Privacy Policy

Review the All for One privacy notice, including the personal information practices described in the current policy.

Effective Date: 09/29/2026
Company: All for One Insurance Agency

At All for One Insurance Agency, your privacy is very important to us. This Privacy Policy explains what information we collect, how we use it, and how we safeguard it. By using our services, including our SMS notification program, you agree to the terms described below.

1. Information We Collect

When you interact with our agency, we may collect the following personal information:

  • First and last name
  • Email address
  • Phone number
  • Date of birth
  • Height and weight
  • Sex
  • State of residence
  • IP address

We collect this information directly from you when you sign up for our services, request an appointment, use our website chat, submit a form, or opt in to our SMS program. When you use the website, we may also receive browser, device, cookie, and interaction data used to operate and protect the service.

2. How We Use Your Information

We use your personal information for the following purposes:

  • Appointment reminders and confirmations — to notify you of upcoming or scheduled appointments.
  • Promotional materials — to share relevant offers and updates about our insurance products and services.
  • Customer support — to respond to inquiries and provide assistance.
  • Legal and compliance — to meet legal, regulatory, and contractual obligations.

We do not sell or share your personal information with third parties for their own marketing purposes.

3. Website Chat and Service Providers

Our website chat and customer-relationship tools are provided through GoHighLevel and LeadConnector. When you start a chat or submit contact details, these providers may process your name, phone number, email address, chat messages, consent record, IP address, browser or device information, and related interaction data on our behalf.

Chat conversations may be assisted by an automated virtual assistant and may be reviewed by an insurance team member. The assistant provides general information only. It does not provide legal, tax, medical, or financial advice, recommend a policy, guarantee eligibility or approval, or create insurance coverage. Please do not send Social Security numbers, banking or payment credentials, passwords, detailed medical information, policy numbers, or identity documents through website chat.

We use service providers only to operate the website, manage inquiries, maintain consent records, protect against spam or abuse, and support customer communications. Their systems may use cookies or similar technologies necessary to load the widget, maintain a conversation, and prevent misuse. Chat transcripts and related records are retained only as long as reasonably necessary for these purposes and applicable legal or regulatory obligations, after which they are deleted or anonymized where appropriate. You may request access, correction, or deletion as described below.

4. SMS Notification Program

By enrolling in our SMS program, you consent to receive appointment reminders and confirmations and limited promotional materials related to final expense insurance.

Message frequency: Messages may vary depending on your scheduled appointments or promotional periods. Typically, communications occur within one month of engagement.

Opt-out: You can stop receiving SMS messages at any time by texting STOP. You will receive a confirmation message and no further texts will be sent. For assistance, reply with HELP or contact us at [email protected].

Standard message and data rates may apply. Carriers are not liable for delayed or undelivered messages.

5. Data Retention

We retain your personal information only for as long as necessary to provide our services, fulfill the purposes outlined in this Privacy Policy, and comply with legal and regulatory requirements. Once information is no longer needed, it will be securely deleted or anonymized.

6. Data Security

We use administrative safeguards such as access controls and staff training, technical safeguards such as encryption, firewalls, and secure storage, and physical safeguards that restrict access to systems and records. No method of electronic transmission or storage can be guaranteed 100% secure.

7. Your Rights

You may have the right to access personal information we maintain about you, request corrections, request deletion subject to legal obligations, and opt out of promotional SMS messages. To exercise these rights, contact [email protected].

8. Children’s Privacy

Our services are not directed to children under 18. We do not knowingly collect personal information from individuals under the age of 18.

9. Updates to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this website with an updated effective date.

10. Contact Us

If you have questions about this Privacy Policy or our practices, contact [email protected].

This Privacy Policy is effective as of 09/29/2026 and will remain in effect except with respect to future changes in its provisions.