Your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your personal information during the course of providing insurance-related services.
1. What We Collect
We may collect:
Name, phone number, email address
Zip code, birthdate, and insurance-related information
Communication preferences and consent
Website browsing or form usage data (via cookies/analytics)
2. How We Use Your Information
Your information may be used to:
Provide insurance quotes or consultations
Schedule and confirm calls or meetings
Send policy-related updates or renewal reminders
Share educational content or offers (only with explicit consent)
Improve user experience and service quality
3. SMS Consent & Opt-Out
By entering your mobile number into our forms, quote tools, or calendar systems, you authorize us to send you text messages.
Reply STOP to cancel SMS at any time
Reply HELP for assistance
Message/data rates may apply
Frequency depends on your activity and preferences
Your number will never be sold or used outside of our business purposes
We adhere strictly to A2P 10DLC regulations, the TCPA, and CAN-SPAM compliance.
4. Sharing Your Information
We do not sell or rent your personal information. We may share data with:
Licensed agents working under Josh Holmes Insurance
CRM, email, and SMS tools for client management
Insurance carriers during quote or policy processes
All third parties are required to protect your data under confidentiality agreements.
5. Security
We use encrypted systems, access controls, and secure communication tools to protect your personal data. However, no digital transmission is completely secure, and you should avoid sending sensitive personal information over SMS or unsecured forms.
6. Your Rights
You may request to:
Access or correct your personal information
Withdraw consent for future communications
Request removal of your data from our systems (where legally allowed)