Overview

This Privacy Policy explains how Halcyon Insurance Agency ("Halcyon," "we," "us," or "our") collects, uses, and shares personal information through our website https://www.halcyonins.com, and any affiliated digital services or platforms we operate (the “Platform”).

 

Our Platform is designed to support licensed insurance agents and individuals seeking insurance or financial products ("Consumers"). We also work with lead vendors who help connect us with Consumers who have expressed interest in these products.

 

“Personal Information” in this Policy refers to any information that identifies, relates to, or could reasonably be linked with an individual or household.

 

Applicability of HIPAA and GLBA

Because we help facilitate the purchase of health and financial products, some of the information we collect may be governed by federal laws such as the Health Insurance Portability and Accountability Act (HIPAA) and the Gramm-Leach-Bliley Act (GLBA).

 

• If we receive Protected Health Information (PHI) from a health plan or vendor, we act as a Business Associate under HIPAA and will only use PHI as permitted.

• If we collect financial data about clients through the sale of certain insurance products, that data may be protected under GLBA. In these cases, you should also review the applicable insurer’s Notice of Privacy Practices.

 

This Privacy Policy applies to all other personal information not governed by HIPAA or GLBA.

 

Texting Program

If you opt-in to receive SMS or MMS messages from us, we will only use your phone number for that purpose and will not transfer your consent to another party.

 

Personal Information We Collect

We may collect the following types of personal information from Consumers, Agents, and third-party partners:

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*Some information may be considered “sensitive” under certain state privacy laws.

We do not collect biometric data or DNA.

 

How We Use Personal Information

We use your information to:

• Operate and maintain our Platform and services

• Respond to your inquiries

• Match Consumers with Agents and relevant products

• Facilitate insurance applications and policy purchases

• Analyze how our services are used and improve them

• Comply with legal and regulatory obligations

• Communicate offers, updates, and service information

• Support a merger, acquisition, or business transfer

 

You may opt out of promotional emails or texts by following the instructions provided in those communications.

 

How We Share Personal Information

We may share your information with:

• Service Providers (e.g., email platforms, payment processors)

• Business Partners (e.g., insurance carriers, marketing organizations)

• Law Enforcement or Legal Authorities when required

• Independent Agents or Advisors helping you apply for insurance

• Advertising and Analytics Providers for marketing and website optimization (see Cookie Policy below)

 

Some data sharing may be considered a “sale” or “sharing” under certain state privacy laws. See “Your Privacy Rights” below to learn how to opt out.

 

Cookie Policy

We use cookies, web beacons, and similar tracking technologies to personalize your experience and support advertising or analytics functions. Cookies may come from us or third parties like ad networks.

 

You may disable cookies in your browser settings. Some site features may not function correctly if you do.

 

Children’s Privacy

Our services are not intended for children under 16. We do not knowingly collect information from minors. If you believe we have inadvertently collected data from a child, please contact us immediately.

 

Your Privacy Rights

Depending on your state, you may have the right to:

• Know what personal information we’ve collected and shared

• Access and receive a copy of your data

• Delete your information (subject to exceptions)

• Correct inaccurate personal information

• Opt Out of sales or targeted advertising

• Limit use of sensitive personal data

• Appeal a denied request

 

To exercise your rights, contact us via:
 

Phone: 855-898-4249

Email: info@halcyonins.com

Mail: 1301 Justin Road STE 201, PMB 393, Lewisville, TX 75077

 

Verification Process

To protect your privacy, we will verify your identity before fulfilling requests. If you use an authorized agent, we will require additional documentation.

 

Sale and Sharing of Personal Information

We may share certain information for advertising and marketing purposes. This may be considered a “sale” or “share” under state laws. You may opt out at any time by contacting us.

 

Notice: We may sell your sensitive personal data.

 

Data Retention

We retain personal information for as long as necessary to fulfill the purposes outlined in this policy, including to meet legal and contractual obligations.

 

Security

We implement reasonable safeguards to protect your information, but no system is completely secure. Please use caution when sharing personal information online.

 

Third-Party Tools & Integrations

We may use third-party tools to enhance functionality. We are not responsible for their privacy practices. Please review their privacy policies before interacting with them.

 

Policy Updates

We may update this Privacy Policy periodically. We’ll post a notice on our website or email you if changes are significant. By continuing to use our services, you accept any changes.

 

Contact Us

If you have questions or concerns about this Privacy Policy, please contact:
 

Halcyon Insurance Agency

Phone: 855-898-4249

Email: info@halcyonins.com

Address: 1301 Justin Road STE 201, PMB 393 Lewisville, TX 75077