​Privacy Policy – Kelly Lee Insurance

Effective Date: September 20th, 2025
At Kelly Lee Insurance, we value your trust and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, store, and protect your data, especially regarding mobile communications.

1. Information We Collect
​We may collect the following types of information:

• Personal Information: Name, address, email, phone number, date of birth, and other identifying details necessary for insurance services.
• Mobile Information: Phone numbers, text messaging opt-in data, and communication preferences.
• Usage Data: Information about how you interact with our website, applications, and communication platforms (e.g., IP address, browser type, and pages visited).

2. How We Use Your Information
We use your information to:

• Provide and manage insurance policies and related services.
• Communicate with you regarding quotes, claims, renewals, and account updates.
• Respond to inquiries or service requests.
• Send policy updates or important notifications.

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes.
This includes your mobile number, message history, and any other information provided through text communications.
Text messaging opt-in data and consent will not be shared with any third parties under any circumstances.

3. Data Sharing and Disclosure
We do not sell, rent, or share your personal or mobile information with third parties for marketing purposes. Information may be shared only:

• When required by law or legal process.
• With trusted service providers who assist in delivering our services (under strict confidentiality agreements).
• To protect the safety, rights, or property of Kelly Lee Insurance, our customers, or others.

​
SMS Consent Communication:
    i.     The information (Phone Numbers) obtained as part of the SMS consent 
            process will not be shared with third parties for marketing/promotionalpurposes.

4. Data Security
We implement industry-standard security measures to protect your data, including:

• Secure servers and encrypted data storage.
• Access controls to restrict internal data use.
• Ongoing system monitoring for vulnerabilities.

Despite our efforts, no digital transmission is 100% secure, so we encourage you to take precautions when communicating electronically.

5. Communication Preferences 
You may manage your communication preferences at any time, including:

• Opting out of promotional emails.
• Updating your text messaging preferences by replying “STOP” to any of our messages or contacting us directly.
• Requesting access to or deletion of your personal data.

We respect your choices and will honor them promptly.

6. Changes to This Policy 
We may update this Privacy Policy from time to time. Any changes will be posted on our website with a revised effective date. We encourage you to review this policy periodically to stay informed about how we protect your information.

7. Contact Us 
If you have questions or concerns about this Privacy Policy or how your information is used, please contact us:
Kelly Lee Insurance
3205 Ryan St,
Lake Charles LA 70601
www.kellyleeinsurance.com

337-656-2890

​Opt-In Process: Users opt in by submitting their phone number through our website quote/contact forms or via trusted lead sources at https://www.kellyleeinsurance.com, with a clear disclosure and an opt-in checkbox.
 
Opt-In Language: "By submitting this form, you consent to receive SMS messages from Kelly Lee Insurance at the phone number you provided. Standard message and data rates may apply. To opt out, reply STOP at any time."
 
Consent Tracking: We log each opt-in in our CRM/form database with metadata (timestamp, IP address, form source, and phone number), which is archived for audit and TCPA compliance.
 
Opt-Out Method: Every message includes: "Reply STOP to unsubscribe" and "Reply HELP for assistance" in compliance with TCPA rules. Recipients may also opt out by calling us at 337-656-2890 or via our website contact form.
 
Opt-Out Handling: When a user replies STOP, our SMS provider Gail by Lula via Twilio instantly suppresses further messages. Our team then manually updates internal systems CRM, dialers, marketing tools to mark the contact as "Do Not Contact." Phone or email opt-out requests are processed within 24 hours.