Last updated: June 1, 2026

Privacy Policy

Introduction and Scope

Asset Defense Insurance, LLC (“Asset Defense Insurance,” “ADI,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit our website, submit a form, schedule an appointment, communicate with us, or request insurance-related information.

By using this website or submitting information to ADI, you agree to the practices described in this Privacy Policy.

Information We Collect

We may collect personal information that you choose to provide, including:

Name
Email address
Phone number
State of residence or business location
Business type, occupation, or self-employment status
Coverage interests or insurance needs
Current coverage details you choose to provide
Information submitted through forms, scheduling tools, email, phone, text message, or other communications
Other information needed to respond to your inquiry, review coverage options, or assist with an insurance-related request

We may also collect limited technical information when you visit our website, such as browser type, device type, IP address, pages visited, referring website, general usage data, cookies, and similar tracking information if enabled.

How We Use Your Information

ADI may use personal information to:

Respond to your inquiry
Schedule and manage appointments
Provide insurance-related information
Review coverage needs
Discuss available insurance options
Prepare quotes, comparisons, applications, or next steps when requested
Communicate by phone, email, text message, calendar invitation, or other reasonable methods
Send appointment reminders or follow-up messages
Improve our website, services, and client experience
Maintain business, compliance, and licensing records
Meet legal, regulatory, carrier, and underwriting requirements
Protect against fraud, unauthorized activity, or misuse of our website or services

Submitting information through this website does not guarantee coverage, pricing, approval, or policy issuance.

Calls, Texts, and Email Communications

If you provide your phone number or email address, ADI may contact you using the information provided to respond to your inquiry, discuss coverage options, schedule appointments, provide requested insurance-related information, or send related follow-up communications.

If you opt in to receive marketing calls, emails, or text messages, you agree that ADI may contact you about insurance products, quotes, appointments, services, and related information. Consent is not required to purchase insurance or receive a quote.

You may opt out of marketing text messages at any time by replying STOP. You may request help by replying HELP or by contacting ADI directly.

Message and data rates may apply. Message frequency may vary.

Appointment Scheduling Tools

ADI may use third-party scheduling tools, such as Calendly, to help you schedule appointments. When you schedule an appointment, the scheduling provider may collect information such as your name, email address, phone number, appointment time, and responses to scheduling questions.

Your use of third-party scheduling tools may also be subject to that provider’s own privacy policy and terms.

Website Hosting and Third-Party Service Providers

ADI may use third-party service providers to operate this website, manage forms, host data, send communications, provide analytics, manage appointments, support marketing, operate phone systems, or maintain business systems.

These providers may process information as needed to provide services to ADI, support business operations, comply with legal obligations, or protect against misuse.

Insurance carriers and business partners

If you request a quote, coverage review, application, policy service, or other insurance-related assistance, ADI may share information with insurance carriers, brokerages, general agencies, wholesalers, underwriting platforms, technology providers, or other insurance-related partners as needed to review available options, process applications, service coverage, or comply with legal and regulatory obligations.

Insurance carriers and other third parties may have their own privacy policies and information-handling practices.

Nonpublic Personal Information

In connection with insurance services, ADI may receive nonpublic personal information, including financial, health, underwriting, business, or policy-related information. ADI uses and discloses this information only as permitted or required by law, carrier requirements, regulatory obligations, or as needed to provide requested insurance services.

Cookies and Tracking Technologies

This website may use cookies or similar technologies to help operate the site, understand visitor activity, improve performance, support analytics, and improve the user experience.

You may be able to adjust cookie settings through your browser or device. Disabling cookies may affect how certain website features function.

How We Protect Information

ADI uses reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, misuse, alteration, or loss.

No website, email, phone system, text message, or electronic transmission is completely secure. Please avoid sending sensitive personal, financial, medical, or policy information through unsecured methods unless requested and appropriate.

How Long We Keep Information

ADI keeps personal information for as long as needed to respond to inquiries, provide requested services, maintain business records, comply with legal or regulatory obligations, satisfy carrier or licensing requirements, resolve disputes, prevent fraud, and operate the business.

Your Choices

You may contact ADI to:

Request that your contact information be corrected or updated
Ask how your information is used
Opt out of marketing emails, calls, or text messages
Request that ADI stop contacting you for marketing purposes
Ask about privacy choices available under applicable law

ADI may need to retain certain information for legal, regulatory, carrier, fraud-prevention, recordkeeping, or business purposes.

State Privacy Rights

Depending on where you live and the laws that apply, you may have additional privacy rights regarding access, correction, deletion, portability, or certain uses of personal information.

ADI does not sell personal information in the ordinary course of business. If our practices change, this Privacy Policy will be updated as required.

Children’s Privacy

This website is not intended for children under age 13. ADI does not knowingly collect personal information from children under 13. If you believe a child has provided personal information to ADI, please contact us so the issue can be reviewed and addressed.

Links to Other Websites

This website may include links to third-party websites, including scheduling platforms, insurance carriers, social media pages, or other resources. ADI is not responsible for the privacy practices, content, availability, or security of third-party websites.

Updates to this Privacy Policy

ADI may update this Privacy Policy from time to time. Updates will be posted on this page with a revised “Last updated” date.

Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact:

Asset Defense Insurance, LLC
Phone: (833) 317-4142
Email: info@assetdefenseins.com