Effective Date: September 26, 2026 Last Updated: September 26, 2026
Dan Roman Insurance respects your privacy and is committed to protecting the personal information you provide through DanRomanInsurance.com.
This Privacy Policy describes how Dan Roman Insurance (“we,” “us,” or “our”) collects, uses, protects, and may disclose information obtained through this website and through communications initiated by visitors to the website.
By using this website or voluntarily providing information to us, you acknowledge the practices described in this Privacy Policy.
1. Information We May Collect
We may collect personal information that you voluntarily provide when you request information, request a quote, schedule a consultation, submit a website form, communicate with us, or otherwise use our services.
Information may include:
First and last name
Mailing address
Email address
Telephone or mobile phone number
Age or age range
Information you voluntarily provide concerning your insurance needs or interests
Information contained in communications you send to us
You are not required to provide personal information simply to browse the website.
However, certain information may be necessary if you choose to request insurance-related information, obtain a quote, schedule an appointment, or use certain website features.
Additional information may be collected later if you choose to pursue an insurance or annuity application. Information collected as part of an insurance application may also be subject to the privacy practices and disclosures of the applicable insurance company.
2. How We Use Personal Information
Dan Roman Insurance may use information you provide to:
Respond to inquiries and requests
Provide information about Term Life Insurance, Whole Life Insurance, and Annuities
Provide requested quotes or insurance-related information
Schedule and manage appointments
Communicate with you regarding a request you have made
Assist with insurance or annuity applications when requested
Provide customer service
Maintain appropriate business records
Improve our website and services
Protect against fraud, misuse, or security threats
Comply with applicable legal and regulatory requirements
Where you have separately provided the appropriate consent, we may also use your contact information to communicate with you about insurance products, services, educational information, or promotional communications.
3. Insurance Applications and Insurance Companies
Dan Roman Insurance provides educational insurance information and may assist consumers who choose to request quotes, apply for coverage, or purchase insurance or annuity products.
If you choose to apply for an insurance or annuity product, additional personal information may be required to process the application.
Information necessary for an insurance transaction may be provided to the applicable insurance company, service providers involved in processing the application, or other parties when reasonably necessary to facilitate the transaction you requested or as otherwise permitted or required by law.
Insurance companies are independent third parties and maintain their own privacy policies and information-handling practices.
4. Sharing Information With Third Parties
Dan Roman Insurance does not sell or rent your personal information or customer lists to third parties for their own marketing purposes.
We may disclose personal information to trusted service providers that perform services on our behalf, such as website hosting, customer relationship management, communications, appointment scheduling, analytics, technology services, or other business-support functions.
These providers may access information only as reasonably necessary to perform services on our behalf and are expected to protect the confidentiality and security of that information.
Information may also be disclosed when reasonably necessary to:
Complete an insurance-related transaction you requested
Work with an insurance company in connection with an application or policy
Comply with applicable laws, regulations, court orders, subpoenas, or other legal processes
Protect our rights, property, systems, or security
Detect or prevent fraud, abuse, or unlawful activity
Protect the safety of our users or others
5. Mobile Information and SMS Consent
Dan Roman Insurance does not sell or rent mobile phone numbers or SMS opt-in information.
Mobile information, including telephone numbers and SMS opt-in consent, will not be shared with third parties or affiliates for their own marketing or promotional purposes.
Information may be shared with service providers that assist us in delivering text messages or operating our communications systems, solely as necessary to provide those services on our behalf.
SMS consent is not transferred, sold, rented, or provided to third parties for their independent marketing purposes.
6. SMS/Text Messaging
Dan Roman Insurance may offer text-message communications to individuals who voluntarily opt in.
Depending on the consent you provide, non-marketing messages may include:
Responses to inquiries
Appointment confirmations and reminders
Service-related communications
Follow-up regarding a request you made
If you separately consent to marketing and promotional messages, you may also receive information regarding insurance products and services from Dan Roman Insurance.
Message frequency varies. Message and data rates may apply.
Consent to receive marketing text messages is not a condition of purchasing an insurance product, obtaining a quote, or receiving services.
You may opt out of SMS communications at any time by replying STOP.
After submitting an opt-out request, you may receive a final message confirming that you have been unsubscribed.
For assistance, reply HELP or contact Dan Roman Insurance at 877-311-4869.
Wireless carriers are not liable for delayed or undelivered messages.
Additional terms governing SMS communications are contained in our Terms & Conditions.
7. Automatically Collected Information
When you visit DanRomanInsurance.com, certain technical information may be collected automatically.
Depending upon the technologies used by the website, this information may include:
Internet Protocol (IP) address
Browser type
Device type
Operating system
Referring website or source
Pages viewed
Date and time of access
General website interaction information
We may use this information to operate and maintain the website, understand how visitors use the website, identify technical problems, improve website performance, maintain security, and compile general statistics regarding website usage.
8. Cookies and Similar Technologies
DanRomanInsurance.com may use cookies and similar technologies to operate the website, remember preferences, understand website usage, improve performance, and support website functionality.
A cookie is a small data file that a website may store on your device through your web browser.
The types of cookies or similar technologies that may be used include:
Essential Cookies: These cookies support basic website functionality, security, navigation, form operation, and other features necessary for the website to function properly.
Analytics and Performance Cookies: These technologies may help us understand how visitors interact with the website, such as which pages are visited and how visitors navigate the site. This information can help us improve website performance and usability.
Functional Cookies: These cookies may remember certain preferences or choices to improve your experience when returning to the website.
Advertising or Marketing Technologies: If used, these technologies may help measure advertising effectiveness, understand how visitors reach our website, or support relevant marketing activities.
The particular cookies and technologies used on the website may change as our website and technology providers change.
9. Managing Cookies
Most web browsers allow you to control cookies through browser settings.
Depending on your browser, you may be able to:
View existing cookies
Delete cookies
Block some or all cookies
Receive notifications before cookies are stored
Limit certain tracking technologies
Blocking or disabling certain cookies may affect the functionality or performance of portions of the website.
Where required by applicable law, additional cookie choices or consent mechanisms may be provided.
10. Third-Party Technologies
Some website functionality may be provided by third-party technology or service providers.
Those providers may use cookies or similar technologies in connection with the services they provide.
Third-party technologies may be governed by the applicable provider's own privacy policies and terms. Dan Roman Insurance does not control the independent privacy practices of third parties.
11. Links to Other Websites
DanRomanInsurance.com may contain links to websites operated by insurance companies or other third parties.
We are not responsible for the content, security, or privacy practices of third-party websites.
We encourage visitors to review the privacy policies of other websites before providing personal information to them.
12. Data Security
Dan Roman Insurance takes reasonable administrative, technical, and organizational measures designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.
However, no internet transmission, electronic communication, or data-storage system can be guaranteed to be completely secure.
Accordingly, we cannot guarantee the absolute security of information transmitted electronically.
13. Data Retention
We may retain personal information for as long as reasonably necessary to fulfill the purposes for which it was collected, maintain business and insurance-related records, comply with legal or regulatory requirements, resolve disputes, prevent fraud, and enforce agreements.
Retention periods may vary depending upon the nature of the information and applicable requirements.
14. Your Privacy Requests
You may contact Dan Roman Insurance to request access to, correction of, or deletion of personal information that we maintain about you.
We will respond to verified requests as required by applicable law.
Certain information may need to be retained when reasonably necessary to:
Complete a transaction or provide a service you requested
Maintain required insurance or business records
Detect or prevent fraud or security incidents
Comply with legal, regulatory, contractual, or recordkeeping obligations
Establish, exercise, or defend legal rights
Maintain information otherwise permitted or required by applicable law
Where applicable law provides additional privacy rights, we will process eligible requests in accordance with those requirements.
15. Children’s Privacy
DanRomanInsurance.com is intended for adults seeking information concerning insurance and annuity products.
Dan Roman Insurance does not knowingly collect personal information online from children under 13.
If we learn that personal information from a child under 13 has been collected through the website without appropriate authorization, we will take reasonable steps to delete it.
16. Email Communications
If you provide your email address, Dan Roman Insurance may use it to respond to inquiries, provide requested information, send appointment or service communications, or otherwise communicate regarding our relationship with you.
Where permitted by law and consistent with your communication preferences, we may also send educational or promotional communications regarding our services.
You may unsubscribe from promotional email communications by following the unsubscribe instructions contained in those messages, where applicable.
17. Changes to This Privacy Policy
Dan Roman Insurance may update this Privacy Policy periodically to reflect changes in our website, technology, services, information practices, or applicable requirements.
When changes are made, the revised Privacy Policy will be posted on this website and the “Last Updated” date will be changed.
We encourage visitors to review this Privacy Policy periodically.
18. Relationship to Insurance Company Privacy Policies
If your interaction with Dan Roman Insurance results in an application for or purchase of an insurance or annuity product, the issuing insurance company may collect, process, maintain, and disclose information pursuant to its own privacy notices and applicable law.
This Privacy Policy governs the privacy practices of Dan Roman Insurance and DanRomanInsurance.com. It does not replace or override the privacy policy, privacy notice, or contractual obligations of an independent insurance company.
19. Contact Information
Questions, concerns, or privacy requests may be directed to:
Dan Roman Insurance 7901 4th Street North, STE 300 Saint Petersburg, FL 33702