Privacy Policy

Information We Collect

We may collect personal information that you voluntarily provide to us, including but not limited to:

• Name
• Email address
• Phone number
• Address or location information
• Information submitted through appointment requests, guide access forms, questionnaires, contact requests, or insurance applications
• Information needed to help provide insurance education, quotes, applications, coverage recommendations, or customer support

We collect this information directly from you when you choose to provide it.

How We Use Your Information

We use your information to:

• Communicate with you about our services
• Respond to your inquiries and requests
• Schedule and prepare for appointments
• Provide customer support
• Send requested resources, such as Medicare guides or reminders
• Assist with insurance education, quotes, applications, enrollment support, and coverage recommendations
• Maintain records related to our business and client service activities
• Improve our website, content, and client experience

How We Share Your Information

We do not sell, rent, or trade your personal information.

We do not share your personal information with third parties for their own marketing purposes.

We may share your information with trusted third parties only when necessary to operate our business or provide our services. This may include insurance carriers, underwriting partners, customer relationship management systems, scheduling tools, secure form providers, communication platforms, website hosting providers, analytics providers, and other service providers that support our business operations.

In the course of providing insurance services, your information may be shared with insurance carriers, underwriting partners, or other service providers as required to evaluate, process, and administer insurance coverage.

Text Messaging and Communications - 10DLC Compliance

If you provide your phone number and consent to receive text messages from Sam Olson Insurance Services, we may use your mobile number to communicate with you about our services, appointments, reminders, requested information, applications, policy service matters, or relevant updates.

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

You may opt out of text messages at any time by replying STOP. You may also contact us directly to withdraw consent.

If you need help, you may reply HELP or contact us at:

Phone: 707-690-1965
Email: info@olson-agency.com

Third Party Services

We may use third party providers to help operate our website and business. These may include, but are not limited to:

• Website hosting providers
• Google Analytics 4
• Calendly for scheduling
• Jotform for secure questionnaires
• Radius CRM for lead and client record management
• Communication platforms used for calls, emails, or text messages

These providers may process information on our behalf and are not permitted to use your information for their own marketing purposes.

Website Analytics and Cookies

Our website may use cookies or similar technologies for basic site functionality, analytics, and performance measurement.

We may use Google Analytics 4 to understand general website traffic, page views, referral sources, and user engagement. We do not intentionally send names, email addresses, phone numbers, Medicare ID numbers, Social Security numbers, prescription information, medical conditions, or other sensitive personal information to Google Analytics.

We do not currently use advertising or remarketing pixels unless added later.

Guide Access Forms

If you request access to a Medicare guide or other resource, we may collect your name, email address, and optional phone number. This information may be sent to our CRM so we can provide the requested resource, follow up, and send relevant Medicare education or reminders.

Submitting a guide access form does not obligate you to enroll in any plan or purchase any insurance product.

Medicare Questionnaire

Our Medicare questionnaire is powered by Jotform and is intended for people preparing for a Medicare planning appointment or working with our office.

The questionnaire helps us understand your timeline, current coverage, prescriptions, doctors, and planning questions before we meet.

The website itself does not store questionnaire answers.

How We Protect Your Information

We take reasonable administrative, technical, and physical measures to protect your personal information from unauthorized access, use, or disclosure.

However, no website, email system, or online transmission method can be guaranteed to be completely secure. Please avoid sending sensitive personal or health information through regular website forms or email.

Your Choices

You may:

• Request access to the personal information we have about you
• Request corrections or updates to your information
• Request deletion of your information, subject to applicable legal, regulatory, and business requirements
• Withdraw consent for communications at any time
• Opt out of text messages by replying STOP
• Unsubscribe from marketing emails where an unsubscribe option is provided

To make a request, please contact us using the information below.

Children's Privacy

Our website and services are intended for adults. We do not knowingly collect personal information from children under 13.

Updates to This Policy

We may update this Privacy Policy from time to time. Any updates will be posted on this page with an updated effective date.