Last Updated: 08/05/26

​

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.

​

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

​

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

​

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.

​

3. Sharing Your Information

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

​

​​

4. SMS Communications and Mobile Information

When you provide your mobile telephone number and consent to receive text messages from Greenbridge Insurance & Investment Services, we may send conversational and informational messages related to your inquiries, insurance services, account servicing, appointments, requested information, and other customer-care communications.

Message frequency may vary. Message and data rates may apply. You may opt out at any time by replying STOP to any message. Reply HELP for assistance or contact us using the information provided on our website.

​

Mobile information, including telephone numbers and SMS consent records, will not be shared, sold, rented, or disclosed to third parties or affiliates for marketing or promotional purposes. Information may be shared with service providers solely as necessary to deliver and support our messaging services, subject to appropriate confidentiality and data-protection requirements.

​

SMS consent is not a condition of purchasing any goods or services.

​

5. Data Security

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

​

6. Your Choices and Rights

You may request to:

​

• Review or correct your personal information

• Withdraw communication preferences

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

​

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

7. 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.