PRIVACY POLICY

Effective Date: September 1, 2025

The Davis Agency ("we," "our," or "us"), operated by Bruce Davis, values your privacy. This Privacy Policy explains how we collect, use, share, and protect your personal information when you visit our website or submit your information to us.

This policy applies only to users located in the United States.

1. Information We Collect

We may collect the following types of personal information through forms, scheduling tools, or direct communication:

Contact Information – name, phone number, email address, and mailing address

Demographic Information – age, date of birth, zip code

Insurance-Related Information – Medicare eligibility status or coverage needs

Technical Data – browser type, IP address, referral URL, and usage data via cookies or analytics tools

2. How We Collect Information

We collect information in the following ways:

When you fill out a contact form

When you book an appointment on our calendar

When you communicate with us directly via email or phone

Automatically through your browser or device when you visit the Site

3. How We Use Your Information

We use your information to:

Contact you regarding your Medicare insurance needs

Respond to inquiries or schedule consultations

Provide personalized service and recommendations

Improve the functionality and performance of our website

Comply with legal or regulatory obligations

4. Sharing of Information

We do not sell or rent your personal information.

We may share your information only under the following conditions:

With third-party services (e.g., calendar booking or CRM platforms) that help us operate the business

When required by law or regulatory authorities

With insurance carriers, but only with your express consent as part of an application process

All third-party providers are expected to follow strict confidentiality and data security practices.

5. Data Retention

We retain personal information for as long as necessary to fulfill the purposes outlined in this policy, or as required by law (e.g., Medicare regulations and recordkeeping requirements).

6. Your Choices and Rights

You have the right to:

Access the personal information we have collected about you

Request correction or deletion of your data

Opt out of future communications at any time by contacting us or using unsubscribe links (if applicable)

To exercise your rights, contact us at the address below.

7. Security Measures

We take reasonable steps to protect your information, including secure form submissions, access restrictions, and encrypted storage where applicable. However, no method of online transmission or storage is 100% secure.

8. Use of Cookies and Analytics

We may use cookies or third-party analytics tools (like Google Analytics) to understand how visitors use the Site. This data is used to improve the user experience and performance of the Site. You can disable cookies via your browser settings.

9. Children’s Privacy

This website is not intended for individuals under the age of 18. We do not knowingly collect information from minors.

10. Changes to This Policy

We reserve the right to update or revise this Privacy Policy at any time. The revised version will be posted on this page with an updated effective date.

11. Contact Us

If you have questions or concerns about this Privacy Policy, please contact us:

The Davis Agency
Attn: Bruce Davis
7515 Fairview Dr, Fairview, PA 16415
Email: [email protected]
Phone: (814) 622-4078

By using our website, you consent to this Privacy Policy and the collection and use of your information as described.