Privacy Policy

Effective Date: 1/29/25

We respect your privacy and are committed to protecting the personal information of our clients. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you engage with our services.

Information We Collect
We may collect the following types of personal information:

• Personal Identifiable Information (PII): Name, address, phone number, email, date of birth, Social Security Number.
• Financial Information: Payment details, banking information, credit history.
• Insurance Information: Policy numbers, coverage details, claims history.
• Online Data: IP address, browser type, cookies, and other tracking technologies.

How We Collect Information
We collect information through various methods, including:

• Directly from you when you provide it to us.
• Through online forms, applications, or other communications.
• From third parties such as insurance carriers, financial institutions, or service providers.

How We Use Your Information
Your information may be used to:

• Process insurance applications and claims.
• Provide customer support and respond to inquiries.
• Comply with legal and regulatory requirements.
• Improve our website, services, and customer experience.
• Prevent fraud and unauthorized transactions.

Sharing of Information
We do not sell your personal information. However, we may share it with:

• Insurance providers and underwriters to facilitate policies and claims.
• Third-party service providers who assist in business operations.
• Regulatory authorities when required by law.
• Other parties with your explicit consent.

Data Security
We implement industry-standard security measures to protect your information from unauthorized access, alteration, disclosure, or destruction. However, no online transaction is 100% secure, and we cannot guarantee absolute security.

Your Rights and Choices
You may have certain rights regarding your personal information, including:

• Accessing, correcting, or deleting your data.
• Opting out of marketing communications.
• Requesting information about how your data is used.

Cookies and Tracking Technologies
We may use cookies and similar technologies to enhance user experience and analyze website traffic. You can manage cookie preferences through your browser settings.

Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites.

Compliance with Texas and Federal Laws
As an insurance broker operating in Texas, we comply with applicable state and federal privacy laws, including the Gramm-Leach-Bliley Act (GLBA) and Texas Insurance Code requirements.

Changes to This Policy
We may update this Privacy Policy periodically. Any changes will be posted on our website with an updated effective date.

Contact Us
If you have any questions about this Privacy Policy, please use our information below to contact us.