Privacy Policy
1. Introduction
InsureEntrust Agency LLC (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.
By using our website, you consent to the data practices described in this policy.
2. Information We Collect
We may collect the following types of information:
Personal Information
Name
Email address
Phone number
Mailing address
Date of birth
Financial information necessary for insurance or retirement planning consultations
Information provided during consultation requests or strategy sessions
Automatically Collected Information
IP address
Browser type
Device type
Pages visited
Access times
Referring website addresses
3. How We Use Your Information
We may use the information we collect to:
Respond to consultation or insurance quote requests
Provide retirement planning and tax diversification strategy information
Prepare insurance applications and documentation
Schedule appointments and consultations
Send appointment reminders and follow-ups
Provide policy updates or required documentation notices
Improve our website and service offerings
Send educational materials or promotional offers (if opted in)
Comply with legal and regulatory requirements
4. SMS Communication & Opt-In Details
If you provide your phone number through our website forms, scheduling tools, consultation requests, or direct communication, you may receive SMS messages from InsureEntrust Agency LLC.
SMS Use Cases:
Appointment confirmations and reminders
Consultation follow-ups
Policy or documentation updates
Customer support messages
Educational updates related to retirement and tax diversification strategies
SMS Consent:
By submitting your phone number, you consent to receive text messages from InsureEntrust Agency LLC.
Message Frequency:
Message frequency may vary based on your interaction with our services.
Message & Data Rates:
Message and data rates may apply depending on your mobile carrier plan.
Opt-Out:
You may opt out at any time by replying STOP to any message.
After texting STOP, you will receive a confirmation message and will no longer receive SMS messages from us.
Reply HELP for assistance.
5. Mobile Information Sharing Statement (Required for A2P)
We do not sell, rent, or share your mobile phone number with third parties for marketing purposes.
Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes.
6. Disclosure of Information
We may share information:
With licensed insurance carriers and financial institutions to process applications or service policies
With service providers who help operate our website or CRM systems
When required by law, regulation, or legal process
To protect our rights, safety, and compliance obligations
We do not sell your personal information.
7. Cookies & Tracking Technologies
Our website may use cookies and similar tracking technologies to:
Improve user experience
Analyze website traffic
Understand visitor behavior
Enhance marketing effectiveness
You may disable cookies in your browser settings; however, some features of the website may not function properly.
8. Data Security
We use administrative, technical, and physical safeguards to protect your personal information in accordance with industry standards.
However, no online transmission or storage system is 100% secure, and we cannot guarantee absolute security.
9. Your Privacy Rights
Depending on your state of residence, you may have the right to:
Request access to your personal information
Request correction of inaccurate information
Request deletion of your personal data (subject to legal obligations)
Withdraw consent to marketing communications
To exercise your rights, please contact us using the information below.
10. Contact Us
InsureEntrust Agency LLC
1720 Merriman Rd Suite K
Akron, Ohio
United States