Privacy Policy
Effective Date:
Ortiz Agency respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how information is collected, used, disclosed, and safeguarded when you visit this website or contact us regarding insurance products and services.
Information We Collect
We may collect information that you voluntarily provide, such as your name, phone number, email address, mailing address, and other contact details. If you request a quote or insurance information, we may collect additional details necessary to evaluate coverage options and respond to your request.
We may also collect limited technical information automatically when you use the site, such as IP address, browser type, device identifiers, pages viewed, time spent on pages, referring/exit pages, and similar usage data.
Cookies, Pixels, and Similar Technologies
We (and our service providers) may use cookies, web beacons/pixels, tags, and similar technologies to operate the site, remember preferences, measure performance, understand how visitors use the site, and support advertising and marketing efforts. You can control cookies through your browser settings. Disabling cookies may affect certain site functionality.
Marketing Automation and Advertising
We use marketing automation tools and services to help manage inquiries, route leads, schedule follow-ups, send communications, and measure marketing effectiveness. These tools may record when messages are sent, opened, or clicked, and may associate those events with an email address, phone number, or device identifiers.
We may also use advertising and analytics services that support interest-based advertising (sometimes called “remarketing”) to show ads to people who have visited our website. These services may rely on cookies or device identifiers to display ads and measure campaign performance.
You may be able to opt out of certain interest-based advertising through your device settings, browser settings, and/or industry opt-out mechanisms provided by advertising platforms. Availability of opt-out options can vary by browser, device, and provider.
How We Use Information
We use information to respond to inquiries, provide insurance quotes, service policies, communicate with you about your request, maintain records, and improve our services and website experience. We may also use information for fraud prevention, security, compliance, and other legitimate business purposes.
How We Share Information
Ortiz Agency does not sell personal information for money. We may share information with insurance carriers, affiliated service providers, marketing/analytics vendors, and other third parties when necessary to provide requested services, operate our business, measure marketing performance, comply with legal obligations, or protect against fraud and unauthorized activity.
TCPA & SMS/Text Messaging Consent
By providing your telephone number to Ortiz Agency, you expressly consent to be contacted by Ortiz Agency, its representatives, and service providers by telephone call or text message, including through automated dialing systems or prerecorded messages, for purposes related to insurance quotes, coverage information, policy servicing, and customer support, in accordance with the Telephone Consumer Protection Act (TCPA).
Consent to receive calls or text messages is not a condition of purchasing any insurance product. Message and data rates may apply depending on your carrier. You may opt out of SMS communications at any time by replying “STOP” to any text message. For help, reply “HELP,” or contact Ortiz Agency directly.
Email Communications
If you provide your email address, we may send you messages related to quotes, policy service, appointments, and other communications you request. Where required, we will obtain appropriate consent for marketing messages. You can opt out of marketing emails by using the unsubscribe link in the email (if provided) or by contacting us.
Consent and Recordkeeping
We may maintain records of communications and consent preferences, including the date/time and method of consent, message content, and opt-out requests, to support compliance and customer service.
Texas-Specific Privacy Notice
For residents of the State of Texas, Ortiz Agency complies with applicable Texas privacy laws and insurance regulations governing the collection, use, and sharing of personal information. Nonpublic personal information is collected and disclosed only as permitted by law and for purposes directly related to insurance transactions, underwriting, servicing, or claims handling.
Texas residents may request information regarding the personal data we maintain, request corrections to inaccurate information, or inquire about our information practices by contacting Ortiz Agency.
Data Retention
We retain information as needed to respond to requests, provide services, comply with legal and regulatory requirements, maintain business records, and resolve disputes. Retention periods vary depending on the type of information and the purpose for which it was collected.
Data Security
We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information. However, no method of transmission or storage is completely secure.
Children’s Privacy
This website is not intended for children under the age of 13. Ortiz Agency does not knowingly collect personal information from children under 13.
Contact
If you have questions about this Privacy Policy, marketing practices, or communications preferences, please contact Ortiz Agency directly.