Privacy Policy for Insurance Pro


Effective Date: September 1st, 2025


At Insurance Pro, your privacy is our priority. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you interact with us through our communication platform, powered by RingCentral, and other services we provide.


Information We Collect


We may collect the following types of personal information:

  • Contact Information: Name, phone number, email address, mailing address
  • Insurance Details: Policy numbers, coverage types, claims history
  • Communication Records: Call logs, voicemails, SMS messages, and chat transcripts via RingCentral
  • Payment Information: Billing details, transaction history
  • Technical Data: IP address, device type, browser information, and usage data


How We Use Your Information


We use your information to:

  • Provide and manage insurance services
  • Communicate with you via RingCentral (calls, texts, emails)
  • Process claims and payments
  • Improve customer service and support
  • Comply with legal and regulatory obligations


How We Protect Your Information


We implement industry-standard security measures to safeguard your data, including:

  • Encrypted communications via RingCentral
  • Secure data storage and access controls
  • Regular audits and compliance checks


Sharing Your Information


We do not sell your personal information. We may share it with:

  • Insurance carriers and underwriters for policy management
  • Service providers who assist with claims, billing, or IT support
  • Legal or regulatory authorities when required by law

All third parties are contractually obligated to protect your data and use it only for authorized purposes.


Mobile Opt in, SMS Consent, and phone numbers collected for SMS communication purposes will not be shared with any third party and affiliates for marketing purposes.


RingCentral Platform


Our communications are powered by RingCentral, a third-party provider. RingCentral may process your data in accordance with its own Privacy Policy. We ensure that RingCentral complies with applicable data protection laws and maintains high security standards.


SMS Term & Conditions


1-SMS Consent Communication:
The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.


2- Types of SMS Communications:
If you have consented to receive text messages from Insurance Pro, you may receive messages related to the following:

  • Appointment reminders
  • Follow-up messages
  • Billing inquiries
  • Promotions or offers (if applicable) {If you see the customer selected a conversational use case, do not add this reference to your email thread, instead, make sure the customer adds the matching use cases to this portion of the Terms info}.


Example: "Hello, this is a friendly reminder of your upcoming appointment with Gerry Hyde at Insurance Pro on January 1, 2025 at 12:00 PM. You can reply STOP to opt out of SMS messaging from Insurance Pro at any time."

3- Message Frequency:
Message frequency may vary depending on the type of communication. For example, you may receive up to two SMS messages per week related to your appointments or account status.

4- Potential Fees for SMS Messaging:
Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

5- Opt-In Method:
You may opt-in to receive SMS messages from Insurance Pro in the following ways:

  • Verbally, during a conversation
  • By submitting an online form
  • By filling out a paper form


6- Opt-Out Method:
You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

7- Help:
If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at https://www.insurancepro.biz/contact

Additional Options:

  • If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.


8- Standard Messaging Disclosures:

  • Message and data rates may apply.
  • You can opt out at any time by texting "STOP."
  • For assistance, text "HELP" or visit our [Privacy Policy] and [Terms and Conditions] pages.
  • Message frequency may vary


Your Rights


Depending on your location, you may have rights to:

  • Access or correct your personal data
  • Request deletion of your data
  • Opt out of certain communications

To exercise your rights, contact us at (859) 624-1500.


Changes to This Policy


We may update this Privacy Policy from time to time. Changes will be posted on our website and communicated as appropriate.


Contact Us


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

Insurance Pro

226 East Main St.

Richmond, KY 40475

InsurancePro@InsurancePro.Biz

(859) 624-1500