Privacy policy.
Privacy Policy for 3 Point Financial
3 Point Financial is committed to protecting the privacy and security of your personal information. This Privacy Policy outlines the types of information we collect, how we use it, and the measures we take to safeguard your data. Please read this Privacy Policy carefully to understand our practices.
1. Information We Collect:
We collect personal information necessary for providing insurance services and managing our relationship with you. This may include:
- Contact Information: Name, address, phone number, email address.
- Personal Identifiers: Date of birth, Social Security number, driver's license number.
- Financial Information: Payment details, banking information.
- Policy Information: Details about your insurance policies with us.
- Usage Data: Information about how you use our website and interact with our services.
- Other Information: Any other information you provide to us voluntarily.
2. How We Use Your Information:
We use your personal information for the following purposes:
- Providing Insurance Services: Processing applications, underwriting policies, and managing claims.
- Customer Support: Responding to inquiries, resolving issues, and providing support.
- Communication: Sending important updates, policy information, and marketing communications.
- Legal Compliance: Complying with applicable laws, regulations, and legal processes.
- Improving Services: Analyzing data to enhance our products and services.
3. SMS TERMS AND CONDITIONS:
1- SMS Consent Communication:
The information 847-577-9333 obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.
2- Types of SMS Communications:
If you have consented to receive text messages from 3 Point Financial, you may receive messages related to the following:
Appointment reminders
Follow-up messages
Billing inquiries
Promotions or offers
Example: "Hello, this is a friendly reminder of your upcoming appointment with Jeff Mauritzen at 215 N Arlington Hts Rd, Suite 100, Arlington Hts, IL 60004 on 05/03/2025 at 2pm. You can reply STOP to opt out of SMS messaging from 3 Point Financial at any time."
3- Message Frequency:
Message frequency may vary depending on the type of communication. For example, you may receive up to 1 SMS messages per week related to your customer care and account notifications.
Example:
"Message frequency may vary. You may receive up to 1 SMS messages per week regarding your customer care and account notifications."
4- Potential Fees for SMS Messaging:
Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.
5- Opt-In Method:
You may opt-in to receive SMS messages from 3 Point Financial in the following ways:
By submitting an online form
6- Opt-Out Method:
You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.
7- Help:
If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at https://www.3ptfinancial.com.
Additional Options:
If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.
8- Standard Messaging Disclosures:
Message and data rates may apply.
You can opt out at any time by texting "STOP."
For assistance, text "HELP" or visit our https://www.3ptfinancial.com/privacy-policy and https://www.3ptfinancial.com/privacy-policy-1 pages.
Message frequency may vary. We do not sell or share your personal information with third parties. SMS opt-in consent or phone numbers collected for SMS purposes will NOT be shared with third parties or affiliates for marketing purposes.
- Legal Requirements: In response to a legal request or to comply with applicable laws.
4. Data Security:
We take reasonable measures to protect your personal information from unauthorized access, disclosure, alteration, and destruction. This includes encryption, access controls, and regular security assessments.
5. Your Choices:
You have the right to:
- Access, correct, or delete your personal information.
- Opt-out of marketing communications.
- Object to the processing of your data for certain purposes.
6. Cookies and Tracking:
We use cookies and similar technologies to enhance your experience on our website. You can adjust your browser settings to reject cookies, but this may impact the functionality of our site.
7. Updates to this Privacy Policy:
We may update this Privacy Policy from time to time. Any changes will be posted on our website with the effective date.
8. SMS Terms and Conditions:
-Consent for SMS Communication: Information obtained as part of the SMS consent process will not be shared with third parties.
-Types of SMS Communications: Customers may receive communications like:
--Good afternoon Mr. Jones, your insurance policy with us will be renewing on 05/01/2025. If you would like to set up a review, please contact our office. Reply STOP to opt out of messages from 3 Point Financial. You will receive no further SMS communication.
-- Hello Mr. Jones. Just following up on your text to my office. Your policy renews on 05/31/2025. Your bill is due on that day as well. Thank you. Reply STOP to opt out of messages from 3 Point Financial. You will receive no further SMS communication.
-- Hello Mr. Jones, Thank you for contacting my office and I am sorry I missed your call. We can help you set up a claim for your auto policy. Please call us back at your convenience. Reply STOP to opt out of messages from 3 Point Financial. You will receive no further SMS communication.
-If you consent to receive SMS from 3 Point Financial, you agree to receive customer care and account notifications via SMS from us. Reply STOP to opt-out; Reply HELP for support; Message & data rates may apply; Messaging frequency may vary. Visit https://www.3ptfinancial.com/privacy-policy-1 to see our privacy policy and terms and conditions."
9. Subscriber Opt-in and opt-out messaging:
-START: “Thank you for opting into SMS messages from 3 Point Financial. To opt out at any time, reply STOP. Need assistance? Reply HELP. Message and data rates may apply. Messaging frequency may vary.”
-STOP: “Thank you for opting out of SMS messages from 3 Point Financial. You will receive no further SMS communication. To opt back in for 3 Point Financial at any time, reply START.
-HELP: “Thank you for contacting 3 Point Financial. We will be in touch with you soon to help. For immediate assistance, please get in touch with us at 847-577-9333, jeff@3ptfinancial.com, www.3ptfinancial.com.”
10. Contact Us:
If you have questions about this Privacy Policy or our data practices, please contact us at 847-577-9333.
By using our services, you agree to the terms of this Privacy Policy.
3 Point Financial
215 N Arlington Hts Rd, Suite 100
Arlington Hts, IL 60004
847-577-9333
jeff@3ptfinancial.com