Privacy & SMS Terms
This Privacy Policy explains how Level Quote (“we,” “us,” or “our”) collects, uses, and protects information when you use our website, request a quote, or communicate with us, including via SMS text messages.
What we collect
- Name, email, phone number, ZIP code, and the type of quote you request
- Optional details you provide to clarify your needs or coverage preferences
- Basic analytics (such as pages visited, approximate location, and device type) to improve the site
How we use your information
- To contact you by email, phone, or SMS about your request for a quote or information
- To prepare and discuss insurance options once carrier appointments are complete
- To send service-related updates such as appointment confirmations, reminders, and account-related notices
- To comply with legal, licensing, and recordkeeping obligations
How we share information
We do not sell your personal information. We may share limited information with:
- Insurance carriers, general agencies, and FMOs as needed to obtain quotes or enroll you in coverage
- Service providers that help us operate our website, communications, and recordkeeping systems (for example, secure hosting and CRM tools)
- Regulators or other parties when required by law
Mobile (SMS) information: No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
SMS Terms and Conditions
When you provide your phone number and opt in on our website or through another opt-in method, you agree to receive SMS text messages from Level Quote regarding your request and related services. These may include:
- Quote and application status updates
- Appointment scheduling and reminders
- Service or account-related notifications
- General customer support communications
We use these messages for customer care and account-related purposes, not for broad marketing or promotional campaigns.
Message frequency varies based on your requests and ongoing communication needs. Message and data rates may apply, depending on your mobile carrier and plan.
You may opt out of SMS messages at any time by replying STOP to any text message we send. You may request more information or assistance by replying HELP.
If you need additional assistance or have questions about our SMS service, you can reply with “HELP” to any SMS message you receive, or contact our support team at info@levelquote.com.
Your choices
- You may opt out of SMS text messages at any time by replying STOP.
- You may request more information about SMS by replying HELP.
- You may request that we stop certain types of communication (such as email) by following instructions in those messages or contacting us.
- You may request deletion of your information, subject to legal and regulatory recordkeeping requirements.
Data security & retention
We use reasonable technical and organizational safeguards to protect the information we collect. We retain data only as long as needed to provide services, comply with legal and licensing requirements, resolve disputes, and maintain appropriate records for insurance and regulatory purposes.
Updates to this Policy
We may update this Privacy Policy from time to time. When we do, we will update the “Privacy & SMS Terms” page on this site and adjust the effective date as needed. Your continued use of the site or our services after changes are posted indicates your acceptance of the updated policy.
Questions
Questions about this Privacy Policy or our SMS terms? Email info@levelquote.com.