Afortus, LLC
Privacy Policy
Last Updated: July 2026
This Privacy Policy explains how Afortus, LLC ("Afortus," "we," "us," or "our") collects, uses, shares, stores, and protects information through our websites, portals, forms, appointment pages, unsubscribe pages, electronic signature workflows, contracting tools, reporting tools, integrations, and other online services.
Some Afortus services involve insurance, financial services, contracting, licensing, commissions, accounting, or appointment workflows. When we collect information in those contexts, additional laws, carrier requirements, contracts, privacy notices, and retention obligations may apply.
This Privacy Policy may be supplemented by additional product-, service-, carrier-, account-, customer-, agent-, or transaction-specific privacy notices, disclosures, agreements, or authorizations.
1. Information We Collect
We may collect the following categories of information, depending on how you interact with Afortus:
- Contact information, such as name, email address, phone number, mailing address, employer, district, department, job title, state, and preferred contact method.
- Form and appointment information, such as consultation requests, appointment preferences, free-form messages, outreach invitation tokens, unsubscribe requests, and related submission details.
- Account and portal information, such as usernames, user IDs, roles, access permissions, session details, authentication events, support requests, and account preferences.
- Insurance, contracting, and licensing information, such as legal name, contact information, appointment information, background questionnaire responses, licensing information, carrier documents, signatures, contracting status, commission or payment information, and supporting documents.
- Financial and planning information that you choose to provide in connection with financial education, needs analysis, appointment requests, insurance or financial services discussions, or related workflows.
- Electronic signature and audit information, such as signature events, acceptance timestamps, session identifiers, IP addresses, user agent details, and other evidence used to document electronic records and signatures.
- Software and integration information, such as connected account identifiers, authorization status, OAuth tokens, API credentials, accounting records, CRM records, webinar records, calendar records, email metadata, transaction metadata, sync logs, errors, and other data needed to operate connected software and integrations.
- Communications information, such as emails, text messages, call notes, support requests, delivery status, opt-in and opt-out records, and communication preferences.
- Device, usage, and security information, such as IP address, user agent, browser, operating system, referral URL, page activity, analytics events, cookies, reCAPTCHA verification data, CSP reports, logs, and security signals.
2. How We Collect Information
We collect information directly from you, from authorized users, from agents or representatives, from clients and prospects, from employers or outreach lists used for appointment scheduling, from insurance carriers and business partners, from service providers, from connected third-party services such as Google, Microsoft, email providers, CRMs, webinar providers, QuickBooks, and Intuit, and automatically through websites, portals, cookies, analytics, logs, security tools, and other technologies.
3. How We Use Information
We use information to:
- respond to requests, schedule appointments, and provide support;
- operate websites, portals, forms, contracting workflows, electronic signature workflows, reporting tools, and integrations;
- process applications, licensing, appointment, carrier, commission, fee, payment, and document workflows;
- send transactional, service, account, appointment, security, legal, and support communications;
- send marketing or outreach communications where permitted and manage opt-in and opt-out preferences;
- verify identity, prevent fraud, secure systems, monitor performance, and troubleshoot errors;
- maintain records, audit trails, signatures, consents, unsubscribe records, and compliance evidence;
- analyze website and service usage and improve our services;
- comply with law, carrier rules, court orders, contracts, regulatory requirements, and internal policies; and
- protect the rights, safety, property, systems, and data of Afortus, users, clients, agents, carriers, service providers, and others.
4. How We Share Information
We may share information with:
- authorized Afortus personnel, contractors, agents, affiliates, and representatives who need the information for business purposes;
- insurance carriers, agencies, administrators, and business partners involved in insurance, financial services, contracting, appointment, licensing, commission, or support workflows;
- service providers that host systems, operate databases, send email or text messages, process forms, provide analytics, verify reCAPTCHA, provide security, support electronic signatures, store documents, or support integrations;
- third-party services you authorize us to connect to, including Google, Microsoft, email providers, CRMs, webinar providers, QuickBooks, Intuit, insurance carriers, and other connected services;
- professional advisors, auditors, insurers, legal counsel, and compliance reviewers;
- government, regulatory, law enforcement, court, carrier, or other parties when required or appropriate to comply with law, protect rights, or respond to legal process; and
- successors or assigns in connection with a merger, acquisition, restructuring, financing, sale, or transfer of assets.
We do not sell personal information. We do not share mobile opt-in data or text messaging consent with third parties or affiliates for their marketing or promotional purposes.
5. SMS, Email, Phone, and Fax Communications
If you provide a phone number, email address, or fax number, we may use it to respond to your request, provide appointment or account information, send service or security notices, support contracting or insurance workflows, and send marketing or outreach communications where permitted. Consent to receive marketing text messages is not a condition of purchase. Message and data rates may apply. Message frequency varies. Where supported, reply STOP to opt out of text messages and HELP for help. You may also contact us to update communication preferences.
Commercial email messages from Afortus will identify Afortus, include required contact information, and include an opt-out mechanism where required. Transactional, security, legal, appointment, service, and account communications may continue where permitted by law.
6. Cookies, Analytics, reCAPTCHA, and Similar Technologies
We may use cookies, server logs, pixels, analytics tools, and similar technologies to operate the website, remember preferences, measure traffic, understand form performance, detect abuse, secure services, and improve user experience. We may use Google Analytics where enabled. Forms may use Google reCAPTCHA to help detect automated abuse. Google may process information under its own terms and privacy policies.
You can adjust browser settings to refuse or delete cookies. Some website or portal features may not work correctly if cookies, JavaScript, or local storage are disabled.
7. Software and Integration Data
If you authorize Afortus software to connect to a third-party service, the provider may ask you to grant access to requested accounts, data, and scopes. We use the authorization, tokens, account identifiers, business data, records, metadata, sync logs, and error details as needed to operate, secure, support, and audit the software or integration. Where OAuth is used, we do not ask for or store your third-party account password. You may revoke some connections through the provider or by contacting Afortus, but revocation may prevent the software or integration from operating.
8. Data Security
We use administrative, technical, and physical safeguards designed to protect information. These safeguards may include access controls, encryption in transit, logging, monitoring, backup or recovery procedures, vendor controls, and internal security practices. No method of transmission or storage is completely secure. You are responsible for protecting your passwords, devices, access links, and account credentials.
9. Data Retention
We retain information for as long as reasonably necessary for the purposes described in this Privacy Policy, including to provide services, maintain records, support audits, document signatures and consents, comply with legal or regulatory obligations, resolve disputes, enforce agreements, preserve security evidence, and support business operations. Retention periods vary based on the type of record, applicable law, carrier or contract requirements, and operational needs.
Public website form submissions may be stored in a database-backed email queue and, where configured, in local fail-open copies used to preserve submissions if email queue delivery is temporarily unavailable.
10. Your Choices and Rights
You may contact us to request access to, correction of, deletion of, or updates to personal information, or to change communication preferences. Depending on your location and the nature of the information, you may have additional rights under state privacy laws or financial privacy laws. We may need to verify your identity and may retain certain records where required or permitted by law.
11. Financial Privacy and Safeguards
Where Afortus collects nonpublic personal information in connection with financial or insurance products or services, we handle that information in accordance with applicable financial privacy, information-sharing, and safeguards requirements. Additional notices or agreements may apply to particular products, carriers, agents, clients, or services.
12. Children
Afortus services are not directed to children under 13, and we do not knowingly collect personal information from children under 13 through the public website.
13. Links to Other Websites and Services
Our services may link to third-party websites or services. We are not responsible for the privacy practices, content, security, or availability of third-party services. Review their privacy policies and terms before using them.
14. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. The updated version will be posted with a new "Last Updated" date. If we make material changes, we will provide notice as required by law or as appropriate for the service.
15. Contact
Questions or requests about this Privacy Policy may be sent to:
Afortus, LLC
10808 South River Front Parkway, Suite 3078
South Jordan, Utah 84095
Email: contact@afortus.com
Phone: 877-756-0550
Fax: 877-711-0551