Privacy Notice

Effective Date: August 2026


Privacy Policy 


Welcome to our website. We value your privacy and are dedicated to protecting your personal data. This privacy policy outlines how we collect, use, store, and protect your personal data, and your rights concerning this data. We do not share your data with third parties for marketing or promotional purposes.


1. Data Sharing and Disclosure 

We do not share your personal data with third parties for marketing or promotional purposes. We may share your data with third parties only in the following circumstances:



  • Service Providers: With third-party service providers who perform functions on our behalf, such as IT service providers, data storage providers, and telecom service providers 
  • Legal Obligations: When required by law or to respond to legal processes. 
  • Protection: To protect our rights, property, and safety, or that of our customers and others.
  • Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. This excludes text messaging opt-in data and consent, which will not be shared with any third parties


2. Data We Collect 

We collect various types of personal data, including:

  •  Identity Data: First and last name. 
  • Contact Data: Email address, phone number, billing and delivery address
  • Technical Data: IP address, browser type and version, time zone setting, browser plug-in types and versions, operating system and platform. 
  • Usage Data: Information about how you use our website, products, and services. 
  • Marketing and Communications Data: Your preferences in receiving marketing from us and your communication preferences.


3. Methods of Data Collection 

We collect personal data using various methods, primarily through forms on our website: 

  • Direct Interactions: You provide your personal data when you fill out forms, create an account, subscribe to our services, request marketing materials, or give us feedback. 
  • Automated Technologies: As you interact with our website, we may automatically collect technical data about your equipment, browsing actions, and patterns. We collect this data using cookies, server logs, and other similar technologies


4. How We Use Your Personal Data

We use your personal data for the following purposes:

  • SMS Program: If you opt into our SMS program, we will send you messages regarding our services, updates, policies, and promotional offers. You will receive messages about product updates, service notifications, and special offers. You can opt-out at any time. 
  • Service Provision: To perform the contract we are about to enter into or have entered into with you. 
  • Marketing and Communications: To send you marketing materials and communicate with you about our services. 
  • Prospecting: To analyze your data to understand your preferences and prospects for new clients. 
  • Customer Support: To respond to your inquiries and provide support.


5. Data Storage, Maintenance, and Protection 

We implement appropriate security measures to protect your personal data from being accidentally lost, used, or accessed in an unauthorized way, altered, or disclosed. These measures include: 

  • Data Encryption: Encrypting personal data to protect it from unauthorized access. 
  • Access Controls: Limiting access to personal data to authorized personnel only. 
  • Regular Security Assessments: Conducting regular security assessments to identify and mitigate potential vulnerabilities.


6. Your Rights You have the following rights regarding your personal data: 

  • Access: You can request access to the personal data we hold about you. 
  • Correction: You can request correction of any incomplete or inaccurate data we hold about you. 
  • Erasure: You can request deletion of your personal data where there is no good reason for us to continue processing it. 
  • Objection: You can object to the processing of your personal data where we are relying on a legitimate interest (or those of a third party) and there is something about your particular situation that makes you want to object to processing on this ground. 
  • Restriction: You can request restriction of processing of your personal data.


7. Opt-Out Options and Mobile Information

You have the right to opt out of receiving marketing communications from us at any time by: 

  • SMS: Replying "STOP" to any SMS message you receive from us. Email: Clicking the "unsubscribe" link in any email you receive from us. 
  • Account Settings: Updating your preferences in your account settings on our website.

More on mobile information usage, collection, and privacy

  • Our SMS program provides updates, offers, and informative text messages related to our services. By subscribing to our SMS program, you consent to receive SMS messages at the phone number provided. Message frequency may vary based on your interaction with our service.
  • SMS Consent, and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.
  • We do not share your mobile information with third parties or affiliates for marketing or promotional purposes. Additionally, all the categories of personal data mentioned above exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties under any circumstances.However, we may share your data with trusted service providers who assist us in operating our SMS program, provided they agree to keep your data confidential and use it solely for the purpose of providing services on our behalf.
  • You have the right to access, correct, verify, or remove your personal information at any time. To manage your information, please contact us at 770-752-2706.
  • Opt-Out Option: If you wish to opt-out of receiving SMS messages, you may do so at any time by replying "STOP" to any of our messages or by contacting us directly at 770-752-2706. 
  • Opting out will not affect your other interactions with our services.


8. Changes to this Privacy Policy 

We may change this Privacy Statement from time to time when necessary to reflect changes in our Services, how we use personal information, or the applicable law. If we make changes, we will revise the “Last Updated” date at the top of the statement. If we make material changes, we will provide you with notice or obtain consent regarding such changes as may be required by law. We encourage you to review the Privacy Statement whenever you access the Services or otherwise interact with us to stay informed about our privacy practices and the ways in which you can exercise choice over these practices. The practices described in this Privacy Statement are subject to applicable laws in the locations in which we operate.



Thank you for choosing The Surrett Group LLC (“Company,” “we,” “us,” or “our”). We are committed to protecting your personal information and your right to privacy. If you have any questions or concerns about this Privacy Notice or our practices, please contact us at https://thesurrettgroup.com/contact/.

 

This Privacy Notice explains what information we collect, how we use it, and your rights regarding your personal information. Please read it carefully. If you do not agree with any terms, please discontinue use of our Services immediately.

 

This notice applies to all information collected through our website https://thesurrettgroup.com and any related services, sales, marketing, or events (collectively, the “Services”).

 

Table of Contents

 

  • What Information Do We Collect?
  • How Do We Use Your Information?
  • Will Your Information Be Shared With Anyone?
  • Do We Use Cookies and Other Tracking Technologies?
  • Do We Use Google Maps?
  • How Long Do We Keep Your Information?
  • How Do We Keep Your Information Safe?
  • What Are Your Privacy Rights?
  • Do We Make Updates to This Notice?
  • How Can You Contact Us About This Notice?
  • Website Maintenance
  • SMS Terms and Conditions


WHAT INFORMATION DO WE COLLECT?

 

We collect personal information that you voluntarily provide to us. We collect information when you express interest in our Services, participate in activities on our Website, contact us, or enroll in insurance plans we represent. Personal Information You Provide
We may collect: names, phone numbers, email addresses, mailing addresses, Medicare ID numbers, and other similar information needed to assist with plan enrollment and representation. All personal information you provide must be true, complete, and accurate. Please notify us of any changes.

 

Information Automatically Collected


We do not use cookies or tracking technologies for analytics. However, we use Google Maps on our website, which is subject to Google’s privacy practices (see section below).

 

HOW DO WE USE YOUR INFORMATION?

 

We use your information to provide and improve our Services, fulfill legal obligations, and with your consent where required. Specifically, we may use your information to:

 

  • Facilitate account creation and plan enrollment
  • Represent you in dealings and problem resolution with insurance companies
  • Post your testimonial on our website (with your prior consent and only using your name and approved content)
  • Request feedback
  • Send you important updates about our Services, terms, or policies
  • Protect our Website and prevent fraud
  • Enforce our terms and comply with legal requirements
  • Respond to your inquiries and provide customer support
  • Fulfill and manage your requests or plan changes
  • Conduct internal business purposes (such as data analysis and improving our Services) using aggregated and anonymized data


WILL YOUR INFORMATION BE SHARED WITH ANYONE?

 

In Short: We do not share your information without your consent.We do not sell, rent, or share your personal information with third parties or affiliates for marketing purposes.


SMS opt-in phone numbers collected for communication purposes will not be shared with third parties for marketing.

 

DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?

 

In Short: No.
We do not use cookies or tracking technologies for analytics or advertising.

 

DO WE USE GOOGLE MAPS?

 

Yes, we use Google Maps to provide better location-based service.
This feature is subject to Google’s Terms of Service and Privacy Policy.

 

HOW LONG DO WE KEEP YOUR INFORMATION?

 

In Short: We retain your personal information, applications, enrollment paperwork, telephone recordings, and remote meeting recordings for 10 years, as required by the Medicare System.

 

HOW DO WE KEEP YOUR INFORMATION SAFE?

 

We implement appropriate technical and organizational security measures to protect your personal information. However, no electronic transmission or storage system is 100% secure. While we work hard to protect your data, we cannot guarantee complete security. You transmit personal information to and from our Website at your own risk. We recommend accessing our site in a secure environment.

 

WHAT ARE YOUR PRIVACY RIGHTS?

 

You may review, correct, or request deletion of your personal information at any time. Your Rights Include:

 

  • Right to request access to your data
  • Right to request correction of inaccurate data
  • Right to request deletion of your data (subject to our 10-year legal retention requirement)
  • Right to non-discrimination for exercising your privacy rights


Verification Process


For security reasons, we will verify your identity before processing certain requests. We may ask you to provide information that matches what we already have on file. You may also designate an authorized agent to act on your behalf, provided they submit valid proof of authorization. To exercise your rights, contact us using the details below.

 

DO WE MAKE UPDATES TO THIS NOTICE?

 

Yes. We may update this Privacy Notice from time to time to reflect changes in our practices or for legal compliance.
The “Effective Date” at the top will be updated accordingly. We encourage you to review this page periodically.

 

HOW CAN YOU CONTACT US ABOUT THIS NOTICE?

 

Principal Broker and Data Officer:
Brad Surrett
Email: brad@thesurrettgroup.com
Phone: 770-752-2706

 

Mailing Address:

Brad Surrett
The Surrett Group
703 Clubside Dr
Monroe, GA 30655
United States



WEBSITE MAINTENANCE: This website was created and is maintained by Levitate Data Systems, specialists in Client Relationship Management (CRM), marketing, and social media.