Privacy Policy

We may collect:

• Your name, phone number, email, and address
• Information you give us through calls, forms, emails, or text messages
• Insurance, financial, and other information needed to provide requested services

We may use your information to:

• Answer your questions
• Schedule and confirm appointments
• Provide insurance and financial services
• Process applications and service requests
• Send updates you have agreed to receive
• Meet legal, regulatory, and recordkeeping requirements
• Improve our services and website

We may share information with insurance companies, financial institutions, service providers, regulators, or other parties when needed to provide requested services or follow the law.

We do not sell your personal information.

SMS consent is not shared with third parties or affiliates. Your mobile information and text-message opt-in information will not be shared with third parties or affiliates for marketing or promotional purposes.

If you agree to receive text messages, we may send appointment reminders, service updates, answers to questions, and other messages related to your relationship with O'Keefe Solutions.

Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for assistance.

For full SMS program details, see our SMS Terms and Conditions.

When you use our website and online forms, information is collected and processed by trusted third-party service providers on our behalf. These providers are only permitted to use your information to deliver the services we request.

• Jotform powers our contact, quote, information-update, consent, and intake forms. Depending on the form, this may include your name, email, phone number, address, message, digital signature, and the insurance, health, or financial details needed to provide requested services.
• Calendly is used to schedule appointments during client onboarding and collects your name, email, and selected meeting time.
• Resend is used to send onboarding invites and form-receipt confirmations to the person who submitted a form. This requires your email address. Staff notification copies are not sent this way.
• RingCentral is our SMS provider and processes phone numbers and message content for the text messages described above.
• Google Analytics helps us understand website usage and may collect device information, approximate location, and usage data through cookies.
• AWS Amplify and Amazon CloudFront host our website and may record standard access logs, such as IP address, browser type, and pages visited.

We use reasonable safeguards to protect your information. However, no website, email, or text-message system is completely secure. Please do not send sensitive personal or financial information by text message.

You may ask us to update your contact information or stop certain communications. To stop text messages, reply STOP.

If you have questions about this policy, call (210) 987-2375 or email us at administration@okeefesolutions.com.