Compliance Center — InsuranceWizard.ai

Plain-English answers to how Insurance Wizard handles your data, communications, and the technology behind our customer experience. These disclosures apply across our website, customer portal, AI assistant, SMS program, document uploads, scheduling, referrals, and Canopy Connect.

Privacy Policy

How we collect, use, store, and protect your personal information.

Terms of Service

The terms that govern your use of our website, portal, and assistant.

SMS / TCPA Consent

How our text-message program works and how to opt in or out.

Communication Consent

Consent to email, phone, and electronic delivery of documents.

AI Disclosure

How our AI assistant works and the limits of its responses.

Security & Data Protection

Safeguards we use to protect customer data and documents.

Licensing Information

Our agency, producer, and state licensing details.

How these apply

Quote requests & Canopy Connect: Privacy Policy, AI Disclosure, Security.
AI chat: AI Disclosure, Privacy Policy, Communication Consent.
SMS & text reminders: SMS / TCPA Consent, Communication Consent.
Appointment scheduling & referrals: Communication Consent, Privacy Policy.
Document uploads & customer portal: Security, Privacy Policy, Terms of Service.
Licensed insurance services: Licensing Information, Terms of Service.