Privacy Policy

1. Introduction

Life Lead System (“we,” “us,” or “our”) provides managed lead distribution infrastructure and lead generation operations for established life insurance agencies. This Privacy Policy explains how we collect, use, store, and protect information when you visit our website, complete our Agency Assessment, or otherwise engage with us.

2. Information We Collect

We collect information you provide directly to us, including:

• Contact information: name, agency name, email address, and phone number.
• Agency information: monthly production, team size, lead volume, current systems, operational bottlenecks, growth goals, and related details submitted through our assessment form.
• SMS consent preferences: whether you have opted in to receive text messages from us.
• Communications: any information you share with us via email, phone, or other correspondence.

We also collect standard technical information automatically, such as browser type, device information, IP address, and pages visited, to help us understand how our site is used and to improve its performance.

3. How We Use Your Information

We use the information we collect to:

• Evaluate whether Life Lead System is a fit for your agency.
• Communicate with you about your assessment, our services, and next steps.
• Provide, maintain, and improve our services and website.
• Understand market needs and tailor our offerings.
• Comply with legal obligations and protect our rights.

4. How We Share Your Information

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

• Service providers: trusted third parties that help us operate our website, store data, send communications, and deliver our services (for example, hosting and authentication providers).
• Legal requirements: when required by law, regulation, legal process, or to protect our rights, property, or safety.

5. Data Security

We use commercially reasonable administrative, technical, and physical safeguards to protect the information we collect. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

6. Data Retention

We retain your information for as long as necessary to fulfill the purposes described in this policy, unless a longer retention period is required or permitted by law.

7. Your Choices

You may contact us to update or delete your information, or to opt out of future communications. We will respond to reasonable requests in accordance with applicable law.

Text messages: if you opt in to SMS communications through our Agency Assessment form, we will use your phone number to send you text messages related to your assessment and our services. Message and data rates may apply, and message frequency varies. You can opt out at any time by replying STOP to any message. Consent to receive text messages is not a condition of purchase or of working with us.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.

9. Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised “Last updated” date.

10. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us through the information provided on our website.