Privacy Policy

Effective date: July 12, 2026

Zachry Insurance respects your privacy. This Privacy Policy describes how information is collected, used, stored, and shared when you visit zachryinsurance.com, submit a policy-review request, use the mortgage calculator, submit a career inquiry, or complete an agent application.

Information We Collect

The information we collect depends on which features and forms you use. It may include:

• Contact information: Your name, email address, telephone number, state, ZIP code, preferred contact method, and preferred contact time.
• Insurance information: Your date of birth, current insurance company, policy type, premium, coverage amount, years with a policy, reasons for requesting a policy review, and other insurance-related details.
• Family and lifestyle information: Your marital status, whether you have children, the number of children in your household, and tobacco or nicotine use.
• Financial and calculator information: Mortgage balance, annual income, estimated coverage needs, and information used to provide general life-insurance calculations.
• Career and application information: Insurance-license status, National Producer Number, work or sales experience, availability, career goals, and other information voluntarily submitted through a career or agent-application form.
• Website and technical information: Hosting and technology providers may automatically process information such as IP address, browser type, device type, referring page, access time, and website activity.

Please do not submit Social Security numbers, payment-card information, banking credentials, medical records, or other sensitive information that a website form does not specifically request.

How We Use Information

Zachry Insurance may use submitted information to:

• Respond to your insurance, coverage, policy-review, mortgage-protection, or consultation request.
• Contact you by telephone, email, or text regarding the specific request you submitted.
• Review your insurance needs and help identify potentially appropriate insurance options.
• Provide general insurance estimates or calculator results.
• Evaluate and respond to career inquiries and agent applications.
• Schedule appointments and provide requested information.
• Maintain records of requests, communications, consent, applications, and business activity.
• Improve website performance, security, usability, and reliability.
• Detect fraud, misuse, security incidents, or technical problems.
• Comply with applicable legal, insurance, regulatory, and recordkeeping obligations.

Submitting information through this website does not guarantee insurance coverage, eligibility, pricing, employment, contracting, licensing, or appointment with an insurance carrier.

How Information Is Stored

Information submitted through the website is transmitted to and stored using third-party service providers. Zachry Insurance currently uses services that may include Supabase for database storage, Netlify for website hosting, and Calendly for appointment scheduling.

Zachry Insurance and its service providers use reasonable administrative and technical measures intended to protect personal information from unauthorized access, loss, alteration, disclosure, or misuse.

No website, internet transmission, or electronic-storage system can be guaranteed to be completely secure. Information should only be submitted when you are comfortable providing it electronically.

How Long We Retain Information

Information may be retained for as long as reasonably necessary to respond to your request, provide services, evaluate an application, maintain consent and business records, comply with legal or regulatory obligations, resolve disputes, and protect the security of the business.

Information that is no longer reasonably necessary may be deleted, anonymized, or securely archived, subject to legal and regulatory recordkeeping requirements.

When Information May Be Shared

Zachry Insurance may share information when reasonably necessary with:

• Zachry Insurance personnel and licensed insurance agents who need the information to respond to your request.
• Insurance carriers, insurance marketing organizations, contracting organizations, or other insurance-service providers when needed to review insurance options or fulfill your request.
• Website-hosting, database, scheduling, communications, security, and technology-service providers.
• Attorneys, accountants, compliance professionals, regulators, law-enforcement agencies, courts, or government authorities when disclosure is legally required or reasonably necessary.
• A successor or acquiring organization if all or part of the business is sold, merged, reorganized, or transferred.

Zachry Insurance does not authorize service providers to use personal information for purposes unrelated to the services they provide on our behalf.

Contact Permission

When you submit a website form and check the required consent box, you authorize Zachry Insurance to contact you by telephone, email, or text regarding the request, inquiry, or application you submitted.

This basic contact permission does not automatically authorize unrelated marketing communications or automated or prerecorded marketing calls and texts. Where separate permission is legally required for those communications, Zachry Insurance will request that permission separately.

You may ask Zachry Insurance to stop contacting you at any time. Text-message recipients may reply STOP when that option is provided. Email recipients may use an unsubscribe method when one is provided or contact Zachry Insurance directly.

Your Privacy Choices

Depending on the law that applies to your information and subject to applicable exceptions, you may have the right to request that Zachry Insurance:

• Confirm whether personal information about you is being processed.
• Provide access to certain personal information.
• Correct inaccurate personal information.
• Delete certain personal information.
• Provide a portable copy of certain information.
• Stop particular uses or disclosures of your information.
• Review or appeal a decision regarding a previous privacy request when applicable.

Zachry Insurance may need to verify your identity before completing a privacy request. Certain information may be retained when necessary for legal, regulatory, recordkeeping, fraud-prevention, security, or other legitimate business purposes.

How To Submit a Privacy Request

To ask a question, update your contact preferences, or submit a privacy request, contact Zachry Insurance using the information below.

Children’s Privacy

This website is not directed toward children under 13, and Zachry Insurance does not knowingly collect personal information directly from children under 13 through this website.

External Websites and Services

The website may contain links to insurance carriers, scheduling providers, licensing resources, or other external websites. Zachry Insurance does not control the privacy or security practices of those external organizations. Their own privacy policies apply when you visit their websites or use their services.

Changes to This Privacy Policy

Zachry Insurance may update this Privacy Policy when its services, technology, business practices, or legal obligations change. The effective date at the top of this page will show when the policy was most recently updated.

Contact Us

Questions about this Privacy Policy or Zachry Insurance’s privacy practices may be sent to:

This Privacy Policy provides general information about Zachry Insurance’s website practices. It does not create a contract or provide legal, financial, tax, medical, or insurance advice.