Privacy Policy

Information We Collect

Information you submit. When you apply, you may provide your name, email address, phone number, states you are licensed in, the products you sell, your annuity premium volume, how you currently market, your appointment capacity, your business goals, and whether you have capital available to invest in your business. You also provide consent to be contacted by phone, text, and email.

Booking information. If you book a call, the scheduling provider we use may collect your name, email, and selected appointment time so we can confirm and hold your call.

Usage and device information. We automatically collect information such as your IP address, browser type, device type, and the pages you visit, along with referral and campaign identifiers (such as UTM parameters) that tell us how you arrived at our site.

How We Use Your Information

We use your information to review your application, decide whether our program is a fit, and contact you about next steps by call, text, or email — including using automated technology where you have consented.

We use booking details to schedule and confirm your call, and to send reminders and follow-ups.

We use usage and campaign data to measure advertising performance, improve our site, and understand which marketing efforts reach qualified producers.

We do not sell your personal information to third parties.

Cookies, Pixels, and Advertising

We use cookies and similar technologies to operate the site and to understand traffic. We also use the Meta (Facebook) Pixel and similar advertising tags to measure ad performance and show relevant ads to people who have visited our site.

These technologies may set or read cookies on your device and share a device identifier and activity data with the advertising platform. You can manage cookies through your browser settings and may opt out of interest-based advertising through the settings provided by the platform.

This site is not part of the Facebook™ or Meta™ website and is not endorsed by Meta™ in any way.

How We Share Information

We share information with service providers that help us operate — for example, the scheduling provider used for booking calls, the CRM or marketing platform used to manage your application, and the advertising platforms described above. These providers process information on our behalf and under their own terms.

We may disclose information when required by law, regulation, or legal process, or to protect the rights, property, or safety of AgentCalls, our users, or others.

We do not sell or rent your personal information for marketing by third parties.

Your Choices

Text messages. You may opt out of text messages at any time by replying STOP. Message and data rates may apply. Consent to receive messages is not a condition of any purchase.

Email. You may unsubscribe from marketing email using the link in any message or by contacting us.

Cookies. You can set your browser to block or delete cookies; some site features may not work as intended if you do.

Application information. You may request access to, correction of, or deletion of the personal information you submitted by contacting us at the email below.

Data Retention

We retain application and contact information for as long as needed to review your application, provide our service, and maintain records for legitimate business, legal, and accounting purposes, and thereafter as permitted or required by law.

Security

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or electronic storage is completely secure, and we cannot guarantee absolute security.

U.S. State Privacy Rights

Residents of certain U.S. states may have additional rights regarding their personal information, such as the right to know what we collect, to access or delete it, and to opt out of certain processing. Because we do not sell personal information, no “do not sell” opt-out applies. To exercise available rights, contact us at the email below.

We do not process the personal information of consumers we know to be under 16 for targeted advertising.

Children's Privacy

Our site and services are intended for licensed professionals and are not directed to children under 16. We do not knowingly collect personal information from children under 16. If you believe a child has provided us information, contact us and we will delete it.

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “last updated” date above. Material changes will take effect when posted here.

Contact Us

If you have questions about this Privacy Policy or your information, contact AgentCalls at [INSERT SUPPORT EMAIL].