Privacy Policy
Effective Date: June 15, 2025
Last Updated: April 26, 2026
Cortland Connell values your privacy. This Privacy Policy explains how we collect, use, and protect your personal information when you visit www.cortlandconnell.com or engage with our life insurance services.
We comply with the California Consumer Privacy Act (CCPA), the California Insurance Code, and other applicable federal and state privacy and insurance laws.
1. Information We Collect
We may collect the following categories of personal information:
• Identifiers: Name, address, phone number, email address, Social Security number, driver’s license number
• Insurance & Personal Records: Date of birth, marital status, beneficiary and policy information
• Internet Activity: IP address, browser type, device information, cookies, and usage analytics
• Health Information: Only when required for insurance underwriting
• Professional Information: When relevant to underwriting or verification
2. How We Collect Information
We collect information:
• Directly from you (web forms, applications, phone calls, text messages)
• From insurance carriers, underwriting partners, and service providers
• Through cookies or similar technologies on our website
3. How We Use Your Information
We use your information to:
• Provide insurance quotes, products, and services
• Verify identity and eligibility
• Communicate with you regarding inquiries, policies, or services (including phone calls and text messages, where consent is provided)
• Comply with legal and regulatory requirements
• Improve our website and services
4. Sharing of Information
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
We may share personal information with:
• Licensed insurance carriers and underwriting partners
• Service providers (such as CRM, quoting, compliance, and messaging platforms)
• Government or regulatory authorities when legally required
We do not sell personal information under the CCPA.
We do not share phone numbers with third parties for marketing or promotional purposes.
5. SMS Messaging & Compliance
Text Message Program Terms & Conditions
By opting into our SMS messaging services, you agree to receive text messages related to our services, including appointment reminders, customer support, and important updates.
Opt-In & Consent:
• You will only receive messages if you have explicitly opted in
• We maintain timestamped records of all opt-in actions
• We comply with the Telephone Consumer Protection Act (TCPA) and all applicable laws
Opt-Out Instructions:
• You can cancel SMS notifications at any time by replying "STOP"
• You will receive a final confirmation message, and no further messages will be sent unless you re-opt in
• All opt-out requests are processed immediately.
Message Frequency & Content:
• Message frequency varies based on your interactions with our business
• Messages will be directly related to the services you have requested
• We do not send promotional content without specific consent
Help & Support:
• Reply "HELP" for assistance or contact us at {{location.email}}
• Customer support is available during regular business hours