Privacy policy

What we collect

Your name, mobile number, email, the state or states you are licensed in, how long you have been licensed, and whether you are currently contracted with a carrier.

When you arrive from an ad, we also record which ad and campaign brought you here, the page you landed on, and the time and network address of your consent.

In the app and its web version, your account also keeps your progress in The Legacy Blueprint (missions, chapters, quick-check answers and live-call check-ins) and a simple record of activity: the days you open the app, the steps you complete and the training links you open.

The app does not use your location, contacts, photos or advertising identifier, and it does not track you across other companies' apps or websites.

The web version uses one cookie to keep you signed in. It holds no advertising or tracking data and ends when you sign out.

When we advertise, this website loads Google's advertising tag, which sets cookies so we can tell which ads lead to a registration or a booked interview. You can turn off personalised ads from Google at adssettings.google.com.

Signing in

We sign you in with a 6-digit code sent to your email or, when you register on this website, by text to your mobile number. We never ask for a password. Codes expire after 10 minutes and are deleted within a day. Texted codes are sent from our own number through our customer-management service, HighLevel (LeadConnector).

Calls and text messages

Calls and email: by checking the first box on the registration form you agree that we may call and email you about your registration and the agent program.

Text messages: texting has its own box, and it is optional. If you check it, you agree to receive text messages from Neil Schwabe & Associates at the number you provide, including automated texts, about your registration, your interview and the agent program. Consent is not a condition of registering. Message frequency varies. Message and data rates may apply. Reply HELP for help, or STOP to opt out at any time; we'll send one message confirming you've opted out.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent will not be shared with any third parties, except the messaging providers that deliver our texts.

How we use it

To set up your interview, to contact you about the program (by text only if you opted in), to get you contracted and set up, and to keep a record of your consent.

Your progress and activity in the app help our team follow up at the right time, for example after you finish a mission, and are kept with your contact details in our CRM.

We do not sell your information. We share it only with the service providers that run our systems (hosting, database, email delivery, our CRM and messaging providers, and Google for advertising measurement) and with the carriers you choose to contract with.

How we protect it

This website, the app and our servers talk only over encrypted connections (HTTPS), and your information is kept in a hosted database that is encrypted at rest.

Sign-in codes are stored only in hashed form and expire after 10 minutes, and sign-in attempts are rate-limited. The app keeps your sign-in in your phone's secure storage, and the web version's sign-in cookie can't be read by scripts on the page.

Only our team and the service providers named above can reach your information, and only to run the program. If we learn of a breach that affects your information, we will tell you as the law requires.

Keeping and deleting your information

We keep your account until you delete it. In the app you can delete it at any time from Menu → Account → Delete account (in the web version, Account → Delete account): that deletes your account, your progress and your activity from our systems, and tells our team to remove you from our CRM.

You can also ask us to stop contacting you, to correct your details, or to delete your record by emailing mga@neilschwabe.com.

Children

The program is for licensed insurance agents. We do not knowingly collect information from anyone under 18.

Contact

Neil Schwabe Academy · Neil Schwabe & Associates · 1 Coverage Way, Coconut Grove, FL 33133 · (305) 491-1177 · mga@neilschwabe.com