Privacy Policy

Effective date: September 20, 2026

Information We Collect

We may collect information that you choose to provide when you contact us, request a consultation, or ask about insurance products. This may include:

• Your name, email address, telephone number, and preferred contact details.
• Information about your insurance interests, coverage needs, preferred meeting date, or other details included in your message.
• Information you provide later while working with us to compare plans or apply for coverage.

Our website and service providers may also collect limited technical information, such as browser type, device type, IP address, referring page, and basic website activity.

How We Use Information

We may use personal information to:

• Respond to questions and consultation requests.
• Provide insurance-related information, compare available options, and assist with enrollment or policy service.
• Communicate about appointments, applications, coverage, and client support.
• Operate, protect, troubleshoot, and improve our website and services.
• Maintain business records and comply with legal, regulatory, licensing, carrier, and fraud-prevention requirements.

How We Share Information

We do not sell personal information. We may share information only when reasonably necessary with:

• Insurance carriers, agencies, enrollment platforms, and other parties involved in providing a quote, application, enrollment, or policy service you request.
• Service providers that support our communications, website, scheduling, technology, recordkeeping, or business operations.
• Government agencies, regulators, law enforcement, or other parties when required by law or necessary to protect rights, safety, and security.
• A successor organization in connection with a merger, acquisition, reorganization, or transfer of the business, subject to applicable privacy obligations.

Insurance carriers and other third parties may have their own privacy notices and practices. We encourage you to review the notices they provide.

Cookies and Website Technology

Our website may use essential cookies or similar technology needed to operate the site, remember preferences, maintain security, or understand general site performance. You can adjust cookie controls in your browser, although disabling certain technology may affect how the site works.

Data Retention and Security

We retain information for as long as reasonably necessary to provide services, maintain required records, resolve disputes, and meet legal or regulatory obligations. We use reasonable administrative, technical, and physical safeguards designed to protect personal information. No website, transmission, or storage system can be guaranteed completely secure.

Your Privacy Choices

You may contact us to ask about the personal information we maintain, request a correction, or request deletion where applicable. Some information may need to be retained for legal, regulatory, contractual, or legitimate business purposes. You may also ask us to stop nonessential marketing communications at any time.

Privacy rights can vary by state. We will review requests and respond as required by applicable law. We may need to verify your identity before completing a request.

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 through this website. If you believe a child has provided personal information, please contact us so we can address it.

Links to Other Websites

Our website may link to websites operated by insurance carriers or other third parties. Copperthite Solutions is not responsible for the content, security, or privacy practices of those websites.

Changes to This Policy

We may update this Privacy Policy as our services, technology, or legal obligations change. The effective date at the top of this page will show when the policy was last revised.