Last Updated: 08/11/2026
Gilded Oak Insurance (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website, use our services, submit a form, or interact with our content or advertisements on platforms such as Facebook and Instagram.
By using our website or submitting your information, you agree to the terms of this Privacy Policy.
📘 1. Information We Collect
We may collect the following types of information:
1.1 Personal Information You Provide
When you interact with us through forms, website submissions, quote requests, calls, emails, or ads, we may collect:
- Name
- Email address
- Phone number
- ZIP code or address
- Insurance details or preferences
- Any information you provide in a message or custom form field
1.2 Automatically Collected Information
When you visit our website, we may automatically collect:
- IP address
- Browser and device type
- Pages viewed
- Time spent on the site
- Cookies and tracking technologies
1.3 Lead Forms (Facebook/Instagram Instant Forms)
If you submit your information through a Meta (Facebook or Instagram) Instant Form, we may receive:
- Name
- Phone number
- Any other responses you provide within the form
This information is only used to follow up on your inquiry or provide the service you requested.
🔐 2. How We Use Your Information
We may use your information to:
- Provide insurance quotes and related services
- Contact you about your inquiry
- Answer questions or provide support
- Send policy or coverage information
- Improve our website and marketing
- Comply with legal and regulatory requirements
We do not sell your information.
We do not share your information with unrelated third parties.
We may share necessary information with licensed insurance carriers, brokers, or service partners only when needed to provide a requested quote or service.
📤 3. How We Protect Your Information
We take the security of your information seriously.
We use industry-standard measures such as:
- Secure servers
- Encrypted data transmission (HTTPS/SSL)
- Limited access to personal data
- Internal policies and best practices
However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.
📩 4. Communications & Opt-Out
By submitting your information, you consent to receiving:
- Emails
- Phone calls
- Text messages (SMS)
- Follow-ups related to your inquiry or insurance services
You can opt out at any time by:
- Replying STOP to text messages
- Unsubscribing from emails
- Requesting removal by emailing: info@gildedoakinsurance.com (or your preferred email)
We will promptly honor all opt-out requests.
4.1 SMS/Text Messaging Privacy
When you request insurance information or services from us and provide a mobile phone number, we may collect and use that phone number to respond to your request and provide related service communications.
SMS consent (your agreement to receive text messages) is collected separately from your phone number and from any other communication preference you provide. We use SMS consent only to determine whether we may send you text messages related to your request.
Mobile information and SMS opt-in/consent information are not sold or shared with third parties or affiliates for their own marketing or promotional purposes.
This information may still be disclosed to service providers or vendors who help us deliver communications or provide the insurance services you requested (such as our text messaging platform), but only as reasonably necessary to do so and subject to appropriate limits on their use of it.
Opting out of text messages (for example, by replying STOP) opts you out of SMS only. It does not automatically opt you out of other communication channels, such as phone calls or emails, that you have separately requested or authorized.
🍪 5. Cookies & Tracking Technologies
Our website may use cookies and similar technologies to:
- Improve website functionality
- Analyze traffic
- Personalize content
- Measure ad performance
You can control or disable cookies through your browser settings.
We may also use Facebook Pixel, Google Analytics, or other tracking tools for advertising or analytics purposes.
🔄 6. Third-Party Services
We may share your information with trusted service providers that help us:
- Quote insurance policies
- Manage advertising campaigns
- Host our website
- Analyze performance
These partners only receive the information necessary to perform their tasks.
We do not sell your personal information to any third party.
👤 7. Your Rights
You may request:
- To access the personal information we hold about you
- To correct or update your information
- To delete your information, where applicable
- To opt out of marketing communication
Contact us at:
info@gildedoakinsurance.com
🌎 8. Children’s Privacy
Our website and services are not intended for individuals under 18.
We do not knowingly collect information from children.
⚖️ 9. Changes to This Privacy Policy
We may update this policy from time to time.
Updates will be posted on this page with a revised “Last Updated” date.
📞 10. Contact Us
If you have questions about this Privacy Policy or how your information is handled, contact us at:
Gilded Oak Insurance
Email: info@gildedoakinsurance.com
Website: www.gildedoakinsurance.com