Zoop Benefits Privacy Policy

Effective Date: September 1, 2024 | Last Updated: April 1, 2026

1. Information We Collect

1.1 Information You Provide

Full name
Mobile phone number
Email address
Business name, type, and size
Employee benefits information
Financial and retirement planning inquiry data shared during discovery conversations
Any information submitted through our web forms, social media lead forms, landing pages, or appointment scheduling tools
Employer agreement information where you have opted in through your employer

1.2 SMS Consent Records

Your consent to receive text messages, including the date, time, and method of consent (web form, social media form, verbal agreement, or employer agreement)
Message delivery status and opt-out records

1.3 Automatically Collected Information

Web browsing data if you visit our website (IP address, browser type, pages visited)
Device type and operating system when interacting with our digital channels

1.3 Automatically Collected Information

Web browsing data if you visit our website (IP address, browser type, pages visited)
Device type and operating system when interacting with our digital channels

2. How We Use Your Information

To send SMS/text messages you have opted in to receive, including appointment reminders, follow-up messages, and educational content
To schedule and confirm appointments with licensed Zoop Benefits advisors
To respond to your inquiries and provide customer support
To provide general financial education and strategy information
To maintain records of your communication preferences and consent
To comply with applicable laws including TCPA, A2P 10DLC regulations, and state requirements

Important

We do not use your personal information — including your phone number — for third-party marketing purposes. Your information is used solely to communicate with you about the services you have requested or expressed interest in through Zoop Benefits.

3. SMS / Text Messaging Program

3.1 How You Opt In

You may opt in to receive text messages from Zoop Benefits through any of the following methods:

Checking the consent box on a web form on our website (zoopbenefits.com)
Checking the consent box on a lead form on our social media channels
Verbally agreeing during a call or meeting with a Zoop Benefits team member
Through your employer agreement, where your employer has enrolled you in Zoop Benefits communications

Opt-out language is included on all opt-in forms and in the initial message sent to each new contact. Consent to receive text messages is never a condition of purchasing any product or service.

3.2 Message Types

Appointment confirmations, reminders, and rescheduling follow-ups
Financial strategy and employee benefits educational content
Program updates and information relevant to your inquiry
Responses to inbound messages you send to us
Message delivery status and opt-out records

3.3 Message Frequency

Message frequency varies based on your activity with Zoop Benefits. You may receive up to 5 messages per month under normal circumstances.

3.4 Message and Data Rates

Message and data rates may apply. Contact your mobile carrier for details about your plan's messaging and data rates.

3.5 How to Opt Out

🛑 TO STOP RECEIVING MESSAGES — Reply QUIT

Reply QUIT or STOP to any text message from Zoop Benefits at any time to unsubscribe immediately.

You will receive one final confirmation message and no further messages will be sent to your number.

You may also opt out by contacting us at: [email protected]

3.6 How to Opt Back In

If you have previously opted out and wish to receive messages again, you may re-subscribe by completing the opt-in form on our website at zoopbenefits.com. We do not accept re-subscription by text message reply.

3.7 Help and Support

📞 FOR HELP — Reply HELP

Reply HELP to any message from Zoop Benefits for contact information and support options.

You may also reach us at: [email protected] or zoopbenefits.com

4. How We Share Your Information

Zoop Benefits does not sell, rent, or share your personal information with third parties for marketing purposes.

We may share your information only in these limited circumstances:

With licensed insurance agents and advisors affiliated with Zoop Benefits, solely to provide the services you requested
With technology service providers (including GoHighLevel and Twilio) who process data on our behalf under confidentiality obligations and are prohibited from using your data for their own purposes
As required by law, regulation, court order, or lawful government request
To protect the rights, safety, or property of Zoop Benefits, our clients, or the public

🔒 No Third-Party Marketing:

We do not share your phone number or personal contact information with any third party for marketing or promotional purposes.

5. Data Retention

SMS consent records are retained for a minimum of 4 years per TCPA requirements
Other personal information is retained as long as necessary to provide services, fulfill legal obligations, and resolve disputes
When data is no longer needed, it is securely deleted or anonymized

6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information. No method of transmission or storage is completely secure. For concerns about data security, contact [email protected].

7. Your Rights

Right to know what personal information we hold about you
Right to request correction of inaccurate information
Right to request deletion of your information (subject to legal retention obligations)
Right to opt out of SMS communications at any time by replying QUIT or STOP

To exercise any right, contact us at [email protected].

8. Children's Privacy

Our services are not directed to individuals under 18. We do not knowingly collect information from minors. Contact [email protected] immediately if you believe a minor's information has been collected.

9. Updates to This Policy

We may update this Privacy Policy periodically. Material changes will be reflected in the "Last Updated" date above. Continued use of our services after changes are posted constitutes acceptance of the updated policy.