Privacy policy

1. The short version

2. Who we are

Bundle Village (“Bundle Village,” “we,” “us”) is operated by HealthFirst Agency dba Bundle Village. We run bundlevillage.com, a directory of licensed insurance agents. Bundle Village does not sell insurance through this site and is not an insurer.

This policy covers this website, for the people searching for an agent and for the agents listed on it. The Bundle Village CRM, the software agents use to run their business, has its own privacy policy.

3. What we collect when you look for an agent

Searching. You can search and read agent profiles without giving us anything. The ZIP code and coverage type you search for are not linked to your name.

Contacting an agent. When you send a message to an agent, we collect:

• Your name, email address and phone number
• Your ZIP code, the type of coverage you want and your message, if you add them
• The consent wording you agreed to, and when you agreed
• Your IP address and browser type, to stop spam and to keep a record of your consent

Being introduced by an agent. If an agent you are working with refers you to another Bundle Village agent, we receive from them your name, email address, your phone number and ZIP code if they give them, the coverage you need and any note they add, along with their confirmation that you agreed. The agent who referred you can see whether the new agent has contacted you or could not help. They are never told whether you bought anything.

Joining a waitlist. If no agent covers your area yet and you ask to be told when one does, we collect your name, email address, your phone number if you give it, your ZIP code and the coverage type you need. Bundle Village uses these to email you once, automatically, when a licensed agent is available, and keeps a note of when it did. We do not pass them to an agent; you choose whether to contact one. We also count sign-ups by state and coverage type, never by person, to decide where to recruit agents next.

Leaving a review. If an agent invites you to review them, we collect your star rating, your review, the name you give and, if you add it, your city, along with your IP address to stop fake reviews.

Every visit. Like any website, our hosting provider records basic technical information such as IP address, browser type and the pages requested, to keep the site running and secure.

How people use the site. We count the steps visitors take, such as searching, viewing a profile or contacting an agent, so we can see what works. Each visit gets a random ID that lasts until you close the tab. We record the page, the ZIP code, state and coverage type searched and how many agents it found, which public agent profile was viewed, and the website or campaign that sent you. We do not record your name, contact details or IP address with these counts, and we run this ourselves, with no outside analytics company.

4. How we use it

• To deliver your message to the agent you chose
• To email you a confirmation with that agent’s contact details
• To email you once if an agent introduces you to another agent, with a way to say no
• To email you once when an agent becomes available in your area, if you asked us to
• To publish reviews, once we have checked them
• To prevent spam, fraud and abuse
• To keep a record of the consent you gave
• To meet our legal obligations

We do not use your information to market other products to you, and we do not build advertising profiles about you.

5. Who receives it

The one agent you choose. Your message and contact details go to the agent whose profile you contacted. By sending it, you agree that this agent may contact you by phone, text or email about insurance. Consent is not a condition of purchase.

No other agent unless you agree. We never sell, rent or trade your information, and we never send it to a group of agents. The only way a second agent receives it is an introduction you agreed to, described below.

Introductions, only with your agreement. If an agent you are working with does not handle what you need, they can introduce you to one other Bundle Village agent who does, through our site. That agent receives your name, contact details, ZIP code, what you need help with and any note the first agent adds. We email you to say who it is, with a link to tell us you do not want to hear from them. If you use it, we tell that agent not to contact you.

After the agent receives it. Agents are independently licensed professionals. Once your details reach them, how they keep and use them is governed by their own practices and the law that applies to them. If the agent who received your details uses the Bundle Village CRM, your details are also placed in their CRM account so they can follow up with you.

Companies that run the site for us. We use service providers who handle information only to do their job for us:

• Supabase, which stores our database and profile photos
• Cloudflare, which hosts the website and agents’ video introductions
• Resend, which delivers our emails
• Stripe, which processes agents’ membership payments
• HighLevel, the platform the Bundle Village CRM is built on, for agents who use the CRM

Our own team can see messages and reviews in order to run the service, answer support requests and prevent abuse.

When the law requires it. We may disclose information to comply with a law, subpoena or court order, or to protect someone’s safety. If Bundle Village is sold or merged, your information would pass to the new owner under this policy, and we would tell you before it became subject to a different one.

6. Information about agents

When an agent applies, we collect their NPN, name, email, phone number, agency, city, state, the year they were licensed, license expiration date, the states they are licensed in, their specialties, their bio, their booking link and their photo. Agents can also add professional designations and a short video introduction, and we record when they accepted the Agent Terms. We review every application before a profile goes live, and may check license details against state licensing records at any time.

A profile publicly shows the agent’s name, photo, agency, city and state, licensed states, specialties, designations, NPN, bio, booking link, approved reviews and, once a person on our team has approved it, their video. Videos are stored and played by Cloudflare Stream. Agents’ email addresses and phone numbers are not shown on the site.

Membership payments are handled by Stripe. Card numbers never reach our servers. If an agent uses the optional bio tidy-up, the bio text is processed by Cloudflare’s AI service to suggest corrections. Nothing else about the agent is sent.

7. Cookies and tracking

We do not use advertising cookies, tracking pixels or outside analytics tools. The only cookies we set keep agents and our team signed in to their accounts, so people searching for an agent get none from us. Our hosting provider may set its own short-lived security cookies to block automated attacks. The visit counting described in section 3 uses your browser’s session storage, which is cleared when you close the tab, not a cookie.

We will update this policy before adding any outside analytics or advertising tools.

8. How long we keep it

We keep messages to agents, introductions between agents, waitlist sign-ups and reviews for as long as we need them to run the service and keep a record of consent, or until you ask us to delete them. The visit counts described in section 3 are deleted after 13 months. Agents’ profile information is kept while they are members and for as long afterward as legal, tax and accounting obligations require.

9. Your choices and rights

You can ask us to show you the information we hold about you, correct it or delete it. Depending on where you live, including California, Texas and several other states, the law gives you these rights. We will confirm who you are before acting, and we will not treat you differently for asking.

We do not sell personal information, and we do not share it for targeted advertising.

Deleting your information from Bundle Village does not remove the copy the agent who received your details already has. Ask that agent directly as well. If you would rather not, tell us and we will pass your request on.

To make a request, email info@bundlevillage.com.

10. Security, children and changes

Security. We use industry-standard safeguards, including encrypted connections and access controls, to protect your information. No system is perfectly secure, so we cannot promise that information will never be accessed without permission.

Children. Bundle Village is for adults. We do not knowingly collect information from anyone under 18.

Changes. If we change this policy, we will update the date at the top of this page. If a change affects how your information is shared, we will make it clear on the site before it takes effect.

11. Contact us

Questions about this policy or your information: email info@bundlevillage.com.

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