Agency Growth
Grow Smarter. Lead Stronger. Win Bigger.
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]
Hands down the best investment we've made in our agency. Systems, structure, results—delivered.
We went from chaos to clarity in less than 60 days. My team is sharper, and we're finally scaling.
This isn’t fluff. It’s real coaching from someone who’s lived it. Our numbers prove it.
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.