Privacy Policy

American Insurance Brokers (“we,” “us,” or “our”) provides insurance-related marketing, lead intake, appointment coordination, customer communication, and related services. This Privacy Policy describes how we collect, use, disclose, and safeguard information when you interact with our websites, forms, phone systems, messaging systems, and related services (collectively, the “Services”).

If you do not agree with this Privacy Policy, please do not use the Services.

Last updated: April 2026

1. Who We Are

American Insurance Brokers is a business that helps individuals, families, and businesses connect with insurance-related products, services, information, and quote opportunities. We may respond to inbound calls and messages, place outbound calls and messages where permitted, coordinate appointments, and communicate on behalf of our business and service offerings.

2. Information We Collect

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A. Information you provide

  • Contact information: name, phone number, email address, mailing address, business name

  • Insurance inquiry information: type of insurance requested, coverage interests, household or business details you choose to provide, preferred contact time, notes, and preferences

  • Quote request information: information submitted through forms, surveys, calendars, calls, SMS, chat, or email

  • Message content: SMS, chat messages, emails, and other content you send us

  • Any other information you choose to share during communications

B. Communications data (calls, recordings, transcripts)

Calls and messages may be recorded, monitored, or transcribed for quality assurance, training, compliance, and service improvement, where permitted by law and where required notice is provided.

We may collect call and message metadata such as time, duration, caller ID, routing, delivery status, and outcomes.

C. Technical and usage data

When you use our websites or forms, we may collect:

We may automatically collect device, browser, IP address, pages visited, referring URLs, timestamps, and similar analytics or usage data when you interact with our Services.

D. Cookies and similar technologies

We may use cookies, pixels, web beacons, and similar technologies to:

  • Keep the website functioning and remember preferences
  • Measure traffic and performance through analytics
  • Support marketing and conversion tracking

You can control cookies through your browser settings. If you disable cookies, parts of the website may not function properly.

3. How We Use Your Information

We use information to:

  • Provide and operate our Services, including responding to inquiries, coordinating appointments, and facilitating communications

  • Review and respond to quote requests, coverage inquiries, and service-related requests

  • Communicate with you about insurance-related products, services, updates, and support

  • Improve website functionality, customer experience, analytics, quality assurance, and service performance

  • Maintain security, detect fraud or misuse, enforce our policies, and comply with legal obligations

  • Send marketing or promotional communications where permitted by law and consistent with your preferences

4. SMS/Text Messaging and Opt-In Details

If you provide your mobile number, American Insurance Brokers may send you text messages related to your inquiry, appointment, quote request, customer service, or other service-related communications. If you opt in where required, we may also send marketing or promotional messages.

Transactional or Service Messages

Appointment confirmations and reminders

Quote follow-ups and coverage-related communications

Customer support and service updates

Promotional or marketing messages, where permitted and consented to

Marketing or Promotional Messages

Promotions, follow-ups, and insurance-related offers where you have provided the appropriate consent, if required.

  • Message frequency: varies
  • Message and data rates: may apply
  • Opt-out: Reply STOP to unsubscribe from SMS
  • Help: Reply HELP for assistance

Consent rules

  • Consent to receive marketing text messages is not a condition of purchase

  • If you opt out of marketing messages, you may still receive service-related or transactional communications you requested

  • You can opt out of text messages at any time by replying STOP where applicable

  • For additional help, reply HELP or contact us using the information listed below

5. How We Share Information

We may share information only as described below:

A. Service providers

We may share information with vendors who help us operate the Services, such as:

  • Phone, SMS, and email delivery providers

  • CRM, automation, and customer support platforms

  • Scheduling and calendar systems

  • Website hosting, analytics, and security providers

  • Form, survey, and payment processing tools where applicable

These providers may use information only to perform services for us and must safeguard it.

B. Legal, safety, and compliance

We may disclose information where required by law, regulation, legal process, or lawful request, or where reasonably necessary to protect rights, safety, security, or investigate fraud or misuse.

C. Business transfers

If we are involved in a merger, acquisition, financing, restructuring, or sale of all or part of our business or assets, information may be transferred as part of that transaction.

D. Insurance-Related Partners

We may share information with insurance-related partners, agencies, brokers, carriers, or other service providers where necessary to respond to your inquiry, quote request, coverage interest, or related service needs.

Mobile Information Sharing Statement

We do not share mobile information, including phone numbers, with third parties or affiliates for their own marketing or promotional purposes. We may share mobile information with service providers only as necessary to deliver messages, operate our Services, and support business operations, such as SMS platforms, CRM systems, and customer support tools.

6. Data Retention

We retain information as long as reasonably necessary to:

  • Provide and maintain our Services

  • Respond to inquiries, quote requests, and service needs

  • Maintain our relationship and business records

  • Comply with legal, accounting, regulatory, or compliance obligations

  • Resolve disputes and enforce agreements

Retention periods may vary depending on the type of information, including communications, call recordings, transcripts, and related records where applicable.

7. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, use, alteration, or disclosure. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

8. Your Rights and Choices

Subject to applicable law, you may request:

  • Access to certain personal information we maintain about you

  • Correction of inaccurate personal information

  • Deletion of personal information, where applicable

  • Updates to your communication preferences

You can also:

  • Opt out of marketing text messages by replying STOP where applicable

  • Use unsubscribe links in eligible email communications

  • Control cookies through your browser settings

We may retain certain information as required to comply with legal obligations, provide requested Services, or enforce agreements.

9. Contact Us

If you have questions about this Privacy Policy or our privacy practices, you may contact us at:

American Insurance Brokers

Email: [email protected]

Phone: [your phone]

Address: [your business mailing address]

10. Children’s Privacy

Our Services are not directed to children under 13, or the minimum age required by applicable law, and we do not knowingly collect personal information from children.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The “Last updated” date at the top indicates when changes were made. If changes are material, we may provide additional notice where required by law.