Privacy Policy

 Effective Date: 9/1/2024

At Barrett Insurance Group ("we," "our," or "us"), protecting your privacy is a priority. This Privacy Policy outlines how we collect, use, and safeguard your personal information, including information related to SMS communication. By interacting with us, you agree to the practices described in this policy.

We may collect personal information when you interact with us, including but not limited to:

• Name
• Contact information (email address, phone number, mailing address)
• Financial information related to your insurance policy
• Health information (for specific insurance products)
• Claims history
• SMS communication preferences
• Medicare Beneficiary Number

We use your personal information to:

• Provide insurance services and manage your policies
• Offer customer support
• Communicate policy updates, changes, and promotional offers (if applicable)
• Send you important notifications via SMS (if opted in)

If you opt in to receive SMS messages from us:

• You consent to receive marketing, informational, and service-related text messages from us.
• Message frequency may vary depending on your interaction with us.

We do not share, sell, or rent your SMS contact information to third parties. Your phone number will only be used for communication directly related to your policy, services, or information you have requested from us.

You may opt out of receiving SMS communications at any time by texting "STOP" to 704-772-1719 or contacting customer service.

We may share your personal information with third parties only under the following circumstances:

• With service providers that assist us in fulfilling our business obligations (such as insurance plan enrollments)
• As required by law or in response to legal requests (such as subpoenas or court orders)
• With regulatory authorities and government agencies for compliance purposes

We do not share your SMS information with these third parties unless it is necessary to comply with legal obligations or protect your rights.

We take reasonable steps to protect your personal information from unauthorized access, disclosure, alteration, and destruction. This includes the use of encryption, secure servers, and access control mechanisms. However, no system is completely secure, and we cannot guarantee the absolute security of your information.

We retain your personal information for as long as is necessary to fulfill the purposes outlined in this Privacy Policy or as required by law. SMS opt-in preferences will be maintained until you choose to opt out.

You have the right to:

• Request access to the personal information we hold about you
• Request corrections or updates to your information
• Opt out of marketing communications, including SMS
• Request deletion of certain information, subject to legal and regulatory requirements

To exercise these rights, please contact our Privacy Office at 704-772-1719.

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. When we make significant changes, we will notify you by email, SMS (if applicable), or by posting the updated policy on our website.

If you have any questions about this Privacy Policy or your personal information, please contact us at:

Barrett Insurance Group - Privacy Office

704-772-1719
rbarrett@barrettinsurancegroup.net

By interacting with our services, you acknowledge that you have read and understood this Privacy Policy.