Optimized Insurance Plans Privacy Policy

Last updated: September 2026

This Privacy Policy describes our policies and procedures on the collection, use and disclosure of your information when you use our service and tells you about your privacy rights and how the law protects you.

We use your personal data to provide and improve the Service. By using the Service, you agree to the collection and use of information in accordance with this Privacy Policy.

THE COMPANY

Optimized Insurance Plans LLC, located at 457 N Main St, Suite B, Spanish Fork, UT 84660. References to 'We', 'Us', or 'Our' in this policy refer to Optimized Insurance Plans.

INFORMATION WE COLLECT

When you use our website or contact us, we may collect the following information:

First and last name
Email address
Phone number (mobile opt-in data will not be shared with third parties)
ZIP code and state
Date of birth (for insurance quoting purposes only)
Information you provide in forms, messages, or phone calls
Usage data collected automatically (IP address, browser type, pages visited, time and date of visit)

HOW WE USE YOUR INFORMATION

To provide insurance quotes and connect you with a licensed agent
To contact you via email, phone, or SMS regarding your insurance inquiry
To improve our website and services
To comply with legal obligations
To send follow-up communications related to your inquiry (you may opt out at any time)

SMS COMMUNICATIONS

We send text messages only to people who opt in by checking an SMS consent box on our forms. Providing your phone number does not by itself mean you agree to receive text messages. Consent is not a condition of purchase, and you can opt out anytime by replying STOP. Mobile opt-in data and consent will not be shared with third parties or affiliates for marketing purposes. Message and data rates may apply.

COOKIES

We use cookies and similar tracking technologies to track activity on our website. You can instruct your browser to refuse cookies, though some features of the site may not function properly without them.

SHARING YOUR INFORMATION

We do not sell your personal information. We may share your information with:

Insurance carriers and providers for the purpose of obtaining quotes on your behalf
Service providers who assist us in operating our website or conducting our business
Law enforcement or government agencies when required by law

DATA RETENTION

We retain your personal data for as long as necessary to fulfill the purposes outlined in this policy or as required by law.

Data Security

We use reasonable administrative, technical, and physical safeguards to protect your personal information, including limiting access to authorized staff and using secure, encrypted systems. No method of transmission or storage is 100% secure, but we work to protect your information and review our practices regularly.

YOUR RIGHTS

You have the right to request access to, correction of, or deletion of your personal information. California residents have additional rights under the CCPA. To exercise any of these rights, contact us at:

Email: [email protected]

Phone: 801-785-1676

CHANGES TO THIS POLICY

We may update this Privacy Policy from time to time. Changes are effective when posted on this page. We will update the 'Last updated' date at the top of this policy when changes are made.