Privacy Policy

Effective Date: January 1, 2025
Last Updated: October 21, 2025

Agency For Sale, LLC ("Company," "we," "our," or "us") values your privacy and is committed to safeguarding your personal and business information.

This Privacy Policy describes how we collect, use, disclose, and protect information when you visit www.agencyforsale.com (the "Site") or engage with our consulting and business brokerage services (the "Services").

By using our Site or Services, you acknowledge and consent to the practices described in this Policy.

1. Information We Collect

We may collect the following categories of information from individuals and businesses:

a. Personal Identifiable Information (PII)

  • Name, email address, phone number, and contact details.
  • Login credentials such as usernames and passwords.
  • Identification information (e.g., driver's license or professional license).

b. Business and Financial Information

Because our Services involve the purchase, sale, and consulting for insurance agencies, we may collect business-related data including:

  • Business names, ownership and licensing information, and tax identification numbers.
  • Revenue, commissions, debts, liabilities, and other financial statements.
  • Business valuations, purchase and sale records, and transaction-related documentation.
  • Bank or payment details used for consulting or brokerage transactions.

c. Communication and Messaging Information

  • Contact data and consent records for SMS, MMS, and automated messaging.
  • Message content and metadata from iMessage, WhatsApp, Facebook Messenger, Telegram, Signal, or similar platforms.
  • Call logs, voicemails, and other communications exchanged with our team.

d. Technical and Behavioral Information

  • Device data (browser type, operating system, IP address).
  • Geolocation (GPS, IP-based, Wi-Fi).
  • Clickstreams, session replays, heatmaps, and on-site interaction data.
  • Cookies, pixels, and analytics from Google Analytics, Meta Pixel, and other tools.

2. How We Collect Information

We may collect information:

  • Directly from You: When you submit forms, upload business information, schedule consultations, or communicate with us.
  • Automatically: Through cookies, tracking scripts, analytics tools, and session recordings.
  • From Third Parties: From partners, affiliates, or publicly available business records.
  • From Our Affiliates: We may share and receive data with the following affiliated entities for business operations, analytics, and marketing:
  • Insurance Teamwork Services, LLC
  • Your Virtual Agent, LLC
  • All Recruiting, LLC
  • Ideal Recruiting, LLC
  • The Slocum Agency, LLC

3. How We Use Information

We use the information we collect to:

  • Deliver and improve our consulting and brokerage Services.
  • Conduct business valuations, due diligence, and deal facilitation.
  • Verify identity and ensure data accuracy.
  • Send emails, SMS, MMS, or instant messages (iMessage, WhatsApp, Messenger, Telegram, Signal, etc.) regarding consultations, updates, or offers.
  • Process payments and issue invoices.
  • Conduct analytics, business insights, and internal reporting.
  • Provide advertising and remarketing through Google Ads, Meta, and LinkedIn.
  • Comply with applicable laws, regulations, and due diligence obligations.

4. Data Sharing and Disclosure

We do not sell personal or business data. However, we may share it in the following circumstances:

a. Affiliates and Subsidiaries

Your data may be shared with the following affiliates for operational, marketing, and consulting purposes:

  • Insurance Teamwork Services, LLC
  • Your Virtual Agent, LLC
  • All Recruiting, LLC
  • Ideal Recruiting, LLC
  • The Slocum Agency, LLC

b. Service Providers and Vendors

We may share data with trusted partners who provide:

  • Hosting, cloud storage, and IT services
  • Payment processing and accounting support
  • CRM and marketing automation systems
  • SMS and communications infrastructure
  • Legal, auditing, and compliance services

c. Transactional Counterparties

For the purpose of facilitating sales, mergers, or acquisitions of insurance agencies, we may disclose relevant financial and business data to qualified buyers or sellers, subject to confidentiality or nondisclosure agreements.

d. Legal Obligations

We may disclose data to comply with applicable laws, subpoenas, or legal proceedings.

e. Business Transfers

If we merge, sell, or reorganize our business, your information may be transferred as part of that transaction.

5. SMS, Messaging & Communication Consent

By providing your contact information, you consent to receive:

  • SMS, MMS, and automated calls or messages from Agency For Sale, LLC and its affiliates.
  • Instant messages through iMessage, WhatsApp, Facebook Messenger, Telegram, or Signal.
  • Message and data rates may apply.

You may opt out at any time by replying "STOP" to a text message, unsubscribing from email, or using the messaging app's opt-out function. Transactional or legally required communications may continue after opt-out.

6. TCPA Compliance

We comply with the Telephone Consumer Protection Act (TCPA), 47 U.S.C. ยง 227, and related FCC regulations.

By providing your phone number or messaging handle, you:

  • Expressly consent to receive automated, prerecorded, or autodialed communications from Agency For Sale, LLC and its affiliates (Insurance Teamwork Services, LLC, Your Virtual Agent, LLC, All Recruiting, LLC, Ideal Recruiting, LLC, and The Slocum Agency, LLC).
  • Understand that consent is not a condition of purchase.
  • May withdraw consent at any time using the opt-out options described above.

All consent and opt-out requests are documented in compliance with federal law.

7. Cookies, Analytics & Tracking

We and our partners use cookies, pixels, session recordings, and analytics tools to:

  • Measure Site traffic and engagement.
  • Monitor behavior and improve Site usability.
  • Conduct retargeting and advertising campaigns.
  • Perform cross-device and demographic analytics.

You can disable cookies in your browser settings, though certain Site features may not function properly.

8. Data Retention

We retain your data for as long as necessary to fulfill the purposes outlined in this Policy, or as required by law, regulation, or legitimate business need. This includes retention of financial and transaction data related to consulting or brokerage engagements for recordkeeping and compliance.

9. Security

We maintain administrative, technical, and physical safeguards designed to protect your data from unauthorized access, alteration, disclosure, or destruction. However, no system is completely secure, and we cannot guarantee absolute protection.

10. Children's Privacy

Our Site and Services are intended for business professionals and are not directed toward minors under 18 years of age. We do not knowingly collect information from minors.

11. Your Privacy Rights

Depending on your location, you may have privacy rights under laws such as the California Consumer Privacy Act (CCPA), Virginia Consumer Data Protection Act (VCDPA), and Colorado Privacy Act (CPA), including the right to:

  • Access and obtain a copy of your personal data.
  • Request correction or deletion of data.
  • Opt-out of targeted advertising or data sharing.
  • Receive equal service after exercising your rights.

Requests can be submitted via the contact information below.

12. Third-Party Links

Our Site may include links to third-party websites. We are not responsible for their privacy practices or content.

13. International Users

Our Site and Services are operated in the United States. By using them, you consent to your data being transferred to and processed in the U.S. under U.S. law.

14. Policy Updates

We may update this Privacy Policy periodically. The "Last Updated" date above reflects the most recent revision. Continued use of our Site or Services after updates constitutes acceptance of the revised Policy.

15. Contact Us

For questions or concerns about this Privacy Policy, please contact us at:

info@AgencyForSale.com