DATA

Jordan Caplin Insurance Services ("we," "us," or "our") DOES NOT share customer opt-in information, including phone numbers and consent records, with any affiliates or third parties for marketing, promotional, or any other purposes unrelated to providing our direct services.

All text messaging originator opt-in data is kept strictly confidential.

1. Information We Collect

We collect the following types of information:

Personal Information:

Name, email address, phone number, physical address

Insurance inquiry details and quote requests

Payment information (if applicable)

Opt-in records and timestamps for SMS/email communication

Non-Personal Information:

IP address, browser type, device information

Website usage behavior and analytics

Cookies and tracking data

Customer Communication:

Inquiry records and consultation details

Policy interest and service preferences

Communication history and feedback

2. How We Use Your Information

We use collected data for:

Providing insurance consultation and services

Processing inquiries and requests

Communicating appointment reminders and updates

Sending policy-related notifications

Improving website performance and user experience

Fraud prevention and security monitoring

Maintaining communication consent records

3. SMS Messaging & Compliance

Text Message Program Terms & Conditions

By opting into our SMS messaging services, you agree to receive text messages from Jordan Caplin Insurance Services, including appointment reminders, updates, and important notifications.

👉 You can book here:
https://jordan.nativelifecrm.com/booking-7494

Opt-In & Consent:

You only receive messages if you explicitly opt in

Opt-in is collected via website forms with checkbox consent

All opt-in actions are timestamped and recorded

We comply with TCPA and all applicable regulations

Opt-Out Instructions:

Reply “STOP” to cancel SMS notifications anytime

You will receive a final confirmation message

No further messages will be sent unless you re-opt in

Message Frequency & Content:

Message frequency varies based on interactions

Messages are service-related and/or promotional (only with consent)

Help & Support:

Reply “HELP” for assistance

Phone: +1 561-545-2147

Email: [email protected]

Carrier Information:

Message and data rates may apply

Carriers are not responsible for delays or failures

Supported carriers include major US networks

SMS Data Protection Statement:

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Information sharing is only permitted with subcontractors providing essential support services such as CRM, SMS delivery, and communication systems.

Text message opt-in data and consent will never be sold, rented, or shared.

4. Information Sharing & Disclosure

We do not sell or trade personal information. We may share data only with:

Service Providers:

CRM and communication platforms

SMS delivery systems

Appointment scheduling tools

Payment processors (if applicable)

All providers are required to protect your data.

Legal Requirements:

When required by law or legal process

To protect rights, safety, or fraud prevention

Business Transfers:

In case of merger or acquisition

Your data remains protected under this policy

5. Data Security

We implement security measures including:

Data encryption

Secure access controls

Regular system monitoring

Staff data protection training

Backup and recovery systems

However, no system is 100% secure.

6. Cookies & Tracking Technologies

We use cookies to:

Improve website performance

Analyze user behavior

Remember preferences

Enhance user experience

You may disable cookies in your browser settings.

7. Your Rights & Choices

You may:

Access or update your information

Request data deletion

Opt out of SMS by replying “STOP”

Unsubscribe from emails

Withdraw consent anytime

Request data usage details

8. Third-Party Links

We are not responsible for third-party websites linked on our site.

🔗 Main Website:
https://jordan.nativelifecrm.com/

🔗 Booking Page:
https://jordan.nativelifecrm.com/booking-7494

🔗 Terms & Conditions:
https://jordan.nativelifecrm.com/terms--conditions-4542

Please review third-party policies separately.

9. Changes to This Policy

We may update this policy at any time. Updates will be posted with a revised effective date.

10. Contact Us

Jordan Caplin Insurance Services
Phone: +1 561-545-2147
Email: [email protected]

Website:
https://jordan.nativelifecrm.com/

By using our website and services, you consent to this Privacy Policy.