Privacy Policy

Effective Date: May 6, 2026

iProtect Agency ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website, submit a form, or communicate with us by phone, email, or text message.

1. Information We Collect

We may collect the following types of information:

Personal information you provide directly, such as your name, email address, phone number, date of birth, mailing address, and any other information you submit through forms on our website or during conversations with our agents.

Health-related information you voluntarily share for the purpose of receiving an insurance quote, including general health status, tobacco use, and existing conditions.

Communication records, including call recordings, text message history, and email correspondence with our agents.

Technical information automatically collected when you visit our site, such as IP address, browser type, device information, and pages viewed.

2. How We Use Your Information

We use your information to:

Respond to your inquiries and provide insurance quotes.

Communicate with you about final expense insurance products, application status, and policy service.

Send transactional and customer service text messages, including appointment confirmations, follow-ups, and policy-related updates.

Comply with legal, regulatory, and licensing requirements applicable to insurance agents and brokers.

Improve our website, services, and customer experience.

3. SMS / Text Messaging

When you provide your mobile phone number and check one or both SMS consent boxes on our website form, you consent to receive text messages from iProtect Agency.

If you check the non-marketing consent box, you will receive transactional and customer-service text messages including quote follow-ups, application status updates, appointment confirmations, policy service notifications, and direct responses to inbound questions.

If you check the marketing consent box, you will additionally receive marketing and promotional text messages including special offers, discounts, new product announcements, and rate-lock reminders.

Message frequency varies, up to 10 messages per month. Message and data rates may apply. Reply HELP for help or STOP to unsubscribe at any time. Each consent box is independent, optional, and may be selected or revoked separately.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We may share your information with service providers (such as our SMS platform, CRM, and telecommunications carriers) only to the extent necessary to deliver the messages you have requested.

4. How We Share Information

We share your personal information only as needed to provide the services you've requested or as required by law, including with:

Licensed insurance carriers we represent, for the purpose of quoting and underwriting your policy.

Service providers who support our business operations (CRM, email, SMS, scheduling, document storage), under confidentiality obligations.

Regulators, law enforcement, or other parties when required by law, subpoena, or to protect our legal rights.

We do not sell your personal information.

5. Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, alteration, or destruction. No method of transmission over the internet is 100% secure, but we work to protect your information using industry-standard practices.

6. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to improve your browsing experience, analyze website traffic, and understand how visitors interact with our site. Cookies are small data files stored on your device that help us recognize you on return visits and remember your preferences.

We use the following types of cookies and tracking:

Essential cookies, which are necessary for the website to function properly (e.g., remembering form data while you complete a quote request).

Analytics cookies, which help us understand how visitors use our website (e.g., which pages are most viewed, how long visitors stay) so we can improve the user experience.

Third-party cookies and tracking pixels from service providers such as our website platform (GoHighLevel) and any analytics or advertising platforms we may use, which collect anonymous usage data.

You can control or disable cookies through your browser settings. Note that disabling cookies may affect the functionality of certain features on our website. We do not use cookies to collect personally identifiable information without your consent.

We do not sell or share your cookie or tracking data with third parties for marketing purposes.

7. Your Rights and Choices

You may:

Request access to or correction of the personal information we hold about you.

Withdraw your consent to receive text messages at any time by replying STOP.

Request deletion of your information, subject to applicable legal and regulatory retention requirements.

8. Children's Privacy

Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children.

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 our website or services after changes are posted constitutes acceptance of the updated policy.

10. Contact Us

iProtect Agency Email: [email protected]