Privacy Policy Your privacy is extremely important to us. Accordingly, Brokers Fidelity, Inc. (“we,” “our,” or “us”) has developed this Privacy Policy to help you understand how we collect, use, protect, and disclose your personal information in connection with our services and this website.
Information We Collect We may collect personal information from you in order to enroll you in selected programs, provide support, or deliver relevant content. This information may include, but is not limited to: Full name Telephone number and email address Date of birth and Social Security number Home address Credit card or banking details National Producer Number (NPN) or license-related data Other personal identifiers necessary to deliver our services We may also automatically collect non-personal information such as: IP address Browser type and device data Operating system Pages visited or files downloaded from our site Time spent on the site and user behavior.
How We Use Your Information We use the information collected to: Process applications and enrollments Verify your identity Provide relevant insurance services and content Fulfill contractual obligations with carriers and service providers Deliver marketing and educational materials you’ve opted into Improve website performance and customer experience By submitting personal information, you consent to its use for marketing, training, or program development purposes by Brokers Fidelity, Inc. or authorized third-party partners.
Data Retention We retain personal information only for as long as necessary to fulfill the purposes for which it was collected, or as required by law, regulation, or compliance standards.
Information Security We implement commercially reasonable safeguards—physical, electronic, and procedural—to protect your data from unauthorized access, misuse, or loss. While no system can guarantee complete security, we strive to maintain industry best practices in data protection.
Third-Party Disclosure We do not sell your personal information. However, we may share your information with trusted third parties—including insurance carriers, technology vendors, and marketing partners—to fulfill services or obligations you've requested. All such partners are contractually obligated to maintain the confidentiality of your information.
Your Consent By using this website or submitting your personal information, you consent to this Privacy Policy and authorize Brokers Fidelity, Inc. to collect, store, process, and use your data in accordance with it.
Limitation of Liability By submitting personal information, you agree to release, indemnify, and hold harmless Brokers Fidelity, Inc., its agents, affiliates, or subsidiaries from liability for any damages (monetary or otherwise) resulting from unauthorized access, use, disclosure, or theft of such information, except as prohibited by law.
Changes to This Policy This policy may be updated periodically. Any material changes will be posted to this page, and continued use of the site constitutes acceptance of the revised terms.