PRIVACY POLICY

Bluegrass Legacy Partners, LLC

Effective Date: June 8, 2026

Bluegrass Legacy Partners, LLC ("Bluegrass Legacy Partners," "Company," "we," "our," or "us") values your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy describes how we collect, use, protect, and manage your information when you visit our website, communicate with us, request information about our services, or otherwise interact with our business.

By accessing our website or using our services, you agree to the collection and use of information as described in this Privacy Policy.

Information We Collect

We may collect information that identifies, relates to, describes, or can reasonably be associated with an individual.

Information You Provide Directly

When you interact with our website or services, we may collect information such as:

Full name
Email address
Telephone number
Mailing address
Date of birth
Insurance-related information voluntarily provided by you
Appointment scheduling information
Communication preferences
Information submitted through forms, surveys, or customer service inquiries

Information Collected Automatically

When you access our website, certain information may be collected automatically, including:

IP address
Browser type and version
Device information
Operating system
Referring website information
Pages viewed and time spent on our website

How We Collect Information

We collect information through a variety of methods, including:

Website contact forms
Insurance quote request forms
Appointment scheduling tools
Telephone conversations
SMS text messaging
Email communications
Customer support interactions
Facebook advertising campaigns
Google advertising campaigns

Information is collected only when voluntarily submitted by you or automatically generated through your interaction with our website and services.

How We Use Your Information

We use information collected from you for legitimate business purposes, including:

Providing insurance-related products and services
Responding to inquiries and requests
Scheduling appointments
Delivering quotes and policy information
Communicating regarding products or services you have requested
Managing customer relationships
Maintaining business records
Improving website functionality and customer experience
Complying with legal, regulatory, and contractual obligations
Preventing fraud and protecting the security of our business

SMS Communications and Consent

By providing your mobile phone number through our website, forms, appointment requests, or other interactions, you may consent to receive text messages from Bluegrass Legacy Partners, LLC.

Types of Messages

Text messages may include:

Appointment reminders
Appointment confirmations
Customer service communications
Insurance quote updates
Policy-related notifications
Service-related follow-up communications

SMS Terms and Conditions

Message frequency may vary.
Message and data rates may apply.
Consent to receive text messages is not a condition of purchasing any product or service.
You may opt out of SMS communications at any time by replying STOP.
For assistance, reply HELP or contact us directly.

Protection of SMS Consent Information

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the text messaging services necessary to deliver communications.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors providing support services, such as customer service, is permitted. All other categories of use exclude text messaging originator opt-in data and consent, which will not be provided to any third party.

SMS consent information is never sold, rented, transferred, disclosed, or otherwise made available to any third party for marketing purposes.

Bluegrass Legacy Partners does not provide SMS consent information to affiliates, partners, marketing organizations, or other entities for promotional communications.

Data Sharing and Disclosure

Bluegrass Legacy Partners does not sell personal information.

We may provide limited information to trusted service providers when necessary to operate our business and deliver services. These service providers may assist with:

Customer relationship management
Appointment scheduling
Communication delivery
Website hosting
Technical support
Regulatory compliance

These providers are authorized to use information only as necessary to perform services on our behalf.

When requested by a consumer seeking insurance products or services, Bluegrass Legacy Partners may facilitate introductions or referrals to appropriately licensed insurance carriers, agencies, or professionals for the sole purpose of assisting the consumer with the requested insurance services.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Text messaging originator opt-in data and consent will not be shared with any third parties except for service providers involved in delivering text messaging services.

Cookies and Tracking Technologies

Bluegrass Legacy Partners currently does not intentionally utilize advertising cookies, tracking pixels, or similar behavioral tracking technologies.

Certain technical cookies may be used as necessary for website functionality, security, and performance.

Should we implement additional analytics or tracking technologies in the future, this Privacy Policy will be updated accordingly.

Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, alteration, disclosure, or destruction.

These safeguards may include:

Secure access controls
Password-protected systems
Data encryption where appropriate
Restricted employee access
Vendor security assessments

While no security measure can guarantee absolute protection, we take commercially reasonable steps to protect the information entrusted to us.

Data Retention

We retain personal information for as long as reasonably necessary to:

Provide requested services
Maintain customer records
Meet legal and regulatory obligations
Resolve disputes
Enforce agreements and policies

Information that is no longer required may be securely deleted, destroyed, or anonymized.

Third-Party Service Providers

Bluegrass Legacy Partners utilizes GoHighLevel as its primary customer relationship management (CRM), communications, marketing automation, and appointment scheduling platform.

GoHighLevel may process and store information including:

Contact records
Form submissions
Appointment data
SMS communications
Email communications
Customer interaction history
Workflow automation information

GoHighLevel acts as a technology service provider and data processor supporting our business operations.

Third-party communication providers integrated with GoHighLevel may also process information solely for the purpose of delivering communications on our behalf.

Your Rights and Choices

Depending on applicable law, you may have the right to:

Request access to personal information we maintain about you
Request correction of inaccurate information
Request deletion of personal information where legally permitted
Limit certain communications
Withdraw consent where applicable

Requests may be submitted using the contact information provided below.

Opt-Out Rights

Text Messages

You may opt out of receiving text messages at any time by replying:

STOP

Email Communications

You may opt out of promotional emails by:

Selecting the unsubscribe link contained in the email, or
Contacting us directly.

Please note that certain transactional, account-related, or service communications may still be necessary.

Children's Privacy

Our website and services are intended for adults and are not directed toward children under the age of 13.

We do not knowingly collect personal information from children under 13 years of age. If we become aware that such information has been collected, we will take reasonable steps to remove it.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect operational, legal, regulatory, or technological changes.

Any revisions will be posted on this page with an updated Effective Date. Continued use of our website or services following publication of an updated Privacy Policy constitutes acceptance of the revised policy.

Contact Us

If you have questions regarding this Privacy Policy or our privacy practices, please contact us:

Bluegrass Legacy Partners, LLC
1749 Abbington Hill
Lexington, Kentucky 40514

Phone: (859) 537-5179

Email: Hunter@BluegrassLegacyPartners.com

Website: www.BluegrassLegacyPartners.com

Last Updated: June 8, 2026