Your privacy matters to us. Here's how we handle your information.
Last updated: March 11, 2026
When you fill out a form, book a consultation, or contact us, we may collect your name, phone number, email address, and information related to your insurance needs (such as mortgage details, health status, and age). We only collect what's necessary to help you find the right coverage.
We take reasonable measures to protect your personal information from unauthorized access, disclosure, or misuse. Your data is stored securely and only accessed by authorized team members who need it to serve you.
We do not sell your personal information. We may share your information with insurance carriers only as necessary to process your application or provide you with quotes. We may also share information as required by law.
Our website may use third-party services for analytics, scheduling, and communication. These services have their own privacy policies and we encourage you to review them.
You have the right to request access to, correction of, or deletion of your personal information. To make such a request, contact us using the information below.
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If you have questions about this privacy policy or how we handle your data, please reach out to us through our consultation booking page or contact your assigned agent directly.
We may update this privacy policy from time to time. Any changes will be posted on this page with an updated date.