Privacy Policy

Last updated: June 16, 2026

1. Information We Collect

When you fill out a form or quiz on our Site, we may collect the following information:

• Full name, email address, and phone number
• Age range, state of residence, and desired coverage amount or related quote preferences

We also automatically collect certain technical data, including your IP address, browser type, device information, referring URL, pages visited, and time spent on the Site through server logs, Vercel Analytics, and the Meta (Facebook) Pixel.

2. How We Use Your Information

We use the information we collect to:

• Connect you with licensed insurance agents, brokers, and carriers who can provide final expense and whole life insurance quotes
• Respond to your inquiries, analyze usage patterns, and measure ad performance
• Comply with legal obligations

3. How We Share and Sell Your Information (Lead Distribution)

PolicySnap is a lead generation platform. We generate revenue by selling and distributing your request for insurance quotes to licensed insurance professionals. By submitting your information, you agree that:

• Initial Match: Your data will be transferred to a licensed insurance professional or agency to fulfill your real-time quote request.
• Future Matches (Aged Distribution): To ensure you receive competitive options over time, we reserve the right to share or sell your contact and quote preference data to additional licensed insurance agents or financial service providers within our partner network after an initial period of exclusivity.
• Service Providers & Legal: We may share data with trusted vendors who help us operate our platform (e.g., hosting, SMS/email delivery) or when required by law.

4. Cookies and Tracking Technologies

Our Site uses cookies, pixel tags, and similar technologies to track user activity, measure advertising performance (including Meta Pixel and Google Ads tracking), and improve our services. You can manage cookie preferences through your browser settings.

5. Data Retention

We retain your personal information for as long as necessary to fulfill the commercial and legal purposes described in this policy. Lead data may be retained and distributed to licensed insurance professionals for up to 24 months from the date of submission unless you request earlier deletion.

6. Your Rights

Depending on your jurisdiction, you may have the right to access, correct, or delete your personal information, or opt out of the sale or sharing of your data. To exercise these rights, contact us at privacy@policy-snap.com.

7. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of electronic transmission or storage is 100% secure.

8. Third-Party Links

Our Site may contain links to third-party websites or displaying custom scheduling tools managed by our matched insurance agents. We are not responsible for the privacy practices of those external parties.

9. Children's Privacy

Our Site is not intended for individuals under the age of 18. We do not knowingly collect personal information from children. Our services are optimized for seniors ages 50–85.

10. Changes to This Policy

We may modify this Privacy Policy at any time by updating this page.

11. Contact Us

PolicySnap — a Tantalum Growth LLC company
Email: privacy@policy-snap.com