Effective Date: 05/30/2023
Last Updated: 04/07/2025

This Privacy Policy describes our policies and procedures on the collection, use, and disclosure of Your information when You use the Service and tells You about Your privacy rights and how the law protects You.

We use Your Personal data to provide and improve the Service. By using the Service, You agree to the collection and use of information in accordance with this Privacy Policy.

Insurance Advisors Direct maintains strict privacy policies, ensuring that personal information and mobile information of our users and members is not sold, shared, rented, released, or traded to third parties for marketing/promotional purposes.

SMS Opt-Out: If you are receiving text messages from us and wish to stop receiving them, simply respond with either “STOP” to the number from which you received the message. Once we receive your message, you will no longer receive further text messages from us.

Collecting and Using Your Personal Data

Types of Data Collected
Personal Data

While using Our Service, We may ask You to provide Us with certain personally identifiable information that can be used to contact or identify You. Personally identifiable information may include, but is not limited to:

  • Name
  • Address
  • Phone number
  • Email address
  • National Producer Number (NPN)
  • Insurance license details via the National Insurance Producer Registry (NIPR)
We collect personal information through various methods, including:
  • Online forms on our website (e.g., contact forms)

We only collect the information necessary to provide our services, support your business, and comply with industry regulations.

Use of Your Personal Data

IAD may use Personal Data for the following purposes:

  • Process agent contracting and onboarding
  • Communicate with you about our services, updates, and opportunities
  • Provide marketing support and send promotional materials (only if you opt in)
  • Grant access to carrier portals, quoting tools, and sales systems
  • Assist with lead generation, sales strategies, and training programs
  • Process commissions and other payments
  • Respond to inquiries, support requests, and service issues
  • Comply with legal, regulatory, and carrier requirements

We only use your data for the purposes we collected it for—nothing shady or unexpected.

How We Share Your Information

We do not sell your personal data. We may share it in the following situations:

With insurance carriers and product providers – To complete contracting, licensing, or appointment processes

With service providers – For things like email platforms, CRMs, lead systems, or tech support (they only get what they need to do their job)

With partners – If you participate in a joint marketing campaign or co-branded program

For legal reasons – If required by law, regulation, or to protect our legal rights

Everyone we work with is required to keep your info secure and confidential.

Retention of Your Personal Data

Insurance Advisors Direct will retain Your Personal Data only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use Your Personal Data to the extent necessary to comply with our legal obligations (for example, if we are required to retain your data to comply with applicable laws), resolve disputes, and enforce our legal agreements and policies.

Security of Your Personal Data

The security of Your Personal Data is important to Us, but remember that no method of transmission over the Internet, or method of electronic storage is 100% secure. While We strive to use commercially acceptable means to protect Your Personal Data, We cannot guarantee its absolute security.

Changes to this Privacy Policy

We may update Our Privacy Policy from time to time. We will notify You of any changes by posting the new Privacy Policy on this page.

We will let You know via email and/or a prominent notice on Our Service, prior to the change becoming effective and update the “Last updated” date at the top of this Privacy Policy.

You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.

SMS Terms and Conditions

Insurance Advisors Direct

Types of messages you can expect to receive:

  • Appointment Reminders
  • Customer Service
  • Special Promotions
  • Contracting Updates
  • Training Notifications
  • Product Nnews

You can cancel the SMS service at any time. Simply text “STOP” to the number provided. Upon sending “STOP,” we will confirm your unsubscribe status via SMS. Following this confirmation, you will no longer receive SMS messages from us. To rejoin, sign up as you did initially, and we will resume sending SMS messages to you.

If you experience issues with the messaging program, reply with the keyword HELP for more assistance, or reach out directly to support@iadbrokerage.com or (800) 381-0977.

Carriers are not liable for delayed or undelivered messages.

As always, message and data rates may apply for messages sent to you from us and to us from you. Message frequency varies. For questions about your text plan or data plan, contact your wireless provider.

For privacy-related inquiries, please refer to our privacy policy: https://www.iadbrokerage.com/privacy-policy

Cookies

We use cookies to improve your experience, analyze trends, and enhance marketing. Cookies collect non-personal data (like browser type, device, or time on site). You can disable cookies through your browser settings, though it may affect how our site works.

Intellectual Property

All content on this website belongs to Insurance Advisors Direct. You may view or print content for personal use, but you may not:

  • Sell, rent, or sublicense materials
  • Copy or reproduce content for commercial or unauthorized use

Claims Handling

IAD Brokerage does not process insurance claims. Please direct claims to the appropriate insurance carrier.

Contact Us

For any questions, reach out: