PRIVACY POLICY — WASATCH PREFERRED

Last Updated: December 2025

Introduction

Wasatch Preferred (“we,” “us,” “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and protect information obtained through:

  • wasatchpreferred.com

  • wasatchpreferred.com/client-access/

  • wasatchpreferred.com/quotes/

  • Any GoHighLevel (GHL) quote, referral, intake, or contact form

By using our site, you agree to the practices described in this Privacy Policy.

1.Information We Collect

i.Information You Provide

When you request quotes, connect with our advisors, or complete forms, we may collect:

  • Name

  • Address

  • Email address

  • Phone number

  • Business details (if requesting commercial insurance)

  • Vehicle/home/property details

  • Insurance history

  • Coverage preferences

  • Any details required to quote or evaluate P&C insurance options

We do not request or process health or medical information.

ii.Information Collected Automatically

We use standard analytics tools such as:

  • Google Analytics

  • Meta Pixel

  • Call Tracking software

  • GHL tracking cookies

We may collect:

  • IP address

  • Device data

  • Location information

  • Browser type

  • Pages visited

  • Time spent on the site

  • Conversion actions

iii.Cookies & Tracking

Cookies help us:

  • Improve website performance

  • Measure marketing effectiveness

  • Provide retargeting advertising

  • Enhance user experience

Visitors may disable cookies through their browser settings.

2. How We Use Your Information

We use the information to:

  • Provide personal and commercial insurance quotes

  • Evaluate risk and prepare recommendations

  • Contact you regarding your inquiry

  • Follow up with marketing communications (email, SMS, phone)

  • Improve website functionality

  • Run analytics and advertising campaigns

  • Comply with state insurance regulations

3. Sharing Your Information

We may share your information with:

i.Insurance Carriers & Broker Partners

To provide accurate quotes and service, information may be shared with:

  • Property & casualty insurers

  • Commercial insurance markets

  • Underwriters

  • Wholesale brokers and MGAs

  • Partner agencies (if applicable)

ii.Technology Providers

We may share necessary information with:

  • GoHighLevel (GHL)

  • Google Analytics

  • Meta/Facebook

  • Call-tracking vendors

  • Hosting and security services

iii.Regulatory or Legal Authorities

We may share information when required for:

  • Audits

  • Licensing compliance

  • Legal obligations

  • Fraud prevention

4.Data Retention

We retain information only as long as needed to:

  • Provide services

  • Maintain required insurance records

  • Meet legal and compliance obligations

  • Support operations

When no longer needed, data is securely deleted.

5.Your Rights

You may request:

  • Access to your data

  • Correction of inaccurate info

  • Deletion (unless prohibited by law)

  • Opt-out of marketing communications

Submit requests to: [email protected]

6. Children’s Privacy

We do not knowingly collect information from children under 13.

7. Security

We follow industry-standard administrative, technical, and physical safeguards to protect data.
However, no system is entirely secure.

8. Changes to the Policy

We may update this Privacy Policy at any time. Changes take effect once posted.

9. Contact Information

Insurance products are offered through Wasatch Preferred. Coverage availability and eligibility vary by carrier and state. CEPA advisory services are provided in a non-fiduciary, non-investment advisory capacity and do not include legal, tax, or investment advice. Insurance services are provided by properly licensed agents. Licensure information is available upon request and varies by state.

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