Your Privacy Matters to Us

Duvert Insurance & Financial Services LLC (“we,” “us,” or “our”) is a licensed insurance agency based in Tampa, Florida. We respect your privacy and are committed to protecting the personal information you entrust to us when you contact us about insurance coverage, request a consultation, or use this website.

This Privacy Policy describes the types of information we collect, how we use it, the choices you have, and the safeguards we apply. By using this website and submitting our contact forms, you consent to the practices described in this policy.

We collect information that you voluntarily provide when you reach out to us about insurance services. This may include:

• Contact details — your name, phone number, and email address so we can respond to your inquiry.
• Coverage interests — the type of insurance you are asking about (for example, life, health, Medicare, or final expense) and any details you share about what you are looking for.
• Household and eligibility details — information you choose to share, such as household size or estimated income, when it is relevant to the plan you are exploring.
• Referral information — a friend’s name and contact details, when you submit a referral through our Refer a Friend page.
• Website usage data — basic technical information such as browser type and pages visited, collected automatically to help us improve the site.

We use the information you provide to:

• Respond to your insurance questions and consultation requests;
• Understand your coverage needs and, where helpful, prepare options to discuss with you;
• Contact you by phone, email, or text message about your inquiry, at the number and address you provided;
• Coordinate with insurance carriers when you ask us to pursue a quote;
• Follow up on referrals you submit and keep the person you referred informed; and
• Improve our website, services, and communications.

When you request a consultation or quote, we review the information you share to understand which insurance products may be appropriate for you. To provide you with options, we may share the relevant details with one or more insurance carriers or third-party administrators we work with. We only share what is necessary to evaluate or quote coverage on your behalf.

You are under no obligation to purchase any product or service by submitting a form or speaking with us. Any coverage, premium, or eligibility determination is made solely by the issuing insurance carrier.

We work with trusted third parties to help operate our business and serve you. These may include:

• Insurance carriers — the companies that underwrite and issue the policies we help you explore;
• Technology providers — services that host our website, deliver email, or help us manage customer relationships; and
• Marketing partners — only when you have separately opted in to receive marketing communications.

We do not sell your personal information. We share it only as described in this policy or as required to fulfill your request.

We take reasonable administrative, technical, and physical safeguards to protect your personal information against unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

We retain your information only for as long as is necessary to fulfill the purposes for which it was collected, to comply with our legal and regulatory obligations, and to respond to your requests — and thereafter as permitted or required by applicable law.

Depending on where you live, you may have the right to request access to, correction of, or deletion of your personal information, and to opt out of certain communications. You may also withdraw your consent for us to contact you at any time.

To exercise any of these rights, or to ask a question about this Privacy Policy, please contact us using the information below. We will respond within a reasonable timeframe and in accordance with applicable law.

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or the services we offer. When we do, we will revise the “Last Updated” date at the top of this page. We encourage you to review this policy periodically.

If you have any questions about this Privacy Policy or how we handle your personal information, please contact us: