Privacy Policy

Generis Organization LLC ("Generis," "we," "us," or "our") respects your privacy. By using this website or providing information to us, you acknowledge and agree to the practices described in this Privacy Policy.

1. Information We Collect

We may collect information that you voluntarily provide, including:

• Name, phone number, email address, and mailing address.
• Insurance-related information, including coverage interests and beneficiary information.
• Information submitted through forms, quote requests, appointment requests, emails, calls, or text messages.
• Communications and customer service interactions.
• Appointment scheduling details and service requests.

We may also automatically collect certain information when you visit our website:

• IP address and approximate geographic location.
• Browser type, device information, and operating system.
• Pages viewed, time spent on the site, and referral sources.
• Analytics and advertising measurement information.

2. How We Use Your Information

We may use your information to:

• Respond to quote requests and service inquiries.
• Provide information regarding life insurance and related products.
• Contact you by phone, email, and text message.
• Schedule, confirm, and remind you about appointments.
• Improve our website, forms, and customer experience.
• Maintain business records and comply with legal obligations.
• Prevent fraud, abuse, and unauthorized access.

3. How We Share Information

We may share information only as reasonably necessary to provide our services.

• Insurance carriers and agencies involved in quoting, underwriting, and policy servicing.
• Technology providers that assist with communication, scheduling, analytics, and customer management.
• Government authorities or legal entities when required by law.

We do not sell your personal information.

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. Information may be shared with service providers solely for the purpose of providing services such as messaging, customer support, and appointment scheduling.

4. Cookies & Tracking Technologies

We may use cookies, pixels, tags, and similar technologies to improve website functionality, measure performance, and better understand how visitors use our website.

• Website traffic and performance analytics.
• Advertising measurement and conversion tracking.
• Security, spam prevention, and fraud detection.
• Website preferences and user experience improvements.

We may use tools such as Google Analytics and Meta/Facebook Pixel if enabled. You may disable cookies through your browser settings, although some features of our website may not function properly.

5. Text Messaging & Communications

If you provide your phone number and consent to receive communications, you may receive calls and text messages regarding insurance products, quotes, appointment reminders, policy information, and customer support.

• Message frequency varies.
• Message and data rates may apply.
• Consent is not a condition of purchase.
• Reply STOP to opt out at any time.
• Reply HELP for assistance.

6. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction. However, no internet transmission or storage system can be guaranteed to be completely secure.

7. Data Retention

We retain information only as long as reasonably necessary to provide services, maintain business records, resolve disputes, and comply with applicable legal and regulatory requirements.

8. Your Rights & Choices

You may request to:

• Access, correct, or update your information.
• Request deletion of personal information where permitted by law.
• Opt out of certain communications.
• Withdraw consent for future text messaging communications.

9. Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices, content, or security of third-party websites.

10. Children's Privacy

Our services are not intended for individuals under 13 years of age, and we do not knowingly collect personal information from children.

11. State Privacy Rights

Residents of certain states may have additional privacy rights under applicable laws. Subject to legal limitations, you may request access to, correction of, or deletion of personal information we maintain about you.

12. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page and become effective upon posting unless otherwise stated.