Privacy Policy
Top Anchor Insurance Solutions, LLC
Effective Date: October 5, 2026
Top Anchor Insurance Solutions, LLC (“we,” “us,” or “our”) respects your privacy. This policy explains how we collect, use, and handle information provided through our website, Facebook and Instagram lead forms, appointment scheduling, and communications with our business.
Information We Collect
We may collect information you voluntarily provide, including:
• Your name, email address, telephone number, and ZIP code.
• Your appointment preferences and the insurance topics you request help with.
• Information you provide when contacting us or requesting assistance.
• Records of your contact preferences, consent, and communications with us.
Our website and its service providers may also collect technical information, such as browser type, device information, IP address, and website activity, depending on the tools enabled on our website.
Please do not submit Social Security numbers, Medicare numbers, payment information, or detailed medical information through Facebook or Instagram lead forms or general website inquiry forms. If additional information is needed for insurance services, we will explain the appropriate process for providing it.
How We Use Information
We use information to:
• Respond to questions and requests for insurance assistance.
• Schedule and manage consultations.
• Send appointment confirmations, reminders, and requested follow-up.
• Provide insurance-related services you request.
• Maintain business records and document consent.
• Operate our website and business systems.
• Meet applicable legal, regulatory, and insurance recordkeeping requirements.
Submitting an inquiry or booking an appointment does not enroll you in an insurance plan or obligate you to purchase anything.
Facebook and Instagram Lead Forms
When you submit a lead form on Facebook or Instagram, we receive the information you choose to provide. We use it to respond to your request and follow up within the permissions you have given.
Meta also processes information under its own privacy policy and terms. This policy describes how Top Anchor Insurance Solutions, LLC handles information it receives.
Agent CRM and Service Providers
We use Agent CRM to organize contact information, manage appointments, and support business communications.
We may share information with service providers that help operate our website, CRM, scheduling, email, telephone, and text messaging systems. These providers process information according to their applicable agreements and privacy practices.
When necessary to provide insurance services you request, information may also be shared with insurance carriers, enrollment platforms, or other authorized parties, subject to applicable requirements and consent.
We may disclose information when required by law or reasonably necessary to protect legal rights, address fraud, or respond to lawful requests.
Email, Telephone, and Text Communications
We may contact you in response to your inquiry and according to the permissions you provide. Providing a telephone number does not, by itself, authorize every type of automated or promotional communication.
When you opt in to text messages, message frequency may vary. Message and data rates may apply. Reply STOP to opt out or HELP for assistance. You may also contact us using the details below.
You can unsubscribe from marketing emails using the unsubscribe link, when provided, or by contacting us.
Text-message opt-in information and consent will not be sold or shared with third parties for their own marketing or promotional purposes. It may be provided to messaging service providers as necessary to deliver communications.
Consent to marketing communications is not a condition of purchasing insurance.
Information Security and Retention
We use reasonable safeguards intended to protect personal information. However, no website, electronic transmission, or storage system can be guaranteed completely secure.
We retain information as needed to provide requested services, maintain business records, resolve disputes, and satisfy applicable legal and insurance recordkeeping requirements.
Cookies and Website Technologies
Our website may use cookies or similar technologies to function properly. Additional analytics or advertising technologies may be used if enabled.
You can manage cookies through your browser settings and any cookie controls available on our website. Restricting cookies may affect some website features.
Your Choices and Requests
You may contact us to request access to, correction of, or deletion of information we maintain about you, or to change your communication preferences.
We may need to verify your identity before processing a request. Some information may need to be retained for legal, regulatory, or insurance recordkeeping purposes. Requests will be handled as required by applicable law.
Third-Party Websites
Our website or communications may contain links to third-party websites, including insurance carriers, enrollment services, and social media platforms. Their privacy policies govern information you provide directly to them.
Children’s Privacy
Our website and lead forms are intended for adults and are not directed to children under 13. If you believe a child under 13 has submitted personal information to us, please contact us.
Changes to This Policy
We may update this policy as our services or practices change. Updates will be posted on this page with a revised effective date.