Eirini Agency

Privacy Policy

Your privacy matters. This policy explains how Eirini Agency collects, uses, protects, and shares information when you interact with our website, forms, communications, and insurance-related services.

Effective Date: August 16, 2026
Last Updated: August 16, 2026

Eirini Agency ("Eirini Agency," "we," "us," or "our") respects your privacy and is committed to handling the personal information you provide to us responsibly.

This Privacy Policy describes how we may collect, use, disclose, store, and otherwise process information when you visit www.eiriniagency.com, complete an online form or pre-assessment, subscribe to communications, schedule an appointment, communicate with us, or engage our insurance-related services.

1. Information We May Collect

Depending on how you interact with Eirini Agency, we may collect information that you voluntarily provide, including:

  • Name
  • Email address
  • Telephone number
  • Mailing address or general location
  • Date of birth or age information
  • Household and family information
  • Employment or business information
  • General income and financial information
  • Debt and mortgage information
  • Insurance needs and existing coverage information
  • Retirement goals and financial priorities
  • Responses submitted through forms, surveys, or pre-assessments
  • Appointment and scheduling information
  • Communications you send to us

The information requested may vary depending on whether you are requesting general information, completing a pre-assessment, discussing insurance needs, or applying for coverage.

If you choose to pursue an insurance application, additional personal, financial, health, identity, beneficiary, or other information may be required by Eirini Agency, an insurance carrier, or authorized insurance-related service providers for application, eligibility, underwriting, policy issuance, administration, or other legitimate insurance purposes.

2. Information Collected Automatically

When you use our website, certain technical information may be collected automatically through cookies, pixels, analytics tools, server logs, or similar technologies.

This information may include:

  • Internet Protocol (IP) address
  • Browser type
  • Device type
  • Operating system
  • Pages viewed
  • Links clicked
  • Referral source
  • Date and time of website activity
  • General website interaction data

We may use this information to operate the website, understand how visitors use our content, improve website performance, measure marketing effectiveness, and maintain security.

3. Cookies and Similar Technologies

Our website may use cookies and similar technologies to support website functionality, remember preferences, analyze website traffic, measure engagement, and improve the visitor experience.

Some cookies or similar technologies may be provided by third-party service providers whose technology is used to operate, analyze, secure, or improve our website and communications.

You may be able to manage cookies through your browser settings and, where available, through cookie-consent controls displayed on our website. Disabling certain cookies may affect some website functionality.

4. How We Use Your Information

We may use information we collect to:

  • Respond to inquiries and requests
  • Review pre-assessment information
  • Schedule and conduct consultations
  • Provide financial and insurance education
  • Evaluate insurance-related needs
  • Prepare, explain, or discuss insurance options
  • Assist with insurance applications and policy servicing
  • Communicate regarding appointments or requested services
  • Send educational or marketing emails when permitted
  • Send text messages when appropriate consent has been provided
  • Provide administrative, transactional, or service-related communications
  • Maintain client and prospective-client records
  • Improve our website, communications, services, and client experience
  • Prevent fraud, abuse, or security incidents
  • Comply with legal, regulatory, contractual, carrier, and insurance-industry requirements

Certain communications may be facilitated through automated technology or workflow systems. The use of automation does not change the purposes for which information is collected or used.

5. Email Communications

If you subscribe to our educational emails or otherwise provide appropriate permission to receive marketing communications, we may send you information about financial education, insurance strategies, agency resources, events, webinars, or related services.

You may unsubscribe from marketing emails at any time by using the unsubscribe link contained in the message or by contacting us.

Unsubscribing from marketing communications does not necessarily prevent us from sending administrative, transactional, policy-related, appointment-related, application-related, or other non-marketing communications when appropriate.

6. Text Messages and Mobile Information

If you provide your mobile telephone number and consent to receive text messages from Eirini Agency, we may send communications consistent with the consent you provided.

Message frequency may vary. Message and data rates may apply. You may opt out of text messaging by replying STOP or using another opt-out method stated in the message. You may reply HELP for assistance where supported.

Mobile Information and SMS Consent

Mobile information will not be shared with third parties or affiliates for their own marketing or promotional purposes.

Information may be shared with subcontractors or service providers that support functions such as customer service, communications, technology, messaging infrastructure, or message delivery when necessary to provide those services on our behalf.

Text messaging originator opt-in data and consent will not be sold, rented, or shared with third parties or affiliates for their own marketing or promotional purposes.

Consent to receive marketing text messages is not a condition of purchasing insurance products or services.

7. How We May Share Information

Eirini Agency does not sell your personal information in the ordinary course of our business.

We may disclose information when reasonably necessary to provide services, operate our business, comply with applicable requirements, or carry out activities you have requested or authorized.

This may include disclosure to:

  • Insurance carriers and insurance-related service providers
  • Customer relationship management and technology providers
  • Email, telephone, and communications service providers
  • Scheduling and calendar providers
  • Website hosting and infrastructure providers
  • Analytics, fraud-prevention, and security providers
  • Professional advisors such as attorneys or accountants when appropriate
  • Regulators, government authorities, courts, or law enforcement when legally required
  • Other parties when you direct, request, consent to, or authorize the disclosure

Service providers may process information on our behalf to perform services for Eirini Agency and are expected to handle information consistently with applicable contractual and legal obligations.

8. Insurance Applications, Sensitive Information, and Underwriting

Insurance transactions may require information that is more sensitive than the general information collected through our public website. Depending on the product and underwriting process, this may include health information, financial information, identity information, beneficiary information, or other information required by an insurance carrier.

If you choose to apply for insurance, information required for the application or underwriting process may be provided to the applicable insurance carrier and authorized insurance-related service providers.

Insurance carriers may have their own privacy practices and may independently collect, process, verify, or obtain information as permitted by law and as necessary for underwriting, eligibility, policy issuance, administration, claims, or fraud prevention.

Depending on the insurance transaction and applicable authorizations, information used in underwriting may also be obtained from consumer reporting agencies, medical-information sources, prescription-history services, motor-vehicle records, or other lawful third-party sources. The specific sources used are determined by the applicable carrier, product, underwriting process, and authorization provided by the applicant.

You should review privacy notices and authorizations provided by the applicable insurance carrier during the application process.

9. Our Technology and Service Providers

Eirini Agency uses third-party technology and service providers to support our website, communications, client relationship management, forms, scheduling, automation, and related business functions.

Our customer relationship management, website, form, calendar, automation, and certain communication functions may be supported through HighLevel and related service infrastructure.

We may also use other technology, communications, analytics, insurance-industry, and business service providers as reasonably necessary to operate the agency. Providers may be added, removed, or changed as our business technology and operational needs evolve.

10. Data Retention

We retain personal information for as long as reasonably necessary to fulfill the purposes for which it was collected, provide requested services, maintain business and insurance records, satisfy legal, carrier, contractual, or regulatory obligations, resolve disputes, enforce agreements, and protect legitimate business interests.

Retention periods may differ depending on the type of information, whether you become a client, applicable insurance requirements, and legal or regulatory obligations.

11. Data Security

We use reasonable administrative, technical, and organizational safeguards intended to protect personal information from unauthorized access, loss, misuse, alteration, or disclosure.

We also rely on third-party platforms and service providers for portions of our technology infrastructure. Those providers maintain their own security practices and systems.

No internet transmission, electronic communication, information system, or storage method can be guaranteed to be completely secure. Therefore, we cannot guarantee absolute security of information.

12. Your Privacy Choices and Rights

Depending on where you live and the laws applicable to your information, you may have certain rights or choices concerning your personal information.

These may include the ability to request:

  • Access to certain personal information we maintain about you
  • Correction of inaccurate personal information
  • Deletion of certain personal information
  • Information about certain uses or disclosures of personal information
  • Withdrawal of consent where processing is based on consent
  • Opt-out from certain marketing communications

These rights are subject to applicable law, exceptions, identity-verification requirements, insurance recordkeeping requirements, and other legal or regulatory obligations.

A request to delete information may not require us to delete records that we are legally, contractually, or regulatorily required or permitted to retain.

To make a privacy request, contact us at [email protected].

13. Information Concerning Children

Our website is intended for adults and is not directed to children under 13. We do not knowingly solicit personal information directly from children under 13 through our website for marketing purposes.

A parent, legal guardian, or other authorized adult may provide information concerning a minor when requesting information about, discussing, or applying for an insurance product involving that minor. Such information may be used for legitimate insurance-related purposes consistent with the request, application process, applicable law, and carrier requirements.

If we learn that personal information was collected directly from a child in a manner inconsistent with applicable law, we will take reasonable steps to address the matter.

14. Third-Party Websites and Social Media

Our website may contain links to third-party websites, social media platforms, insurance carriers, or other external services.

Eirini Agency does not control and is not responsible for the privacy practices, security, content, or policies of third-party websites or platforms. Your interaction with those services is governed by their respective terms and privacy policies.

15. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our business practices, technology, services, regulatory obligations, or applicable law.

When we make changes, the updated version will be posted on this page with a revised "Last Updated" date. Where required by applicable law, we may provide additional notice or obtain consent before materially changing how certain personal information is used.

16. Contact Us

If you have questions about this Privacy Policy, wish to make a privacy-related request, or have concerns about our privacy practices, please contact:

Eirini Agency
Email: [email protected]
Website: www.eiriniagency.com