Privacy Policy

Last updated: August 2025

At John Perez Insurance (“we”, “us”, “our”), we respect your privacy. This Privacy Policy explains what information we collect, how we use it, and your rights. This policy applies to johnperezinsurance.com, our scheduling tools, and our text messaging program.

Information We Collect

  • Contact data: name, email, phone number.
  • Scheduling data: appointment type, date/time, notes or preferences you submit.
  • Communications: emails, calls, and text messages you send us.
  • Technical data: IP address, device/browser info, pages visited (via cookies/analytics).

How We Use Your Information

  • To schedule and manage appointments you request.
  • To send non‑marketing SMS such as appointment confirmations, reminders, and customer support messages once you opt in.
  • To respond to inquiries and provide customer care.
  • To maintain and improve our website and services (analytics, security).
  • To comply with legal obligations.

Lawful Basis / Consent

We process your data with your consent (e.g., when you submit a form or opt in to SMS), to perform services you request (scheduling/consultation), and to comply with law.

Sharing & Service Providers

We may share information with trusted service providers solely to operate our services, such as:

  • Scheduling/booking platform (e.g., TidyCal or similar).
  • Communications platforms (e.g., OpenPhone for calls/SMS).
  • Productivity & automation tools (e.g., Google Workspace/Sheets, and—if used—Zapier or similar).
  • Analytics and security providers.

We do not sell your personal information.

Cookies & Analytics

We may use cookies and similar technologies to operate the site and understand usage. You can control cookies via your browser settings.

SMS Privacy & Your Choices

  • SMS is optional and requires your explicit opt‑in.
  • Message and data rates may apply.
  • Message frequency: recurring messages related to confirmations, reminders, or follow‑ups.
  • To get help: text HELP or contact us at jperez@johnperezinsurance.com or 1‑888‑859‑8009.
  • To opt out: text STOP at any time; you will no longer receive SMS from us.

Data Retention

We keep data only as long as needed for scheduling, customer support, business operations, and legal compliance.

Your Rights

You may request access, correction, or deletion of your data where applicable. Contact us using the information below.

Security

We use reasonable technical and organizational measures to protect your data, but no method is 100% secure.

Children’s Privacy

Our services are not directed to children under 13 (or relevant local age). We do not knowingly collect their data.

Changes to This Policy

We may update this policy from time to time. We will post the updated date at the top of this page.

Contact

John Perez Insurance
Email: jperez@johnperezinsurance.com
Phone: 1‑888‑859‑8009
Website: johnperezinsurance.com