Privacy Policy

Last updated: July 22, 2026

Carrie Rothe, LLC ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, and the choices you have. By using our website or contacting us, you agree to the practices described below.

1. Information We Collect

We may collect the following information when you contact us, request a quote, or complete a form (online or in person):

• Contact information — such as your name, phone number, email address, and mailing address.
• Inquiry details — the products or services you're interested in and any information you choose to share about your coverage needs.
• Communication records — records of your communications with us, including text messages, emails, and phone calls.
• Website usage data — basic technical data such as browser type and pages visited, used to improve our website.

2. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and provide quotes, consultations, and insurance services;
• Send you appointment reminders, follow-ups, policy updates, and other messages you have requested;
• Communicate with you by phone, email, and — if you have opted in — text message;
• Comply with applicable legal and regulatory obligations.

3. SMS / Text Messaging Privacy

If you opt in to receive text messages from Carrie Rothe, LLC — by checking the optional SMS consent checkbox on our website consultation form, by providing your mobile number through the live chat widget on our website, or by providing written consent on a paper or in-person intake form — the mobile phone number and consent you provide are used solely by Carrie Rothe, LLC to communicate with you about your inquiry and services. The consent checkbox on our website form is never pre-checked, and checking it is not required to submit the form or receive services.

• Message types: appointment reminders, quote follow-ups, policy and account updates, and replies to your questions.
• Message frequency varies based on your interaction with us.
• Message and data rates may apply.
• You can opt out at any time by replying STOP. Reply HELP for assistance, or call us at (573) 259-0606.
• Your consent to receive text messages is not a condition of purchasing any product or service.

4. How We Share Information

We do not sell your personal information. We may share limited information only in these circumstances:

• Insurance carriers and underwriters — when necessary to obtain quotes or process an application you have requested;
• Service providers — trusted vendors who help us operate our business (such as our customer-management platform), bound by confidentiality obligations and prohibited from using your data for their own marketing;
• Legal compliance — when required by law, regulation, or valid legal process.

As stated above, text messaging opt-in data and consent are never shared with any third parties for their marketing purposes.

5. Cookies & Tracking Technologies

Our website uses cookies and similar tracking technologies to make the site function properly and to understand how visitors use it. Specifically:

• Essential cookies — required for basic site functionality, such as the live chat widget maintaining your conversation session. These cannot be disabled.
• Analytics and usage data — we may collect basic, aggregated technical information (such as browser type, device type, pages visited, and time on page) to improve our website and services.
• Third-party services — our live chat widget is provided by our customer-management platform and may set its own cookies to operate. These cookies are used solely to provide the chat service, not to track you across other websites.

We do not use cookies to sell your data or serve third-party advertising. You can control or delete cookies through your browser settings at any time; disabling cookies may limit some site features, such as live chat. For questions about our use of cookies and tracking technologies, contact us using the details at the bottom of this page.

6. Data Security

We use reasonable administrative, technical, and physical safeguards to protect your personal information against unauthorized access, use, or disclosure. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

7. Your Choices

• You may opt out of text messages at any time by replying STOP.
• You may unsubscribe from emails using the unsubscribe link or by contacting us.
• You may request that we update or delete your personal information by contacting us using the details below.

8. Children's Privacy

Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Last updated" date.

10. Contact Us

If you have questions about this Privacy Policy or your information, please contact us:

Carrie Rothe, LLC
860 Peachtree Street NE, Unit 917, Atlanta, GA 30308
Phone: +1 (573) 259-0606
Email: learnaboutmoney@carrierothe.com