top of page

Privacy Policy

Effective Date: [INSERT DATE, e.g., September 20, 2026]

​

[INSERT COMPANY/AGENCY NAME] ("we," "us," or "our") operates this landing page to provide information about mortgage protection, life, and health insurance products and to connect consumers with licensed insurance professionals. We respect your privacy and are committed to protecting your personal data.

 

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our landing page and submit your information through our online forms.

 

1. Information We Collect

 

We collect personal information that you voluntarily provide to us when you request an insurance quote, a consultation, or additional information. This information may include:

​

  • Contact Data: Full name, mailing address, email address, and telephone number.

​

  • Demographic Data: Date of birth, gender, and state of residence.

​

  • Insurance-Specific Data: Mortgage amount, lender name, health status indicators (e.g., tobacco use), and desired coverage amounts.

 

2. How We Use Your Information

 

We use the information we collect from you to:

​

  • Fulfill your request for insurance quotes, policy comparisons, or consultations.

​

  • Connect you with a licensed insurance agent or broker in the State of Florida.

​

  • Verify your identity and eligibility for specific insurance product lines.

​

  • Comply with applicable legal and regulatory requirements under the Florida Insurance Code.

 

3. Sharing and Disclosure of Your Information

 

We do not sell your personal information to data brokers. However, to fulfill your request for insurance quotes, we may share your information with:

​

  • Underwriting Carriers & Managing General Agents (MGAs): Authorized insurance companies licensed in Florida to evaluate your eligibility for coverage.

​

  • Licensed Insurance Producers: Affiliated agents or brokers who will design, present, and service your insurance options.

​

  • Compliance Authorities: State or federal regulatory bodies, including the Florida Department of Financial Services (DFS), if required by law or subpoena.

 

4. TCPA and Telemarketing Compliance (Florida TCPA)

 

By submitting your telephone number on our lead generation form, you provide your express written consent to be contacted via phone call, text message (SMS), or automated dialing systems by [INSERT COMPANY/AGENCY NAME] or our licensed insurance partners, even if your number is listed on a state or federal Do Not Call registry.

​

  • Consent is not a condition of purchasing any property, goods, or services.

​

  • In strict compliance with the Florida Telephone Solicitation Act (FTSA), we will not initiate telemarketing contacts before 8:00 AM or after 8:00 PM local time in your time zone.

​

  • You may opt out of receiving text messages at any time by replying "STOP".

 

5. Data Security

 

We implement robust technical and organizational security measures, including Secure Socket Layer (SSL) encryption, to safeguard your data from unauthorized access, disclosure, or alteration. However, no data transmission over the internet can be guaranteed 100% secure.

 

6. Updates to This Policy

 

We reserve the right to modify this Privacy Policy at any time. Any changes will be posted on this page with an updated "Effective Date."

 

7. Contact Us

 

If you have questions about this Privacy Policy or wish to request data correction or deletion, please contact us at:
[INSERT COMPANY NAME]
[INSERT PHYSICAL ADDRESS]
[INSERT EMAIL ADDRESS]
[INSERT PHONE NUMBER]

 

🛠 Deployment Best Practices

​

  • The TCPA Consent Checkbox: To comply with federal and Florida Telephone Solicitation Act (FTSA) guidelines, your landing page form should have a checkbox where users expressly agree to the text in Section 4. This checkbox must not be pre-checked.

​

  • Footer Accessibility: Link this policy clearly in the footer of your landing page alongside the Florida Insurance Compliance Disclaimer we drafted previously.

 

To help finalize this page setup, let me know:

​

  • Will you be using an automated SMS/text messaging drip campaign or email automation to follow up with leads immediately after they submit?

​

  • Are you capturing protected health information (PHI) beyond basic smoking status (like specific medical conditions)?

 

I can add specific HIPAA or automation clauses to match your workflow.

bottom of page