Privacy Policy

1. Information We Collect

Information you give us: name, business name, job title, email address, phone number, ZIP code or state, number of employees, the coverage or services you’re interested in, appointment details, and anything you include in a message, quote request or job application (such as a resume).

Information collected automatically: IP address, browser and device type, pages viewed, referring website, and the date and time of your visit, collected through cookies, pixels and similar technologies.

Information from others: we may receive information from insurance carriers, general agencies, and business partners when needed to quote, place or service coverage you have asked about.

2. How We Use Your Information

We use your information to:

• Respond to your questions and provide quotes, plan reviews and consultations
• Schedule and confirm appointments
• Help you apply for, enroll in and service insurance, benefits and retirement products
• Send emails and, with your consent, text messages about your inquiry, appointments and account
• Review job applications
• Improve our website, measure performance and prevent fraud
• Comply with legal, regulatory and licensing requirements

3. How We Share Information

We do not sell your personal information. We share information only:

• With insurance carriers, plan providers and general agencies when needed to quote, place or service coverage you request
• With service providers who help us run our business (for example, website hosting, CRM, scheduling, email and texting platforms), who may use it only to provide services to us
• When required by law, regulation, subpoena or a licensing authority, or to protect our rights and the safety of others
• In connection with a merger, acquisition or sale of all or part of our business

4. Text Messaging (SMS)

If you opt in, we may send you text messages about your inquiry, quotes, appointments and account updates. Message frequency varies. Message and data rates may apply. Reply STOP at any time to stop receiving messages, or reply HELP for help. Consent to receive text messages is not a condition of any purchase.

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, except service providers that deliver our messages on our behalf.

5. Email

You can unsubscribe from marketing emails at any time using the link in the email. We may still send you messages related to an active request or account.

6. Cookies and Analytics

We use cookies and similar tools to keep the site working, understand how visitors use it, and measure our marketing. You can block or delete cookies in your browser settings; some features may not work without them.

7. How We Protect Information

We use reasonable administrative, technical and physical safeguards to protect your information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

8. How Long We Keep Information

We keep personal information only as long as needed for the purposes described in this policy, to service your coverage, and to meet legal, regulatory, insurance-licensing and record-keeping requirements.

9. Your Choices and Rights

You may ask us to access, correct or delete your personal information, or to stop contacting you, by using the contact details below. Depending on where you live, you may have additional rights under state law. We will respond as required by applicable law.

10. Children’s Privacy

Our Services are intended for adults and businesses. We do not knowingly collect personal information from children under 13.

11. Links to Other Websites

Our site may link to carrier websites, review sites and other third-party sites. We are not responsible for their privacy practices.

12. Changes to This Policy

We may update this policy from time to time. The “Last updated” date above shows when it was last changed.

13. Contact Us