Bishop Insurance Partners | Carter Bishop, Independent Insurance Broker
Effective Date: March 29, 2026
Last Updated: March 29, 2026
1. Introduction
This Privacy Policy describes how Carter Bishop, operating as Bishop Insurance Partners ("we," "our," or "us"), collects, uses, and protects information you provide through the Bishop Insurance Partners website (the "Site"). We are committed to protecting your privacy and handling your information responsibly.
By using this Site or submitting information through our forms, you agree to the terms of this Privacy Policy.
2. Information We Collect
We collect information you provide directly, including:
- Contact information: name, phone number, email address, and ZIP code
- Coverage-related information: coverage type preference, number of people needing coverage, state of residence, date of birth (used for quoting purposes only), and general income range
- Communication preferences: best time to be contacted, how you heard about us
- Optional notes or messages you provide
- TCPA consent records, including timestamp, IP address, and exact consent language
We also automatically collect:
- IP address and approximate location (country/region)
- Browser type and version
- Pages visited and time spent on the Site
- Referring website or search query (how you arrived at the Site)
We collect this technical data through Google Analytics and standard web server logs.
3. How We Use Your Information
We use the information you provide to:
- Respond to your inquiry and provide insurance consultation services
- Present insurance plan options relevant to your situation
- Contact you by phone, email, or text message (only with your TCPA consent)
- Send confirmation emails and follow-up communications related to your inquiry
- Deliver requested resources (such as the Insurance Buyer's Checklist)
- Improve the Site and our services based on usage patterns
- Comply with applicable legal and regulatory requirements
We do NOT use your information for:
- Unsolicited marketing unrelated to your inquiry
- Profiling or automated decision-making
- Any purpose beyond the services you requested
4. SMS and Mobile Communications
If you provide your mobile phone number and consent to receive SMS messages from Bishop Insurance Partners, we will use your phone number to send you text messages related to health insurance quotes, plan information, and appointment communications.
Your mobile phone number and SMS opt-in consent will not be shared with third parties for their own marketing purposes.
No mobile information will be shared with third parties/affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
You may opt out of SMS messages at any time by replying STOP to any message. Standard message and data rates may apply. Message frequency varies. Reply HELP for assistance.
To opt out of phone or text communications at any time:
- Reply STOP to any text message
- State "remove me" or "stop calling" during any phone call
- Email solutions.carterbishop@gmail.com with your opt-out request
We retain TCPA consent records — including timestamp, IP address, and exact consent language — for compliance and legal defense purposes.
5. Information Sharing
We do NOT sell, rent, or trade your personal information to third parties.
We may share your information in the following limited circumstances:
- With licensed insurance companies, for the sole purpose of obtaining quotes or facilitating enrollment you have requested
- With service providers who assist in operating this Site (including email delivery via Resend, and website analytics via Google Analytics), under appropriate data processing agreements
- As required by law, court order, or regulatory requirement
- To protect the rights, safety, or property of Bishop Insurance Partners or others
Any insurance company or service provider we share data with is required to use it only for the specified purpose.
6. Cookies and Tracking
This Site uses cookies and similar technologies:
- Necessary cookies: Required for the Site to function (session management, security). Always active.
- Analytics cookies: Google Analytics tracks aggregate, anonymized usage data. These are only activated with your consent via the cookie banner.
To manage cookies, use the cookie consent banner when you first visit the Site, or adjust your browser's cookie settings. Disabling analytics cookies does not affect Site functionality.
7. Data Retention
- Form submissions and lead information: Retained for 3 years from the date of submission for compliance, regulatory, and business continuity purposes.
- TCPA consent records: Retained for a minimum of 5 years.
- Analytics data: Retained per Google Analytics' standard data retention settings (14 months, adjustable in your Google account if you are a signed-in user).
- You may request deletion of your personal data at any time (see Section 9).
8. Your Rights
You have the right to:
- Access the personal information we hold about you
- Correct inaccurate information
- Request deletion of your information (subject to legal and compliance retention requirements)
- Opt out of marketing communications at any time
- Withdraw TCPA consent at any time
California residents: Under the California Consumer Privacy Act (CCPA), you have additional rights including the right to know what personal information is collected, the right to deletion, and the right to non-discrimination for exercising your rights.
New York residents: Under New York's SHIELD Act, we maintain reasonable data security safeguards appropriate for the information we collect.
To exercise any of these rights, contact us at solutions.carterbishop@gmail.com.
9. Data Security
We implement reasonable technical and organizational measures to protect your information, including:
- SSL/TLS encryption for all data transmitted to and from this Site
- Secure form submission handling through Cloudflare Workers
- Access controls limiting who can access collected data
- Regular security reviews of our systems and third-party providers
No method of transmission over the internet is 100% secure. While we take reasonable precautions, we cannot guarantee absolute security.
10. Children's Privacy
This Site is not directed at children under the age of 13. We do not knowingly collect personal information from children under 13. If you believe a child under 13 has submitted information through this Site, please contact us immediately at solutions.carterbishop@gmail.com and we will delete the information.
11. Third-Party Links
This Site may contain links to third-party websites (such as insurance company sites). We are not responsible for the privacy practices of those sites. We encourage you to review their privacy policies before submitting any information.
12. Changes to This Policy
We may update this Privacy Policy periodically. When we do, we will update the "Last Updated" date at the top of this page. We encourage you to review this page periodically. Continued use of this Site after changes are posted constitutes acceptance of the updated policy.
13. Contact
If you have questions about this Privacy Policy or wish to exercise your rights, contact us at:
Carter Bishop
Bishop Insurance Partners
solutions.carterbishop@gmail.com
(352) 769-2245
Tampa, Florida