Privacy Policy

Effective September 14, 2026

Last updated October 16, 2026

Sunrise Benefit Advisors respects your privacy. This policy explains how we collect, use, and protect information submitted through this website.

Information we collect

We may collect your name, email address, telephone number, date of birth, gender, state, ZIP code, tobacco-use information, insurance goals, requested coverage, budget, and any other information you choose to provide.

How we use information

We use the information you provide through our website, Jotform, and Facebook/Meta lead forms to respond to insurance inquiries, understand your coverage needs, provide insurance guidance and quote assistance, and contact you as authorized.

Where appropriate consent has been obtained, we may use AI-assisted virtual assistants to follow up on insurance requests by telephone. These assistants may collect additional information to help a licensed insurance agent review your coverage options.

How information may be shared

We use service providers, including Jotform, Meta, Google, and Retell AI, to help collect, store, manage, and respond to insurance inquiries, as applicable. Information may also be shared with insurance carriers, insurance organizations, and authorized service providers when necessary to fulfill your request.

Calls may be recorded or transcribed for quality assurance, customer service, and recordkeeping purposes, subject to applicable law and required notices or consent.

We do not sell personal information.

Retention and security

We retain customer information and applicable consent records for as long as reasonably necessary to fulfill the purposes described in this policy and meet legal, regulatory, and contractual obligations. We use reasonable safeguards to protect information, although no electronic system is completely secure.

Your choices

You may ask to review, correct, or delete information you submitted, or ask us to stop contacting you, by emailing rose@sunrisebenefitadvisors.com.