This Privacy Policy explains what information LeadFund Pro collects when you visit leadfundpro.com or submit a funding request, how we use it, and the choices you have.
1. Who we are
LeadFund Pro (“LeadFund Pro,” “we,” “us”) helps independent insurance professionals explore business funding options. LeadFund Pro is not a lender and does not make credit decisions. You can reach us at info@leadfundpro.com.
2. Information we collect
Information you give us
When you complete our funding request form, we collect:
- Your first and last name, email address and mobile phone number
- Your agency or business name and state
- Business details: insurance lines you sell, time in business, estimated monthly revenue, the funding amount you are requesting and how you plan to use the funds
- A record of your consent to be contacted, including the consent wording you agreed to and the date and time you agreed
If you start a funding application, chat with us on our website, email us or speak with us, we collect the details you provide and keep a record of that communication.
Information collected automatically
- The page address you submitted the form from and any campaign tags in the link you used (for example, which ad or email brought you to our site)
- Standard technical information that web servers record, such as your IP address, browser type, device type and the date and time of your visit
3. How we use your information
- To respond to your funding request and contact you about it
- To review your business information and identify funding options that may fit your situation
- To schedule and hold consultations with a funding specialist
- To send you follow-up messages you have agreed to receive
- To keep records of your consent and our communications
- To understand which of our marketing is working and to improve our website
- To prevent fraud, protect our business and comply with the law
4. How we share your information
We share information only as described here:
- With funding providers, when you choose to proceed. If you decide to pursue a funding option, we will share the information needed to evaluate your request with the lender or funding provider involved. We will tell you before this happens.
- With service providers who help us run our business, such as our website host, form and email delivery services, website chat, application and scheduling software, and customer relationship management (CRM) software. They may use your information only to provide services to us.
- For legal reasons, such as responding to a valid legal request, enforcing our Terms or protecting the rights and safety of LeadFund Pro, our users or others.
- In a business transfer, such as a merger, acquisition or sale of assets, in which case your information may transfer to the new owner under this policy.
5. Text messages (SMS)
If you check the consent box on our form, you agree to receive calls, emails and text messages from LeadFund Pro about your funding request, which may be sent using automated technology. Consent is not a condition of any purchase or funding.
- Message frequency varies. Message and data rates may apply.
- Reply STOP to any text to opt out. Reply HELP for help, or email info@leadfundpro.com.
6. Credit inquiries
Checking your funding options uses a soft credit inquiry, which does not affect your credit score. We will not request a credit report without your authorization. If you decide to move forward with a specific funding product, the lender may require a full application and a hard credit inquiry; you will be informed and asked for your authorization first.
7. Cookies and third-party tools
Our website uses a small number of outside services to work properly, including web fonts and a website chat tool. These services may receive your IP address and may use cookies or similar technologies under their own privacy policies. You can block or delete cookies in your browser settings, though some features, such as website chat, may not work correctly.
If we add advertising or analytics tools in the future, we will update this policy to describe them.
8. Security and retention
We use reasonable administrative, technical and physical safeguards to protect your information, including encrypted connections (HTTPS) on our website. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.
We keep your information for as long as needed to respond to your request, maintain our business relationship with you, keep records of consent and meet legal and recordkeeping obligations, and then delete or de-identify it.
9. Your choices and rights
- Opt out of texts: reply STOP to any message.
- Opt out of emails: use the unsubscribe link in our emails or email us.
- Access, correct or delete your information: email info@leadfundpro.com and we will respond as required by applicable law. We may need to verify your identity first and may keep certain records where the law requires it.
Depending on where you live, you may have additional rights under state privacy laws. We will honor those rights as they apply to us.
10. Children
Our website and services are intended for business professionals age 18 and older. We do not knowingly collect information from anyone under 18. If you believe a minor has sent us information, contact us and we will delete it.
11. Changes to this policy
We may update this Privacy Policy from time to time. When we do, we will change the effective date at the top of this page. Significant changes will be posted clearly on our website.
12. Contact us
Questions about this Privacy Policy or your information? Email us at info@leadfundpro.com.