Privacy Policy

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This Privacy Policy describes how Corey Wade, doing business as Wade Family Insurance ("we," "our," or "us"), collects, uses, and protects your personal information when you visit our website, request insurance quotes, or use our services.

Information We Collect

Personal Information You Provide

When you request a quote or contact us, we collect personal information that you voluntarily provide, including:

• Contact Information: Name, phone number, email address, mailing address, zip code
• Coverage Information: Coverage type needed, household income range, monthly budget, current coverage situation
• Family Information: Names, relationships, dates of birth, and health information for family members (when voluntarily provided)
• Health Information: Current doctors, medical conditions, tobacco use (when relevant to insurance coverage)
• Financial Information: Income ranges, budget preferences (general ranges, not specific financial data)

Information Collected Automatically

When you visit our website, we may automatically collect:

• IP address and general location information
• Browser type and device information
• Pages visited and time spent on our website
• Referring website information

How We Use Your Information

We use your personal information to:

• Provide Insurance Services: Research and recommend insurance plans that meet your needs and budget
• Contact You: Call you personally to discuss options and answer questions
• Verify Networks: Check that your preferred doctors are covered by recommended plans
• Process Applications: Assist with insurance applications and enrollment
• Follow-up Service: Provide ongoing support and service for your insurance needs
• Legal Compliance: Meet regulatory requirements for licensed insurance professionals

How We Share Your Information

We may share your information with:

Insurance Carriers

We share your information with insurance companies to obtain quotes and process applications for coverage. This is necessary to provide you with insurance options and pricing.

Healthcare Solutions Team (HST)

As our technology and compliance partner, HST provides the platform we use to manage client information and maintain regulatory compliance. They have their own privacy policy governing their data practices.

Service Providers

We work with trusted service providers who help us:

• Process payments and applications
• Provide customer service support
• Maintain our website and technology systems
• Send communications on our behalf

Legal Requirements

We may disclose your information when required by law, court order, or to comply with regulatory requirements for licensed insurance professionals.

Data Security

We take reasonable measures to protect your personal information, including:

• Secure data transmission and storage
• Limited access to personal information on a need-to-know basis
• Regular security assessments and updates
• Compliance with insurance industry security standards

However, no method of electronic transmission or storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

Your Privacy Rights

You have the right to:

• Access: Request information about what personal data we have about you
• Correction: Request correction of inaccurate personal information
• Deletion: Request deletion of your personal information (subject to legal and regulatory requirements)
• Opt-out: Unsubscribe from marketing communications
• Portability: Request a copy of your personal information in a portable format

Cookies and Tracking

Our website uses cookies and similar technologies to:

• Remember your preferences and improve your experience
• Analyze website traffic and usage patterns
• Ensure proper functionality of our quote forms

You can control cookies through your browser settings, but disabling cookies may affect website functionality.

Third-Party Links

Our website may contain links to insurance carrier websites and other third-party sites. This Privacy Policy does not apply to those external websites. We encourage you to review the privacy policies of any websites you visit.

Children's Privacy

Our website and services are not directed to children under 18. We do not knowingly collect personal information from children under 18 without parental consent.

Changes to This Policy

We may update this Privacy Policy periodically. When we make changes, we will update the effective date at the top of this page and notify you of significant changes through our website or other appropriate means.

Contact Information