Privacy Policy

Effective date: Sep 12, 2025

This Privacy Policy describes how True North Roots (“we,” “us,” or “our”) collects, uses, and shares information when you visit our website at https://www.truenorthrootsfl.com/, contact us, or use our services. We are based in Vero Beach, FL and serve clients throughout Florida.

Information we collect

• Contact information you provide (name, email, phone number, city/ZIP).
• Application information relevant to insurance quotes (household details, date of birth, prescriptions, doctors, etc.).
• Usage information about how you interact with our site (IP address, device/browser, pages viewed).

How we use information

• To respond to inquiries and provide quotes, enrollments, and customer support.
• To send service-related communications and (if you opt in) marketing messages.
• To operate, maintain, and improve our website and services.
• To comply with legal obligations and carrier/marketplace requirements.

Text messaging (SMS) terms

By providing your mobile number and clicking a submit button or otherwise requesting to receive texts from us, you consent to receive SMS messages from True North Roots regarding your inquiries, quotes, enrollment status, reminders, and (if you opt in) marketing. Consent is not a condition of purchase.

• Message frequency: Varies. We aim to keep it reasonable.
• Opt‑out: Reply STOP to any message to cancel. You may also email us at William@TrueNorthRootsFL.com or call (541) 992-5299 to update your preferences.
• Help: Reply HELP for help.
• Carrier disclaimer: Message and data rates may apply. Carriers are not liable for delayed or undelivered messages.
• Eligibility: You must be the mobile account holder or have authorization to consent to receive texts.

Cookies and analytics

We may use cookies or similar technologies to understand site usage and improve performance. You can control cookies through your browser settings.

Sharing of information

We do not sell your personal information. We may share information with insurance carriers, the ACA Marketplace, or service providers who assist us in operating our business (e.g., secure form processors), subject to confidentiality obligations. We may also share information as required by law.

Data retention & security

We retain information as needed to provide services and meet legal and compliance obligations. We use reasonable administrative, technical, and physical safeguards to protect information; however, no online transmission or storage is 100% secure.

Your choices

• Update or correct your information by contacting us.
• Opt out of marketing emails or texts at any time (see SMS terms above).
• If you are a resident of a U.S. state with privacy rights (e.g., CA, CO, CT, VA), you may have additional rights. Contact us to exercise them.

Children

Our services are intended for adults. We do not knowingly collect personal information from children under 13.

Contact us

Questions about this Policy or our SMS terms? Contact True North Roots — William Allen, Licensed Insurance Agent, Vero Beach, FL
Email: William@TrueNorthRootsFL.com · Phone: (541) 992-5299

This policy is provided for general informational purposes and does not constitute legal advice. For specific compliance questions (e.g., TCPA/state law), please consult your counsel.