Privacy Policy

Vickie's Concierge Insurance Services

Last Updated: April 28, 2025

Vickie's Concierge Insurance Services (“we,” “us,” “our,” or “the Agency”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, share, and safeguard your personal information.

1. Information We Collect

We may collect the following information from you:

Personal Information:

Full name, date of birth (optional)

Contact Information:

Phone numbers, email address, mailing address

Insurance Information: Policy interests, health and lifestyle details (as needed for quotes), existing coverage

Payment Information: Credit card or banking information for policy payments (if applicable)

Communication Preferences: Marketing opt-ins, preferred contact method, SMS/email consent

2. How We Collect Information

We collect your information when you:

Contact us via our website, phone, or in-person

Request a quote or consultation

Purchase or enroll in an insurance policy

Sign up for newsletters, promotional content, or client portals

We may also receive information from:

Public records and databases

Social media platforms (if you engage with us or provide consent)

Third-party lead sources or marketing platforms (with appropriate consent)

3. How We Use Your Information
Your information may be used for the following purposes:

Providing Services:

Offering insurance consultations, quotes, and policy comparisons

Managing your insurance account and servicing your policy

Communicating with you about your coverage, renewals, or claims

Improving Customer Experience:

Analyzing service usage

Gathering feedback and conducting surveys

Enhancing tools, offerings, and digital platforms

Marketing and Communication:

Sending newsletters, appointment reminders, and policy updates

Promoting new products, services, or special offers

Note: Marketing communications are only sent with your consent. You may opt out anytime.

4. Sharing Your Information

We may share your information with:

Trusted Partners and Service Providers:

Licensed insurance carriers or brokers

CRM and communication platforms (e.g., SMS gateways, email tools)

Support vendors helping us deliver our services

Legal and Regulatory Bodies:

To comply with applicable laws and regulationsIn response to lawful requests or legal processes

We do not sell your personal information.

5. Data Security

We implement reasonable safeguards to protect your information, including:

Encrypted data transmissionsSecure access controls

Routine monitoring for suspicious activity

However, no system is entirely secure.

Please contact us if you suspect any unauthorized activity.

6. Your Rights

You have the right to:

Access and update your personal information

Request deletion of your information (subject to legal or compliance exceptions)

Opt out of marketing and automated messaging

Request restriction of data processing

To make a request, contact us at the details below.

7. Children's Privacy

Our services are not intended for individuals under the age of 13. We do not knowingly collect personal information from children under 13.

8. Changes to This Privacy Policy

We may update this policy periodically. The latest version will always be available on our website, with an updated effective date.

9. Contact Us

If you have questions about this Privacy Policy, please reach out to us:

Email: [email protected]

Phone: (682) 297-5676

Website: conciergeinsuranceservices.com