Annuity Agent CRM - PRIVACY POLICY
Last Updated: April 29, 2025
Introduction
Annuity Agent CRM(“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, retain, and safeguard your personal information when you visit our website, use our services, communicate with us, or otherwise interact with us online or offline.
This Privacy Policy is intended to comply with applicable United States law, including applicable Florida law. By using our website or services, you acknowledge the practices described in this Privacy Policy. If you do not agree with this Privacy Policy, please do not use the website or services.
INFORMATION WE COLLECT
We may collect the following categories of personal information:
A. Information You Provide to Us
Name
Email address
Telephone number
Mailing address
Business name
Appointment, inquiry, or customer support details
Information you provide through web forms, surveys, chat tools, SMS opt-in forms, or other communications
B. Commercial and Transaction Information
Records of products or services purchased, obtained, or considered
Billing details
Payment-related information processed through our third-party payment processors
C. Internet or Other Electronic Network Activity Information
IP address
Browser type and version
Device type
Operating system
Referral URLs
Pages viewed
Links clicked
Dates and times of visits
Cookie identifiers and similar tracking data
D. Marketing and Communications Information
Preferences for receiving marketing emails or text messages
Records of consent or opt-in status
Responses to campaigns, forms, or advertisements
E. Sensitive Personal Information
We do not collect sensitive personal information unless reasonably necessary for our business purposes and permitted by law. If we do collect sensitive personal information, we will use and disclose it only as permitted by applicable law and only for the purposes disclosed at the time of collection.
We may collect personal information:
Directly from you when you complete forms, request information, book appointments, sign up for communications, make purchases, or contact us
Automatically through cookies, pixels, analytics tools, server logs, and similar technologies
From service providers, advertising partners, CRM systems, scheduling tools, payment processors, and analytics vendors
From social media platforms or advertising platforms if you interact with our content or submit lead forms through those platforms
HOW WE USE PERSONAL INFORMATION
We may use personal information for the following purposes:
To provide, operate, maintain, and improve our website and services
To respond to inquiries and provide customer service
To schedule appointments, consultations, or calls
To send transactional or service-related communications
To send marketing emails or text messages where permitted by law and with any required consent
To personalize user experience and improve website functionality
To analyze traffic, trends, and advertising performance
To process payments and maintain business records
To detect, prevent, or investigate fraud, abuse, or security incidents
To comply with legal obligations and enforce our terms, policies, and rights
We may also use aggregated or deidentified information for analytics, research, and business improvement purposes.
COOKIES AND TRACKING TECHNOLOGIES
We and our service providers may use cookies, pixels, web beacons, tags, and similar technologies to collect information about your interactions with our website and advertisements.
These technologies may be used to:
Remember preferences and settings
Maintain website functionality
Analyze website usage
Measure ad performance
Support remarketing or targeted advertising, if applicable
You may be able to control cookies through your browser settings. Disabling cookies may affect certain website features or functionality.
DISCLOSURE OF PERSONAL INFORMATION
We may disclose personal information to the following categories of third parties:
Website hosting providers
CRM and marketing automation platforms
Email and SMS service providers
Scheduling and customer support platforms
Analytics and advertising providers
Payment processors
Professional advisors such as attorneys, accountants, and auditors
Government authorities, courts, regulators, or law enforcement when required by law
We do not sell your personal information for monetary consideration unless expressly stated in this Privacy Policy.
If we engage in targeted advertising or process personal information for targeted advertising as defined under applicable law, we will provide any rights and disclosures required by law.
No mobile information will be shared with third parties or affiliates for their own marketing or promotional purposes. Text messaging opt-in data and consent records will not be shared with third parties except as necessary to provide the messaging services you requested, to comply with law, or to protect our rights.
SMS, EMAIL, AND COMMUNICATIONS CONSENT
If you provide your phone number and opt in, you agree to receive SMS or MMS messages from us related to your inquiries, appointments, services, account activity, or, where permitted, marketing communications. Message frequency may vary. Message and data rates may apply. You may opt out at any time by replying STOP. For assistance, reply HELP or contact us directly.
We will send marketing emails only in accordance with applicable law. You may unsubscribe from promotional emails at any time by clicking the unsubscribe link in the email or contacting us directly.
Consent to receive marketing communications is not a condition of purchase.
DATA RETENTION
We retain personal information for as long as reasonably necessary for the purposes described in this Privacy Policy, including to:
Provide requested services
Maintain records
Comply with legal, tax, accounting, and regulatory obligations
Resolve disputes
Enforce agreements
Detect and prevent fraud or security incidents
When personal information is no longer needed, we will delete, anonymize, or securely dispose of it as appropriate, subject to backup retention, legal requirements, and legitimate business needs.
DATA SECURITY
We use reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, disclosure, alteration, or destruction. However, no method of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security.
FLORIDA PRIVACY RIGHTS
If and to the extent applicable under Florida law, Florida residents may have rights regarding their personal information, which may include the right to:
Confirm whether we are processing their personal data
Access personal data
Correct inaccuracies in personal data
Delete personal data provided by or obtained about them
Obtain a copy of certain personal data in a portable and readily usable format
Opt out of the processing of personal data for targeted advertising
Opt out of the sale of personal data, if applicable
Opt out of profiling in furtherance of decisions that produce legal or similarly significant effects, if applicable
To exercise applicable privacy rights, please contact us using the contact information below. We may take reasonable steps to verify your identity before fulfilling your request. If we deny your request, you may have the right to appeal, where required by law.
CHILDREN’S PRIVACY
Our website and services are not directed to children under 13, and we do not knowingly collect personal information from children under 13 without appropriate authorization. If you believe we have collected personal information from a child in violation of applicable law, please contact us so we can take appropriate action.
THIRD-PARTY LINKS AND SERVICES
Our website may contain links to third-party websites, tools, or services. We are not responsible for the privacy, security, or content practices of those third parties. Your use of third-party sites is subject to their own terms and privacy policies.
BUSINESS TRANSFERS
If we are involved in a merger, acquisition, financing, asset sale, or other business transaction, personal information may be disclosed or transferred as part of that transaction, subject to applicable legal requirements.
CHANGES TO THIS PRIVACY POLICY
We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date above. Your continued use of the website or services after changes become effective constitutes your acknowledgment of the updated Privacy Policy, to the extent permitted by law.
Contact Us
If you have questions about this Privacy Policy or wish to exercise any applicable privacy rights, contact us at: