Privacy Policy

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Last Updated: 01/04/2026

Leverson Legacy Insurance (“LLI,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website, communicate with us, or use our services.

We may collect personal information that you voluntarily provide, including:

• Name
• Email address
• Phone number
• Information submitted through contact forms, scheduling tools, or secure client portals

We may also collect limited non-personal information such as:

• Browser type
• Device type
• Pages visited
• General location data (city/state)

We use the information we collect to:

• Respond to inquiries and service requests
• Schedule appointments and provide insurance-related services
• Communicate information you request
• Send service-related notifications (including appointment reminders)
• Improve website functionality and user experience
• Comply with legal, regulatory, and carrier requirements

We do not sell or rent your personal information.

By providing your mobile phone number through our website, contact forms, scheduling tools, secure client portal, or other communication channels, you consent to receive text messages from Leverson Legacy Insurance related to your inquiry, appointments, insurance services, enrollment assistance, or requested information.

Message frequency may vary. Message and data rates may apply.

You may opt out of SMS communications at any time by replying STOP. For assistance, reply HELP or contact us through our website.

SMS consent is not shared with third parties or affiliates for marketing or promotional purposes.
Your mobile opt-in information is never sold, rented, or disclosed to any third parties or affiliates. Mobile opt-in data is used solely for direct communication between you and Leverson Legacy Insurance.

We may use trusted service providers (such as SMS and voice communication platforms) solely to deliver messages on our behalf. These providers are contractually obligated to protect your information and are prohibited from using your data for any other purpose.

Leverson Legacy Insurance may use third-party service providers to support website functionality, scheduling, secure client portals, and communication delivery (including SMS and voice services).

These providers act solely on our behalf and are permitted to access personal information only as necessary to perform their services. Mobile opt-in data is not shared with third parties or affiliates for marketing, advertising, or independent use. Third-party service providers are contractually required to maintain the confidentiality and security of your information.

We use reasonable administrative and technical safeguards to protect your personal information. However, no method of internet transmission or electronic storage is completely secure.

You may:

• Request access to or correction of your personal information
• Opt out of non-essential communications
• Contact us with questions regarding your data or this policy

Leverson Legacy Insurance is based in Largo, Florida, with a planned relocation to Leon County in March 2026, and serves clients across multiple states.

If you have questions about this Privacy Policy or our data practices, please contact us through our website or secure client portal.