How InsureScales handles contact and campaign information
Last updated May 31, 2026. This policy explains how we handle information submitted through this website and during live-transfer fit review conversations.
Information We Collect
Contact details submitted through the site, including name, email, phone number, agency name, target insurance lines, transfer coverage, and message details.
Campaign details you choose to share during a fit review, including list-source preferences, CRM segments, routing windows, and agency pickup availability.
Basic technical information handled by our hosting, analytics, communication, and security providers when you visit or submit the site.
How We Use Information
Respond to fit-review requests and sales inquiries.
Evaluate whether a dedicated live-transfer telemarketer is a practical fit for your agency.
Route calls, messages, and internal notifications to the appropriate team members.
Operate, secure, debug, and improve the website and campaign intake process.
Support compliance operations such as DNC handling, calling-window controls, disclosures, and campaign review.
Service Providers
We may use third-party providers for website hosting, database storage, form handling, internal alerts, phone routing, email, security, and operational tools. These providers may process information only as needed to support the website, sales intake, or campaign operations.
Agency-Supplied Lists And CRM Data
If an agency chooses to provide prospect lists or CRM segments, those lists are used for the agreed campaign purpose. Agencies are responsible for having the rights and permissions needed to provide and use their own data for outreach.
Retention And Security
We keep information for as long as reasonably needed for sales follow-up, campaign operations, compliance records, and business administration. We use reasonable safeguards, but no website, database, or communication system can be guaranteed completely secure.