Privacy Policy

Last updated: January 6, 2026

This Privacy Policy describes how Sophos Insurance Agency, a DBA of The Sophos Co., LLC (“we,” “us,” or “our”), collects, uses, and protects your information when you visit our website or interact with our services.

1. Information We Collect

Personal Information you provide

When you contact us, complete a form, or request information, you may voluntarily provide personal information, including:

• Name
• Email address
• Phone number
• State of residence
• Basic information related to insurance planning or financial preparedness

Providing this information is voluntary.

Automatically Collected Information

When you visit our website, we may automatically collect limited information such as:

• IP address
• Browser type
• Device information
• Pages visited and time spent on the site

This information is used for basic analytics, security, and website functionality.

2. How We Use Your Information

We use the information we collect to:

• Respond to inquiries and requests
• Provide information related to insurance planning services
• Schedule and conduct consultations
• Improve our website and user experience
• Comply with legal and regulatory obligations

We do not sell your personal information.

3. How We Share Information

We may share information only in limited circumstances, including:

• With service providers that help operate our website or communications (such as hosting, analytics, or CRM tools)
• When required by law, regulation, or legal process
• To protect our rights, property, or safety

Any third parties we work with are required to maintain appropriate confidentiality and security standards.

4. Advertising & Tracking Technologies

We may use cookies and similar tracking technologies, including tools provided by platforms such as Meta (Facebook), to:

• Measure website traffic and performance
• Understand how visitors interact with our website
• Deliver relevant advertising

You may control or disable cookies through your browser settings.

5. Your Choices

You may:

• Request access to or correction of your personal information
• Opt out of future communications at any time
• Adjust cookie settings through your browser

Requests can be made using the contact information below.

6. Data Security

We take reasonable administrative and technical measures to protect your personal information.
However, no method of transmission over the internet or electronic storage is completely secure.

7. Children's Privacy

Our website and services are intended for adults.
We do not knowingly collect personal information from individuals under the age of 18 through our website.

8. State-Specific Rights

Depending on your state of residence, you may have additional rights regarding your personal information, including the right to request access, correction, or deletion of certain data, subject to applicable laws.

9. Changes to This Policy

We may update this Privacy Policy from time to time.
Any changes will be posted on this page with an updated effective date.

10. Contact Information

If you have questions about this Privacy Policy or how your information is handled, you may contact us at:

Sophos Insurance Agency
A DBA of The Sophos Co., LLC
Email: Braeden@thesophosco.com
Serving: Iowa