Privacy Policy

1. Introduction

This privacy policy is published by Synersure Insurance LLC d/b/a Synersure Financial("Synersure Financial," "we," "us," or "our"). We respect your privacy and are committed to protecting your personal data. This policy explains how we look after your personal data when you visit our website or interact with our services, and it tells you about your privacy rights and how the law protects you.

2. The Data We Collect About You

Personal data, or personal information, means any information about an individual from which that person can be identified. We may collect, use, store and transfer different kinds of personal data about you which we have grouped together as follows:

• Identity Data includes first name, last name, username or similar identifier.
• Contact Data includes billing address, delivery address, email address and telephone numbers.
• Financial Data includes bank account and payment card details.
• Transaction Data includes details about payments to and from you and other details of products and services you have purchased from us.
• Technical Data includes internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform, and other technology on the devices you use to access this website.

3. Information Sharing for Insurance Quotes & Applications

In order to obtain insurance quotes, service applications, or place coverage on your behalf, we may share the personal information necessary for that purpose with applicable insurance carriers, Experior Financial Group, and our technology, CRM, and service providers, subject to applicable privacy rules. We do not sell your personal information for unrelated marketing purposes.

4. Payment & Financial Connections

If you choose to pay by ACH or link a bank account, we may use Stripe Financial Connections to securely verify your bank account, confirm account ownership, and process payments. With your permission, Stripe may collect and process financial account information such as account details, routing information, ownership details, balances, and transaction data as needed for payment verification and processing. We do not sell bank account or financial connection data, and we do not use this data for marketing, underwriting, or credit decisions.

5. SMS / Text Message Communications

Where you provide consent, we may send marketing and informational text (SMS) messages to the mobile number you provide. By opting in, you acknowledge and agree to the following:

• Message frequency: Message frequency varies based on your interactions and the services requested.
• Message and data rates: Standard message and data rates may apply from your mobile carrier.
• Opt out: You may cancel SMS communications at any time by replying STOP to any message. To request assistance, reply HELP.
• Privacy: Your information is handled in accordance with this Privacy Policy. We do not sell SMS opt-in information for unrelated marketing.

6. How We Use Your Personal Data

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:

• Where we need to perform the contract we are about to enter into or have entered into with you.
• Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests.
• Where we need to comply with a legal obligation.

7. Data Security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know.

8. Contact Us

If you have any questions about this privacy policy or our privacy practices, please contact us at:

Synersure Insurance LLC d/b/a Synersure Financial
1801 E Colonial Dr, Suite 215
Orlando, FL 32803
Phone: +1-321-701-3077