Privacy Policy

Panorama Insurance & Financial Services Inc. (“Panorama IFS”, “we”, “us”) respects your privacy. This policy explains what information we collect, how we use it, and the choices you have. By using our website or services, you agree to this policy.

Information we collect

• Information you provide: name, email, phone, state, preferred language, and details you share in forms, our AI chat, or the financial analyzer.
• Usage data: pages viewed, device and browser information, and general location, collected via standard analytics.
• Communications: records of your interactions with us by phone, SMS, WhatsApp, email or chat.

How we use your information

• To prepare quotes and connect you with a licensed advisor.
• To respond to your requests and provide customer service in your preferred language.
• To send appointment reminders, quote summaries and follow-ups (you can opt out anytime).
• To improve our website and services.

Sharing

We never sell your personal information. We share it only with insurance carriers and service providers as needed to prepare quotes and service your policies, and where required by law. Our vendors are bound to protect your data.

Your choices

• Opt out of SMS by replying STOP; opt out of email via the unsubscribe link.
• Request access to, correction of, or deletion of your information by contacting us.

Data security

We use administrative, technical and physical safeguards to protect your information. No method of transmission is completely secure, but we work to protect your data at every step.