Privacy Policy

Effective Date: January 19, 2026

Generis Organization LLC (“Generis,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we collect, how we use it, and the choices you have when you interact with us through our website, forms, phone, and text messaging.

1) Information We Collect

We may collect the following types of information:

  • Contact information: name, phone number, email address, mailing address

  • Insurance-related information you provide: general coverage interests, beneficiary information, and other details you submit to request information or quotes

  • Communication data: call logs, text message history, emails, and appointment details

  • Website/form data: IP address, device/browser data, and basic usage analytics (if enabled)

2) How We Use Your Information

We use your information to:

  • Respond to your request for information, quotes, and services

  • Contact you by phone, email, or text about insurance products, quotes, policy information, and appointments

  • Schedule, confirm, reschedule, and remind you about appointments

  • Provide customer support and improve our services

  • Comply with legal and regulatory requirements

3) How We Share Your Information

We may share your information only as needed to provide services, including:

  • Insurance carriers and/or agencies involved in quoting, underwriting, or servicing your requested coverage

  • Service providers that help us operate our business (e.g., CRM, email/SMS/phone providers, appointment scheduling tools)

We do not sell your personal information.

Mobile information will not be shared with third parties/affiliates for marketing or promotional purposes. Information may be shared with service providers solely to help deliver our services (such as messaging, customer support, and appointment scheduling).

4) Text Messaging & Opt-Out

If you provide your phone number, you may receive calls and text messages (including automated messages) related to your inquiry, quotes, appointments, or customer support.

  • Opt out: Reply STOP to cancel text messages at any time.

  • Help: Reply HELP for help.

  • Message frequency may vary. Message and data rates may apply.

5) Data Security

We take reasonable measures to protect your information. However, no system can be guaranteed 100% secure.

6) Data Retention

We retain personal information only as long as necessary to provide services, maintain business records, and comply with legal or regulatory obligations.

7) Your Choices and Rights

You may request to:

  • Access, correct, or delete your personal information (subject to legal requirements)

  • Opt out of marketing communications (if any)
    To request changes, contact us using the information below.

8) Children’s Privacy

Our services are not intended for children under 13, and we do not knowingly collect information from children.

9) Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted with a revised effective date.

10) Contact Us

Generis Organization LLC
Phone: (813) 791-4296
Email: [email protected]