Stone Agency – Privacy Policy

At Stone Agency, your trust matters. We respect your privacy and comply with all applicable state and federal laws, including the Montana Consumer Protection Act, the Montana Insurance Code, the Telephone Consumer Protection Act (TCPA), and the CAN-SPAM Act.

1. Information We Collect

When you complete a form or request a consultation, we collect:

Name, phone number, and email address

Basic information needed for insurance quotes (age, coverage needs, health/financial details voluntarily provided)

Communication preferences (SMS, email, or phone opt-in)

We do not collect IP addresses, browser types, or other tracking data.

2. How We Use Your Information

We use your information only to:

Provide insurance quotes, services, and policy options

Contact you (with your consent) via phone, SMS, or email about services you request

Schedule appointments and manage your relationship with us

Fulfill legal/regulatory requirements under Montana and federal insurance law

3. How We Share Your Information

We do not sell or trade your personal information.
We may share data with:

Licensed insurance carriers to process your application

Technology providers that deliver SMS/email (with strict data protection agreements)

State or federal regulators when required by law

4. SMS & Email Communications

By opting in, you consent to receive SMS and/or email messages from Stone Agency.

Message frequency varies. Standard message/data rates may apply.

You can unsubscribe at any time by replying STOP (SMS) or clicking Unsubscribe (email).

5. Your Rights

Under Montana law and applicable federal law, you have the right to:

Request access to the information you’ve provided

Correct inaccuracies in your data

Withdraw consent to marketing communications

To exercise your rights, email us at: [Insert Contact Email].

6. Data Security

We use secure systems to protect your information and limit access to authorized personnel only.

7. Updates to This Policy

We may update this policy to stay current with Montana and federal requirements. Updates will be posted here with a new effective date.

Veteran • Montana-based • Licensed Agent MT, WA, ID, WY, CO, NM, AZ

NPN 21606720

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