Privacy Policy

We may collect information you provide directly, including:

• Name
• Email address
• Phone number
• State or location
• Insurance interests
• Quote request details
• Business protection information
• Advisor application information
• Licensing status
• NPN or resident license number
• Headshots or profile photos
• Agent profile details
• Calendar or appointment preferences
• Messages, notes, or uploaded documents

We may also collect technical information such as:

• IP address
• Browser type
• Device type
• Pages visited
• Referral source
• Form activity
• Cookies or tracking data

We may use information to:

• Respond to quote requests
• Connect users with licensed insurance professionals
• Discuss insurance options
• Schedule appointments
• Process advisor applications
• Create and manage agent accounts
• Verify licensing information
• Display approved public advisor profiles
• Manage leads, CRM records, and agent portal tools
• Send service-related emails
• Send recruiting or onboarding messages
• Improve website performance
• Track lead sources and marketing performance
• Maintain security and prevent misuse
• Comply with legal, carrier, regulatory, or business requirements

We may share information with:

• Licensed insurance agents/advisors
• Insurance carriers or partners when needed for quotes, applications, or servicing
• Service providers that help operate the website, CRM, email, hosting, scheduling, analytics, or agent portal
• Calendar or meeting tools if connected by the user
• Compliance, legal, or regulatory parties when required or appropriate
• Business partners involved in providing requested services

We do not sell personal information to advertisers.

If you submit a quote request, your information may be reviewed by PSS Life and/or licensed insurance professionals to help discuss available insurance options. Final pricing, approval, underwriting, and policy issuance are determined by insurance carriers.

If you apply as an advisor or create an agent account, we may collect licensing information, NPN/license number, resident state, licensed states, headshot, bio, specialties, team/recruiting information, and profile details.

Approved agent profile information may appear publicly on the PSS Life website, including name, headshot, resident state, licensed states, specialties, bio, and contact or booking options.

We may use cookies, pixels, analytics tools, or similar technologies to understand website traffic, measure marketing performance, improve user experience, and track lead sources.

Users may adjust browser settings to block or delete cookies, but some site features may not work properly.

By submitting a form, you agree that PSS Life and/or licensed insurance professionals may contact you by phone, email, or text regarding your request, insurance options, advisor opportunities, onboarding, or related services.

You may opt out of marketing communications at any time. Service-related messages may still be sent when necessary for account access, appointments, applications, or security.

We use reasonable administrative, technical, and physical safeguards designed to protect personal information. However, no website, database, email system, or internet transmission is completely secure.

We retain information as long as needed for business, legal, compliance, insurance, recruiting, account, or operational purposes. We may keep records related to quote requests, agent applications, licensing, communications, and portal activity where appropriate.

Our website may link to insurance carrier websites, scheduling tools, calendar tools, Zoom, Google, email platforms, or other third-party services. Their privacy practices are controlled by their own policies.

PSS Life is not intended for children under 13. We do not knowingly collect personal information from children under 13.

You may request to update, correct, or delete certain personal information by contacting PSS Life. Some information may need to be retained for legal, compliance, security, or business reasons.

We may update this Privacy Policy from time to time. Updates will be posted on this page with a new "Last Updated" date.

Privacy questions can be sent to:

support@psslife.com