Legal

Privacy Policy

Last updated: July 2026

1. What Does This Privacy Policy Cover?

We never sell your personal data for money, and you can opt out of advertising sharing at any time. Strategic AI Architects ("SAA," "we," "our," or "us") is an AI and technology consultancy that serves insurance agencies, including Medicare, ACA, life, and health agencies. We are not an insurance carrier, and we do not collect insurance applications, claims, or medical records through this website. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit strategicaiarchitects.com, request a free audit, book a strategy call, join our community, or use our services in any way.

2. What Information Do We Collect?

We collect two kinds of information: technical data your browser sends automatically, and contact details you choose to give us through forms, calls, or messages. We collect nothing beyond what is listed below.

Non-Personal Information

We automatically collect certain non-personal information when you visit our website, including:

• Device type and operating system
• Browser type and version
• IP address and approximate geographic location
• Pages visited and time spent on each page
• Referring website or source

Personal Information

We collect personal information that you voluntarily provide to us, including:

• Full name
• Email address
• Phone number
• Business name and role
• Any additional information you provide through our forms, calls, or communications

3. How Do We Use Your Information?

We use your information to deliver the services you asked for, to communicate with you, and to improve this website. We never sell it for money and we never hand it to data brokers, and Sections 6 and 9 explain the advertising sharing you can opt out of. Specifically, we use the information we collect for the following purposes:

• To provide, maintain, and improve our services
• To communicate with you about your account, inquiries, and service updates
• To send you relevant marketing communications (with your consent)
• To schedule and manage appointments and strategy calls
• To analyze website usage and improve our user experience
• To comply with legal obligations and protect our rights
• To detect and prevent fraud or unauthorized access

4. How Does SMS Opt-In and Opt-Out Work?

You will only receive text messages from us if you gave express written consent, and you can stop them at any time by replying STOP. By opting in, you agree to receive messages related to our services, including appointment reminders, service updates, and promotional offers.

• You may opt out at any time by replying STOP to any message.
• For assistance, reply HELP or email helpdesk@strategicaiarchitects.com.
• Message and data rates may apply. Message frequency varies.

5. Do We Share Your Mobile Information?

No. We do not share, sell, rent, or trade your mobile phone number or any personal information collected through SMS opt-in with any third parties for their own marketing purposes. Mobile information is used solely for the purposes outlined in this Privacy Policy and to deliver the services you have requested. Text messaging originator opt-in data and consent are never shared with anyone.

6. When Do We Share Personal Information?

We do not sell your personal information for money. We do share information in the limited circumstances below, including with advertising platforms for marketing purposes, and some state privacy laws treat that advertising use as "sharing" or "targeted advertising" that you can opt out of at any time. Section 9 explains exactly how.

• Service Providers: With trusted third-party providers who help us run the business (e.g., CRM platforms, payment processors, scheduling and communication tools), subject to confidentiality obligations.
• Advertising and Analytics Partners: With platforms such as Meta (Facebook and Instagram), Google (Google Ads and Google Analytics), LinkedIn, and similar ad networks. We may send them information about your visit (pages viewed, actions taken, approximate location, device identifiers, IP address) and, for conversion matching, a hashed version of the email address you submit. They use this data to measure our campaigns, show you relevant ads on their platforms, and build audiences of people similar to our visitors, and they may also use it for their own purposes as described in their privacy policies. Mobile phone numbers collected through SMS opt-in are excluded from this, as promised in Section 5.
• Legal Requirements: When required by law, regulation, legal process, or governmental request.
• Business Transfers: In connection with a merger, acquisition, or sale of all or a portion of our assets, with notice to you.
• With Your Consent: When you have given us explicit permission to share specific information.

7. How Do We Protect Your Data?

Your data is protected with encryption in transit (TLS) and at rest, role-based access controls, secure data storage, and regular security assessments. Because our clients are Medicare, ACA, life, and health insurance agencies, we hold ourselves to healthcare-grade standards: we maintain HIPAA-compliant security practices for all applicable data, execute Business Associate Agreements (BAAs) where required, and build server-side, consent-gated tracking architectures so protected health information never reaches third-party ad pixels. No method of transmission over the internet is 100 percent secure, so if we ever learn of a breach affecting your data, we will notify you as required by law.

8. What Rights Do You Have Over Your Data?

You can see it, fix it, delete it, or take it with you. You have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you.
• Correction: Request that we correct any inaccurate or incomplete information.
• Deletion: Request that we delete your personal information, subject to legal and contractual obligations.
• Portability: Request your data in a commonly used, machine-readable format.
• Opt Out of Targeted Advertising: Tell us to stop sharing your information with advertising platforms for cross-context behavioral advertising. We honor Global Privacy Control browser signals and email requests, and we will never treat you differently for exercising any privacy right.

To exercise any of these rights, please contact us at helpdesk@strategicaiarchitects.com. We will respond to your request within 30 days.

9. How Do We Use Cookies and Tracking?

We use cookies and similar technologies, and we are direct about what they do: some of them send data to third parties such as Meta and Google for advertising and marketing purposes. Where the law requires consent, non-essential tracking stays off until you give it. Technologies we use or may use include:

• Essential Cookies: Required for website functionality and security.
• Analytics Tools: Services such as Google Analytics that help us understand how visitors use the site, including pages viewed, time on page, and traffic sources.
• Advertising Pixels and Tags: Tools such as the Meta Pixel, the Google Ads tag, and the LinkedIn Insight Tag that record page visits and form submissions so we can measure ad performance, show you our ads on other platforms (retargeting), and reach people similar to our visitors.
• Server-Side Tracking: We may send the same categories of data to Meta (Conversions API) and Google (enhanced conversions) from our own servers rather than from your browser. Contact details sent this way are hashed before transmission.

You can opt out of advertising tracking and "sharing" at any time:

• Consent and Browser Controls: Decline non-essential cookies in our consent banner where it appears, or block cookies in your browser settings.
• Global Privacy Control: We honor GPC opt-out signals sent automatically by your browser or extension.
• Platform Controls: Manage ad personalization in Meta Ad Preferences and Google My Ad Center, or opt out industry-wide at optout.aboutads.info.
• Email Us: Send "opt out of targeted advertising" to helpdesk@strategicaiarchitects.com and we will apply it within 15 business days.

One important note: this website is a marketing site for insurance professionals. It is not a patient or policyholder portal, we do not knowingly collect health information here, and you should never submit protected health information through our forms.

10. What About Links to Other Websites?

Links that leave our site leave this policy's protection, so review each destination's own privacy policy before sharing information there. Our website may link to third-party websites, services, or tools such as scheduling calendars, payment processors, our community platform, and government resources like Medicare.gov and CMS.gov. We are not responsible for the privacy practices, content, or security of these external sites.

11. Do We Collect Information From Children?

No. Our services are built for licensed insurance professionals and agency owners, and they are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we learn that we have collected information from a child under 18, we will take steps to delete that information promptly. If you believe a child has provided us with personal information, please contact us immediately.

12. How Will You Know When This Policy Changes?

Every update is posted on this page with a new "Last updated" date at the top. We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements, and we will notify you of material changes by posting the updated policy here. We encourage you to review this policy periodically.

13. How Can You Contact Us About Privacy?

Email is fastest, and we respond to privacy requests within 30 days. If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, reach us at: