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Last updated: December 1, 2025

At Visionary Group Agency (“we,” “our,” “the company”), we are committed to protecting your personal information and maintaining full transparency regarding how we collect, use, and safeguard your data. This Privacy Policy explains what information we collect, how we use it, who we share it with, and what rights you have.

By using our website or providing your information, you agree to the terms described in this Privacy Policy.

1. Information We Collect

We may collect the following categories of information:

1.1 Personal Information

• Full name

• Phone number

• Email address

• Physical address

• Date of birth (when required for insurance eligibility)

• Identification documents (ID, passport, etc.)

• Information used for health insurance applications (Marketplace/ACA and others)

1.2 Technical Information

• IP address

• Browser type

• Device information

• Cookies and browsing data

• Website interaction data

1.3 Communication Information

• SMS messages sent or received

• Call history (time and duration)

• Emails

• Customer service notes

2. How We Use Your Information

We use the information collected to:

• Process health insurance applications and renewals

• Send important reminders related to your coverage

• Request documentation needed to continue your case

• Notify you of updates to your policy

• Provide customer service

• Comply with federal and Marketplace requirements

• Improve our services and internal processes

We do NOT sell your personal information or your phone number.

3. SMS Communications (A2P 10DLC)

By providing your phone number, you agree to receive SMS messages related to:

• Appointment reminders

• Document requests

• Renewal notices

• Account updates

• Customer service follow-ups

✔ Message Frequency

Message frequency may vary depending on your application or renewal process.

✔ Message & Data Rates

Standard messaging and data rates may apply.

✔ Opt-Out

You may opt out of SMS messages at any time by replying STOP.

✔ Help

For assistance, reply HELP.

✔ Required Carrier Language

SMS consent is not shared with third parties or affiliates.

4. Who We Share Your Information With

We share your information only with entities necessary to provide our services, including:

• Licensed insurance carriers

• The Health Insurance Marketplace (Healthcare.gov or others)

• Certified technology providers (including CRM platforms)

• Secure document processing services

• Authorized internal staff

We do NOT share your SMS consent or personal information with third parties for marketing purposes.

5. Data Retention

We retain your information only as long as necessary to:

• Complete the management of your insurance case

• Comply with legal and regulatory requirements

• Maintain required records

• Resolve disputes

After this period, your information is securely deleted.

6. Your Rights

You have the right to:

• Request access to your information

• Request corrections

• Request deletion of your information (when applicable)

• Request a copy of your data

• Opt out of communications

To exercise your rights, contact us at:
📧 support@visionarygroupagency.com

7. Cookies

We use cookies to enhance your experience, analyze navigation patterns, and personalize content.
You may disable cookies in your browser if you choose.

8. Information Security

We implement administrative, technical, and physical measures to protect your data, including:

• Data encryption

• Restricted access

• Secure servers

• Staff training on privacy best practices

9. Embedded Content from Third Parties

Third-party content (videos, images, articles, etc.) may collect information according to their own privacy policies. We are not responsible for their data practices.

10. Children’s Privacy

We do not knowingly collect personal information from children under the age of 13.

11. Updates to This Policy

We may update this Privacy Policy when necessary. The revised version will be posted on this page with the updated date.

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