Privacy Policy

Last updated:

Elevate One Partners LLC ("we," "our," or "us") respects your privacy and is committed to protecting it through our compliance with this policy. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

1. Information We Collect

1.1 Personal Information

We may collect personal information that you voluntarily provide to us, including:

  • Name, email address, phone number, and mailing address
  • Insurance license information and professional credentials
  • Business information and carrier appointment details
  • Information provided in contact forms, applications, or communications

1.2 Payment Information (Stripe)

When processing payments, we use Stripe, a third-party payment processor. Stripe collects and processes payment information (credit card numbers, billing addresses) in accordance with PCI DSS standards. We do not store complete payment card information on our servers. Stripe's privacy policy governs the collection and use of payment information. For more information, please review Stripe's Privacy Policy.

1.3 Communications Data (Twilio)

When you provide your phone number, we may use Twilio to send you SMS messages, make phone calls, or send other communications. By providing your phone number, you consent to receive communications via phone, SMS, or other messaging services. Message and data rates may apply. You may opt-out at any time by replying "STOP" to any SMS message or contacting us directly.

1.4 Automatically Collected Information

We may automatically collect certain information about your device and usage of our website, including IP address, browser type, operating system, pages viewed, and time spent on pages.

2. How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our services
  • Process transactions and payments
  • Communicate with you about our services, products, and updates
  • Send marketing communications (with your consent where required)
  • Comply with legal obligations and regulatory requirements
  • Protect our rights and prevent fraud

3. Communications and Marketing Consent

3.1 Telephone Consumer Protection Act (TCPA) Compliance

By providing your phone number, you expressly consent to receive automated calls, text messages, and pre-recorded messages from us or our service providers (including Twilio) at the number you provided, even if that number is on a Do Not Call registry. You understand that consent is not a condition of purchase. Message and data rates may apply. You may opt-out at any time by:

  • Replying "STOP" to any SMS message
  • Calling us at the number provided in communications
  • Emailing us at hello@elevateonepartners.com with your opt-out request

3.2 Medicare Marketing Compliance

If you are a Medicare beneficiary or we are providing Medicare-related services, we comply with all Centers for Medicare & Medicaid Services (CMS) marketing guidelines, including:

  • Obtaining proper consent before marketing Medicare products
  • Respecting the National Do Not Call Registry
  • Providing clear opt-out mechanisms
  • Maintaining records of consent and opt-out requests
  • Limiting marketing communications as required by CMS regulations

We do not make unsolicited marketing calls to Medicare beneficiaries without proper consent. If you are a Medicare beneficiary and wish to opt-out of marketing communications, please contact us immediately.

4. Information Sharing and Disclosure

We may share your information with:

  • Service Providers: Third-party vendors who perform services on our behalf, including Stripe (payment processing) and Twilio (communications), subject to confidentiality agreements
  • Insurance Carriers: As necessary to facilitate agent appointments and business operations
  • Legal Requirements: When required by law, court order, or regulatory authority
  • Business Transfers: In connection with a merger, acquisition, or sale of assets

We do not sell your personal information to third parties for their marketing purposes.

5. Data Security

We implement appropriate technical and organizational measures to protect your personal information, including:

  • Encryption of data in transit and at rest
  • PCI DSS compliance for payment processing (via Stripe)
  • Secure access controls and authentication
  • Regular security assessments and updates

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.

6. Your Rights and Choices

You have the right to:

  • Access and receive a copy of your personal information
  • Correct inaccurate or incomplete information
  • Request deletion of your personal information (subject to legal obligations)
  • Opt-out of marketing communications at any time
  • Opt-out of automated calls and SMS messages (reply "STOP" or contact us)
  • File a complaint with relevant regulatory authorities

7. Third-Party Services

7.1 Stripe

Payment processing is handled by Stripe. Your payment information is subject to Stripe's privacy policy and terms. We do not store complete payment card information. For more information, visit stripe.com/privacy.

7.2 Twilio

Communications services are provided by Twilio. Your phone number and communication data are subject to Twilio's privacy policy. For more information, visit twilio.com/legal/privacy.

8. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "Last updated" date. Your continued use of our services after such changes constitutes acceptance of the updated policy.

10. Contact Us

If you have questions about this Privacy Policy, wish to exercise your rights, or want to opt-out of communications, please contact us:

11. State-Specific Rights

Residents of certain states (including California, Virginia, Colorado, and others) may have additional privacy rights under state law. Please contact us if you wish to exercise any state-specific privacy rights.