Effective Date: 8/15/2025 - Legacy Insurance Services, LLC
Privacy Policy
At Legacy Insurance Services, your privacy is important to us. This Privacy Policy outlines how we collect, use, store, and protect your information—both through our website and through interactions with our services, including our AI-powered chat assistant.
Information We Collect
Personal Information You Provide
Name, phone number, email address
Mailing address
Business or personal insurance needs
Any additional data shared during contact forms, surveys, or conversations with our team or AI chatbot
Automatically Collected Data
Browser type and device
IP address
Website usage data (pages visited, time on site, etc.)
Interactions with the AI chat assistant (used to improve service only)
How We Use Your Information
We use your information to:
Provide quotes and policy recommendations
Respond to inquiries or support requests
Schedule consultations
Improve our website and customer experience
Train and refine our AI chatbot for accuracy and helpfulness
Send service-related updates, reminders, or follow-ups
We do not sell or rent your information to third parties.
Use of AI Chatbot
Our website includes an AI-powered assistant to help answer questions and guide you through services. Conversations may be reviewed by our team to:
Ensure accurate responses
Improve chatbot training
Offer better, faster support
No sensitive personal information should be shared via the chatbot, including Social Security numbers, bank account info, or passwords. For secure matters, please call us directly.
How We Protect Your Information
We implement security measures including:
Encrypted data transmission (SSL)
Firewall and malware protection
Access controls and staff training
Regular site and software updates
While no system is completely foolproof, we take data protection seriously and continually work to safeguard your information.
Cookies & Tracking
We may use cookies and third-party analytics tools to enhance your experience and understand how our site is used. You can modify your browser settings to control or disable cookies at any time.
Third-Party Links
Our site may link to third-party websites (e.g. insurance carriers, educational articles). We are not responsible for the privacy practices of those sites. Please review their policies independently.
Third-Party Links
You may:
Request access to your personal data
Ask for corrections or deletion of your information
Opt out of marketing communications at any time
To exercise these rights, please contact us directly.
Contact Us
If you have any questions or concerns about this policy, please reach out:
Legacy Insurance Services, LLC
405 N 115th St St. 301, Omaha, NE 68154
(531) 710-1650
The Legacy Promise
More than a policy. It's a partnership.
At Legacy Insurance Services, we don’t offer one-size-fits-all solutions. We make a promise—to every client, every time—to walk alongside you with clarity, intention, and genuine care. Because we’re not just protecting your assets. We’re helping you protect your legacy.
