Privacy Policy

Effective Date: August 18, 2026

This Privacy Policy describes how Leslie Shields Insurance Services, LLC dba The Shields Agency ("we," "us," or "our") collects, uses, discloses, and protects information we receive through our website, forms, and in the course of doing business with you. This policy applies to general business and website data. For information specifically about how we handle protected health information, please see our separate HIPAA Notice of Privacy Practices.

Our Privacy Pledge

  • We do not sell your personal information.

  • We collect only the information we need to provide our services to you.

  • If another company performs services on our behalf, we require them to protect the confidentiality of your information.

  • We do not disclose your health information without your consent, except as permitted or required by law.

  • We do not disclose personal information to third parties for marketing or promotional purposes.

What Information Is Collected

We collect information we believe is necessary to operate our business, provide customer service, and advise you about our products and services. We may obtain information from:

  • Forms you submit on our website, including our contact and consultation request forms

  • Live chat or SMS/email messenger conversations through our GoHighLevel / LeadConnector widget

  • Applications and forms completed during the coverage or enrollment process

  • Phone, email, or in-person conversations with you

  • Your agent or our customer service team

The types of information we may collect include your name, contact information, business information (such as company size and current coverage), and, where relevant and with appropriate authorization, health information.

How We Use Your Information

As an independent insurance agency, we help place and service insurance coverage on your behalf; we are not the carrier or underwriter of the policies we help you obtain. We may use and disclose the information we collect to:

  • Help you obtain, compare, and service insurance coverage

  • Communicate with you about your account, coverage, and our services

  • Support internal business operations and customer service

  • Work with carriers, general agencies, and other licensed partners assisting with your coverage

  • Comply with legal obligations, regulatory requirements, and valid legal process

  • Prevent fraud, unauthorized transactions, or other liability risks

  • Support auditing, accounting, and compliance activities

  • We do not sell or disclose personal information for marketing or promotional purposes.

SMS Opt-In Details

By providing your mobile phone number and checking the applicable consent box on our website, you may consent to receive one or both of the following categories of text messages from Leslie Shields Insurance Services, LLC dba The Shields Agency:

  • Transactional messages, related to your account, appointments, and service requests.

  • Marketing and promotional messages, related to our products, services, and offerings.

These are separate consents. Consenting to one does not automatically enroll you in the other. Message frequency may vary. Message and data rates may apply depending on your mobile carrier. SMS consent is not a condition of purchase.

Opt-Out: You may opt out at any time by replying STOP to any message. You will receive a confirmation message and will no longer receive SMS communications in that category unless you opt back in.

Help: Reply HELP for assistance, or contact us using the information at the end of this policy.

We maintain records of opt-in consent and comply with the Telephone Consumer Protection Act (TCPA) and applicable regulations. Carriers are not liable for delayed or undelivered messages.

No Sharing of SMS Opt-In Data

Text messaging opt-in data and consent records, including your phone number and consent status, will not be shared with third parties for marketing or promotional purposes, except with the aggregators and platform providers necessary to deliver the text messages themselves.

Cookies & Tracking Information

Our website uses cookies and similar tracking technologies, including Google Analytics and the Meta (Facebook) Pixel, to understand how visitors use our site, measure the effectiveness of our marketing, and improve our services. These tools may collect information such as your IP address, browser and device type, pages visited, and referring website.

Our website also uses the GoHighLevel / LeadConnector widget to provide web chat, live chat, and SMS and email messaging. If you interact with this widget, information you provide, including your name, contact information, and the content of your conversation, is collected and used to respond to your inquiry and, where applicable, to send you SMS or email communications consistent with the consent you provide. Some or all of your web chat conversation may be answered by an AI-assisted system rather than a live team member. You may request to speak with a member of our team at any point during a chat conversation.

You can control or disable cookies through your browser settings. Disabling cookies may affect certain features of the website.

Data Security Practices

We maintain physical, electronic, and procedural safeguards designed to protect your personal information, consistent with applicable state and federal regulations. Access to personal information is limited to those who need it to provide our services to you. We apply the same privacy practices to former clients that we apply to current clients. While we take reasonable steps to protect your information, no method of transmission is completely secure.

User Rights

You have the right to:

  • Opt out (unsubscribe) from SMS messages at any time by replying STOP

  • Request access to the personal information we hold about you

  • Request correction of inaccurate information, we will promptly update it

  • Request deletion of your personal information, subject to legal and operational requirements

  • Opt out of certain uses of your personal information, including targeted advertising

As a Texas-based business, we operate under the Texas Data Privacy and Security Act (TDPSA). If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), including the right to opt out of the sale or sharing of personal information. We do not sell personal information.

To exercise any of these rights, contact us using the information at the end of this policy. We will respond in accordance with applicable law.

Data Retention

We retain personal information only as long as necessary to provide our services, comply with legal and regulatory requirements, and resolve disputes or enforce agreements. Retention periods vary depending on the type of information and applicable legal requirements.

Health Information

We will not disclose health information about you except as allowed by applicable law or with your authorization. Our handling of protected health information is governed by our separate HIPAA Notice of Privacy Practices, available on our website or by contacting us using the information below.

Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be reflected by an updated effective date at the top of this page. We encourage you to review this policy periodically.

Contacting Us

If you have questions about this Privacy Policy, please contact us at:

Leslie Shields Insurance Services, LLC dba The Shields Agency
1617 Park Place Ave, Suite 110-LS
Fort Worth, TX 76110
Phone: 469.474.3106
Email: info@theshieldsagency.com