Privacy Policy
Last updated: [DATE OF LAUNCH]
Who we are
Marshall Made Plans [legal entity name — pending] ("we," "us," "our") is an independent insurance brokerage based in Tampa, Florida. This policy explains what information we collect through this website, how we use it, and the choices you have. Questions: marshallmadeplans@outlook.com.
What we collect
When you submit a form on this site, we collect the information you enter: your name, email address, phone number, ZIP code, and anything you write in a message or comment field. If you request our guide, we collect your email address.
What we ask you not to send
Please do not submit medical information — diagnoses, conditions, medications or treatment history — through this website. Our forms are not built to receive it. When health information is needed to find you appropriate coverage, we gather it directly and privately, after we're in touch.
Information collected automatically
Like most websites, this site's hosting provider records standard technical information such as IP address, browser type, device type, referring page and the pages you visit. This is used for security and to understand general site usage. [ANALYTICS — pending]
How we use your information
To respond to your question or request · To schedule and prepare for a consultation · To find and present insurance options appropriate to your situation · To send the guide or other materials you asked for · To stay in touch about your coverage, including renewal reminders, if you've asked us to · To meet our legal, regulatory and recordkeeping obligations as a licensed insurance agent
How we do not use it
We do not sell your personal information. We do not rent, trade or share it with third parties for their own marketing purposes. We do not sell lead information to other agents or agencies.
Who we share it with
Only where necessary. Insurance carriers and their platforms, when you ask us to obtain quotes or submit an application; carriers handle your information under their own privacy policies. Service providers who help us operate — email, scheduling, form handling, hosting — who may only use your information to provide those services to us. When required by law, or in response to a lawful request from a regulator, court or government authority.
Communications and consent
If you check the consent box on a form, you're agreeing that we may contact you by phone, text or email about your request, including by automated means. Consent is not a condition of purchase. Message and data rates may apply. You can opt out of texts by replying STOP, opt out of emails using the unsubscribe link, or ask us to stop contacting you at any time by writing to marshallmadeplans@outlook.com.
How long we keep it
We keep your information as long as needed to serve you and to meet our recordkeeping obligations as a licensed insurance agent, which in some cases require retention for several years. You may ask us to delete information we're not required to keep.
Security
We use reasonable administrative and technical safeguards to protect the information you send us. No method of transmission over the internet is completely secure, so we can't guarantee absolute security — which is part of why we ask you not to send medical details through this website.
Your choices
You may ask us to see the personal information we hold about you, correct it, delete it where we're not required to keep it, or stop contacting you. Write to marshallmadeplans@outlook.com and we'll respond within a reasonable time.
Children
This website is not directed to children under 13, and we do not knowingly collect information from them.
Links to other sites
This site may link to other websites, including insurance carriers and government resources. We're not responsible for their content or their privacy practices. Read their policies before submitting information to them.
Changes to this policy
If we update this policy, we'll post the revised version here and change the "Last updated" date above.
Contact
Marshall Made Plans · 6550 W Hillsborough Ave, Tampa, FL · marshallmadeplans@outlook.com · 813-338-7070
Questions about how your information is handled?
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