Privacy Policy

At Isaac Plans we are committed to protecting your privacy. This policy explains how we collect, use, share, and safeguard your information when you use our services or visit our website.

We collect the following types of personal information:

• Personal identification: Full name, date of birth, SSN
• Contact: Mailing address, email, phone numbers
• Demographics: Age, gender, marital status, dependents
• Financial: Income, employment details, credit history (if applicable)
• Health: Medical history, pre-existing conditions (for health insurance)
• Browser data: IP address, pages visited, time spent
• Location data: Geographic location to determine plan eligibility
• Communication logs: Calls, texts, emails
• Preferences: Communication preferences, coverage interests

We use your personal information to:

• Provide accurate insurance quotes
• Process policy applications and manage coverage
• Communicate about policies, renewals, and changes
• Offer customer service and technical support
• Meet legal and regulatory obligations
• Improve our services and develop new products
• Conduct market analysis and research
• Prevent fraud and ensure security
• Personalize your website experience
• Send marketing communications (with consent)

We may share your personal information under these circumstances:

• With insurers to obtain quotes and issue policies
• With service providers (payment processing, IT)
• With regulators when required by law
• With legal and accounting professionals
• In a business transfer or sale
• To protect legal rights
• With your explicit consent

Our use of your phone number and SMS communications follows The Campaign Registry (TCR) guidelines:

• 1 – SMS Consent Communication: phone numbers collected for SMS consent are not shared with third parties for marketing purposes.
• 2 – Types of SMS: payment reminders, enrollment notices, and service notifications. Examples: “Dear Client: your policy may lapse…”, or “Hi, this is a reminder of your next appointment…”. Reply STOP at any time to opt-out.
• 3 – Message Frequency: may vary; e.g., up to 3 SMS per week related to your policy or enrollment period.
• 4 – Possible Charges: standard message/data rates may apply, domestic or international.
• 5 – Opt-In Method: by checking the SMS-consent box in our online forms.
• 6 – Opt-Out Method: reply “STOP” to any SMS or contact us to be removed.
• 7 – Help: reply “HELP” or visit https://www.isaacplans.com/contact for assistance.
• 8 – Standard Disclosure: message/data rates may apply. For help text HELP to (540-426-1804). Message frequency varies.

We use technical, administrative, and physical safeguards to protect your information against unauthorized access, alteration, disclosure, or destruction.

You have the right to:

• Access the personal information we hold
• Request corrections to inaccurate data
• Request deletion (subject to legal obligations)
• Opt-out of marketing communications
• Request a copy of this privacy policy

If you have questions about this Privacy Policy:

• Email: info@isaacplans.com
• Phone: 540-426-1804
• Agent: Isaac Orraiz, Licensed in 9+ States