Accelerate Your

Agency Growth

Grow Smarter. Lead Stronger. Win Bigger.

Privacy Policy 

Last Updated: Tuesday, September 2nd 2025 


Insurance Teamwork Services, LLC (“Insurance Teamwork Services,” “we,” “our,” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and protect your data when you use our website insuranceteamwork.com, engage with our affiliated companies, or use our services, including recruiting, consulting, and coaching. 

By using our websites, submitting information through our forms, or providing your contact information, you consent to the practices described in this Privacy Policy. 

 

1. Companies Covered by This Policy 

This Privacy Policy applies to Insurance Teamwork Services, LLC and its affiliated/partner companies, which may share data with each other for business, marketing, recruiting, and operational purposes: 

Agency For Sale, LLC – agencyforsale.com 

Your Virtual Agent, LLC – yourvirtualagent.com 

All Recruiting, LLC 

Ideal Recruiting, LLC 

The Slocum Agency, LLC 

We may share information between these companies for lead generation, customer support, advertising, recruiting, coaching, consulting, and service delivery. 

TCPA Notice: By providing your contact information, including your mobile number or email address, you expressly consent to receive communications from us and our affiliates, including autodialed calls, prerecorded messages, SMS/text messages, email, and communications through platforms such as Messenger, WhatsApp, iMessage, or similar messaging applications, in accordance with the Telephone Consumer Protection Act (TCPA) and other applicable laws. Standard message and data rates may apply. You may opt out at any time (see Section 5 below). 

 

2. Information We Collect 

We may collect the following categories of information: 

a. Personally Identifiable Information (PII) 

Name 

Email address 

Phone number (including mobile numbers) 

Mailing address 

Company name and role 

Login credentials (if you create an account) 

Resumes, employment history, or recruiting information submitted through our recruiting services 

b. Automatically Collected Information 

IP address 

Browser type and version 

Device information 

Referring/exit pages 

Clickstream data 

Session and usage data 

c. Tracking and Analytics 

We may use: 

Cookies, pixels, tags, and similar technologies 

Analytics tools (Google Analytics, Meta Pixel, LinkedIn Insights, etc.) 

Heatmaps & session recordings (e.g., Hotjar, Microsoft Clarity) 

A/B testing tools 

Cross-device tracking and behavioral profiling 

d. Information from Forms and Communications 

Opt-in forms, lead generation forms, and surveys 

SMS, email, and messaging platform communications 

Records of calls, chat interactions, or customer service communications 

e. Financial Information 

Payment card details (processed through PCI-DSS compliant providers such as Stripe) 

Billing addresses 

Bank account or wire transfer information (secured and encrypted) 

 

3. How We Use Your Information 

We may use your information for purposes including: 

Delivering services and fulfilling requests 

Managing accounts and access permissions 

Recruiting and employment-related services 

Marketing, promotional, and retargeting purposes (email, SMS, ads, messaging apps) 

Analytics, optimization, and product development 

Legal and compliance requirements 

Sharing data with affiliated companies listed in Section 1 

 

4. How We Share Information 

We may share your information with: 

Affiliates: Companies listed in Section 1. 

Service Providers: Vendors assisting with hosting, analytics, advertising, payment processing, recruiting, and marketing. 

Advertising Partners: Platforms such as Google, Facebook/Meta, LinkedIn, and other ad networks for retargeting, audience segmentation, and lookalike audience building. 

Legal & Compliance: Where required by law, subpoena, or regulatory obligations. 

Business Transfers: In case of mergers, acquisitions, restructuring, or sale of assets. 

We do not sell your personal information to unaffiliated third parties. 

 

5. Communications & Consent 

By providing your contact information, you consent to receive communications from us, including: 

Email newsletters, offers, and promotions 

SMS/text message reminders, promotions, or lead follow-ups 

Autodialed or prerecorded calls, where legally permitted 

Messages via WhatsApp, Messenger, iMessage, or similar platforms 

Opt-Out Rights: 

Email: Follow “unsubscribe” instructions in any email. 

SMS: Reply “STOP” to any message. 

Messaging Apps: Use in-app unsubscribe settings. 

 

6. Recruiting and Employment Data 

If you apply for a position or submit recruiting information, we may collect and process: 

Resumes, cover letters, and employment history 

References and professional qualifications 

Interview notes and assessments 

This data may be shared with our affiliates and employer clients as part of the recruiting and placement process. 

 

7. Tracking & Advertising 

We and our partners may use cookies, pixels, and device identifiers to: 

Measure site performance and engagement 

Deliver personalized ads and retargeting campaigns across devices 

Build lookalike audiences and targeted advertising segments 

Track conversions from advertising platforms (Google, Facebook, LinkedIn, etc.) 

 

8. Data Retention 

We retain data as long as necessary for business, legal, and compliance purposes, unless you request deletion. 

 

9. Security 

We use reasonable security measures to protect your information, though no system is 100% secure. 

 

10. Privacy Rights Under U.S. State Laws 

Depending on your residency, you may have rights under laws including: 

California Consumer Privacy Act (CCPA) 

Virginia Consumer Data Protection Act (VCDPA) 

Colorado Privacy Act (CPA) 

Utah Consumer Privacy Act (UCPA) 

Connecticut Data Privacy Act (CTDPA) 

General Data Protection Regulation (GDPR) (if applicable) 

These rights may include: 

Right to access, correct, or delete personal data 

Right to opt out of targeted advertising or data sharing 

Right to data portability 

To exercise these rights, contact us at: 
[Insert Privacy Contact Email] | [Insert Business Phone] 

 

11. Children’s Privacy 

Our services are not directed at children under 13 (or under 16 in certain jurisdictions). We do not knowingly collect data from minors. 

 

12. Changes to This Policy 

We may update this Privacy Policy from time to time. The revised version will be posted with a new “Last Updated” date. 

 

13. Contact Us 

If you have questions about this Privacy Policy or your data, contact us at: 

Insurance Teamwork Services, LLC 
Website: insuranceteamwork.com 
Email: [email protected] 

 

What Our Clients Say About Us

Agency Owner (FL)

Hands down the best investment we've made in our agency. Systems, structure, results—delivered.

Allstate Agency Owner (TX)

We went from chaos to clarity in less than 60 days. My team is sharper, and we're finally scaling.

Allstate Agency Owner (PA)

This isn’t fluff. It’s real coaching from someone who’s lived it. Our numbers prove it.

Frequently Asked Questions

What makes this program different from other coaching programs?

We don’t do cookie-cutter advice. This program is built by agency pros, for agency pros—based on real experience in the trenches. Everything we teach has been battle-tested inside real agencies and is designed to drive measurable results, fast. This isn't a weekly motivational call, this is hands on and diving in with you showing you the actual, actionable steps to take towards growth.

Who is this coaching program best suited for?

It’s designed for growth-minded agency owners and teams—whether you're struggling to scale, tired of constant turnover, or ready to take your systems and performance to the next level. If you’re serious about growth, this is for you.

What kind of results can I expect?

Our clients see improvements in team productivity, premium growth, client retention, and overall operational efficiency—often within the first 60 days. We help you implement real systems, not just give you motivation.

How much time will this take?

We built this program with busy agency owners in mind. You’ll get structured weekly calls, plug-and-play tools, and clear action steps. Expect to commit 2–4 focused hours a week—with a high return on that time investment.

Do you offer one-on-one support?

100% Yes. While the core program includes group training and tools, it is also personalized support, call reviews, performance audits, and strategy sessions tailored to your agency’s specific needs.

What if my team isn’t fully on board yet?

That’s exactly why we exist. We help align your team, get buy-in, and build momentum. We’ve got the frameworks, scripts, and onboarding support to get everyone rowing in the same direction—fast.