Privacy Policy

Fortis Client Services values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard information in connection with our insurance related services, general financial education, and website tools.

Information We Collect

We may collect information such as your name, email address, phone number, state of residence, and service interests when you submit a form, request information, request an insurance quote, or contact us directly. We collect only information you choose to provide.

How We Use Your Information

Information you provide is used solely to respond to your inquiry, provide requested insurance information or quotes, communicate about your request, and improve our client services. We do not sell your personal information. Information submitted is not used for unrelated marketing purposes.

Data Protection

We use reasonable administrative, technical, and physical safeguards to help protect your personal information. While no system can be guaranteed to be completely secure, we take appropriate steps to reduce the risk of unauthorized access.

Third Party Services

We may use trusted third party service providers for website hosting, analytics, email communication, form processing, and other technical functions. These providers may process limited data as necessary to perform their services and are governed by their own privacy policies.

Insurance Quote Form Privacy

Information submitted through insurance quote or consultation forms is used only to evaluate your request and to contact you regarding insurance products or services. This information is not shared with artificial intelligence providers and is stored securely.

General Financial and Credit Education

Any financial or credit related information provided through our website or communications is offered for general educational purposes only. Fortis Client Services does not provide credit repair services and does not dispute accounts or act on your behalf with credit bureaus or creditors.

Please do not submit Social Security numbers, bank account numbers, or other highly sensitive personal or financial information through any form or communication channel.

AI Chatbot Notice

Our website may offer AI powered chat tools designed to provide general informational responses. These tools do not provide legal, financial, insurance, or credit advice and do not make eligibility, underwriting, or coverage determinations. Chat interactions should not include sensitive or personally identifiable information.

No Guarantee of Results

Fortis Client Services provides information and education only. Insurance availability, pricing, underwriting decisions, and outcomes are determined by insurance carriers and applicable laws. We do not guarantee approvals, rates, credit outcomes, or financial results.

Your Choices

You may request to stop receiving communications or request deletion of your information by contacting us at contact@fortisclientservices.com.

Updates

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised effective date.