Privacy Policy

Legacy Path Insurance Agency is committed to protecting your personal information with care, discretion, and transparency. This Privacy Policy outlines how we collect, use, store, and protect your information when you visit our website, request a consultation, or communicate with us.

Effective Date: February 17, 2026

At Legacy Path Insurance Agency (“Legacy Path,” “we,” “us,” or “our”), your privacy is treated as a cornerstone of trust. This Privacy Policy explains what information we collect, how we use it, and the choices you have regarding your personal information.

1. Information We Collect

We may collect information in two ways: information you provide directly, and information collected automatically through your use of our website.

A) Information You Provide

When you request a consultation, submit a form, or contact us, you may provide:

Name
Email address
Phone number
State of residence
Any insurance-related information you choose to share

B) Information Collected Automatically

When you visit our website, we may automatically collect:

IP address
browser type
device information
pages viewed
time spent on pages
referring website

This information is typically collected through cookies and similar tracking technologies.

2. How We Use Your Information

We use your information to provide a seamless, professional, concierge-level experience. This may include:

responding to your inquiry
providing requested consultations
offering insurance product information and education
sending appointment confirmations and reminders
communicating via phone, email, and SMS
improving our website and services
maintaining records for compliance purposes

3. Communications (Email, Phone, and SMS)

If you provide your phone number through our website forms, booking forms, or Facebook Lead Forms, you may opt in to receive calls and text messages related to your inquiry, consultation, appointment reminders, policy updates, and service communications.

SMS consent is collected through an explicit, unchecked opt-in checkbox on our forms. Consent to receive SMS messages is not a condition of purchasing any insurance product or service.

Message frequency may vary depending on your interaction with us. Message and data rates may apply. You may opt out of SMS communications at any time by replying STOP. For assistance, reply HELP or contact us at concierge@legacypathagency.com.

We maintain records of SMS consent as required by applicable regulations.

SMS consent is not shared with third parties except as necessary to deliver messaging services.

4. How We Share Information

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

All other categories of personal information exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, except messaging service providers necessary to deliver SMS communications.

5. Cookies and Website Analytics

We may use cookies and similar technologies to improve website performance and understand how visitors interact with our site. These technologies may include analytics tools that help us understand website traffic and improve user experience. You may disable cookies through your browser settings. Please note: disabling cookies may affect website functionality.

6. Data Security

We implement appropriate administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

Access to personal information is restricted to authorized personnel and service providers who require access to perform their duties. While we strive to protect your information using commercially reasonable safeguards, no method of transmission over the Internet or electronic storage is 100% secure.

7. Data Retention

We retain information as long as needed to:

provide services
maintain business records
comply with legal and regulatory obligations

8. Children’s Privacy

This website is not intended for children under 13, and we do not knowingly collect personal information from children.

9. Your Rights and Choices

You may request:

• Access to the personal information we hold about you
• Correction of inaccurate information
• Deletion of your personal information where legally permitted
• Information about how your data is used

To submit a request, contact us at concierge@legacypathagency.com.

We will respond to verified requests within a reasonable timeframe in accordance with applicable laws.

10. Updates to This Privacy Policy

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.

11. Contact Us

If you have questions about this Privacy Policy, you may contact our concierge team:

Legacy Path Insurance Agency
Email: concierge@legacypathagency.com
Phone: 240-470-0022
Website: https://www.legacypathagency.com/