Privacy Policy

We are committed to protecting your privacy and developing technology that gives you the most powerful and safe online experience. This Statement of Privacy applies to Insurance Wizard's website and governs data collection and usage. By using this website, you consent to the data practices described in this statement.

Collection of your Personal Information

Insurance Wizard collects personally identifiable information, such as your e-mail address, name, home or work address or telephone number. Insurance Wizard also collects anonymous demographic information, which is not unique to you, such as your ZIP code, age, gender, preferences, interests and favorites.

There is also information about your computer hardware and software that is automatically collected by this website. This information can include: your IP address, browser type, domain names, access times and referring website addresses. This information is used for the operation of the service, to maintain quality of the service, and to provide general statistics regarding use of this website.

Please keep in mind that if you directly disclose personally identifiable information or personally sensitive data through public message boards, this information may be collected and used by others.

Insurance Wizard encourages you to review the privacy statements of websites you choose to link to from this website so that you can understand how those websites collect, use and share your information. Insurance Wizard is not responsible for the privacy statements or other content on any other websites.

Use of your Personal Information

Insurance Wizard collects and uses your personal information to operate the website and deliver the services you have requested. Insurance Wizard also uses your personally identifiable information to inform you of other products or services available from Insurance Wizard. Insurance Wizard may also contact you via surveys to conduct research about your opinion of current services or of potential new services that may be offered.

Insurance Wizard does not sell, rent or lease its customer lists to third parties. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. Insurance Wizard does not use or disclose sensitive personal information, such as race, religion, or political affiliations, without your explicit consent.

Insurance Wizard will disclose your personal information, without notice, only if required to do so by law.

Use of Cookies

The website uses "cookies" to help Insurance Wizard personalize your online experience. A cookie is a text file that is placed on your hard disk by a Web page server. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you, and can only be read by a web server in the domain that issued the cookie to you.

Security of your Personal Information

Insurance Wizard secures your personal information from unauthorized access, use or disclosure.

Insurance Wizard secures the personally identifiable information you provide on computer servers in a controlled, secure environment, protected from unauthorized access, use or disclosure. When personal information (such as a credit card number) is transmitted to other websites, it is protected through the use of encryption, such as the Secure Socket Layer (SSL) protocol.

AI Assistant, Customer Portal, SMS, Document Uploads, Scheduling & Canopy Connect

In addition to our website, Insurance Wizard offers an AI-powered chat assistant, a customer portal, SMS-based communications, secure document uploads, appointment scheduling, and the ability to share insurance information through Canopy Connect. The same privacy principles described above apply to these services.

• AI conversations: Messages you send to our AI assistant are processed to answer your questions, create service tasks, and route requests to a licensed agent when needed. Conversation history may be stored in your account so our team can follow up on open requests.
• Customer portal: When you create an account, we store profile information, request history, and uploaded documents so you can review them later.
• SMS communications: If you opt in, we use your mobile number to send service updates, alerts, and occasional messages. Mobile opt-in data and consent are never shared with third parties for marketing. You can text STOP to opt out at any time, or HELP for help.
• Document uploads: Files you upload are stored securely and used only to service your insurance needs.
• Appointment scheduling: Scheduling details you provide are used to book and manage appointments with our team.
• Canopy Connect: When you request a quote, we may offer a Canopy Connect link to securely share your current policy information with us. Canopy is a third-party service governed by its own privacy policy and terms.

Changes to this Statement

Insurance Wizard will occasionally update this Statement of Privacy to reflect company and customer feedback. We encourage you to periodically review this Statement to be informed of how Insurance Wizard is protecting your information.

Contact Us

If you have any questions about this Privacy Policy, you can contact us:

• By Email: shawn@insurancewizard.ai
• Through Our Website: insurancewizard.ai
• By Phone: (480) 820-2797
• By Mail: 2173 E Warner Rd Suite 103 Tempe, AZ 85284