Please review our privacy policy information carefully.

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Important information for your use of our website.

This Privacy Policy describes how your personal information is collected, used, and shared when you visit cashforbesinsurancegroup.com (the “Site”).

Personal information we collect.

When you visit the Site, we automatically collect certain information about your device, including information about your web browser, IP address, time zone, and some of the cookies that are installed on your device. Additionally, as you browse the Site, we collect information about the individual web pages or products that you view, what websites or search terms referred you to the Site, and information about how you interact with the Site. We refer to this automatically-collected information as “Device Information.”

We collect Device Information using the following technologies:

“Cookies” are data files that are placed on your device or computer and often include an anonymous unique identifier.

“Log files” track actions occurring on the Site and collect data including your IP address, browser type, Internet service provider, referring/exit pages, and date/time stamps.

“Web beacons,” “tags,” and “pixels” are electronic files used to record information about how you browse the Site.

In addition, if you pay your bill or make another form of financial transaction with the Site, we collect certain information from you, including your name, billing address, payment information (including credit card numbers), email address, and phone number. We refer to this information as “Purchase Information.”

When we talk about “Personal Information” in this Privacy Policy, we are talking both about Device Information and Purchase Information.

How we use your personal information.

We use your Personal Information to communicate with you, process financial transactions, provide you with information, and/or advertising relating to our products or services.

In particular, we use Device Information that we collect to help us improve and optimize our Site (for example, by generating analytics about how visitors browse and interact with the Site and to assess the success of our marketing and advertising campaigns).

Sharing your personal information.

We share your Personal Information with third parties to help us provide a better experience. For example, we use Google Analytics to help us understand how our visitors use the Site. You can read more about how Google uses your Personal Information here:

https://policies.google.com

You can also opt-out of Google Analytics here:

https://tools.google.com/dlpage/gaoptout

We may also share your Personal Information to comply with applicable laws and regulations, to respond to a subpoena, search warrant, or other lawful requests for information we receive, or to otherwise protect our rights.

Behavioral advertising.

As described above, we may use your Personal Information to provide you with targeted advertisements or marketing communications we believe may be of interest to you. You may opt-out of targeted advertising by visiting:

Facebook: https://www.facebook.com/ads/preferences/

Google: https://adssettings.google.com/

LinkedIn: https://www.linkedin.com/psettings/advertising

Bing: https://choice.microsoft.com/

Additionally, you can opt-out of some of these services by visiting the Digital Advertising Alliance’s opt-out portal here:

http://optout.aboutads.info/

Do not track.

Please note that we do not alter our Site’s data collection and use practices when we see a Do Not Track signal from your browser.

If you are a European resident, you have the right to access the Personal Information we hold about you and to ask that your Personal Information be corrected, updated, or deleted. If you would like to exercise this right, please contact us.

Additionally, if you are a European resident we note that we are processing your information in order to fulfill contracts we might have with you (for example, if you request information through the Site) or otherwise to pursue our legitimate business interests listed above. Additionally, please note that your information will be transferred outside of Europe, including to Canada and the United States.

Data retention.

When you interact with the Site, we will maintain your Personal Information for our records unless and until you ask us to delete this information.

Text Messaging (SMS) / Mobile Privacy

At Cash & Forbes Insurance Group, we value your privacy and are committed to ensuring the confidentiality and security of your SMS (Text Messaging) communications. This SMS Privacy Policy outlines how we collect, use, and protect your SMS data in compliance with industry standards and regulations.

Collection and Use of SMS Data
When you communicate with us via SMS, we may collect limited information, such as:

  • Your phone number
  • The content of your messages

We collect this data to facilitate communication, provide support, deliver updates, or share relevant information about our services. We will not use your SMS data for any other purposes without your explicit written consent. Additionally, we do not sell, rent, or share your SMS data with third parties unless required by law.

Opt-In Process
To ensure you have control over your communication preferences, we operate on an opt-in basis for SMS notifications:

**No mobile opt-in data will be shared with third parties**

  1. You will receive an initial opt-in message from our number.
  2. Follow the instructions provided to confirm your subscription by replying with “YES.”
  3. Once confirmed, you will receive a follow-up message acknowledging your successful enrollment in our SMS communication system.

Opt-Out Process

You have the right to stop receiving SMS notifications at any time:

  • Reply with “STOP” to any of our messages to opt-out.
  • Upon opting out, you will receive a confirmation message indicating you have been removed from our SMS notifications.

If you change your mind, you can always opt back in by following the opt-in process.

Data and Message Rates

Standard message and data rates may apply to SMS messages sent and received. You are solely responsible for any fees or charges incurred from your mobile carrier related to SMS communication with “Customer Name”. Please verify with your MNO – Mobile Network Operator like Verizon, AT&T, T-Mobile, etc for data and messaging standard rates.

Frequency of Messages

We strive to keep SMS communications to a reasonable frequency and relevance. You may expect to receive SMS messages from us only when necessary for appointment reminders, scheduling adjustments, or important updates related to our services. We do not engage in unsolicited marketing messages via SMS without your explicit consent.

Protection of SMS Data
We take the security of your SMS data seriously. Our systems implement industry-standard measures to protect against unauthorized access, alteration, or disclosure. These measures include encryption, secure access protocols, and regular system audits to ensure compliance with privacy standards.

Disclosure of SMS Data
Your SMS data is never disclosed to third parties except under the following circumstances:

  • To comply with legal obligations, such as court orders or subpoenas.
  • To protect our rights, property, or the safety of our employees, customers, or others.

We remain transparent in such cases and will notify you where legally permissible.

Your Rights
As a valued customer, you have the following rights regarding your SMS data:

  • Access: Request a copy of the SMS data we hold about you.
  • Correction: Update or correct any inaccuracies in your SMS data.
  • Deletion: Request the deletion of your SMS data, except where retention is required by law.

To exercise these rights, please contact us at .

Changes to our policy.

We may update this SMS Privacy Policy from time to time to reflect changes in our practices or legal requirements. Any modifications will be effective immediately upon posting the revised policy on our website. We encourage you to review this page periodically for updates.

Contact us.

For more information about our privacy practices, if you have questions or if you would like to make a complaint, please contact us by email at or call (281) 712-7072

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13501 Katy Freeway, Suite 1875
Houston, TX 77079

 

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