Overview
Smith Agency ("Smith Agency," "we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect when you visit smithagency.us or any of its pages (the "Site"), book an appointment, submit a form, or communicate with us by phone, email, or text message, and how we use and protect that information.
By using the Site or providing your information to us, you agree to the practices described in this policy.
Information We Collect
Information you provide
- Contact details such as your name, phone number, and email address.
- Information you share in forms or during appointments, such as details about your current coverage, family situation, and insurance needs.
- Your SMS consent choice, including the date, time, and wording of any consent you give.
- Appointment details you provide when scheduling through our booking calendar.
Information collected automatically
- Basic technical data such as browser type, device type, pages viewed, and referring website, collected through cookies or similar technologies used by our website host and booking tools.
How We Use Your Information
- To schedule, confirm, and remind you of appointments, including annual policy reviews and consultations.
- To respond to your questions and requests.
- To provide insurance information, quotes, and customer service.
- To send insurance-related follow-up communications you have requested or agreed to receive.
- To improve our Site and services.
- To comply with legal and regulatory obligations.
SMS / Text Messaging
If you opt in to receive text messages from Smith Agency, we may send messages about policy reviews, appointment scheduling, appointment reminders, customer service, and insurance-related follow-up communications.
- Opting in is optional and is not a condition of purchasing any product or service.
- Message frequency varies. Message and data rates may apply.
- Reply STOP at any time to opt out. You will receive one message confirming you have been unsubscribed, and no further messages will be sent unless you opt in again.
- Reply HELP for assistance, or contact us using the information below.
- Wireless carriers are not liable for delayed or undelivered messages.
Your Mobile Privacy
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.
Information may be shared with service providers that help us deliver text messages (such as our messaging platform), solely to provide that service.
How We Share Information
We do not sell your personal information. We share information only as needed to serve you, including with:
- Insurance carriers, when you ask us to request a quote or submit an application on your behalf.
- Service providers that support our business, such as website hosting, appointment scheduling, customer relationship management, and messaging tools. These providers may use your information only to perform services for us.
- Legal and regulatory authorities, when required by law, subpoena, or regulation, or to protect our rights, our clients, or others.
As stated above, mobile numbers and SMS opt-in data are never shared with third parties for their marketing purposes.
Cookies and Third-Party Tools
Our Site and the tools embedded in it, such as our appointment booking calendar, may use cookies and similar technologies. You can set your browser to refuse cookies, though some features may not work properly. Third-party tools are governed by their own privacy policies.
Data Security
We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission over the internet or electronic storage is completely secure, so we cannot guarantee absolute security.
Data Retention
We keep your information for as long as needed to serve you, maintain records of your consent, and meet legal, regulatory, and licensing requirements.
Your Choices
- Opt out of text messages at any time by replying STOP.
- Opt out of marketing emails by using the unsubscribe link or contacting us.
- Ask us to access, correct, or delete your personal information by contacting us. Some information may need to be kept to meet legal or regulatory requirements.
Depending on where you live, you may have additional rights under state privacy laws. Contact us to make a request.
Children's Privacy
Our Site and services are not directed to children under 13, and we do not knowingly collect personal information from children under 13.
Links to Other Websites
Our Site may link to websites we do not control, including insurance carriers and booking tools. We are not responsible for the privacy practices of those websites.
Changes to This Policy
We may update this Privacy Policy from time to time. The updated version will be posted on this page with a new effective date.
Contact Us
If you have questions about this Privacy Policy or our practices, contact us: