Last Updated: 11/05/25

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Greenbridge Insurance & Investment (“Greenbridge,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and safeguard the personal information you provide to us through our website, by phone, and during in-person interactions.

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1. Information We Collect

We may collect personal information that you voluntarily provide to us. This may include:

• Name

• Address

• Email address

• Phone number

• Date of birth

• Information needed for insurance quotes and services

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We collect this information in the following ways:

• Through forms submitted on our website

• When you call or speak with one of our representatives

• When you opt in to receive calls or text messages

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2. How We Use Your Information

We may use your information to:

• Provide insurance and financial services

• Respond to inquiries and customer support needs

• Send updates, policy information, quotes, or reminders

• Contact you by phone, email, or text message

You may opt out of text or call communications at any time by requesting removal.

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3. Sharing Your Information

We do not sell or share your personal information with third parties who sell data.

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We may share your information only with:

• Insurance carriers and financial institutions necessary to provide your requested services

• Approved service partners who assist us in servicing your account 

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These partners are required to protect your information and are not permitted to sell or misuse your information.

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4. Data Security

We take reasonable measures to protect your personal information from unauthorized access, disclosure, alteration, or misuse.

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5. Your Choices and Rights

You may request to:

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• Review or correct your personal information

• Withdraw communication preferences

• Ask that your information be deleted (subject to legal retention requirements)

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To do so, contact us at:
Phone: (731) 772-5700

6. Changes to This Policy

We may update this Privacy Policy from time to time. Any updates will be posted on this page with a revised “Last Updated” date.