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Privacy Notice

Roth Agency Inc.
Effective Date: 12/15/2025

Our Commitment to Your Privacy

At Roth Agency Inc., we value you as a customer and take your personal privacy seriously. We are committed to protecting the confidentiality of your nonpublic personal information (“customer information”) and adhere to the privacy and security requirements of the Gramm-Leach-Bliley Act (GLBA), the Florida Information Protection Act (FIPA), and other applicable federal and state laws.

This notice describes our policies and practices for collecting, using, securing, and sharing your information.

Information We Collect

We collect nonpublic personal information about you to provide you with insurance products and services, process your transactions, and for other legitimate business purposes. This information is collected from the following sources:

Information we receive from you on applications, other forms, and during conversations (such as your name, address, Social Security number, date of birth, and financial information).

Information about your transactions with us, our affiliates, or others (such as payment history, policies purchased, and claims information).

Information we receive from third parties (such as consumer reporting agencies, motor vehicle departments, and insurance support organizations) during the underwriting and claims process.
Information collected automatically when you visit our website (such
as IP addresses, usage details, and other online identifiers).

How We Use Your Information
We use the information we collect about you primarily to provide you with the insurance products and services you request. This includes:
Presenting our website and its contents to you.

Providing you with information, products, or services that you request from us.

Fulfilling our obligations and enforcing our rights arising from any contracts entered into between you and us.
Notifying you about changes to our website, products, or services.
Processing applications, servicing your accounts, and processing claims.
Complying with legal obligations, as required by law.

Information We May Disclose

We do not sell customer information to anyone.

We may disclose the categories of nonpublic personal information listed above to the following types of nonaffiliated third parties, but only as permitted by law or with your consent:

Insurance Companies/Carriers: To underwrite and process your insurance applications, policies, and claims.
Service Providers: To perform business functions on our behalf (such as data processing, administrative services, and payment processing), under contractual obligations to protect your information.

Affiliates: We may share information with our affiliated companies.
Legal & Regulatory Authorities: To respond to subpoenas, court orders, or legal investigations; report to consumer reporting agencies; or comply with audits.

Business Transfers: In connection with a merger, sale of company assets, or acquisition.

Your Right to Opt Out
If we were to share your nonpublic personal information with nonaffiliated third parties for purposes outside of the exceptions permitted by law (e.g., for certain joint marketing programs not involving a service provider agreement), we would provide you with a clear and conspicuous notice and a reasonable means to opt out of that sharing.

Special Notice Regarding Text Messaging:
  • By clicking SUBMIT you consent to receiving SMS messages
  • Messages and Data rates may apply. Message frequency will vary
  • Reply Help to get more assistance
  • Reply Stop to Opt-out of messaging
No mobile information will be shared with third parties/affiliates for marketing/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.

Our Security Procedures
We restrict access to nonpublic personal information about you to only those employees, agents, and service providers who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal and state regulations to protect your information.

Access to and Correction of Your Information
You have the right to request access to the personal information we have collected about you and to request correction of any inaccuracies. All requests must be in writing.

Changes to This Privacy Notice
We reserve the right to change our privacy practices and the terms of this Notice at any time. If we make a material change in our privacy practices, we will post a revised Notice on our website and provide the revised Notice to covered individuals in our next annual mailing or as otherwise required by law.

Contact Information
If you have any questions about this Privacy Notice or our information practices, please contact us at:

Roth Agency Inc.
1612 NW 2nd Avenue, Suite 5, Boca Raton, FL 33432

Tel: 561-717-3322
Email: sroth@rothagencyinc.com
www.rothagencyinc.com

Text Messaging (SMS) / Mobile Privacy

When you provide your phone number and opt in to receive text messages, we collect and use that phone number to send you communications related to your account and our services. Message frequency varies. Message and data rates may apply.

We do not share or sell your mobile phone number or any personal information to third parties for marketing purposes.

You may opt out of SMS communications at any time by replying STOP. For help, reply HELP or contact us at 561-717-3322.

Contact Roth Agency Inc.

Our Boca Raton, FL Office

1612 NW 2nd Avenue
Suite 5
Boca Raton, FL 33432

 
Email Us
 561-295-6926 fax

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