the contact information on this website.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date. Continued use of this website after changes are posted constitutes acceptance of the updated policy.

10. Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact your agent directly using the contact information provided on this website.