Privacy Policy

Effective Date: January 1st, 2020

Last Updated: October 28th, 2025

URL: https://wallacewonginsurance.com/privacy-policy

1. Introduction

Wallace Wong Insurance Agency (“we,” “our,” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you interact with us through our website, voice services, SMS communications, and AI-powered tools (collectively, the “Services”).

By using our Services, you consent to the terms of this Privacy Policy.

2. Information We Collect

We may collect the following categories of information:

2.1 Personal Information

Name, phone number, address, and other contact details

Insurance policy and quote information

Financial and payment information (for premium processing)

Communications sent via phone, SMS, or our website

Voice call recordings for quality and verification (when legally permitted)

2.2 Automatically Collected Data

Device information (IP address, browser type, operating system)

Usage data (pages visited, time on site, referring links)

Cookies and similar tracking technologies

2.3 AI and Automation Data

We may use AI tools, chatbots, and automated systems to assist in customer communication, lead management, and document processing. These systems may temporarily process data you provide, such as your name, phone number, or message content, solely for the purpose of delivering Services efficiently.

3. How We Use Your Information

Your information is used to:

Provide and manage insurance products and services

Respond to inquiries, quotes, and claims

Communicate via SMS, email, and phone (including AI-assisted replies)

Improve our website and customer experience

Verify identity and prevent fraud

Comply with legal and regulatory obligations

4. SMS Data Collection & Use

When you opt in to receive text messages from us, we may collect your phone number and message content.

We use this information exclusively to:

Send policy updates, confirmations, and support messages

Respond to your inquiries

Provide service reminders or follow-ups

We do not sell, share, or rent SMS contact or message data to third parties.

Opt-Out: You may opt out at any time by replying “STOP” or contacting us at 925-474-3405.

Help: Text “HELP” for assistance.

Standard message and data rates may apply. Message frequency may vary.

5. Voice and AI Interactions

We may use AI-powered voice and text tools to assist with scheduling, quote preparation, or support. These systems operate under human supervision and do not make independent decisions regarding coverage or eligibility. All AI interactions comply with applicable California privacy and communication laws.

6. Sharing of Information

We may share your data only with:

Insurance Carriers – to provide quotes or manage active policies.

Service Providers – for website hosting, data security, and communications.

Legal Authorities – when required by law or to protect legal rights.

We do not sell personal information under the California Consumer Privacy Act (CCPA).

7. Your Rights Under California Law

If you are a California resident, you have the right to:

Know what personal data we collect and how it’s used.

Request deletion of your personal data.

Request correction of inaccurate information.

Opt out of the sale or sharing of personal information (we do not sell data).

To exercise your rights, contact us at 925-474-3405.

8. Data Security and Retention

We employ industry-standard encryption and security protocols to protect your data from unauthorized access or misuse. We retain personal information only as long as necessary to fulfill our business purposes or comply with applicable law.

9. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Updates are effective upon posting to

https://wallacewonginsurance.com/privacy-policy.

Please review it regularly.

10. Contact Us

For privacy questions or requests, please contact:

Wallace Wong Insurance Agency

Phone: 925-474-3405