1. Information We Collect

We may collect the following types of information:

Personal Information: Name, phone number, email address, date of birth, mailing address, or any other information you submit to us voluntarily through lead forms, scheduling links, or downloads.

Mobile Information: Your mobile number, SMS communication preferences, and opt-in data if you join our SMS communication program.

Automatically Collected Information: IP address, browser/device details, and site usage analytics (via cookies and third-party tools such as Google Analytics).

2. How We Use Your Information

We use your information to:

Respond to your inquiries

Schedule appointments and provide insurance quotes

Send educational content, updates, or SMS messages you opted into

Deliver downloadable resources (e.g. eBooks, guides)

Improve website performance and marketing strategies

3. Information Sharing

We do NOT sell, rent, or share your personal information or lead data with unaffiliated third parties for marketing purposes.

No mobile information will be shared with third parties/affiliates for marketing/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.

4. Data Protection

We implement security safeguards including SSL encryption, secure databases, and access restrictions to protect your data.

5. Your Rights

You can request:

Access to your data

Correction of inaccurate data

Opt-out of communications

Deletion of your personal information (unless legally required to retain it)

Please email: [Insert contact email, e.g. [email protected]]

6. Third-Party Services

We may use tools like Calendly, Go High Level, and Google Analytics. These platforms have their own privacy policies.

7. Updates to This Policy

We may update this policy from time to time. Please check this page for changes.