Privacy Policy

When you submit a consultation or contact form, we collect the details you provide — such as your name, email, phone number, state, insurance interest, preferred contact method, and any message you include.

We do not ask for, and you should not submit, protected health information, Social Security numbers, or full policy numbers through these forms.

We use the information you submit to respond to your inquiry, connect you with a licensed advisor, and — if you ask us to — help you explore coverage options. We may also use it to improve our website and services.

We share information with the carriers and partners necessary to provide the services you request, and with service providers who help us operate (for example, form-tracking and analytics). We do not sell your personal information.

We retain inquiry information for as long as needed to respond to your request and for reasonable recordkeeping, then delete or de-identify it according to our internal schedules.

You may request access to, correction of, or deletion of the personal information you've submitted by contacting us. You can also opt out of future communications at any time.

Questions about this policy or your information? Use our contact page and an advisor will connect you with the appropriate resource.