How InsureScales handles personal information

This policy explains how InsureScales LLC (“InsureScales”) handles personal information. It covers three groups of people:

• Agency owners and staff who visit our website, contact us, or use our client portal.
• People our callers speak with about an auto, home, or renters insurance quote.
• Anyone who calls or texts our sales line.

If you choose to receive text messages, we record your consent, phone number, the disclosure version shown to you, and the date of consent. We use that information to send and administer the InsureScales text message program.

We do not sell or share mobile phone information with third parties or affiliates for their own marketing or promotional purposes. Text messaging originator opt-in data and consent are not shared with third parties except service providers that help us deliver or support the requested messaging program.

You can withdraw text message consent at any time by replying STOP. Reply HELP for help or email support@insurescales.com.

From agencies and website visitors

• What you send through our contact form, such as your name, email, phone number, agency name, insurance lines, team size, and message.
• Client portal details, such as logins, settings, transfer history, notes, and return requests.
• Billing details. Card payments are handled by our payment provider, and we do not store full card numbers.
• Basic technical information, such as browser type, pages visited, and referring site, collected through hosting, security, and analytics tools.

From people our callers speak with

• Your name and phone number.
• Details you share on the call, such as your address, date of birth, vehicles, current insurance company, and what you want quoted.
• A recording of the call.

From calls and texts to our sales line

• Your phone number, the time of the call or text, and what you tell us.

• Answer questions and quote requests from agencies.
• Run the live transfer service, including routing each call to the right agency.
• Bill transfers, review returns, and settle balances.
• Check call quality and train our callers.
• Run compliance controls, such as do-not-call handling, calling-window rules, and required disclosures.
• Operate, secure, and improve the website and client portal.

When you ask for an insurance quote on one of our calls, we transfer you live to one licensed insurance agency. That agency receives your details and the call recording so it can quote you.

We also share information with:

• Service providers that help us run the business, such as call routing and recording, payment processing, hosting, email, text messaging, and analytics. They may use it only to provide their services to us.
• Government agencies, courts, or others when the law requires it, or to protect our rights, clients, or the people we call.
• A buyer or successor if InsureScales is sold or merged.

Calls may be monitored and recorded. We use recordings for quality, training, billing review, returns, and compliance. The agency that receives a transfer can listen to that call in its client portal.

• Do not call: tell our caller, or email support@insurescales.com, and we will add your number to our internal do-not-call list.
• Text messages: reply STOP to any text to opt out.
• Access or deletion: email us to ask what information we hold about you, or to ask us to correct or delete it. Depending on your state, you may have additional privacy rights, and we will respond as the law requires.

If an agency gives us prospect lists or CRM data, we use them only to call for that agency. Agencies are responsible for having the rights and permissions needed to share their own data with us.

We keep information as long as we reasonably need it to run the service, bill and review transfers, keep compliance records, and meet legal duties. We use reasonable safeguards, but no website, database, or phone system can be guaranteed completely secure.

Our website and service are for adults. We do not knowingly collect information from children under 18.

We may update this policy. The date at the top of this page shows when it last changed.