[E&E insurance & more ] Privacy Policy

E&E INSURANCE & MORE LLC — PRIVACY POLICY Last Updated: April 13, 2026

E&E Insurance & More LLC ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy describes how we collect, use, store, and protect your information when you interact with our business, website, or communications systems. This policy applies to all customers and website visitors who interact with us through eandeinsuranceandmore.com, by phone, SMS, email, or in person at 7301 S Cage Blvd STE B, Pharr, TX 78577.

INFORMATION WE COLLECT

We may collect the following information:

Full name, date of birth, and government-issued ID (including Mexican credentials)

Phone number, email address, and mailing address

Insurance coverage needs and history

Vehicle, property, and business information

Income and tax filing information

SR22 and driving record information

SMS opt-in consent and preferences

Call recordings, email correspondence, and appointment records

IP address, browser type, and website activity

Cookie and tracking pixel data

HOW WE COLLECT INFORMATION

We collect information through:

Web forms submitted on eandeinsuranceandmore.com

Phone calls and voicemails to our office

SMS text message communications

In-person visits to our office

Appointment booking submissions

Email communications sent to [email protected]

Cookies and tracking pixels on our website

Digital advertising platforms including Facebook/Meta Ads

HOW WE USE YOUR INFORMATION

We use your information to:

Provide insurance quotes and coverage recommendations

Process applications for auto, home, life, commercial, SR22, and semi-truck insurance

Deliver income tax preparation and e-filing services

Provide notary public, bonded title, and surety bond services

Send appointment confirmations and reminders

Communicate via SMS, email, phone, or voicemail regarding your inquiries

Respond to customer service requests

Comply with applicable laws and insurance regulations

Improve our website and customer experience

We will never use your information for purposes unrelated to the services you have requested or consented to.

SMS & COMMUNICATIONS POLICY

E&E Insurance & More LLC uses SMS text messaging to communicate with clients regarding insurance services, appointment reminders, follow-ups, and business updates.

HOW YOU OPT IN You may opt in to receive SMS messages by submitting a web form on our website, providing verbal consent during a call or in-person visit, or texting a designated keyword to our business number.

TYPES OF MESSAGES YOU MAY RECEIVE

Insurance quote follow-ups and coverage information

Appointment confirmations and reminders

Policy renewal notices and service updates

Responses to your inquiries

Informational messages about our services

MESSAGE FREQUENCY Message frequency may vary depending on your interaction with our business. You may receive multiple messages per week during active service periods.

RATES & FEES Message and data rates may apply. Standard carrier messaging rates may be charged by your mobile provider.

OPT-OUT INSTRUCTIONS Reply STOP to any text message to stop receiving SMS communications. You will receive one final confirmation message and no further messages will be sent.

HELP INSTRUCTIONS Reply HELP to any text message or contact us at (956) 258-5037 or [email protected].

CONSENT IS NOT A CONDITION OF PURCHASE Consent to receive SMS messages is never required as a condition of purchasing any service from E&E Insurance & More LLC.

IMPORTANT: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the Text Message services necessary to deliver your messages.

DATA SHARING POLICY

WHAT WE DO NOT DO

We do not sell your personal information to any third party, ever.

We do not rent your personal information to any third party.

We do not share your personal information with third parties or affiliates for marketing or promotional purposes.

We do not share SMS opt-in consent or mobile numbers with any third parties for marketing purposes.

LIMITED SHARING FOR SERVICE DELIVERY We may share your information only in the following circumstances:

With licensed insurance carriers and underwriters to process your policy

With government agencies as required by law

With service providers who assist in operating our business systems, under strict confidentiality agreements

With notary networks or surety bond companies to complete your requested services

In response to lawful subpoenas or court orders

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

COOKIES & TRACKING TECHNOLOGIES

Our website uses cookies, tracking pixels, and similar technologies to improve your experience and understand how visitors use our site. We use session and persistent cookies, Google Analytics, Facebook/Meta Pixel, and GoHighLevel tracking scripts. You may control cookies through your browser settings. Disabling cookies may affect website functionality.

DATA SECURITY PRACTICES

We implement reasonable technical and administrative safeguards including SSL/TLS encryption, restricted staff access to personal information, secure physical document storage, and GoHighLevel's enterprise-grade security infrastructure. No method of electronic transmission is 100% secure, but we are committed to protecting your information.

DATA RETENTION

Insurance and policy records: Retained for the duration of your policy plus a minimum of 7 years

Tax preparation records: Retained for a minimum of 7 years per IRS guidelines

Contact and communication records: Retained for up to 3 years from your last interaction

SMS opt-in and consent records: Retained for up to 4 years after opt-out

THIRD-PARTY SERVICES & DATA PROCESSORS

GOHIGHLEVEL (PRIMARY CRM & COMMUNICATIONS PLATFORM) We use GoHighLevel as our CRM and communications platform. GoHighLevel acts as a data processor on our behalf and stores contact information, form submissions, SMS and email conversations, appointment data, and automation activity. GoHighLevel does not use your data for their own marketing purposes.

OTHER THIRD-PARTY SERVICES

Google Analytics — website traffic analysis

Facebook/Meta Ads — advertising platform (pixel tracking only)

Licensed insurance carriers — for policy processing

IRS e-file system — for tax return submissions

All third-party processors are prohibited from using your information for any purpose other than providing services we have engaged them for.

YOUR RIGHTS & CHOICES

You may have the following rights regarding your personal information:

Right to Access — Request a copy of the information we hold about you

Right to Correction — Request correction of inaccurate information

Right to Deletion — Request deletion of your information, subject to legal requirements

Right to Opt-Out — Opt out of SMS, email, or other communications at any time

Right to Non-Discrimination — We will not discriminate against you for exercising your privacy rights

To exercise any of these rights, contact us using the information in Section 14.

OPT-OUT INSTRUCTIONS

SMS OPT-OUT Reply STOP to any SMS message from us at any time.

EMAIL OPT-OUT Click the Unsubscribe link in the footer of any marketing email from us.

DO NOT CALL Contact us at (956) 258-5037 or [email protected] to be placed on our internal Do Not Call list.

CHILDREN'S INFORMATION

Our website and services are not directed to children under the age of 13. We do not knowingly collect personal information from children under 13. If you believe we have inadvertently collected such information, please contact us at [email protected] and we will promptly delete it.

CHANGES TO THIS PRIVACY POLICY

We reserve the right to update this Privacy Policy at any time. When we make material changes, we will update the Last Updated date at the top of this page. Your continued use of our services after any changes constitutes acceptance of the updated policy.

CONTACT INFORMATION

E&E Insurance & More LLC 7301 S Cage Blvd STE B Pharr, TX 78577

Phone: (956) 258-5037 WhatsApp: (956) 310-0277 Email: [email protected] Website: eandeinsuranceandmore.com