Privacy

Privacy notice

Last updated September 27, 2026. This notice describes how this website handles your information, in plain language.

Being finalized

Our legal entity details and a formal legal review of this notice are still in progress. This page accurately describes how the website works today and will be updated once that review is complete.

What we collect

We only collect what you choose to send us through one of our forms:

Consultation requests: your name, email and/or phone, ZIP code, the coverage you're curious about, who you want to cover, an optional budget range, how and when to reach you, and any message.
Team inquiries: your name, contact details, city and state, role interest, licensing status, experience, availability, an optional LinkedIn link and any message.
Partner inquiries: your name, contact details, organization, role and message.

We don't ask for medical information, Social Security numbers or policy numbers on this website. Please don't include them in a message.

With each request we also record the consent you gave (the exact wording and the time), the page you first arrived on and any campaign tags in the link you followed, your time zone, and a one-way code derived from your IP address to limit abuse. We don't store your IP address itself.

Cookies and tracking

This website doesn't use advertising cookies or third-party tracking pixels. It stores where you first arrived in your browser's session storage, which is cleared when you close the tab. That information is sent to us only if you submit a form.

How we use it

To respond to your request by the method you chose.
To keep a record of your consent and your contact preferences, including opt-outs.
To understand which pages and campaigns lead to useful conversations.

We don't sell your personal information, and we don't share it with third parties for their own marketing.

Who can see it

Client, team and partner inquiries are kept separate. Each is visible only to the people responsible for that area, through a password-protected internal tool. If we use a CRM or other service to manage follow-up, it processes your information on our behalf.

How long we keep it

If an inquiry doesn't become an ongoing relationship, we delete it about 2 years after your most recent request. Records of opt-outs are kept as one-way codes, so we can honor your choice without keeping your contact details.

Your choices

Stop contact: reply STOP to any text, tell the person you're speaking with, or use Privacy choices. We'll stop.
Deletion: ask through Privacy choices. We'll stop contacting you right away, confirm it's you, then delete your information.

Depending on where you live, you may have more rights under state privacy laws, such as the right to know what we hold about you. Use the same page to reach us about those.

Security

Information you send is encrypted in transit. Stored records can only be reached through our server, and never directly from the browser. Access to the internal tool requires a password and is limited by role.

Changes

If we change how we handle information, we'll update this page and the date at the top.

What we collect

We only collect what you choose to send us through one of our forms:

Consultation requests: your name, email and/or phone, ZIP code, the coverage you're curious about, who you want to cover, an optional budget range, how and when to reach you, and any message.

Team inquiries: your name, contact details, city and state, role interest, licensing status, experience, availability, an optional LinkedIn link and any message.

Partner inquiries: your name, contact details, organization, role and message.

We don't ask for medical information, Social Security numbers or policy numbers on this website. Please don't include them in a message.

How we use it

To respond to your request by the method you chose.

To keep a record of your consent and your contact preferences, including opt-outs.

To understand which pages and campaigns lead to useful conversations.

We don't sell your personal information, and we don't share it with third parties for their own marketing.

Your choices

Stop contact: reply STOP to any text, tell the person you're speaking with, or use Privacy choices. We'll stop.

Deletion: ask through Privacy choices. We'll stop contacting you right away, confirm it's you, then delete your information.

Depending on where you live, you may have more rights under state privacy laws, such as the right to know what we hold about you. Use the same page to reach us about those.