Last Updated: March 30, 2026
Insurance Agent Solutions LLC ("Company", "we", "our", or "us") respects your privacy and is committed to protecting the personal information you provide when visiting our website or interacting with our services.
This Privacy Policy explains how we collect, use, protect, and disclose your information when you visit our website, submit forms, request services, or communicate with us through messaging platforms, including SMS, email, chat, and automated communication systems.
By using our website or submitting your information, you agree to the terms outlined in this Privacy Policy.
Company Information
Insurance Agent Solutions LLC
Insurance Agent Solutions LLC provides appointment-setting systems for insurance sales teams. We recruit and train setters, manage calendars, and help agents focus on closing sales. Our services support independent agents, agencies, and recruiters across life, health, final expense, and other insurance verticals.
Information We Collect
We may collect personal information when you interact with our website or services.
This information may include:
• Full name
• Phone number
• Email address
• Physical address
• Work experience, qualifications, and CRM/lead tracking familiarity
• Video/audio recordings submitted through our forms
• Appointment scheduling and lead management details
• Messages or other information you provide via forms
This information is typically collected when you:
• Submit a contact or application form
• Request assistance or services
• Upload video/ audio demos
• Call or text our office
• Communicate with our team
Information Collected Automatically
When you visit our website, certain information may be collected automatically, including:
• IP address
• Browser type
• Device information
• Pages visited
• Time spent on pages
• Website activity through analytics tools
This data helps us improve website functionality and customer experience.
How We Use Your Information
The information we collect may be used to:
• Service consultations
• Schedule appointments with agents or coordinators
• Send appointment confirmations and reminders
• Respond to inquiries and provide customer support
• Share updates about our services or programs
• Operate our CRM and appointment-setting systems
• Improve our website, processes, and client experience
• Send marketing or promotional communications if consent is given
SMS Messaging and A2P Compliance
By providing your phone number through our website, forms, scheduling tools, or other communication channels, you consent to receive SMS (text) messages from Insurance Agent Solutions LLC
These messages may include:
• Appointment reminders
• Service notifications
• Service follow-ups
• Customer support messages
• Promotional or marketing messages when applicable
Message frequency may vary depending on your interaction with our services.
Message and data rates may apply depending on your mobile carrier plan.
SMS Opt-Out Instructions
You may opt out of receiving SMS messages from Insurance Agent Solutions LLC at any time.
To stop receiving messages, reply: STOP
After you send STOP, you will no longer receive SMS communications from us unless you opt in again.
For assistance, reply: HELP
You may also contact us directly:
Phone: (304) 376-5164
Mobile Information and Data Sharing
Insurance Agent Solutions LLC respects your privacy.
Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes.
Information sharing in support services (such as CRM platforms, messaging providers, scheduling systems, or customer support tools) is permitted only to the extent necessary to operate our business and provide services to our customers. We use your mobile information solely to provide our services, send appointment reminders, and communicate important updates related to your interactions with Insurance Agent Solutions LLC.
All SMS opt-in data and consent records are stored securely and will not be sold, rented, or shared for marketing purposes.
Cookies and Tracking Technologies
Our website may use cookies and similar tracking technologies to improve user experience.
Cookies may be used to:
• Analyze website traffic
• Improve website functionality
• Remember user preferences
• Deliver relevant content
You may disable cookies through your browser settings if you prefer.
Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, misuse, or disclosure.
While no system can guarantee absolute security, we continuously work to protect the information entrusted to us.
Data Retention
We retain personal information only for as long as necessary to:
• Provide our services
• Maintain business records
• Comply with legal obligations
• Resolve disputes
Third-Party Services
To operate our business effectively, we may utilize trusted third-party platforms including:
• Customer relationship management (CRM) software
• Messaging platforms
• Scheduling tools
• Payment processors
• Analytics services
These providers only receive the information necessary to perform their services and are required to maintain confidentiality and security.
Your Privacy Rights
You have the right to:
• Request access to your personal information
• Request corrections to inaccurate data
• Request deletion of your personal data where permitted by law
• Withdraw consent from marketing communications
To request assistance regarding your personal data, contact us at:
Children's Privacy
Our services are not directed toward individuals under the age of 18. We do not knowingly collect personal information from children.
Updates to This Privacy Policy
Insurance Agent Solutions LLC may update this Privacy Policy from time to time to reflect changes in regulations, technology, or business practices.
Any updates will be posted on this page with the updated effective date.
Contact Us
If you have any questions regarding this Privacy Policy or how your information is handled, please contact us:
Insurance Agent Solutions LLC
Phone: (304) 376-5164
Copyright © 2026, Insurance Agent Solution All Rights Reserved.
Phone: (304) 376-5164
