Privacy Policy

Professional Insurance Solutions LLC ("the Firm", "we", or "us") is committed to maintaining the privacy and security of the personal information our clients entrust to us. As an independent insurance agency, we provide ethical, compliant guidance to individuals and small businesses across New Mexico. This Privacy Policy describes how we collect, use, and protect your information when you utilize our consultation services and website.

Information We Collect

We collect information that you voluntarily provide when inquiring about insurance services or scheduling a consultation. This may include your name, email address, physical address, and telephone number (including mobile numbers). Additionally, we may collect details regarding your current insurance coverage and history necessary to provide accurate independent policy guidance and strategic risk assessments.

How Information is Used

Your information is used to facilitate professional insurance consultations, identify appropriate insurance solutions, and communicate important service updates. We process your data to fulfill our commitment to providing technically accurate guidance and ensuring compliance with state and federal insurance regulations. We do not use your personal information for automated decision-making or profiling without your explicit consent.

Information Storage & Protection

We implement rigorous technical and administrative security measures to safeguard your information from unauthorized access, disclosure, or alteration. All personal data is stored on secure systems and retained only for the duration required to provide our services or as mandated by applicable legal and regulatory retention periods in New Mexico.

Your Rights & Choices

You maintain the right to access your personal data, request corrections to any inaccuracies, or ask for the deletion of your information, subject to certain regulatory exceptions. To exercise these rights or to inquire about our privacy practices, please contact us via the phone number or email address provided in the footer of our website.

SMS Communication Disclosure

Mobile numbers are not shared with third parties or affiliates for marketing or promotional purposes. Mobile numbers may be shared only with subcontractors who provide support services (such as customer support tools), and only as needed to support our insurance advisory services.

SMS is used only for appointments, service updates, and important account-related messages. Message frequency may vary. Message and data rates may apply.