Privacy Policy
Last updated: [Month Year]
This policy explains what information Ascend Insurance Planning ("Ascend," "we," "us") collects through www.ascendinsuranceplanning.com, how we use it, and the choices you have. It applies to this website only.
Information we collect
- Information you give us. When you submit the quote form we collect your name, phone number, email address, the coverage you're interested in, your company size (if you provide it), your ZIP code or location, and anything you write in the notes field.
- Information collected automatically. Standard web-server and analytics data such as IP address, browser and device type, referring page, and pages viewed.
How we use it
- To respond to your quote request and have a licensed advisor contact you.
- To prepare plan comparisons and, if you choose to move forward, to submit an application to an insurance carrier on your behalf.
- To provide ongoing service — renewals, claims questions, and open-enrollment reminders.
- To operate, secure, and improve this website.
Health information
Please do not submit detailed medical information through the quote form. If we need health information as part of an application, we will collect it through the carrier's secure process and handle it in accordance with applicable privacy and insurance regulations.
Who we share it with
We do not sell your personal information. We share it only with:
- Insurance carriers and general agencies, as needed to quote or apply for the coverage you requested.
- Service providers who operate this website on our behalf — for example our web host, form-handling service, email provider, and CRM — under agreements limiting their use of the data.
- Anyone we are legally required to share it with, such as in response to a lawful request from a regulator or court.
Cookies and analytics
This site may use cookies or similar technologies for basic analytics and site functionality. Most browsers let you refuse or delete cookies; doing so will not prevent you from using the site or submitting the quote form. [If an analytics or advertising tool is added — Google Analytics, Meta Pixel, etc. — name it here and describe its role.]
How long we keep it
We keep quote requests and client records for as long as needed to serve you and to meet the record-retention requirements that apply to licensed insurance agencies in the states where we do business.
Your choices
- You can ask us to correct or delete the information you submitted, subject to the retention rules above.
- You can ask us to stop contacting you at any time by replying to any message or calling the number below.
- Depending on where you live, you may have additional rights over your personal information under state privacy law. [Confirm which state privacy laws apply to the agency's service area and list the specific rights here.]
Security
We use reasonable administrative and technical safeguards to protect the information you send us, including serving this site over HTTPS. No method of transmission over the internet is completely secure, so we cannot guarantee absolute security.
Children
This website is not directed to children under 13, and we do not knowingly collect personal information from them.
Changes to this policy
If we change this policy, we will update the "Last updated" date above and post the new version on this page.
Contact us
Ascend Insurance Planning
544 N. Milwaukee Ave, Chicago, IL 60642
708.390.0034 ·
Insurance@AscendPlanningNetwork.com
Note for the Ascend team — remove before launch. This is standard boilerplate drafted against the data this site actually collects (§3 of the build spec calls it out as a recommended addition, not drafted content). It is not legal advice. Have counsel or your E&O carrier review it, resolve every bracketed placeholder, and confirm which state privacy statutes apply to your licensed service area before publishing.