Information We Collect
M&M Family Benefit Services collects first and last name, phone number, email, state, desired insurance coverage, voluntarily supplied beneficiary details, appointment choices and communication history. This information is received through Meta Facebook and Instagram lead forms, our online forms or consultation booking.
How We Use Information
We use your information to respond to requested insurance inquiries, arrange appointments, discuss coverage options, maintain records and operate our services.
Sharing of Information
CRM, messaging, scheduling and other service providers process information on our behalf for these purposes. Insurers receive information as needed for requested quotes or applications, with appropriate permission. Meta lead data is not sold, and agency and service-provider use is limited to M&M Family Benefit Services and the purpose for which it was collected.
Access and Retention
We limit access to your information and retain it only as needed for service, records and applicable obligations.
Communication Choices
You may request no further calls or emails using our business contacts. Where text messages are used, STOP opts out and HELP requests assistance. Frequency varies, and message and data rates may apply.
Automated and AI Calls or Texts
Necessary consent for automated or AI calls or texts is obtained separately. An inquiry alone is not that consent.
Access, Correction and Deletion
Requests to access, correct or delete your information may be made to our business contacts, subject to verification and applicable obligations. We do not request identity uploads.
Third-Party Platforms
Meta and other platforms have their own privacy policies.
Children
Our inquiry services are intended for adults. Direct questions about minors to the business.
Updates
When this policy changes, we will revise the effective date.
Contact Us
M&M Family Benefit Services
Email: info@mmfamilybenefitservices.org
Tap to call: (202) 851-9003