Privacy Policy


Last Updated April 12, 2025

We at Grace Lanni Agency respect your privacy. This Privacy Policy is designed to explain how we collect, use, distribute, and protect the personal information you provide to us when you access our website, request insurance services, or engage with us on social media, as well as your rights to the information we collect.

Please read this Privacy Policy carefully. We will alert you to any changes by updating the “last updated” date above. Any changes become effective immediately upon publication on our website. We encourage you to review this Privacy Policy periodically. Continued use of our website indicates your acceptance of any revised terms.

INFORMATION THAT WE COLLECT

We collect a variety of information when you visit our website, request quotes, or engage with us. By accepting this Privacy Policy, you consent to our collection and use of your information, and the distributing of data with external entities as needed to serve our legitimate business interests.

Types of data we may collect:

Personal Data: Includes your name, email, phone number, address, and other contact or demographic information. Derivative Data: Such as IP address, browser type, device information, and interaction data.

Financial Data: Payment information for services, processed securely by external entities like Stripe, PayPal, or Square.

Social Networking Data: Information from platforms like Facebook, LinkedIn, or Instagram (if you connect accounts).

Mobile Device Data: Including location, device ID, and operating system.

Other Voluntarily Provided Data: Information from surveys, giveaways, or contact forms.

HOW WE USE YOUR INFORMATION

We use your information to:

Provide insurance consultations and quotes; Respond to inquiries; Process transactions; Communicate service updates; Provide customer support; Deliver relevant marketing materials; Comply with legal and regulatory requirements; Analyze and improve our services.

We do not distribute or rent your personal information. However, we may disclose information with trusted external entities for the following reasons:

1. Payment Processors (Stripe, Paypal, Square, Intuit): To securely process your orders.

2. Email service providers: solely for sending communications you have opted into.

3. Website hosting services- solely for the purpose of hosting our website and its content.

4. Text message aggregators and providers - solely for delivering text messages you have opted into receiving.

5. Highlevel and Dashboard LocalCRM - for client relationship management

Important Note About SMS Data: All text messaging originator optin data and consent information will not be disclosed with any external entities, excluding aggregators and providers of the text message services necessary to deliver SMS service. Your mobile information will not be disclosed with external entities or partners for any promotional purposes. Legal Requirements: If required by law or to protect our legal rights.

TRACKING TECHNOLOGIES

We use cookies and analytics tools (e.g., Google Analytics) to better understand site use. You may disable cookies via your browser settings, but doing so may impact your experience.

DATA RETENTION

We retain personal data as long as required for business, compliance, or until you request deletion. Some data may be stored indefinitely for recordkeeping.

SECURITY OF YOUR INFORMATION

We take reasonable steps to protect your information but cannot guarantee 100% security. Notify us of any suspected data breaches.

CHILDREN

We do not knowingly collect data from anyone under 16. If we become aware of such data, we will delete it.

YOUR RIGHTS

You have the right to:

Request a copy of your data

Update or delete your information

Withdraw consent to marketing

Request data transfer to another provider

Please contact [email protected] to exercise your rights.

CALIFORNIA PRIVACY RIGHTS

California residents may request information regarding the distributing of their data once per year. Residents under 18 may request removal of posted content.

NEWSLETTER PRIVACY

If you opt in to receive emails, we will store your contact details for marketing purposes. You may unsubscribe at any time.

SEVERABILITY

If any portion of this policy is found invalid, the remainder remains enforceable.

ENTIRE AGREEMENT

This Privacy Policy constitutes the full agreement regarding your use of our site.

LAW AND JURISDICTION

This policy is governed by the laws of the United States. Any disputes will be resolved in the state of Texas, USA.

CONTACT INFORMATION

Email: [email protected]