Privacy policy
At Ideal Advocate, your privacy is our priority. This policy explains what personal information we collect, how we use it, and how we protect it. By using our website or services, you agree to the terms below.
Effective February 24, 2023. Last updated November 13, 2026.
What personal information we collect
We may collect the following types of personal information:
- Full name
- Email address
- Phone number
- Date of birth, ZIP code and state of residence
- Mailing address
- Details about your current coverage and the insurance you are looking for
- IP address and browser or device data
- Any information you submit through our web forms or communication tools
How we use your information
Your information may be used to:
- Prepare quotes and process applications and service requests
- Communicate with you about your inquiry or your coverage
- Send marketing emails, and text messages about your inquiry or coverage, only with your consent
- Improve our website, customer experience, and support
- Comply with legal requirements and protect against fraudulent activity
Who we share your information with
Ideal Advocate does not sell or rent your personal information. We share your data only with the insurance companies you ask us to quote or apply with, and with trusted service providers who support our operations (for example, email and hosting platforms), under confidentiality agreements.
SMS consent is not shared with third parties or affiliates for marketing purposes.
SMS communications and consent
If you opt in to receive SMS updates or alerts from us, you are giving Ideal Advocate permission to contact you by text for service-related purposes. Agreeing to receive text messages is optional and is not a condition of receiving a quote or any service.
We respect your privacy:
- Your SMS consent will not be shared with any third parties or affiliates for marketing purposes.
- Standard message and data rates may apply. You can opt out at any time by replying "STOP".
Your privacy choices
You may:
- Unsubscribe from marketing emails using the link provided in the message
- Reply "STOP" to opt out of SMS communications
- Contact us to update, correct, or delete your personal information
Data security
We use administrative and technical safeguards to protect your personal data. No system is 100% secure, but we take privacy seriously and review our safeguards as our tools change.
Changes to this policy
We may revise this Privacy Policy as needed. Any updates will be posted here with a new date. Please check this page periodically to stay informed.
SMS terms and conditions
By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from Ideal Advocate. This includes SMS messages for appointment scheduling, appointment reminders, follow-up on your insurance inquiry, enrollment and policy notifications, and billing notifications.
- Message frequency varies.
- Message and data rates may apply.
- To opt out at any time, text STOP.
- For assistance, text HELP or visit our website at https://idealadvocate.com.
See our privacy policy at https://idealadvocate.com/privacy-policy. Message HELP for help. Reply STOP to any message to opt out.
Contact us
If you have any questions or concerns about this Privacy Policy or how your data is handled, contact us at: