Legal
Privacy Policy
Phoenix Insurance Financial LLC
Effective Date: October 6, 2026
Phoenix Insurance Financial LLC respects the privacy of our customers, prospective customers, and website visitors. This Privacy Policy explains what personal information we collect, how we use that information, how information may be shared in connection with providing insurance services, and how SMS/text-message consent information is handled.
Information We Collect
Phoenix Insurance Financial LLC may collect personal information that you voluntarily provide to us, including:
- Name
- Telephone and mobile phone number
- Email address
- Mailing or property address
- Information submitted through our website forms
- Insurance quote and application information
- Insurance policy information
- Billing and payment-related information
- Information and documents necessary to quote, place, maintain, renew, or service insurance coverage
- Communications and correspondence with our agency
How We Use Your Information
We may use the information collected to:
- Respond to insurance inquiries and quote requests
- Prepare insurance quotes and applications
- Assist with obtaining and placing insurance coverage
- Service existing insurance policies
- Communicate regarding policy renewals
- Request necessary documents or updated information
- Provide account and policy status updates
- Provide appointment reminders
- Assist with billing and payment-related inquiries
- Respond to customer-service requests
- Communicate with insurance carriers and other parties necessary to provide requested insurance services
- Satisfy legal, regulatory, contractual, and insurance-industry requirements
Information Sharing
Phoenix Insurance Financial LLC may share information when reasonably necessary to provide the insurance products and services requested by our customers. This may include sharing appropriate information with insurance carriers, managing general agents, wholesalers, premium finance companies, insurance-service providers, and other parties involved in quoting, placing, administering, or servicing insurance coverage.
Information may also be disclosed when required or permitted by applicable law, regulation, legal process, or governmental authority.
SMS and Mobile Information
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. SMS Consent, and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.
SMS consent is used only for the SMS communications to which the customer has consented.
Consent to receive SMS communications is not a condition of purchasing any product or service.
SMS Opt-Out
You may opt out of SMS communications at any time by replying STOP to a message from Phoenix Insurance Financial LLC.
For SMS assistance, reply HELP or visit: https://www.phxif.com
Message frequency may vary. Message and data rates may apply.
Privacy Policy Updates
Phoenix Insurance Financial LLC may update this Privacy Policy periodically to reflect changes to our business practices, legal requirements, or services. Updates will be posted on this page.
Contact
For questions regarding this Privacy Policy or Phoenix Insurance Financial LLC's privacy practices, please visit: https://www.phxif.com