
Legal Transparency
First and last name
Email address
Phone number
Message content or reason for your inquiry
Communication preferences and SMS opt-in consent
Any other information you voluntarily choose to submit through our forms
Respond to your submitted inquiries and questions
Contact you by phone, email, or text message to address your request
Coordinate appointment schedules, meetings, or consultation follow-ups
Provide helpful educational resources, quotes, or insurance-related information based on your request
Maintain accurate business records of our communication history and contact consent
Evaluate and improve our overall communication standard and client support
SMS Data Sharing Statement
SMS opt-in consent and phone numbers will not be shared, sold, or rented to third parties or affiliates for marketing purposes.
We do not sell, rent, or share SMS opt-in information with third parties for marketing or promotional purposes.
Inquiry Response: As necessary to directly address or resolve the specific inquiry or request you submitted.
Requested Assistance: To coordinate or deliver insurance plan details or service options that you explicitly asked us to explore.
Trusted Service Providers: To support our core communications (e.g., mail delivery or text messaging infrastructure). These partners are strictly bound by confidentiality terms and are not permitted to use your data for marketing.
Legal Compliance: When required by state or federal laws, regulatory bodies, or formal legal processes.
SMS Consent Protection:
Personal information gathered for text messaging consent (SMS opt-in) is strictly excluded from general database sharing. It is not shared with third parties or affiliates under any marketing circumstances.
Opt-Out of SMS: You can opt out of text messaging at any time by replying STOP to any message we send.
Request Assistance: You can reply HELP to any of our text messages to receive direct support details.
Information Management: You can contact Paul Davieau directly to request updates, corrections, or the complete removal of your contact information from our database.
Form Submission: You may choose not to fill out or submit our online contact form at any time.