Privacy Policy

Last updated: August 6, 2026

Rightworks Insurance Services respects your privacy. This Privacy Policy explains what information we collect, how we use it, when it may be shared, how we protect it, and the choices and rights available to you when you visit our website, request a quote, schedule a consultation, submit a form, call us, text us, or otherwise interact with our agency.

1. Information We Collect

We may collect the following categories of information:

• Contact information: Your name, telephone number, email address, mailing address, and preferred method of contact.
• Form and appointment information: Information submitted through quote forms, consultation forms, contact forms, appointment requests, applications, or other website forms.
• Insurance-related information: Information reasonably necessary to provide insurance quotes, recommendations, applications, policy servicing, or customer support.
• Personal and financial information: Business, property, vehicle, household, life, health, beneficiary, payment, or financial information when relevant to the insurance products or services you request.
• Communication information: Emails, text messages, call details, appointment history, customer service records, communication preferences, SMS consent records, and opt-out requests.
• Device and website information: IP address, browser type, device type, operating system, referring page, pages visited, approximate location derived from an IP address, timestamps, and general website analytics information.

We collect information directly from you, automatically through our website and related technologies, and, when appropriate, from insurance carriers, brokers, service providers, referral sources, or other parties involved in servicing your request.

2. How We Use Your Information

We may use the information we collect to:

• Respond to questions, quote requests, consultation requests, appointment requests, and customer service inquiries.
• Provide insurance quotes, policy options, recommendations, applications, and related agency services.
• Communicate with you through telephone calls, email, text messages, or other communication methods you choose.
• Process applications, service policies, coordinate billing, assist with claims, and communicate with insurance carriers or other parties involved in providing requested services.
• Send appointment confirmations, reminders, quote follow-ups, requested information, service updates, policy-related notices, and customer support communications.
• Send marketing or promotional communications when permitted by law and when any required consent has been obtained.
• Maintain records of consent, communication preferences, opt-outs, and customer interactions.
• Detect fraud, prevent misuse, protect our website, and maintain the security of our systems.
• Improve our website, services, advertising, customer experience, and internal business operations.
• Comply with legal, regulatory, licensing, insurance, security, and recordkeeping obligations.

3. SMS Opt-In and Consent Details

When SMS messaging is offered through one of our website forms, you may voluntarily provide your mobile telephone number and select a separate SMS consent checkbox. The SMS consent checkbox is optional, is not selected by default, and is separate from any agreement to this Privacy Policy or our Terms and Conditions.

By entering your mobile telephone number and actively selecting the SMS consent checkbox, you provide express consent for Rightworks Insurance Services to send text messages related to your quote request, consultation, appointment, application, policy, account, or other services you requested. Promotional messages will only be sent when you have separately consented to receive them where required.

Message frequency varies based on your interactions with us. Message and data rates may apply. Reply STOP to opt out of future text messages. Reply HELP for assistance. Consent to receive text messages is not a condition of purchasing any product or service.

We maintain records of SMS consent where reasonably necessary, including the telephone number provided, the consent language presented, the date and time of consent, the form or method used to provide consent, and subsequent opt-out requests.

4. Mobile Information Sharing Statement

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Information may be shared with service providers solely when necessary to deliver requested communications or operate our messaging services, such as telecommunications providers and messaging technology vendors. These providers are not permitted to use mobile information for their own marketing or promotional purposes.

All the above categories exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties.

SMS opt-in consent, SMS consent records, and mobile telephone numbers collected for messaging purposes will not be sold, rented, transferred, or disclosed to third parties or affiliates for marketing or promotional purposes.

5. How We Share Information

We do not sell or rent your personal information. Excluding SMS opt-in data and consent as described above, we may share other information when reasonably necessary to provide requested services, operate our agency, or comply with legal obligations.

Information may be shared with:

• Insurance carriers, brokers, underwriters, claims administrators, and other parties involved in providing quotes, processing applications, issuing policies, servicing policies, billing, or handling claims.
• Technology providers, customer relationship management platforms, website hosting providers, analytics providers, payment processors, telecommunications providers, and vendors that perform services on our behalf.
• Professional advisers such as attorneys, accountants, auditors, or compliance professionals when reasonably necessary.
• Government agencies, regulators, licensing authorities, courts, law enforcement agencies, or other parties when disclosure is required by law or reasonably necessary to protect our rights, safety, property, customers, or the public.
• A successor organization in connection with a merger, acquisition, financing, reorganization, or sale of all or part of our business, subject to applicable privacy and confidentiality obligations.

Service providers are authorized to process information only as reasonably necessary to perform services for us and are expected to protect the information they receive.

6. Cookies and Tracking Technologies

Our website may use cookies, pixels, tags, analytics tools, and similar technologies. These technologies may collect device and website activity information to:

• Keep the website functioning properly.
• Remember preferences and improve usability.
• Understand how visitors use our website.
• Measure website traffic and marketing performance.
• Detect security threats, errors, fraud, or misuse.

Cookies may include necessary cookies, analytics cookies, functionality cookies, and advertising or measurement cookies. Some cookies are placed by third-party service providers that support website analytics, advertising, forms, scheduling, communications, or other website functions.

You can manage or disable cookies through your browser settings and, when available, through our website's cookie preference tools. Blocking certain cookies may cause some website features to function incorrectly.

Your browser may offer a “Do Not Track” setting. Because there is currently no universally accepted standard for responding to these signals, our website may not respond to every Do Not Track request.

7. Data Security and Handling

We use reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, alteration, loss, misuse, disclosure, or destruction.

Our data-handling measures may include:

• Limiting information access to authorized personnel and providers.
• Using password-protected systems and access controls.
• Using reputable website, communication, storage, and technology service providers.
• Maintaining records and disposing of information when it is no longer reasonably required, subject to legal and regulatory obligations.
• Reviewing our systems and practices to identify and address security risks.

However, no website, online form, telephone call, email, text message, transmission method, or electronic storage system can be guaranteed to be completely secure. Please avoid sending highly sensitive information through unsecured channels unless we direct you to an appropriate secure process.

8. Data Retention

We retain personal information only for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, provide requested services, maintain insurance and business records, document consent and opt-out requests, resolve disputes, enforce agreements, and comply with legal or regulatory requirements.

Retention periods vary depending on the type of information, the services requested, our relationship with you, carrier requirements, and applicable legal or regulatory obligations. When information is no longer reasonably needed, we may delete, anonymize, or securely dispose of it.

9. Your Privacy Rights and Choices

Depending on your location and applicable law, you may have the right to:

• Request information about the personal information we maintain.
• Request access to certain personal information.
• Request correction of inaccurate personal information.
• Request deletion of certain personal information.
• Request restriction of or object to certain uses of personal information.
• Withdraw consent where processing is based on your consent.
• Request a portable copy of certain information where required by law.
• Opt out of marketing emails by using the unsubscribe link included in the email.
• Opt out of text messages by replying STOP.

These rights may be limited by insurance, licensing, fraud-prevention, legal, regulatory, contractual, and business recordkeeping requirements. We may need to verify your identity before completing a privacy request.

We will not unlawfully discriminate against you for exercising an applicable privacy right. To submit a privacy request, contact us using the information at the bottom of this page.

10. California Privacy Information

California residents may have additional rights regarding their personal information under applicable California law. These may include rights to know, access, correct, or delete certain personal information and the right to receive information about certain disclosures.

Rightworks Insurance Services does not sell personal information for monetary compensation. We also do not sell or share SMS opt-in information, SMS consent records, or mobile telephone numbers for cross-context behavioral advertising, marketing, or promotional purposes.

California residents may submit a request using the contact information listed below. We may request information reasonably necessary to verify the request and confirm that it relates to the person submitting it.

11. Third-Party Websites and Services

Our website may link to third-party websites, insurance carrier websites, appointment platforms, payment pages, social media services, or other providers. We are not responsible for the content, privacy practices, security, or data-handling practices of websites and services we do not control.

Please review the privacy policies and terms of third-party services before providing information to them.

12. Children’s Privacy

Our website and services are not directed to children under the age of 13, and we do not knowingly collect personal information directly from children under 13 through this website.

If you believe a child under 13 has provided personal information to us, please contact us so that we can review and, where appropriate, delete the information.

13. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes to our services, technology, business practices, or legal obligations. Any updated policy will be posted on this page with a revised “Last updated” date.

Material changes will apply prospectively unless otherwise required by law. We encourage you to review this page periodically.