Privacy Policy

How we collect, use, and protect your information

Last updated: April 3, 2026

Introduction

Grateful Insurance Advisors ("we," "us," or "our") is committed to protecting the privacy of our clients and website visitors. This Privacy Policy explains what personal information we collect, how we use it, and your rights regarding that information.

Information We Collect

We may collect the following types of personal information:

  • Contact Information: Name, email address, phone number, and mailing address
  • Insurance Information: Details about the insurance coverage you are seeking, including property details, vehicle information, health information, and other data necessary to provide an insurance quote or policy
  • Communication Records: Records of correspondence between you and our team, including emails, phone calls, and text messages
  • Website Usage Data: Information about how you interact with our website, such as pages visited and forms submitted

How We Use Your Information

We use the information we collect to:

  • Provide insurance quotes and policy recommendations
  • Communicate with you about your insurance needs, including via phone, email, and text message (with your consent)
  • Process and manage your insurance policies
  • Respond to your inquiries and provide customer support
  • Comply with legal and regulatory requirements

Sharing of Information

We may share your personal information with:

  • Insurance Carriers: To obtain quotes and bind coverage on your behalf
  • Service Providers: Third-party vendors who assist in our business operations (e.g., website hosting, form processing)
  • Legal Requirements: When required by law, regulation, or legal process

No mobile opt-in or text message consent will be shared with third parties or affiliates.

SMS Terms & Conditions

1. SMS Consent Communication

The information (such as phone numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

2. Types of SMS Communications

If you have consented to receive text messages from Grateful Insurance Advisors, you may receive messages related to the following:

  • Appointment reminders
  • Follow-up messages

Example: [Grateful Insurance Advisors] Hey {{FirstName}}, this is {{YourName}}—I shot you a quick email about your insurance renewal coming up. Not sure if you’re planning to review it this year, but if you are, I can take a quick look and see if anything stands out. Reply STOP to opt out of Grateful Insurance Advisors. For assistance, text HELP. Message frequency may vary. Message and data rates may apply.

3. Message Frequency

Message frequency may vary depending on the type of communication. For example, you may receive up to 4 SMS messages per week related to your follow-ups or appointments.

4. Potential Fees for SMS Messaging

Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

5. Opt-In Method

You may opt-in to receive SMS messages from Grateful Insurance Advisors in the following way:

  • By filling out a website form.

6. Opt-Out Method

You can opt out of receiving SMS messages at any time. To do so, simply reply STOP to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

7. Help

If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at https://www.gratefulins.com/contact.html.

Additional Options: If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.

8. Standard Messaging Disclosures

  • Message and data rates may apply.
  • You can opt out at any time by texting “STOP.”
  • For assistance, text “HELP” or visit our Privacy Policy and Terms and Conditions pages.
  • Message frequency may vary.

Data Security

We implement reasonable security measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

Your Rights

You have the right to:

  • Request access to the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your personal information (subject to legal retention requirements)
  • Opt out of text message communications at any time by replying STOP

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date.

Contact Us

If you have any questions about this Privacy Policy, please contact us: