1. Information We Collect
We collect personal information to provide insurance quotes and service your policies.
- Identity Data: Name, date of birth, driver's license, and Social Security number.
- Contact Data: Physical address, email address, and mobile phone number.
- Policy Data: Vehicle, property, financial, and claims history.
- SMS Data: Opt-in consent records, message timestamps, and conversation history.
2. How We Use Your Information
We use your data strictly for legitimate insurance business activities.
- Underwriting: Sharing data with insurance carriers for accurate quoting.
- Servicing: Managing renewals, processing payments, appointment reminders, late payment & cancellation follow-ups, handling active claims, & general policy servicing.
- Communication: Sending essential policy updates via phone, email, or text.
- Marketing: Sending follow-ups on quotes, additional lines of business, reaching out to engage with prospects, & getting quotes out via phone calls, email, or text.
3. Strict Information Sharing Guardrails
We do not sell, rent, or lease your personal information to third parties.
SMS Privacy Protection Policy
- No Sharing: Mobile phone numbers collected for SMS consent will not be shared with third parties or affiliates.
- No Marketing Transfers: We never transfer your SMS opt-in data to any external entity for their marketing or promotional purposes.
- Authorized Vendors: Data is only processed by our direct SMS gateway vendor to deliver our own messages.
4. Security & Retention
We use advanced administrative, technical, and physical safeguards to protect your personal data.
- Encryption: We encrypt sensitive data during transit and storage.
- Access Control: Only agency personnel and certified systems can view your files.
- Retention: We store SMS consent records for the duration required by federal and state insurance regulations.
5. Contact Information
For questions regarding this policy or to update your communication preferences, contact us:
A to Z Insurance Services, LLC
10226 Governor Lane Blvd #4007
Williamsport, MD 21795
[email protected]
240-329-2424
www.myatozinsuranceagency.com