Secure Shield Agency

Privacy Policy

Last Updated: May 16, 2026 · Effective Date: May 16, 2026

At Secure Shield Agency, your privacy is our priority. This Privacy Policy explains how we collect, use, protect, and share your personal information when you visit our website, complete our forms, or communicate with our agents. By using our website or services, you agree to the practices described in this policy.

1 Who We Are

Secure Shield Agency is a licensed independent insurance agency headquartered in Greenville, South Carolina. We are licensed to sell life and health insurance products in South Carolina, North Carolina, and Texas.

Principal Agent: Lakeisha Johnson
Address: 439 Congaree Rd. Suite 3A, Greenville, SC 29607
Email: wecare@secureshieldagency.com
Phone: (864) 729-3565

2 Information We Collect

We collect personal information through our website forms, phone calls, emails, and in-person consultations. This includes:

Personal Identifiers: Full name, date of birth, state of birth, Social Security Number, driver's license number and expiration date
Contact Information: Phone number, email address, mailing address
Health Information: Health history, medical conditions, medications, primary care physician — collected solely for insurance underwriting purposes
Financial Information: Income range, bank account details (routing and account numbers) for ACH premium payment authorization
Coverage Information: Insurance needs, existing policies, beneficiary information
Employment Information: Employer name, occupation, employment status
Technical Information: IP address, browser type, and pages visited collected automatically when you visit our website

3 How We Use Your Information

To provide insurance quotes, policy recommendations, and coverage options
To complete insurance applications on your behalf with licensed carriers
To process premium payments via ACH bank draft
To communicate about your policy, renewals, and account changes
To comply with state and federal insurance regulations
To improve our website, services, and client experience
To send educational information about insurance and financial protection (you may opt out at any time)

We will never sell your personal information to third parties for marketing purposes. Your information is used solely to serve you as a client of Secure Shield Agency.

4 How We Share Your Information

Insurance Carriers: To obtain quotes and submit applications on your behalf
Our FMO / Upline: Empower Brokerage may receive information necessary to process contracts and commissions
Service Providers: We use Zoho CRM and Web3Forms to manage client records and form submissions
Legal Requirements: When required by law, court order, or government regulation
With Your Consent: When you have given us explicit written or verbal consent

5 Protection of Sensitive Information

All form submissions containing sensitive data are transmitted via encrypted HTTPS connections
Client records are stored in a secure, access-controlled CRM system (Zoho CRM)
Access to client records is restricted to licensed agents of Secure Shield Agency only
We do not store banking information beyond what is necessary to set up premium payment authorization

Gramm-Leach-Bliley Act (GLBA) Notice: As a financial institution under the GLBA, Secure Shield Agency is required to protect the privacy of your nonpublic personal information. We limit the collection and use of your personal financial information to what is necessary to provide our insurance services.

6 Cookies & Website Analytics

Our website may use cookies to improve your browsing experience and analyze website traffic. You may disable cookies through your browser settings. We may use Squarespace Analytics to understand how visitors use our website — this data is collected anonymously.

7 Your Rights & Choices

Access: Request a copy of the personal information we hold about you
Correction: Request that we correct inaccurate or incomplete information
Deletion: Request deletion of your personal information, subject to legal retention requirements
Opt-Out: Opt out of marketing communications at any time by emailing wecare@secureshieldagency.com

To exercise any of these rights contact us at wecare@secureshieldagency.com or call (864) 729-3565. We will respond within 30 days.

8 Children's Privacy

Our website and services are not directed to individuals under 18. We do not knowingly collect personal information from minors. If you believe we have done so, contact us immediately at wecare@secureshieldagency.com.

9 Third-Party Links

Our website may contain links to third-party websites including HealthSherpa, Calendly, and social media platforms. We are not responsible for their privacy practices and encourage you to review their policies.

10 State-Specific Privacy Rights

South Carolina: Protected under the SC Insurance Data Security Act (SC Code §38-99-10)
North Carolina: Protected under the NC Identity Theft Protection Act and applicable insurance privacy regulations
Texas: Protected under the Texas Insurance Code and Texas Privacy Protection Act

11 Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Changes will be reflected by updating the "Last Updated" date above. Continued use of our website after changes constitutes acceptance of the updated policy.

Questions About This Privacy Policy?

📧 wecare@secureshieldagency.com

📞 (864) 729-3565

📍 439 Congaree Rd. Suite 3A, Greenville, SC 29607