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LIFT Privacy Policy

Effective Date: September 18, 2025

Lendistry Insurance Fulfillment Team, LLC (“LIFT,” “we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains what personal information we may collect from you, how we use it, with whom we share it, and the rights you have concerning your information. By using our website or services, you consent to the practices described in this Privacy Policy.

Information We Collect
We may collect information that identifies, relates to, describes, or could reasonably be linked, directly or indirectly, with you or your household (“Personal Information”). Examples include:

  • Information you provide directly: such as your name, email address, phone number, or details submitted through insurance forms or quote requests.
  • Information from partner tools: when you use forms or widgets from Coverdash, Ladder, or other insurance partners embedded on our site.
  • Technical information: including IP address, device identifiers, browser type, and usage data, collected automatically through cookies and tools like Google Analytics.

Personal Information does not include aggregated or de-identified data. We do not use cookies or tracking technologies beyond what is necessary for Google Analytics.

How We Use Information
We may use your information to:

  • Provide and improve our insurance services.
  • Process applications and respond to inquiries.
  • Communicate with you, including customer support.
  • Meet contractual, legal, and regulatory obligations.
  • Conduct analytics to improve website performance and customer experience.

How We Share Information
We may share your information with:

  • Insurance partners and insurance carriers when you use their tools or services.
  • Affiliates, including B.S.D. Capital, Inc. d/b/a Lendistry, for operational or referral purposes.
  • Vendors and service providers who perform functions on our behalf, under contracts requiring them to keep information confidential and use it only for business purposes.
  • Regulators or law enforcement, when required by law.

We do not sell or rent your Personal Information.

Children’s Privacy
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect Personal Information from children under 16. If we discover that such information has been collected, we will delete it.

Your Privacy Rights
Depending on your state of residence, you may have the right to:

  • Access the Personal Information we hold about you.
  • Request corrections to inaccurate information.
  • Request deletion of your Personal Information, subject to legal obligations.
  • Opt out of certain uses, including marketing communications.
  • Learn more about how your data is shared.

You may exercise these rights by contacting us at [email protected] or calling 855-476-5870. We may need to verify your identity before fulfilling your request, which may involve matching information you provide to records we maintain or requesting additional documentation.

Non-Discrimination
We will not deny you services, charge different prices, or provide a different level of service if you exercise your privacy rights. If we offer financial incentives permitted by law, participation will require your prior opt-in consent, which you may revoke at any time.

California Rights – “Shine the Light”
California residents may request information about our disclosure of Personal Information to third parties for direct marketing purposes under California Civil Code § 1798.83. To make such a request, please email [email protected] or write to us at:

Lendistry Insurance Fulfillment Team, LLC
4949 Keller Springs Road, Suite 100
Addison, TX 75001
Attention: Privacy

Retention of Information
We retain Personal Information for as long as needed to fulfill the purposes for which it was collected and as permitted by law. Factors we consider include:

  • The type and sensitivity of the information.
  • The risk of harm from unauthorized use or disclosure.
  • The purposes for which the information is processed.
  • Legal, regulatory, and contractual requirements.

Security
We maintain administrative, technical, and physical safeguards designed to protect Personal Information. While no method of storage or transmission is completely secure, we use controls intended to mitigate risks in today’s online environment.

Third-Party Links and Services
This site may include links to third-party websites or services. Those sites are governed by their own privacy policies. We are not responsible for their practices, and we encourage you to review their policies directly.

Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted here, with the updated Effective Date at the top of the page.

Contact Us
If you have questions about this Privacy Policy or your rights, please contact us:
Lendistry Insurance Fulfillment Team, LLC
4949 Keller Springs Road, Suite 100
Addison, TX 75001
Phone: 855-476-5870
Email: [email protected]