At Lioncrest Insurance Group LLC ("Lioncrest," "we," "us," or "our"), we are committed to safeguarding your privacy and ensuring that your personal information is handled securely and responsibly. This Privacy Policy outlines how we collect, use, and protect the personal information you provide to us, including information collected through our website, phone calls, and SMS/text messaging services. Please take a moment to read this Privacy Policy to understand our practices.
1. Information We Collect
We collect personal information that you voluntarily provide to us when you interact with our website, request a quote, schedule a call, subscribe to our SMS services, or engage with our customer support. This may include, but is not limited to:
- Contact Information: Your name, phone number, mailing address, and email address.
- Insurance-Related Information: Date of birth, state of residence, general health information, tobacco use, coverage preferences, and beneficiary information needed to provide accurate insurance quotes and recommendations.
- SMS Information: Any content or details you provide when opting into our SMS services, including your mobile phone number and message history.
- Website Usage Information: IP address, browser type, pages visited, and other analytics data collected through cookies and similar technologies.
2. How We Use Your Information
The information we collect is used for the following purposes:
- To provide insurance quotes, recommendations, and enrollment assistance.
- To communicate with you by phone, email, or SMS — including appointment reminders, follow-ups, policy updates, and relevant promotional information you have opted in to receive.
- To improve our services and tailor our communications to your preferences.
- To respond to customer service inquiries and support requests.
- To comply with applicable legal, regulatory, and insurance industry requirements.
3. SMS / Text Messaging Program
Lioncrest Insurance Group offers SMS communication as a convenience to our clients and prospects who have affirmatively opted in. The following terms apply to our SMS program:
No Sharing of Mobile Information. No mobile information, phone numbers, or SMS opt-in consent will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors that support our operations (such as our customer relationship management platform or SMS delivery providers) is limited strictly to what is required to deliver the services you requested, and those providers are contractually obligated to protect your information. All other categories — including the above exclusion for marketing or promotional purposes — exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties or affiliates.
Types of Messages
Messages you may receive include customer care messages (appointment confirmations, follow-ups, policy updates), conversational replies from Mitchell or our team, and promotional messages related to insurance products and educational content — only if you have opted in to receive them.
Message Frequency
Message frequency varies based on your interactions with us. You can generally expect a maximum of 10 messages per month.
Message & Data Rates
Message and data rates may apply. Please check with your mobile carrier for details.
How to Opt Out
You can cancel the SMS service at any time by replying STOP to any message you receive from us. After you send STOP, we will send you a confirmation message and no further SMS messages will be sent. If you want to join again, you can sign up as you did the first time and we will start sending messages again.
How to Get Help
If at any time you forget what keywords are supported, reply HELP to any message from us. After you send HELP, we will respond with instructions on how to use our service and how to unsubscribe. You may also reach us anytime at [email protected] or +1 (801) 421-8680.
Carrier Liability
Carriers (including but not limited to AT&T, T-Mobile, Verizon, Sprint, Boost, Virgin Mobile, U.S. Cellular, and MetroPCS) are not liable for delayed or undelivered messages.
4. How We Share Your Information
We share your information only as necessary to provide the services you have requested and only with the following categories of recipients:
- Insurance Carriers: When you apply for coverage, we share the information needed to submit your application to the insurance carrier you have chosen (such as Mutual of Omaha, Transamerica, or another licensed carrier).
- Service Providers: Trusted vendors that support our operations — including our CRM, scheduling, email, and SMS delivery platforms — under strict confidentiality obligations.
- Legal & Regulatory: When required by law, subpoena, court order, or to comply with state insurance department requirements.
We do not sell your personal information, and as noted above, we do not share mobile phone numbers or SMS opt-in consent with third parties or affiliates for marketing or promotional purposes.
5. Data Security
We implement reasonable administrative, technical, and physical security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. While we take meaningful steps to protect your data, please note that no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.
6. Cookies and Tracking Technologies
We may use cookies and other tracking technologies to enhance the functionality and performance of our website. These technologies help personalize your experience, measure site usage, and track your preferences. You can adjust your cookie settings in your browser at any time. Disabling cookies may affect how certain features of our website function.
7. Your Rights
You have the right to access, correct, or request deletion of any personal information we have about you. If you wish to unsubscribe from our SMS services, follow the opt-out instructions above. To update your email preferences, click the unsubscribe link in any email or contact us directly at [email protected].
Depending on your state of residence, you may have additional rights under applicable privacy laws (such as the California Consumer Privacy Act). We will honor these rights in accordance with the law.
8. Children's Privacy
Our services are intended for adults aged 18 and older. We do not knowingly collect personal information from children under the age of 13. If we learn that we have collected such information, we will delete it promptly.
9. Third-Party Links
Our website and communications may contain links to third-party websites, including insurance carrier portals, government resources, and scheduling tools. These websites have their own privacy policies, which are not covered by this Privacy Policy. We encourage you to review the privacy policies of any third-party sites before providing your personal information.
10. Changes to This Privacy Policy
We reserve the right to update or modify this Privacy Policy at any time. Any changes will be posted on this page, and the effective date will be updated accordingly. We encourage you to review this policy periodically to stay informed about how we are protecting your personal information.
11. Contact Us
If you have any questions or concerns regarding this Privacy Policy or how we handle your personal information, please contact us:
Lioncrest Insurance Group LLC
1481 E Habersham St.
Republic, MO 65738
Email: [email protected]
Phone: +1 (801) 421-8680
Website: lioncrestinsurance.com
By using our services, you acknowledge that you have read and understood this Privacy Policy.