Privacy Policy

Effective date: January 1, 2026

This Privacy Policy explains how SimplePolicy (“we,” “us,” or “our”) collects, uses, discloses, and protects personal information when you visit getsimplepolicy.com, complete a quote or eligibility form, or interact with our insurance matching services.

Information we collect

  • Contact information, such as name, email address, phone number, and ZIP code.
  • Insurance inquiry information, such as homeownership status, mortgage or protection amount, date of birth, health-history responses, coverage timing, beneficiary information, and related quote answers.
  • Marketing and attribution information, such as UTM parameters, referrer, landing page, click IDs, session ID, consent records, and form submission timestamps.
  • Device and usage information, such as browser, device, IP address, pages viewed, and interactions with our forms or pages.

How we use information

  • To match you with licensed insurance partners who can discuss coverage options.
  • To respond to your request, verify service availability, and send quote-related communications.
  • To send marketing and informational calls, texts, and emails when permitted by your consent and applicable law.
  • To measure advertising performance, improve our funnel, prevent fraud, and maintain records of consent and opt-out requests.
  • To comply with legal, regulatory, tax, security, and operational obligations.

How we disclose information

We may disclose personal information to licensed insurance partners, service providers, advertising and analytics providers, communications platforms, CRM and automation providers, legal or compliance advisors, and authorities when required by law. We may disclose or make available information in ways that could be considered a “sale” or “sharing” under California privacy law. See our Do Not Sell or Share My Personal Information page for options.

Communications and opt out

If you submit a form, our licensed insurance partners may contact you by phone, text, or email about insurance products. Message and data rates may apply. Reply STOP to opt out of texts. Marketing emails should include an unsubscribe link.

California privacy rights

California residents may have rights to know, access, correct, delete, limit certain uses of sensitive personal information, and opt out of sale or sharing of personal information.

Retention

We retain personal information for as long as needed for the purposes described in this policy, including matching, communications, compliance, audit, fraud prevention, and legal recordkeeping.

Contact

SimplePolicy
Email: help@getsimplepolicy.com