Privacy Policy

Overview

Sophos Insurance Agency, a DBA for The Sophos Co., LLC ("Sophos," "we," "us," or "our"), respects your privacy. This Privacy Policy explains what information we collect through thesophosco.com and our Financial Risk Assessment tool (together, the "Site"), how we use it, and the choices you have. By using the Site, you agree to the practices described here.

Information We Collect

We collect information you provide directly to us, including:

• Contact information: name, email address, and phone number, submitted through our contact form or the Financial Risk Assessment opt-in.
• Financial Risk Assessment inputs: household and personal income, total debt, liquid assets, number of dependents, and information about existing life insurance coverage. These figures are used only to calculate your estimated coverage results and are not verified or independently confirmed by us.
• Communications: the content of messages you send us, including through our contact form, email, or text message.
• Usage and device information: automatically collected data such as browser type, IP address, and pages visited, typically gathered through cookies (see "Cookies & Analytics" below).

How We Use Your Information

We use the information we collect to:

• Calculate and deliver your Financial Risk Assessment results;
• Respond to your inquiries and provide the information you've requested;
• Follow up by phone, text, or email regarding insurance options, at your consent (see below);
• Improve our Site and services; and
• Comply with legal and regulatory obligations applicable to a licensed insurance agency.

We do not sell your personal information to third parties.

SMS & Email Communications

If you opt in through our Financial Risk Assessment or contact form, you consent to receive text messages and emails from Sophos Insurance Agency, including your results and follow-up communication about insurance options. Message and data rates may apply, and message frequency varies. You may reply STOP at any time to opt out of text messages, or HELP for assistance. Opting out of text messages does not opt you out of email, and vice versa — you may unsubscribe from either channel independently.

Some of our initial text message responses may be generated with the assistance of automated or AI-based tools. You may request to speak with a licensed human agent at any time.

Cookies & Analytics

We use cookies and similar technologies to analyze website traffic and improve your experience on the Site. You can control cookie preferences through your browser settings or through any cookie consent tool presented on the Site. Declining cookies may limit certain features of the Site but will not prevent you from using the Financial Risk Assessment or contacting us.

Third-Party Service Providers

We use third-party vendors to operate our Site and communications, including providers for data storage and workflow management, text message delivery, and website hosting. These providers process information on our behalf and are not authorized to use your information for their own marketing purposes. We do not control the privacy practices of unrelated third-party sites that may be linked from our Site.

Data Security

We use reasonable administrative and technical safeguards designed to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your Choices & Rights

You may request access to, correction of, or deletion of your personal information by contacting us using the information below. Depending on your state of residence, you may have additional rights under applicable privacy law.

Children's Privacy

Our Site is not directed to individuals under 18, and we do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can delete it.

Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with a revised "Last Updated" date. Continued use of the Site after changes are posted constitutes acceptance of the updated policy.

Contact Us

Sophos Insurance Agency, a DBA for The Sophos Co., LLC
1157 Raspberry Ave, Brighton, IA 52540
Braeden@TheSophosCo.com · (830) 613-9538