Privacy Policy

Effective Date: 7/25/2025

Indexed Legacy (“we,” “our,” or “us”) respects your privacy. This Privacy Policy explains how we collect, use, and protect your information—including personal and contact data—when you interact with our website, services, and SMS communications.

1. Information We Collect

We may collect the following types of information:

a. Personal Information

Full Name

Email Address

Phone Number

Date of Birth

Insurance-related data (e.g., health status, policy goals)

b. Communication Information

SMS opt-in/opt-out status

Message content (e.g., replies, HELP/STOP responses)

Message logs (timestamps, delivery confirmations)

c. Technical Data

IP address

Device type

Browser type

Site interaction data

2. How We Use Your Information

We use your information to:

Schedule and manage insurance consultations

Provide service-related updates and reminders

Send promotional offers (if you've opted in)

Respond to inquiries and provide customer support

Improve service delivery and site functionality

Meet legal or regulatory obligations

3. SMS Messaging & A2P Compliance

When you provide your mobile number and opt in:

You agree to receive text messages from Indexed Legacy related to your insurance services.

These may include reminders, confirmations, policy updates, and marketing offers.

Message frequency may vary.

Standard message and data rates may apply.

You can reply STOP at any time to unsubscribe or HELP for assistance.

We retain records of SMS consent and message activity in accordance with A2P 10DLC and mobile carrier compliance standards.

4. How We Share Your Information

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

Trusted vendors (e.g., CRM, SMS, and automation platforms) under strict confidentiality agreements

Insurance carriers or providers if required to fulfill your request

Legal authorities when required by law

All third parties are obligated to protect your data and use it only as directed.

5. Data Retention

We retain your data only as long as necessary to fulfill the purposes outlined in this policy or to comply with legal obligations. You may request deletion of your data at any time.

6. Your Rights

You have the right to:

Access the personal information we have about you

Request corrections to inaccurate data

Withdraw consent to receive SMS marketing

Request deletion of your personal information

To exercise your rights, contact us using the information below.

7. Security Measures

We implement industry-standard security protocols to protect your personal data against unauthorized access, alteration, or disclosure.

8. Children’s Privacy

We do not knowingly collect information from individuals under the age of 18. If you believe we’ve collected data from a minor, please contact us and we will delete it promptly.

9. Changes to This Privacy Policy

We may update this policy periodically. Any changes will be posted on this page with a revised “Effective Date.” Continued use of our services indicates your acceptance of any updates.

10. Contact Us

For questions or concerns about this Privacy Policy or your personal data, contact us at:

Business Name: Indexed Legacy, LLC.
Phone: (813) 694-9729
Email: [email protected]