We may collect the following information from clients:
Full name
Email address
Phone number
Policy-related information
Communication preferences
Responses to SMS or email confirmations
Information is collected when:
A client form is submitted
A client replies to SMS or email messages
A policy status update is recorded
Client information is used strictly for service and support purposes, including:
Policy status reminders
Payment confirmation messages
Scheduled policy check-ins
Review requests (6-month and 12-month)
Client service follow-ups
Internal notifications to ensure proper support
We do not sell, rent, or share client information for marketing purposes.
By submitting your information or engaging with our communications, you consent to receiving messages via:
SMS (text messages)
Phone calls (when necessary)
Messages are sent only in relation to your existing policy and ongoing service.
You may opt out of SMS communications at any time by replying STOP.