Privacy Policy

Depending on your request and interactions, we may collect:

• First and last name
• Phone number
• Email address
• State
• Date of birth or age range
• Coverage interest
• Preferred language
• Campaign and advertisement attribution
• IP address
• Browser/device (user-agent) information
• Consent choices, consent text version, and consent timestamp
• Communications and opt-out history
• SMS delivery and status information
• Call date, time, status, and duration
• Appointment outcome
• Provider transaction identifiers
• Call transcript or recording only when that feature is enabled and lawfully disclosed

• Respond to an insurance-information request
• Connect you with the participating agency or a licensed insurance professional
• Acknowledge your request
• Ask qualification questions
• Schedule appointments
• Provide reminders
• Provide status updates
• Conduct follow-up
• Operate and secure the platform
• Prevent fraud and abuse
• Maintain consent and audit records
• Honor opt-out and Do Not Call requests

Fortunate Operations and the participating agency may use authorized service providers to operate: SMS messaging; live calling; automated dialing; artificial, prerecorded, or AI-generated voice calling; appointment scheduling; email delivery; and hosting and security. Providers may change over time.

Mobile information, including phone numbers and SMS consent records, will not be sold, rented, or shared with third parties or affiliates for their marketing or promotional purposes. Mobile information may be shared only with service providers that help Fortunate Operations and the participating agency operate the messaging service, and only as necessary to provide that service. Text messaging originator opt-in data and consent will not be shared with third parties for marketing or promotional purposes.

Calling permission, telephone information, call outcomes, and call-consent records will not be sold or shared for unrelated third-party marketing.

• Message frequency varies according to your request and interactions.
• Message and data rates may apply.
• Reply STOP to unsubscribe from SMS.
• Reply HELP for assistance.
• SMS consent is not a condition of purchasing any product or service.
• Calling consent is not a condition of purchasing any product or service.
• Opting out of SMS or calls does not prevent you from submitting an insurance-information request.
• You may revoke calling permission at any time.
• Do Not Call and opt-out requests will be preserved and honored.
• Support is available at laz@fortunateops.com and +1 954-516-2206.

Information may be shared with the participating agency, licensed professionals, and operational service providers as necessary to respond to your request.