Celia’s Insurance Services Privacy Policy
Effective Date: 8/1/2025 Contact: celiasinsurance@yahoo.com | (909) 770-6733
1. Information We Collect
We may collect the following personal information from clients:
● Full name
● Phone number
● Email address
● Insurance policy details
● Verbal consent to receive SMS communications
2. Use of Information
Your information is used solely for:
● Sending appointment reminders, insurance updates, and service alerts via SMS and
marketing SMS
● Managing your insurance policies and communications
● Responding to inquiries and providing customer support
We do not share your phone number or personal data with third parties for marketing
purposes.
3. Data Protection
We take your privacy seriously and implement the following safeguards:
● Digital records are stored in encrypted, password-protected systems
● Physical documents are kept in locked filing cabinets at our office
● Access to client data is restricted to authorized personnel only
4. Opt-Out Options
You may opt out of receiving SMS messages at any time by replying STOP to any
message. You may also contact us
directly at celiasinsurance@yahoo.com to request removal from our messaging list.
5. Consent Documentation
Verbal consent is documented either digitally in our CRM or physically via signed forms.
Each record includes:
● Date and time of consent
● Method of consent (phone/in-person)
● Staff member who obtained consent
6. Updates to This Policy
We may update this policy from time to time. Updated policy is available upon request.
Consent Documentation Plan for Verbal Opt-In
Business Name: Celia’s Insurance Services
Contact: celiasinsurance@yahoo.com | (909) 770-6733
Verbal Consent Collection Process
● When and Where: Verbal consent is collected during client phone calls and in-person
consultations at our office.
Consent Script:
Verbal Consent Script – English
“Do you authorize us to send you text messages related to your insurance policy,
appointment reminders, and service updates and marketing SMS from Celia’s
Insurance Services? Message
frequency may vary. Standard message and data rates may apply. You can reply HELP
for assistance or STOP to opt out. Your phone number will not be shared with third parties for marketing or promotional purposes.”
Guion de Consentimiento Verbal (español)
“¿Nos autoriza a enviarle mensajes de texto relacionados con su póliza de seguros,
recordatorios de citas y actualizaciones de servicio y SMS marketing desde Celia’sInsurance Services? Los mensajes pueden variar en frecuencia. Pueden aplicar tarifas de datos y mensajes según su proveedor. Puede responder AYUDA para asistencia o STOP para dejar de recibir mensajes. Su número de teléfono no será compartido con terceros para fines de marketing o promociones.”
Documentation Method
● Digital Records:
-
Consent is logged in our client management system immediately after the interaction.
-
Each entry includes:
-
Client’s full name
-
Date and time of consent
-
Method of consent (phone/in-person)
-
Staff member who obtained consent
● Physical Records:
-
For in-person visits, signed consent forms are stored in secure filing cabinets.
-
Forms include the full consent script and client signature.
Data Protection Measures
● Digital Storage:
-
Our CRM is encrypted and password protected.
-
Access is limited to authorized personnel only.
● Physical Storage:
-
Documents are stored in locked cabinets within our office.
-
Only designated staff have access to these records.