Privacy Policy

Craig Smith Insurance Group

Effective Date: March 13, 2026

Craig Smith Insurance Group is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information when you visit our website or engage with our services. By using our website or submitting your information, you agree to the practices described in this policy.

1. Information We Collect

We collect the following types of personal information when you submit a form, contact us, or interact with our website:

• Full name
• Phone number
• Email address
• Mailing address
• Date of birth (for Medicare eligibility purposes)
• Medicare or insurance-related inquiries and preferences
• Information submitted through website contact forms or Facebook Lead Ad forms

2. How We Use Your Information

We use the information we collect for the following purposes:

• To provide Medicare and health insurance guidance and plan recommendations
• To respond to your inquiries and follow up on your request for information
• To schedule and confirm appointments
• To send SMS text messages to clients and prospects who have opted in
• To communicate important Medicare enrollment period information
• To improve our website and services

3. SMS Communications & Opt-In

By submitting your phone number through our website forms or Facebook Lead Ad forms and checking the SMS consent box, you consent to receive SMS text messages from Craig Smith Insurance Group. These messages may include:

• Medicare plan information and educational content
• Appointment reminders and confirmations
• Follow-up communications regarding your insurance inquiry
• Enrollment period notifications and updates

Message frequency varies. Message and data rates may apply.

To opt out of SMS messages at any time, reply STOP to any message. To get help, reply HELP or contact us at (917) 740-1895 or saleswithcs@gmail.com.

4. No Sharing of SMS Opt-In Information

Your SMS opt-in consent and phone number will not be shared, sold, rented, or disclosed to any third parties or affiliates for marketing purposes. This information is used solely by Craig Smith Insurance Group to communicate with you directly about your Medicare and health insurance needs.

5. Cookies & Tracking Technologies

Our website uses cookies and similar tracking technologies to improve your browsing experience and analyze website traffic. Cookies are small files stored on your device that help us understand how visitors interact with our site. You may disable cookies through your browser settings; however, some features of our website may not function properly if cookies are disabled.

We may use third-party analytics tools such as Google Analytics to collect non-personally identifiable information about website usage, including pages visited, time spent on site, and referral sources.

6. Data Security

We implement appropriate technical and organizational security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. While we take reasonable precautions to safeguard your data, no method of transmission over the internet or electronic storage is 100% secure. We encourage you to contact us directly if you have concerns about the security of your information.

7. Your Rights

You have the following rights regarding your personal information:

• Unsubscribe from SMS: Reply STOP to any text message at any time
• Request access to the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information from our records
• Opt out of future communications at any time

To exercise any of these rights, please contact us at saleswithcs@gmail.com or (917) 740-1895.

8. Information Sharing

We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following limited circumstances:

• With insurance carriers when you request a plan quote or enrollment (with your consent)
• With service providers who assist us in operating our website or CRM, subject to confidentiality agreements
• When required by law or to comply with legal processes

9. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time. Changes will be posted on this page with an updated effective date. Your continued use of our website or services following any changes constitutes your acceptance of the revised policy.

10. Contact Us

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

• Craig Smith Insurance Group
• Phone: (917) 740-1895
• Email: saleswithcs@gmail.com

© 2026 Craig Smith Insurance Group. All rights reserved