We deliver customized group health and business protection strategies that safeguard your team, protect key leaders, and ensure your company remains financially secure no matter what the future holds.
Privacy Policy
At Vision Point Insurance Solution, we are committed to protecting your privacy and handling your personal information responsibly. This Privacy Policy explains how we collect, use, share, and safeguard your information when you interact with our website, services, coaching programs, and insurance solutions.
By using our services or providing your information, you agree to the practices described in this Privacy Policy.
1. Information We Collect
We collect only the information necessary to provide our services effectively.
Personal Information
This may include:
*Name
*Email address
*Phone number
*Mailing address
*Financial information necessary for insurance quotes
*Other information you voluntarily provide through forms, surveys, coaching sessions, or service inquiries.
*Non-Personal Information.
We may automatically collect certain information when you visit our website, including:
*Browser type
*Device information
*IP address
*Pages visited
*Time and date of visits.
This information helps us improve website performance and user experience.
Sensitive Information:
When required for insurance services, we may collect certain sensitive information such as health or financial history. This information is collected only with your explicit consent and used strictly for insurance-related purposes.
2. How We Use Your Information
We use the information we collect to:
*Provide and Improve Services
*Deliver our coaching programs and insurance services
*Provide quotes and policy information
*Improve our website and services
*Communicate With You
We may contact you regarding:
*Program updates
*Coaching session reminders
*Account notifications
*Insurance-related updates
*Customer service responses
*SMS Communications
*Customers may receive SMS communications related to:
*Appointment reminders
*Coaching session notifications
*Account updates
*Insurance-related alerts
Verbal Consent for SMS:
Vision Point Insurance Solution obtains verbal consent from customers before sending SMS communications. During conversations with our representatives, customers may provide their phone number and explicitly agree to receive SMS communications related to our services.
Customers may opt out of SMS communications at any time by replying STOP.
Legal Compliance:
We may use information when required to comply with applicable laws, regulations, or legal processes, including compliance with data protection regulations such as the Philippine Data Privacy Act where applicable.
3. Sharing Your Information
Vision Point Insurance Solution does not sell, rent, or trade your personal information.
We may share information only under the following circumstances:
Service Providers:
We may share limited information with trusted service providers who assist in operating our business (such as payment processors or service platforms). These providers are required to maintain strict confidentiality and use information only for service delivery purposes.
Legal Requirements:
We may disclose information if required by law, court order, or regulatory authority.
SMS Data Protection:
Phone numbers and SMS consent data will not be shared with third parties or affiliates for marketing or promotional purposes.
4. Data Security
We implement appropriate technical and organizational security measures to protect your personal information, including:
*Secure servers
*Encryption technologies
*Access controls
While we strive to protect your information, no online system can be guaranteed to be 100% secure.
5. Your Choices and Rights
You have control over your personal data.
Access, Update, or Delete Your Data
You may contact us to request access to, correction of, or deletion of your personal information.
Opt-Out of Communications
You may unsubscribe from marketing emails using the unsubscribe link provided.
For SMS communications, you may opt out at any time by replying:
STOP
Withdraw Consent
You may withdraw consent for data processing at any time where applicable.
6. Children’s Privacy
Our services are intended for individuals 18 years or older. We do not knowingly collect personal information from individuals under the age of 18. If such data is identified, it will be promptly deleted.
7. Cookies and Website Data
Our website uses cookies and similar technologies to enhance user experience and improve website performance. Users can manage cookie preferences through their browser settings.
8. International Data Transfers
Your information may be processed in the Philippines or in secure jurisdictions where our service providers operate, subject to appropriate data protection safeguards.
9. Changes to This Privacy Policy
We may update this Privacy Policy periodically. Updates will be posted on this page along with the updated effective date.
Continued use of our services after updates indicates acceptance of the revised policy.
10. Contact Information
If you have questions about this Privacy Policy or our data practices, please contact us:
By opting in to receive SMS messages, you agree to the following:
1. Consent for SMS Communication
Phone numbers obtained during the SMS consent process will not be shared with third parties for marketing purposes. This is to ensure that your information is used solely for communication purposes related to our services.
2. Types of SMS Communications
By opting in, you may receive SMS messages related to conversational customer care and account notifications.
3. Message Frequency
Message frequency may vary depending on the type of communication.
4. Potential Fees for SMS Messaging
Standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may differ for domestic or international messages.
5. Opt-In Methods
I am verbally asking the customer for their consent to receive SMS messages as a method of communication. This opt-in allows us to send important updates, such as support ticket confirmations, service notifications, or follow-ups, directly to their mobile device. By obtaining verbal consent, we ensure the customer is aware of and agrees to receive messages via SMS, in compliance with communication and privacy guidelines.
6. Opt-Out Instructions
You can opt out at any time by replying “STOP” to any SMS message. Alternatively, contact us directly at [email protected].
7. Help
If you are experiencing any issues, reply with the keyword “HELP” or contact us directly at [email protected] or contact us at 888-322-2474
8. Additional Options
If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.
For Subscriber Opt-in and Opt-out messaging, here is the sample for Opt-in message:
By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from Vision Point Insurance Solutions. This includes SMS messages for conversations (external). Message frequency varies. Message and data rates may apply. See privacy policy at https://visionpoint.financial/privacypolicy-180226. Message HELP for help. Reply STOP to any message to opt out..
