Privacy Policy | Katie Davis

Privacy Policy

Last updated: July 2, 2025

Katie Davis (“Company,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, interact with our services, or enroll in our SMS program.

1. Information We Collect

CategoryExamples
Identity DataFirst and last name
Contact DataEmail address, telephone number, mobile number
Technical DataIP address, browser type, device identifiers, cookies
Usage DataPages viewed, links clicked, time spent, referring URL
Marketing DataSMS consent status, communication preferences

2. How We Use Your Information

  1. Provide, operate, and maintain our website and services.
  2. Send transactional or promotional SMS text messages you have consented to receive (message frequency varies; message & data rates may apply).
  3. Respond to enquiries and provide customer support.
  4. Improve, customize, and expand our services.
  5. Detect, prevent, and address technical issues or fraudulent activity.
  6. Comply with legal obligations.

3. SMS/Text Messaging Program

By submitting your mobile number through our website, forms, or any other opt-in method, you expressly consent to receive SMS messages from us at that number.

  • Message frequency may vary based on interactions.
  • Opt-out: Reply STOP to any message to unsubscribe.
  • Help: Reply HELP or email us at [email protected].
  • Carrier liability: Carriers are not liable for delayed or undelivered messages.

No mobile information will be shared with third parties/affiliates for marketing or promotional purposes. All other categories exclude text-messaging originator opt-in data and consent; this information is never shared with third parties.

We may share your mobile data only with trusted service providers (e.g., SMS platform, hosting provider) solely to enable delivery of our messaging services and subject to confidentiality agreements.

4. Disclosure of Your Information

We do not sell, rent, or trade personal information. We disclose data only to:

  • Service Providers who help us operate the site or SMS program and who agree to safeguard the data.
  • Legal Requirements when required by law, court order, or to protect rights, property, or safety.

5. Data Security

We implement administrative, technical, and physical safeguards designed to protect personal information. No Internet or mobile transmission is 100 % secure; you provide data at your own risk.

6. Data Retention

We retain personal data only as long as necessary for the purposes outlined in this policy or as required by law. SMS opt-in records are kept for four (4) years to demonstrate TCPA compliance.

7. Your Privacy Rights

Depending on your jurisdiction, you may have rights to access, correct, delete, or port your personal data and to object to certain processing. Submit requests to [email protected]. We will verify your identity before processing requests.

8. Children’s Privacy

Our services are not directed to children under 13. We do not knowingly collect personal data from children. If you believe a child has provided data, contact us and we will delete it.

9. Changes to This Policy

We may update this Privacy Policy from time to time. The “Last updated” date above will change when edits are made. Material changes will be announced via email or a notice on our website before they take effect.

10. Contact Us

Katie Davis
Phone: 916-619-5212
Email: [email protected]

© 2025 Katie Davis. All rights reserved.

Frequently Asked Questions

Common Questions Answered for your convenience.

What types of insurance specialize in?

Medicare health insurance, Life insurance, and Group insurance.

Are your services Free?

My services all always free for my clients. I get paid by the insurance carriers.

Why Choose me?

I am a dedicated, hard-working professional who treats every client like family. Backed by multiple certifications and sharp problem-solving skills, I will always provide the highest level of care.