Privacy Policy

1. Scope

This Privacy Policy applies to information collected through EasyPath Advisors websites, online forms, scheduling pages, email, text messaging, phone conversations and related insurance-services interactions. It does not control the independent privacy practices of insurance carriers, government agencies or third-party websites.

2. Information we collect

Depending on how you interact with us, we may collect:

• Contact information such as your name, email address, phone number and mailing address.
• Insurance-interest and service information, such as the type of coverage you want, preferred contact method and questions you submit.
• Information you voluntarily provide to help us understand eligibility or compare coverage options. Please do not submit highly sensitive health, financial or identity information through a general website form unless we specifically provide a secure method and explain why it is needed.
• Appointment, communication and consent records, including your opt-in or opt-out preferences.
• Basic technical information such as browser type, device type, referring page, IP address and website activity collected through cookies or similar technologies.

3. How we use information

We may use information to:

• Respond to your request and provide insurance education, quotes, comparisons and enrollment support.
• Route your inquiry to the appropriate licensed agent, coverage category or follow-up process.
• Schedule and manage appointments and provide requested service communications.
• Maintain records, improve our website and services, prevent fraud, protect security and meet legal or regulatory obligations.
• Send marketing emails or texts only when permitted and consistent with the consent choices you make.

4. Text messaging and mobile information

Service-related texts

If you separately opt in, we may send non-marketing messages related to your inquiry, appointment, requested quote or existing service. Message frequency varies. Message and data rates may apply.

Marketing texts

If you separately opt in to marketing, we may send promotional or educational messages about insurance products and services. Consent to marketing is not a condition of purchase. You may reply STOP to opt out or HELP for help.

Mobile opt-in information and consent records will not be sold, rented or shared with third parties for their own marketing. We may share information with service providers only as needed to deliver messages and support our communications, subject to appropriate restrictions.

5. When we share information

We do not sell or rent personal information. We may share information:

• With licensed insurance carriers, agencies, agents or enrollment partners as reasonably necessary to fulfill your request and only where permitted.
• With vendors that help us operate forms, scheduling, communications, hosting, analytics, compliance and other business functions.
• To comply with law, regulation, legal process, licensing obligations or a valid government request.
• To protect the rights, safety, security and integrity of EasyPath Advisors, our clients or others.
• As part of a business reorganization, merger or transfer, subject to applicable privacy obligations.

6. Cookies and analytics

Our website may use cookies and similar technologies to remember preferences, understand traffic and improve performance. You can adjust cookie settings through your browser, although some website features may not work as intended.

7. Data security and retention

We use reasonable administrative, technical and organizational measures designed to protect information. No internet transmission or storage system is guaranteed to be completely secure. We retain information only as long as reasonably necessary for the purposes described here, including servicing requests, maintaining required records and meeting legal, licensing or compliance obligations.

8. Your choices and rights

You may ask to update or correct your contact information, change communication preferences or request deletion where applicable. You may unsubscribe from marketing emails using the link provided in the message and opt out of texts by replying STOP. Depending on your state, you may have additional rights concerning access, correction, deletion or use of personal information. We may need to verify your request before acting.

9. Children’s privacy

Our services are intended for adults seeking insurance information. We do not knowingly collect personal information online from children under 13.

10. Third-party links

Our website may link to carrier, government, scheduling, social-media or other third-party services. Their privacy practices are governed by their own policies.

11. Changes to this policy

We may update this Privacy Policy from time to time. The “Last updated” date shows when the current version became effective.