Privacy
What we ask, and what we never ask
What we never ask for
Social Security numbers, banking information, driver's license details, full medical records, and carrier login credentials are never requested anywhere in this experience. If you are ever asked for them here, treat it as a mistake and stop.
What we collect
The answers you type into the review: household composition, income and obligation ranges, existing coverage, priorities, and — only if you provide them — your name, email, and phone number. We also record the state you selected, because licensing is state-specific.
Your privacy choice
At the start you choose whether your answers are saved for follow-up or completed anonymously where permitted. If you choose anonymous, contact fields are discarded rather than stored.
Your private link
Your review lives behind a long, unguessable link. Anyone holding that link can view the answers, so treat it like a password and avoid sharing it in public places.
Contact and consent
No one contacts you unless you say they may. You can set Do Not Contact from your summary page at any time, and it applies immediately. Requesting a conversation is a request, not a commitment.
How your answers are used
Only to produce your educational summary and, if you allow it, to prepare a licensed professional for a conversation. Sensitive or protected information is never used to manipulate, discriminate, rank lead value, or decide whether someone is treated fairly.
Access, correction, and deletion
You can change your answers from your private link. To request a copy or deletion of your record, contact the operating agency using the contact details published in the footer once configured. Some records may be retained where law or regulatory requirements apply.