Synergy Financial is a d/b/a of Levy Consulting LLC ("we," "us," "our"). This policy explains what we collect through synergylifedirect.com, how we use it, and the choices you have.
Levy Consulting LLC
d/b/a Synergy Financial
871 Ibis Walk Pl N, St. Petersburg, FL 33716
Email: benjamin.eterna@gmail.com
What we collect
We collect information you give us directly when you contact us, start a chat, or apply to join as an agent:
- Name and contact details, including email address and phone number
- Professional information you choose to share, such as your insurance license status and the states you're licensed in
- The contents of messages you send us
We also collect limited technical information automatically, such as your IP address, browser type, and the pages you view, through standard web logs and our chat provider.
How we use it
- To respond to your questions and messages
- To evaluate and process agent applications
- To contact you about the agent program by phone, email, or text message where you have asked us to
- To operate, secure, and improve the site
Text messaging and SMS
If you give us your mobile number and consent to receive text messages, we may send you messages about your application and the agent program.
We do not sell your personal information. We do not share your information with third parties for their own marketing purposes.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent are not shared with any third parties.
Message frequency varies. Message and data rates may apply. Reply STOP at any time to opt out, or HELP for help. Opting out of text messages does not affect your application or your ability to reach us by phone or email.
Who we share information with
We share information only with service providers who help us operate the business — for example our chat and CRM provider, and our email provider — and only so they can perform that work for us. We may also disclose information where required by law or to protect our legal rights.
We do not sell personal information, and we do not share it with third parties for their own marketing.
Cookies
The site uses cookies and similar technologies set by our chat provider to keep your session working. You can block or delete cookies in your browser settings; parts of the site may stop working if you do.
How long we keep it
We keep application and contact information for as long as needed to respond to you and to meet our legal and recordkeeping obligations, then delete it.
Your choices
- Reply STOP to any text message to stop receiving texts
- Use the unsubscribe link in any marketing email
- Email us to ask what we hold about you, to correct it, or to ask us to delete it
Depending on where you live, you may have additional rights over your personal information. Email us at the address above and we'll respond.
Children
This site is meant for licensed insurance professionals and is not directed to anyone under 18. We don't knowingly collect information from children.
Changes
If we change this policy we'll update the date at the top of this page.
Contact
Questions about this policy or your information: benjamin.eterna@gmail.com, or write to Levy Consulting LLC at the address above.