Privacy Policy – Sterlingmont Insurance Advisors (SMS & Data Privacy Section)
Sterlingmont Insurance Advisors respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and protect your information when you interact with our services.
Information We Collect
We may collect personal information including your name, phone number, email address, state of residence, insurance needs, and other information you voluntarily provide when requesting insurance information or services.
How We Use Your Information
We use your information to:
• Respond to inquiries
• Provide insurance information and quotes
• Schedule appointments
• Provide customer support
• Send appointment reminders
• Send requested policy information
• Improve our services
SMS and Mobile Information Privacy
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the text messaging services used to deliver communications.
Consent to receive SMS messages is not a condition of purchasing any insurance product or service.
Information Sharing
We may share your personal information only in the following limited situations:
With Service Providers
We may share information with trusted service providers that assist in operating our business such as CRM platforms, communication platforms, customer support systems, and appointment scheduling services. These providers are only permitted to use information to provide services on our behalf.
For Business Transfers
We may share or transfer information in connection with a merger, acquisition, financing, or sale of business assets.
With Affiliates
We may share information with affiliated companies under common ownership or control. Any affiliates must follow this Privacy Policy.
With Business Partners
We may share information with licensed insurance carriers or partners strictly for the purpose of providing requested insurance quotes or coverage options.
With Your Consent
We may share information when you provide direct permission.
Important SMS Compliance Disclosure
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
All the above categories exclude text messaging originator opt in data and consent. This information will not be shared with any third parties excluding aggregators and providers of the text messaging services.
SMS Communications
Sterlingmont Insurance Advisors may send SMS messages to individuals who have provided consent through our website forms, appointment scheduling tools, or other approved opt-in methods. These messages may include appointment confirmations, appointment reminders, policy information, coverage options, service notifications, and occasional promotional communications.
Customers may receive messages related to their inquiry, account activity, policy information, appointment reminders, and occasional promotional messages only after providing express consent.
Message frequency varies. Message and data rates may apply. You may opt out of SMS communications at any time by replying STOP. For assistance, reply HELP or contact us directly.
Opting into SMS communications is not required to purchase any goods or services from Sterlingmont Insurance Advisors.
Data Retention
We retain personal information only as long as necessary to provide services and meet legal or regulatory requirements.
Cookies and Tracking Technologies
Our website may use cookies, pixels, and similar tracking technologies to enhance user experience, analyze website traffic, and improve our services. These technologies help us understand how visitors interact with our website so we can improve functionality and performance.
You may disable cookies through your browser settings, although some features of the website may not function properly if cookies are disabled.
Website Usage Information
We may automatically collect limited technical information when you visit our website such as IP address, browser type, device type, and pages visited. This information is used only for security, analytics, and improving our services.
Data Protection
We implement reasonable administrative, technical, and physical safeguards to protect your information.
Your Rights
You may request to:
Access your data
Correct your data
Request deletion
Opt out of communications
Contact Information
If you have questions regarding this Privacy Policy you may contact:
Sterlingmont Insurance Advisors
(813) 597-4837
Sterlingmont Insurance Advisors may update this Privacy Policy periodically. Updates will be posted on this page with the effective date.
Effective Date: 3/29/2026
Terms and Conditions