Your PrivacyMatters.

Depending on how you interact with us, we may collect information you provide directly and information generated through your use of our website.

Contact and identifying information may include:

• Name, mailing address, phone number, and email address.
• Information you provide when you request a consultation or quote.
• Details about the insurance, protection, retirement, business, or legacy topics you wish to discuss.

When you apply for insurance or related coverage, additional information may be required, including:

• Date of birth and Social Security number when required for a quote or application.
• Financial information required by an insurance carrier or administrator.
• Medical or health information required by an insurance carrier, underwriter, or application process.

Our website may also collect technical information such as browser type, device information, IP address, referring pages, and website activity through cookies, analytics tools, security services, or similar technologies.

When you use our general consultation form, we may collect the information you choose to provide, including your first and last name, email address, phone number, area of interest, preferred contact method, preferred time to be reached, and any goals or questions you include in your message.

We use this information to understand your inquiry, respond to your request, prepare for a consultation, and help identify the general categories of services or solutions that may be relevant to your needs.

Insurance quotes and applications may require sensitive personal information such as a Social Security number, date of birth, financial information, medical history, or other underwriting information.

When such information is necessary, Woods Agency & Associates may direct you to an appropriate insurance carrier, application platform, administrator, or other secure process designed for that information.

Do not send highly sensitive personal information through the general website consultation form or ordinary email unless you are specifically instructed to use an appropriate secure method.

We may use information we collect to:

• Respond to inquiries and consultation requests.
• Provide insurance and legal protection quotes and related services.
• Assist with applications, policy servicing, and client communications.
• Communicate with you about your inquiry, application, policy, or requested services.
• Maintain business, client, compliance, and operational records.
• Comply with applicable legal and regulatory obligations.
• Improve our website, services, communications, and client experience.
• Protect our website, clients, systems, and business against fraud, abuse, or security threats.

We may share information when reasonably necessary to provide requested services, operate our business, or comply with legal obligations.

Recipients may include:

• Licensed insurance carriers, underwriters, and administrators involved in quotes, applications, underwriting, policy issuance, or servicing.
• Legal or compliance partners when required by law, regulation, or business necessity.
• Technology and service providers that support website hosting, communications, form processing, email delivery, analytics, security, customer management, or business operations.
• Government agencies, regulators, law enforcement, courts, or other parties when disclosure is required or permitted by law.

We expect service providers to use information only as needed to provide their services, subject to their contractual, legal, and regulatory obligations.

Woods Agency & Associates does not sell or rent your personal information to third parties for their independent use.

Information may still be disclosed to insurance carriers, administrators, technology providers, compliance partners, and other service providers as described in this policy when necessary to operate our business or fulfill your request.

Our website may use cookies, analytics tools, security technologies, and similar technologies to understand website traffic, measure performance, remember preferences, improve user experience, and help protect the website.

You can generally manage or disable cookies through your browser settings. Disabling some cookies may affect how certain website features function.

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, use, alteration, or disclosure. Depending on the system involved, safeguards may include secure servers, restricted access, encryption, access controls, and security monitoring.

No website, electronic transmission, email system, or storage environment can be guaranteed to be completely secure. You should use appropriate caution when transmitting personal information online.

We may retain personal information for as long as reasonably necessary to respond to your inquiry, provide requested services, maintain business and client records, meet legal or regulatory obligations, resolve disputes, enforce agreements, or protect legitimate business interests.

Insurance and financial-services records may be subject to legal, carrier, contractual, or regulatory retention requirements that limit our ability to delete certain information immediately upon request.

Subject to applicable law and any legal or regulatory recordkeeping requirements, you may contact us to:

• Request access to certain personal information we maintain about you.
• Request correction of inaccurate personal information.
• Request deletion of eligible personal information.
• Withdraw consent for marketing communications.
• Ask questions about how your information is used or shared.

We may need to verify your identity before completing certain privacy-related requests.

Our website or communications may link to or interact with third-party websites, insurance carriers, application systems, scheduling tools, analytics providers, email providers, or other technology platforms.

Those third parties may maintain their own privacy policies and data-handling practices. Woods Agency & Associates is not responsible for the privacy practices of independently operated third-party services. You should review the applicable privacy notices when providing information directly to a third party.

Our website and general consultation form are intended for adults. We do not knowingly invite children to submit personal information directly through the website without the involvement of a parent or legal guardian.

Although Woods Agency & Associates may offer insurance options intended to benefit children or minors, inquiries and applications concerning those products should be initiated and managed by a parent, guardian, or other authorized adult.

We may update this Privacy Policy from time to time to reflect changes in our services, website, business practices, technology, or legal requirements.

The most current version will be posted on this page with the applicable “Last Updated” date.

If you have questions about this Privacy Policy, our privacy practices, or a request regarding your personal information, contact Woods Agency & Associates.

Phone: (904) 290-1151

You may also use our general Contact page for non-sensitive inquiries. Please do not submit Social Security numbers, medical records, banking information, or other highly sensitive personal information through the general website contact form.