Collection of Information

The personal information that we collect includes your name, address, email address, and phone number. We collect this information when you visit our website, submit a quote request, or when you contact us for support. We only collect this information when you apply for our services, and we only use it for the purpose in which it was collected. We use text messages, SMS, email, web forms, and other methods to collect personal information. You can opt-out at any time.

​Use of Personal Information

We use the personal information we collect to provide our customers with the best possible service. This includes processing enrollments, providing quotes, processing claims, and billing. We may also use personal information to communicate with customers about our products, services, promotions and events. We will not sell or disclose personal information to third parties. We will never share, trade, or otherwise sell your personal information such as phone numbers and SMS consent to third parties under any circumstances.

Updates to Privacy Policy

We reserve the right to modify or update this Privacy Policy at any time. We encourage our customers to review this policy periodically for any changes. If we make significant changes to this policy, we will notify our customers by email, letter, or posting a notice on our website.

SMS Terms & Conditions

1- SMS Consent Communication:
Information 847-904-7272 obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

2- Types of SMS Communications:
If consent has been given to receive text messages from Charles Yi Insurance Agency, messages may be received related to the following (provide specific examples):
Appointment updates
Follow-up messages
Billing inquiries
Example: "Hello, this is a reminder of your upcoming appointment with your agent Charles Yi at Glenview on [Date] at [Time]. Reply STOP to opt out of SMS messaging at any time."

3- Message Frequency:
Message frequency may vary depending on the type of communication. For example, up to 7 SMS messages per week may be received related to [appointments/billing, etc.].
Example:
"Message frequency may vary. You may receive up to 2 SMS messages per week regarding your appointments or account status."

4- Potential Fees for SMS Messaging:
Standard message and data rates may apply, depending on the carrier's pricing plan. These fees may vary if the message is sent domestically or internationally.

5- Opt-In Method:
Opt-in to receive SMS messages from Charles Yi Insurance Agency can be done in the following ways:
By submitting an online form

6- Opt-Out Method:
Opting out of receiving SMS messages can be done at any time by replying "STOP" to any SMS message received. Alternatively, direct contact can be made to request removal from the messaging list.

7- Help:
For any issues, reply with the keyword HELP. Alternatively, help can be obtained directly from us at www.charlesyiagency.com
Additional Options:
If SMS messages are not desired, the SMS consent box on forms can be left unchecked.

8- Standard Messaging Disclosures:
Message and data rates may apply.
Opt out at any time by texting "STOP."
For assistance, text "HELP" or visit our [Privacy Policy] and [Terms and Conditions] pages.
Message frequency may vary