Legal
How we handle the information you share with us.
When you request a quote or reach out to us, we collect the information you provide through our quote and contact forms. That typically includes your business name, number of employees, current carrier if you have one, your name, phone number, email address, and any notes you add about what you are looking for. We do not collect this information any other way, and we do not ask for information we do not need to prepare a quote.
We use the information you submit to respond to your request, prepare a small business health insurance quote and rate review, and follow up with you about your coverage options. If you move forward with a plan, we may share the information necessary to set up coverage with the relevant insurance carrier and the tools we use to manage quotes and enrollment. We do not use your information for anything beyond serving your request.
We do not sell, rent, or trade your personal information to third parties for marketing purposes. Information you share with us is used only to prepare your quote, answer your questions, and service your coverage if you choose to work with us.
We keep the information you submit for as long as needed to respond to your request and, if you become a client, to service your coverage. If you would like your information removed, contact us and we will take care of it.
Our site may use simple analytics tools to understand how visitors use the site. This data is used only to improve the site and is not used to identify you individually.
If you have questions about how we handle your information, email us at info@smallbusinesshealthinsurancedallas.com.