Privacy Policy

1. Who we are

We are a licensed insurance agency. You can reach us through the contact form on our website.

2. Information we collect

When you interact with us, we may collect:

• Your name, phone number, email address, and mailing address
• Information you provide about your health, age, and insurance needs for quoting purposes
• Records of calls, text messages, and emails between you and our team
• Appointment scheduling details

3. How we use your information

We use your information to:

• Provide insurance quotes and help you apply for coverage
• Contact you by phone, text message, or email about your request, quotes, appointments, and policy follow-ups
• Schedule and remind you of appointments
• Comply with legal and regulatory requirements

4. Text messaging and your consent

By providing your phone number to us, you consent to receive calls and text messages from us about your insurance inquiry, including appointment confirmations, reminders, and follow-ups. Message frequency varies. Message and data rates may apply.

You can opt out of text messages at any time by replying STOP. After you reply STOP, we will send one confirmation message and will not text you again. For help, reply HELP or contact us through our website.

5. How we share your information

We do not sell your personal information. We share information only with the insurance carriers you ask us to apply to, with service providers that help us operate (such as our phone and messaging providers), and when required by law.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent will not be shared with any third parties.

6. Data retention and security

We keep your information only as long as needed to serve you and to meet legal requirements. We use industry-standard safeguards to protect it.

7. Your choices

You may ask us to update or delete your information, or request a copy of what we hold, by contacting us through our website.