Care First Insurance Advisors LLC Privacy Policy, effective as of March 5, 2026
This Privacy Policy outlines the privacy procedures for the activities detailed within. Kindly review this policy thoroughly to understand how we gather, utilize, disclose, and manage information concerning individuals (“Personal Data”), as well as to familiarize yourself with your rights and options regarding your Personal Data.
When mentioning “Care First Insurance Advisors LLC,” “we,” “us,” or the “Company,” we are referring to a Florida-based LLC operating under the name Care First Insurance Advisors LLC. Our physical address is Boca Raton, FL.
1. Responsible entity
Care First Insurance Advisors LLC assumes responsibility as the controller of your Personal Data in accordance with the guidelines outlined in this Privacy Policy, unless stated otherwise.
This Privacy Policy excludes situations where we handle Personal Data as a processor or service provider acting on behalf of our clients. This typically occurs when we offer various cloud-based products and services to our clients, enabling them or their affiliates to: (i) create websites and applications using our platforms, (ii) sell their own products and services, (iii) send electronic communications, or (iv) conduct other activities involving the collection, usage, sharing, or processing of Personal Data via our cloud services.
For comprehensive privacy details regarding a customer or affiliate of Care First Insurance Advisors LLC who utilizes our cloud services as the controller, please reach out to that customer directly. It’s important to note that we are not accountable for the privacy or data security practices of our customers, which may diverge from those elucidated in this Privacy Policy. Further information on this can be found in Section 10.3 below.
2. Processing activities covered
This Privacy Policy pertains to the handling of Personal Data collected by us under the following circumstances:
When you visit our websites that either display or link to this Privacy Policy.
During visits to our physical offices.
When you receive communications from us, such as emails, phone calls, texts, or faxes.
As an authorized user of our cloud products and services, where we function as a controller of your Personal Data.
When you register for, attend, or participate in our events, webinars, or contests.
Participation in community and open-source development efforts.
3. What Personal Data do we collect?
3.1 Personal Data we collect directly from you We directly collect Personal Data from you, including identifiers, professional details, financial account specifics, commercial information, and data regarding your online activities. Interaction with our websites results in the automatic collection of device and usage information through technologies like cookies.
3.2 Personal Data we collect from other sources We also gather information about you from various sources, including our customers and other third parties. This information may be merged with the Personal Data you provide to update and enhance our records.
4. What device and usage data do we process?
We employ standard methods for gathering information, including cookies and web beacons. These tools automatically collect data as you browse our websites at carefirstinsuranceadvisors.com.
While using our cloud products and services, we automatically gather identifiers and usage data. This data serves various purposes including service security, performance enhancement, and overall Care First Insurance Advisors LLC security.
4.3 Notices on behavioral advertising and opt-out To opt-out of targeted advertising provided to us by Care First Insurance Advisors LLC Audience Studio, please contact us by using the information in the “Contacting us” section below.
5. Purposes for which we process Personal Data
We process your Personal Data for purposes including:
Providing our websites and services.
Promoting the security of our services.
Managing user registrations and support requests.
Managing event registrations and payments.
Developing and improving our offerings.
Sending marketing communications and personalized content.
6. Who do we share Personal Data with? We do not sell your personal data. We may disclose your Personal Data to:
Service Providers: For hosting, analytics (Google Analytics), and customer support.
Affiliates: To facilitate registration and participation in events.
Event Sponsors: Where you have provided consent.
Affiliated Customers: If you are an authorized user on a client account.
Professional Advisers: Such as lawyers and auditors.
7. International transfer of Personal Data
Presently, we do not share, transfer, or store your Personal Data outside of the United States of America.
8. Children
Our websites are not intended for children, and we do not knowingly collect Personal Data from individuals under the age of 16.
9. How long do we keep your Personal Data?
We may retain your Personal Data for a duration aligned with the original purpose of collection or as mandated by our legal obligations.
10. Your rights relating to your Personal Data
10.1 Your rights You may have rights to access, correct, delete, or limit the processing of your Personal Data.
10.2 How to exercise your rights To exercise your rights, please reach out to us using the contact information below. If you are an employee of a Care First Insurance Advisors LLC customer, we recommend contacting your employer’s system administrator first.
10.3 Your rights relating to customer data If your data has been submitted to us by a Care First Insurance Advisors LLC customer, please contact them directly, as they are the primary controller of that data.
10.4 Your preferences for email and SMS marketing You can control your receipt of marketing communications by contacting us or replying 'STOP' to Care First Insurance Advisors LLC SMS communications. 10.5 SMS Communications and Consent
By providing your mobile phone number and opting in to receive SMS communications from Care First Insurance Advisors LLC, you consent to receive text messages related to your account, insurance services, appointment reminders, and marketing or promotional offers.
Opt-In: You may opt in to receive SMS messages by submitting your phone number through our website forms, agreeing verbally, or otherwise providing express consent to receive such messages.
Message Frequency: Message frequency may vary depending on your interactions with us.
Opt-Out: You may opt out of SMS communications at any time by replying “STOP” to any message. After opting out, you will no longer receive SMS messages unless you re-subscribe.
Message & Data Rates: Standard message and data rates may apply based on your mobile carrier.
Data Use for SMS: We use your phone number solely for the purposes described above and to communicate with you regarding our services.
No Sharing of SMS Consent: We do not sell, rent, or share your mobile phone number or SMS opt-in consent with third parties for their marketing purposes. Your information may only be shared with service providers who assist us in delivering SMS communications, and only for that purpose.
11. How we secure your Personal Data
We implement organizational, technical, and physical measures to safeguard your data. However, no method of transmission is 100% secure.
12. Changes to this Privacy Policy
Periodically, we will revise this Privacy Policy. Any modifications will be reflected in the “effective date” at the top of the policy.
13. Contacting us
To exercise your rights regarding your Personal Data, or if you have questions regarding this Privacy Policy, please email us at info@carefirstinsuranceadvisors.com, or write to us at:
Care First Insurance Advisors LLC (Attention: Privacy Team) Sunrise, FL
14. Additional Disclosures for California Residents
Under the CCPA, we confirm that we do not sell Personal Data. We share information only for business purposes as outlined in this policy. California residents have the right to access, delete, and not face discrimination for exercising their privacy rights.
