Privacy Policy

Effective Date: 2/26/2026
Company Name: Trusted James
Website: https://trustedjames.com

1. Introduction

Trusted James (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the information you provide through our website, landing pages, lead forms, and related services (collectively, the “Platform”).

This Privacy Policy explains how we collect, use, store, share, and protect your information.

By accessing or using our Platform, you agree to this Privacy Policy.

2. Information We Collect

We may collect the following categories of information:

A. Personal Information (Consumers)

When a consumer submits a form through our Platform, we may collect:

Full name

Phone number

Email address

State of residence

Age range

Health-related responses (non-medical underwriting info only)

Coverage preferences

Budget or contribution range

Household income range

Mortgage-related information (if applicable)

Other qualification survey responses

B. Professional Information (Agents / Clients)

When insurance professionals apply or register, we may collect:

Name

Business name

License status

State(s) licensed

Contact information

Payment information

Production metrics

Product focus (IUL, Final Expense, Mortgage Protection)

C. Technical & Usage Data

We may automatically collect:

IP address

Browser type

Device information

Pages visited

Time spent on pages

Referral source

Cookies and tracking identifiers

3. How We Use Information

We use collected information to:

Match consumers with licensed insurance professionals

Deliver exclusive lead inquiries to approved clients

Verify contact authenticity (including OTP verification)

Improve marketing campaigns and acquisition systems

Optimize platform performance

Communicate via email, phone, or SMS

Process payments

Prevent fraud or abuse

Enforce our Terms & Conditions

We do not sell consumer data in bulk databases.

4. Consent to Contact (TCPA & SMS Disclosure)

By submitting your information through our forms:

You expressly consent to be contacted by Trusted James and/or a licensed insurance professional via phone call, SMS/text message, email, or prerecorded voice.

You understand that consent is not a condition of purchase.

Standard messaging and data rates may apply.

You may opt out at any time by replying STOP to SMS messages or contacting us directly.

We maintain records of opt-in consent where required by law.

5. Lead Delivery & Data Sharing

When a consumer submits a form:

Their information is delivered exclusively to a licensed insurance professional selected based on geographic and product criteria.

Leads are not shared with multiple agents simultaneously.

Delivered data may include contact details and qualification responses.

Agents receive a limited, non-transferable license to use the lead data solely for lawful follow-up related to the consumer’s request.

Resale, redistribution, or unauthorized use of lead data is strictly prohibited.

6. Data Retention

We retain information for as long as necessary to:

Provide services

Comply with legal obligations

Resolve disputes

Enforce agreements

We may anonymize and retain non-identifiable data for analytics and performance optimization.

7. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect data, including:

Secure servers

Encryption where appropriate

Access controls

OTP verification protocols

However, no transmission over the internet is 100% secure. We cannot guarantee absolute security.

8. Cookies & Tracking Technologies

We use cookies, pixels, and tracking technologies to:

Analyze website traffic

Improve advertising performance

Retarget visitors

Measure campaign effectiveness

You may disable cookies in your browser settings, though this may affect functionality.

9. Third-Party Services

We may use third-party vendors for:

Payment processing

SMS delivery

Email marketing

CRM and lead management

Advertising platforms

These vendors may process data on our behalf under contractual confidentiality obligations.

We are not responsible for the privacy practices of third-party websites linked from our Platform.

10. Your Rights

Depending on your jurisdiction, you may have rights to:

Access your personal data

Request correction

Request deletion

Withdraw consent

Opt out of communications

To exercise these rights, contact:
📧 [email protected]

We will respond within a reasonable timeframe as required by law.

11. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from minors.

12. Compliance with U.S. State Laws (Including CCPA)

If you are a resident of California or other applicable states:

You may have additional rights under state privacy laws, including:

Right to know what personal data is collected

Right to request deletion

Right to opt out of certain data sharing

We do not sell personal information in exchange for monetary compensation.

Requests can be submitted to:
📧 [email protected]

13. International Users

Our services are intended for use within the United States. If accessed from outside the U.S., you consent to the transfer of data to U.S.-based systems.

14. Updates to This Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with an updated effective date.

Continued use of the Platform constitutes acceptance of any revisions.

15. Contact Information

Trusted James
Granviex, LLC
4700 NW Boca Raton Blvd #202, 33431 - Boca Raton, FL
Email: [email protected]
Phone: (507) 709-7772