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FACTS

WHAT DOES WE SOLVE INSURANCE, LLC.
DO WITH YOUR PERSONAL INFORMATION?

Why?

Financial companies choose how they share your personal information. Federal and state laws give consumers the right to limit some but not all sharing. Federal and state laws also require We Solve Insurance, LLC. (“We Solve,” “we,” “us,” or “our”) to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us [A1]. We may collect and share your:

  • name;
  • email address;
  • phone number;
  • state and zip code;
  • full address;
  • birth date;
  • social security number;
  • Medicare/Medicaid coverage status; or
  • dependents names.

We may also obtain and share personal information about you from third parties,
including, service providers and lead sellers.

How?

All financial companies need to share customers personal information to run their everyday section below, we list the reasons financial companies can share their customers personal information; the reasons We Solve Insurance, LLC. chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information

Does We Solve Insurance, LLC. share?

Can you limit this sharing?

For our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

Yes

No

For our marketing purposes – to offer our products and services to you

Yes

No

For joint marketing with other financial companies

Yes

Yes

For our affiliates everyday business purposes – information about your transactions and experiences

Yes

No

For our affiliates' everyday business purposes – information about your creditworthiness

Yes

Yes

For our affiliates to market to you

Yes

Yes

For nonaffiliates to market to you

Yes

Yes

To limit our sharing

  • Visit us online at our https://www.wesolveinsurance.com
  • Email us at info@wesolveinsurance.com
  • Mail the form below to We Solve Insurance, LLC.
     1490 Union Ave Ste 604 Memphis, TN 38104

Please note:

If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice.

However, you can contact us at any time to limit our sharing.

Questions?

Go to https://www.wesolveinsurance.com/privacy-policy/ or email us atinfo@wesolveinsurance.com

Mail-in Form

Leave Blank OR

If you have a joint account, your choice(s) will apply to everyone on your account unless you mark below.

  • Apply my choices only to me

Mark any / all you want to limit:

  • Do not share information about my creditworthiness with your affiliates for their everyday business purposes.
  • Do not allow your affiliates to use my personal information to market to me.
  • Do not share my personal information with nonaffiliates to market products and services to me.

Name:
 Address:
 City, State, Zip:

Account #:

Mail To:

We Solve Insurance, LLC

1490 Union Ave Ste 604 Memphis, TN 38104

Who we are

Who is providing this notice:

We Solve Insurance, LLC.

What we do

How does We Solve Insurance, LLC. protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with Federal and state law. These measures include computer safeguards and secured files and buildings.

How does We Solve Insurance, LLC. collect my personal information?

We collect your personal information, for example, when you:

  • Apply with us to explore options for receiving quotes from insurance providers.
  • We collect your personal information from other companies (e.g., lead providers).
  • We collect your personal information from others, such as credit bureaus, affiliates, or other companies.

Why cant I limit all sharing?

Federal law gives you the right to limit only

  • sharing for affiliates everyday business purposes – information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing. Please seeOther Important Information below for more information.

What happens when I limit sharing for an account I hold jointly with someone else?

Your choices will apply to everyone on your account – unless you tell us otherwise.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.
  • We Solve Insurance, LLC.

Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • https://www.wesolveinsurance.com/

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • https://www.wesolveinsurance.com/

Other important information

Please see our website Privacy Policy to learn more about how we handle other personal information not within the scope of the Gramm-Leach-Bliley Act and this notice.

For insurance customers in AZ, CA, CT, GA, IL, ME, MA, MN, MT, NV, NJ, NM, NC, ND, OH, OR, and VA only: The term “personal information” means information we collect in connection with an insurance transaction. We may share your personal information with nonaffiliates without your prior authorization as permitted or required by law. We may share your personal information with other insurance agents or brokers and governmental health insurance marketplaces as necessary in connection with your insurance transaction. We may also share your personal information with insurance regulatory authorities, law enforcement, and consumer reporting agencies. Personal information we obtain from a report prepared by an insurance-support organization may be retained by that insurance-support organization and disclosed to others.

You have the right to correct or amend your personal information that we maintain. To request access to, correction, amendment or deletion of your personal information, send a written notarized letter to: 15061 Springdale St. Suite 206 Huntington Beach, CA 92649 [A2]. Include your name, address, and your policy number, and describe the information you wish to access, correct, amend or delete. If we agree with your request to correct or amend our records, we will correct or amend our records. If we do not agree with you, you may file a statement of disagreement with us, and we will include your statement when we give your personal information to anyone outside of We Solve Insurance, LLC.. We can't change personal information other companies provide to us. You'll need to ask them to change it. Contact us at the address above to receive more information regarding these rights or to receive a more detailed explanations of our privacy policies.

[A1]Note to Client:  We understand that you do not collect information from California residents. Note that if this changes in the future, there are additional requirements under CalFIPA which will need to be addressed.

[A2] Note to Client: Insert address.