Privacy Policy

Enterprise Privacy Statement

We value your privacy.
We collect and securely store personal information only when needed to serve you or understand your needs better. Access is limited to those with a valid business purpose. This statement covers all in-person, online, and mobile data collection and usage.

What We Collect & Why

1. Consumer Information

We may collect:

Examples

Identifiers

Name, address, SSN, DOB, email, phone, IP, signature

Characteristics

Gender, health status, marital, driving record

Commercial Info

Policy numbers, medical records, purchase history

Biometric

Voice print, photo

Online Activity

Browser, cookies, IP, app usage

Location

IP, physical/mobile location

Audio/Visual

Call/video recordings, voicemails

Professional/Education

Job title, work/school history

Inferences

Preferences, tendencies

Sensitive Data

Financial info, IDs, bank account, union membership

Why?
To provide and improve insurance services—marketing, underwriting, pricing, servicing, claims, identity verification, security, analytics, support, location-based services, discounts, compliance.

2. Employee/Contractor Data

Includes:

• Identifiers,      personal traits, work history, benefits, performance, biometrics, online      and location data, sensitive data.

Why?
For hiring, payroll, benefits, performance, workplace safety, legal compliance, training, and internal analytics.

3. Agent Data

Includes:

• Identifiers, credentials, financial info, online activity, biometrics, location,      professional info, inferences, sensitive data.

Why?
For commissions, credentialing, application processing, system access, communication, compliance, analytics, and operations.

Data Retention & Sources

• Retention: Data is kept only as long as needed for its purpose or as required by law.
• Collected From: You directly, indirectly via web/app activity, third parties      (e.g., marketing or public records), or government sources.

How We Share & Protect Data

• Sharing: Only with trusted third-party service providers (e.g., SMS carriers,      analytics partners), solely to perform services on our behalf—never for      marketing or resale. We also share when legally required (e.g., law      enforcement).
• Protection: We use encryption, access controls, and secure storage. Only authorized      staff and vendors with confidentiality obligations can access data.

Your Choices

• Cookies & Tracking: You can disable cookies; it may limit site      functionality.
• Data Access & Correction: Contact us to access or correct your data.
• Deletion Requests: You can request deletion except for data needed for legal or      business obligations.

Children & Minors

We don’t target children under 13. If we discover any data from minors under 13, we promptly delete it.

Updates & Contact

We review this policy annually and update as needed. Changes will be posted online with a clear “Last Updated” date.
For questions or requests, contact: 1‑972‑379‑7623.

Summary: This policy outlines what personal data we collect, why we collect it, how long we keep it, how we share and protect it, and your rights regarding your data—all presented in a clear, concise format without unnecessary jurisdiction-specific language. Let me know if you'd like any section fine-tuned!