Privacy Policy

Digital Agent Consulting (“Digital Agent Consulting,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we collect, how we use it, and the choices you have when you interact with our website, request an insurance quote, book an appointment, contact customer support, or receive SMS communications from us. By using our website or submitting information to us, you agree to the practices described in this Policy.

We collect information that you voluntarily provide when you interact with Digital Agent Consulting, including:

• Name, email address, phone number, and mailing address.
• Insurance-related details you submit through a quote request form (for example, coverage type, current carrier, age, household information, and other information relevant to producing an insurance quote).
• Appointment preferences, scheduling information, and the reason for your inquiry.
• Customer support messages, including questions, complaints, and follow-up requests.
• Records of your consent to receive SMS communications, including the date, time, and method of consent.
• Basic technical information collected automatically when you visit our website, such as IP address, browser type, device type, referring page, and pages viewed.

We use the information we collect to:

• Prepare and deliver insurance quotes you request.
• Schedule, confirm, and remind you of appointments.
• Respond to customer support and follow-up requests.
• Send SMS messages you have specifically opted in to receive.
• Operate, maintain, secure, and improve our website and services.
• Comply with applicable legal and regulatory obligations.

When you submit a quote request, we use the information you provide solely to evaluate your needs, prepare a quote, and follow up regarding that quote. We do not sell insurance quote information to unrelated third parties for marketing purposes.

When you request an appointment or book a strategy call, we use your contact information to confirm the appointment, send reminders, and follow up regarding the topics you asked about.

When you contact us for support, we use your information to respond to your inquiry, resolve your request, and keep a reasonable record of the interaction for quality and compliance purposes.

Digital Agent Consulting sends SMS messages only to individuals who have voluntarily opted in to receive them. We do not send SMS messages to consumers who have not provided consent.

SMS consent is collected using an optional, unchecked checkbox. Consent is never pre-selected, and consent to receive SMS messages is not required to purchase products or services or to receive an insurance quote.

Consumers who opt in may receive messages regarding:

• Appointment confirmations
• Appointment reminders
• Insurance quote follow-up
• Customer support
• Requested business communications

Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe at any time. Reply HELP for assistance. You can also contact us directly using the contact information below to opt out.

Consumers may voluntarily opt in to receive SMS messages from Digital Agent Consulting through any of the following methods:

• Website contact forms
• Quote request forms
• Appointment request forms
• Strategy call booking forms
• Customer support requests
• Other documented consent methods permitted by applicable law

In each case, the SMS consent checkbox is optional and unchecked by default, and the disclosure that accompanies the checkbox describes the purpose of the messages, message frequency, applicable rates, and opt-out instructions.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All categories above exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

SMS consent records, mobile opt-in data, and phone numbers collected for SMS purposes are not sold, rented, leased, or transferred to any third party for marketing purposes under any circumstance.

We do not sell your personal information. We share information only in the following limited circumstances:

• Licensed insurance carriers and agencies when necessary to prepare or deliver an insurance quote you have requested.
• Service providers that help us operate our website, deliver appointment communications, and provide customer support, subject to written obligations to protect your information and use it only for the services they provide to us.
• Legal and safety requirements, when we reasonably believe disclosure is required by law, legal process, or to protect the rights, property, or safety of Digital Agent Consulting, our customers, or others.

As stated above, SMS opt-in data and consent are never shared with third parties or affiliates for any purpose.

We use commercially reasonable administrative, technical, and physical safeguards designed to protect the information we collect against unauthorized access, disclosure, alteration, and destruction. No method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Depending on where you live, you may have rights regarding the personal information we hold about you, including the right to request access to, correction of, or deletion of that information, and the right to opt out of certain uses. You may also opt out of SMS messages at any time by replying STOP to any message from us or by contacting us using the information below. To exercise any other privacy right, contact us using the details in the Contact Information section.

If you have questions about this Privacy Policy or our privacy practices, contact Digital Agent Consulting at:

• Email: hello@digitalagentconsulting.com
• Location: United States

See also our Terms & Conditions.