Privacy Policy for

Orton Insurance & Financial Services, Inc.

Effective Date: 3/26/2026

Orton Insurance Agency (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and share your information, particularly in connection with our use of Customer Relationship Management (CRM) systems and automated communication tools.

1. Information We Collect

We collect information that you voluntarily provide through our website, forms, advertisements, or communications, including:

Personal Information

  • Name

  • Email address

  • Phone number

  • Mailing address

Insurance Information

  • Coverage needs and preferences

  • Policy details

  • Demographic information relevant to insurance underwriting

Health Information (When Applicable)

  • Information necessary for health, Medicare, or life insurance quotes or applications

Automatically Collected Data

  • IP address

  • Browser and device type

  • Website usage behavior (pages visited, time on site)

2. How We Use Your Information

We use your information to:

  • Provide insurance quotes and services

  • Match you with appropriate insurance products

  • Communicate with you via phone, email, and text

  • Send automated follow-up messages and appointment reminders

  • Improve marketing, advertising, and customer experience

  • Comply with legal and regulatory obligations

3. CRM Systems & Automated Processing

We use secure Customer Relationship Management (CRM) platforms (such as Agent CRM systems) to manage and process your information.

How Your Data Is Used in Our CRM

Your information may be:

  • Stored and organized within our CRM database

  • Assigned to licensed agents for follow-up

  • Used to trigger automated communications, including:

    • Text messages (SMS)

    • Email sequences

    • Appointment reminders

    • Voicemail or call follow-ups

Automated Communications

These communications may be sent using automated technology, including pre-scheduled messaging systems.

By submitting your information, you acknowledge and consent to this type of processing.

4. SMS, Email, and Communication Practices

By providing your contact information, you consent to receive communications from us, including:

  • Calls (manual and automated)

  • Emails

  • Text messages (SMS)

Message Terms

  • Message frequency varies

  • Message and data rates may apply

  • Consent is not a condition of purchase

Opt-Out Options

  • Reply STOP to unsubscribe from text messages

  • Use unsubscribe links in emails

  • Contact us directly to opt out

We comply with the Telephone Consumer Protection Act (TCPA) and applicable messaging regulations.

5. HIPAA & Health Information Protection

When applicable, we comply with the Health Insurance Portability and Accountability Act (HIPAA).

Use of Protected Health Information (PHI)

We use health-related information only to:

  • Provide insurance quotes

  • Submit applications

  • Service policies

Storage & Access

  • PHI is stored securely within systems designed to protect sensitive information

  • Access is limited to authorized personnel

Disclosure

We may share PHI with:

  • Insurance carriers

  • Licensed agents

  • Service providers under confidentiality agreements

6. Data Sharing and Third Parties

We do not sell your personal information.

We may share your information with:

  • Insurance carriers and underwriting partners

  • Licensed agents or brokers

  • CRM and technology service providers

  • Marketing and advertising platforms (e.g., Facebook, Google)

  • Legal or regulatory authorities when required

7. Business Associate Agreements (BAAs)

When required for handling Protected Health Information, we maintain Business Associate Agreements (BAAs) with CRM providers and vendors to ensure compliance with HIPAA and data protection laws.

8. Cookies, Tracking & Advertising

We use cookies and tracking technologies, including:

  • Google Analytics

  • Meta (Facebook) Pixel

  • Other advertising tools

These technologies help us:

  • Track user behavior

  • Improve advertising performance

  • Deliver relevant marketing

Information collected through these tools may be integrated into our CRM system.

9. Data Security

We implement administrative, technical, and physical safeguards, including:

  • Secure CRM platforms

  • Access controls and user permissions

  • Encryption where applicable

However, no system can guarantee complete security.

10. Data Retention

We retain your information only as long as necessary to:

  • Provide services

  • Comply with legal obligations

  • Maintain business records

11. Your Privacy Rights

Depending on your state of residence, you may have the right to:

  • Access your personal data

  • Request corrections

  • Request deletion (where applicable)

  • Opt out of certain communications

To exercise your rights, contact us below.

12. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices.

13. Children’s Information

Our services are not intended for individuals under 13, and we do not knowingly collect information from children.

14. Changes to This Policy

We may update this Privacy Policy at any time. Updates will be posted with a revised effective date.

15. Medicare Disclaimer (CMS Compliance)

  • We are not affiliated with or endorsed by the U.S. government or Medicare

  • We represent multiple insurance carriers

  • Plan availability varies by location

Submitting your information allows a licensed agent to contact you.

16. Contact Us

Orton Insurance & Financial Services, Inc.
859 S Yellowstone HWY, STE 2503
Rexburg, ID 83440
208-356-8455
Gary@ortoninsurance.com
Website: www.ortoninsurance.com