Effective Date: July 2026
Streamline Insurance Solutions (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide through our website and services.
Information We Collect
When you contact us or complete a form on our website, we may collect:
- Name
- Email address
- Mobile phone number
- Mailing address (when applicable)
- Information regarding insurance, retirement planning, Medicare, or other services you request
- Any information you voluntarily submit
We may also collect technical information such as your IP address, browser type, and website usage through cookies and analytics tools.
How We Use Your Information
We use your information to:
- Respond to your inquiries
- Schedule consultations and appointments
- Provide insurance and retirement planning services
- Send requested information
- Confirm webinar registrations
- Improve our website and customer experience
- Communicate regarding services you have requested
SMS Communications
If you choose to opt in, Streamline Insurance Solutions may send SMS messages related to:
- Appointment confirmations
- Appointment reminders
- Responses to your inquiries
- Webinar registration confirmations and reminders
- Customer support
- Service-related communications
If you separately opt into marketing communications, you may also receive:
- Educational information
- Event invitations
- Company announcements
- Promotional offers
Message frequency varies.
Message and data rates may apply.
Reply STOP to unsubscribe.
Reply HELP for assistance.
Sharing of Information
We do not sell or rent your personal information.
We may share your information only with service providers who assist us in operating our business, such as CRM platforms, scheduling systems, website hosting providers, and communication providers.
SMS consent is not shared with third parties or affiliates for marketing purposes.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
This language closely aligns with HighLevel’s published guidance.
Cookies
Our website may use cookies and analytics services to improve user experience and website performance.
Security
We implement reasonable safeguards to protect the personal information we collect. However, no method of transmission over the Internet is completely secure.
Your Choices
You may:
- Request updates to your information
- Request deletion where applicable
- Withdraw SMS consent by replying STOP
Contact Us
Streamline Insurance Solutions
108 E. Highland Ave.
Ada, OH 45810
2246 Gumbo Rd.
Ontario, OH 44906
Phone: (419) 634-7283
