Information we collect
We collect the information you choose to submit through our interest forms, callback requests and appointment requests. This typically includes your name, contact details, general location, the coverage you are exploring and the answers you provide to product questions.
We also record the exact wording, version, date and time of any communication permission you give, along with basic technical information such as the page you submitted from.
Website traffic measurement
We measure page views, referral website names, campaign labels, device categories and country-level location to understand site traffic. A temporary session identifier is kept in your browser tab. We do not store IP addresses in traffic records or link these identifiers to customer submissions. Traffic measurement respects your browser's Do Not Track preference.
Information we ask you not to send
Please do not submit Social Security numbers, banking or payment-card information, passwords, Marketplace login credentials or detailed medical records through this website. If sensitive information is needed, the agent will collect it through an appropriate secure channel.
How we use your information
Your information is used to respond to your request, prepare and discuss coverage options, schedule appointments, service existing policies and meet recordkeeping obligations that apply to insurance activity.
Sharing
We do not sell your personal information. Information may be shared with insurance carriers and service providers only as needed to process your request, and as required by law.
Your choices
Marketing messages are optional and separate from messages about your request. You may withdraw marketing permission at any time, reply STOP to text messages, or use the unsubscribe link in marketing emails.
Retention and security
Records are kept for as long as needed to service your request and satisfy applicable insurance recordkeeping requirements. Access to your information is restricted to the agent and authorized staff.