Privacy Policy & SMS Terms

Portilla Insurance Partners (“we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we collect, how we use it, how we share it, and your rights regarding that information. It also contains the Terms of Service that govern our SMS text messaging program.

1. Information We Collect

We collect personal information you provide directly to us, including when you request a quote, submit a contact form, sign up for communications, or become a client. This may include:

• Name and contact information (email address, phone number, mailing address)
• Insurance-related information (coverage interests, property details, vehicle details, date of birth) needed to prepare a quote
• Communications you send us (form messages, emails, call notes)
• Consent records (such as your opt-in for SMS messaging, including date and time)
• Technical information collected automatically through our website (IP address, browser type, pages viewed) for security and analytics

2. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and prepare insurance quotes
• Service your policy and communicate about coverage, claims, renewals, and appointments
• Send SMS text messages you have opted in to receive (conversational and informational)
• Comply with legal, regulatory, and carrier requirements
• Improve our website, services, and customer experience
• Protect against fraud and secure our systems

3. How We Share Your Information

We share personal information only as needed to provide our services and as permitted by law, including with:

• Insurance carriers and underwriters in order to prepare quotes or issue policies you have requested
• Service providers that support our operations (e.g., email, CRM, analytics, reCAPTCHA) under confidentiality obligations
• Regulators, law enforcement, or other parties when required by law

No mobile opt-in or text message consent will be shared with third parties or affiliates. Phone numbers collected for SMS purposes, and the associated consent, are used solely by Portilla Insurance Partnersto communicate with you and are never sold, rented, or shared for marketing purposes.

We do not sell your personal information.

4. Data Security and Retention

We use reasonable administrative, technical, and physical safeguards to protect the information we collect. We retain personal information for as long as needed to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements.

5. Your Choices and Rights

You may:

• Request access to, correction of, or deletion of your personal information, subject to applicable law
• Opt out of SMS messages at any time (see Section 7)
• Unsubscribe from email communications using the link provided in any marketing email

To make a request, contact us using the information in Section 9.

6. Children's Privacy

Our website and services are not directed to children under 13, and we do not knowingly collect personal information from children under 13.

8. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the effective date at the top of this page. Material changes will be communicated through our website or other appropriate channels.

9. Contact Us

If you have questions about this Privacy Policy or our SMS program, contact us:

• Portilla Insurance Partners
• Email: Angela@portillainsurancepartners.com
• Phone: (407) 309-7062