Privacy Policy
Effective date: [EFFECTIVE DATE]. This privacy policy explains how [ENTITY LEGAL NAME], doing business as Impact Financial Group, collects, uses, and protects the personal information you share with us. This document is a general template and should be reviewed by the agency and its counsel before publication.
Information we collect
When you request a quote, complete a form, or speak with our team, we may collect information you provide directly, including:
- Contact details such as your name, phone number, email address, and mailing address
- Demographic details such as your date of birth, gender, and state of residence
- Health and lifestyle information needed to prepare insurance quotes and applications
- Financial details relevant to coverage recommendations, such as income and existing coverage
Our website may also collect limited technical information automatically, such as your IP address, browser type, and pages visited, through cookies and similar tools that help us understand how visitors use the site.
How we use your information
We use your information to prepare quotes, submit applications to insurance carriers on your behalf, service your policies, respond to your questions, and, with your consent, send you updates about your coverage or products that may interest you. We use technical data to improve the performance and security of our website.
We do not sell your data
We do not sell, rent, or trade your personal information to third parties for their marketing purposes. We share information only when it is necessary to serve you, such as with the insurance carriers you apply to, with service providers who help us operate our business under confidentiality obligations, or when required by law.
How we protect your information
We use reasonable administrative, technical, and physical safeguards to protect your information, including encrypted connections on our website and limits on who within our office can access client records. No method of transmission or storage is completely secure, but we work to protect your data at every step. See our security page for more detail.
Your choices and rights
You may ask us to update or correct your information, opt out of marketing communications at any time, or request details about the information we hold about you. Depending on your state of residence, you may have additional privacy rights under state law.
Contact us
Questions about this policy can be directed to [ENTITY LEGAL NAME], [PHYSICAL ADDRESS], by phone at (561) 287-3456, or by email at info@impactfinancialgroup.com. We may update this policy from time to time, and the current version will always be posted on this page.