Privacy Policy
Unified Privacy Policy
Effective Date: April 28, 2026
Applies to: EPIC Broker Solutions LLC website, EPIC Broker Suite mobile application, and SMS/text messaging services.
This Privacy Policy explains how EPIC Broker Solutions LLC collects, uses, discloses, stores, and protects personal information when users interact with the company through its website, mobile application, and SMS messaging services. By using any of these services, users acknowledge the practices described in this Privacy Policy.
1. Information Collected
EPIC Broker Solutions LLC may collect personal information such as name, email address, phone number, physical address, payment information, login credentials, professional information, notes, uploaded files, communications, appointment details, service history, and feedback. The company may also collect non-personal and technical information, including IP address, browser type, device type, operating system, mobile carrier, usage logs, crash data, analytics, cookies, and similar tracking technologies.
For users of the EPIC Broker Suite application, data may include CRM records, lead and sales pipeline information, internal chat messages, call recordings when enabled, and client information entered by agents, including demographic, insurance, and health-related information that may be subject to HIPAA. Agents are responsible for obtaining appropriate consent before entering client or sensitive information into the platform.
For SMS users, the company maintains consent records, opt-in timestamps, communication preferences, and message history necessary to provide appointment reminders, customer support, service updates, and other communications for which consent has been provided.
2. How Information Is Used
Collected information may be used to provide and improve services, process transactions, authenticate users, manage customer relationships, operate CRM tools, store client and policy data, support appointment scheduling, deliver app functionality, send notifications, emails, and SMS messages, provide support, analyze usage, maintain security, prevent fraud, and enforce legal or contractual obligations.
Where applicable, information may also be used to maintain compliance with HIPAA, TCPA, and other applicable legal or regulatory requirements.
3. SMS Privacy Statement
No mobile information, text messaging originator opt-in data, phone numbers, or consent records will be shared with third parties, affiliates, or partners for marketing or promotional purposes. Such information may only be disclosed to SMS aggregators, delivery providers, or subcontractors that support text message services, and only to the extent necessary to provide the messaging services requested by the user.
Users may opt out of SMS communications at any time by replying STOP, and may request assistance by replying HELP or by using the contact information listed below.
4. Information Sharing and Disclosure
EPIC Broker Solutions LLC does not sell, rent, or trade personal information. Information may be shared with service providers that support operations such as hosting, authentication, payment processing, analytics, call storage, customer support, and message delivery, provided those providers are contractually required to protect the information and use it only for authorized purposes.
Information may also be disclosed when required by law, legal process, court order, subpoena, or lawful government request, or when necessary to protect legal rights, safety, or prevent fraud. If a merger, acquisition, or business transfer occurs, personal information may be transferred as part of that transaction, subject to continued protection under this Privacy Policy.
5. Data Security
The company states that it uses reasonable and industry-standard safeguards to protect personal information, including encryption in transit and at rest, secure cloud infrastructure, access controls, authentication measures, activity logging, employee training, security testing, backup systems, and breach response procedures. No method of transmission over the Internet or method of electronic storage is completely secure, and absolute security cannot be guaranteed.
6. User Rights and Choices
Depending on applicable law, users may have the right to access, update, correct, delete, or request removal of personal information, withdraw consent, and opt out of marketing emails or SMS communications. Users may unsubscribe from SMS messages by replying STOP and may unsubscribe from marketing emails by using the unsubscribe option included in those communications.
7. Cookies, Tracking, and Third-Party Links
The website and application may use cookies and similar technologies to analyze traffic, remember preferences, improve functionality, and evaluate service performance. Services may contain links to third-party websites or integrations, and EPIC Broker Solutions LLC is not responsible for the privacy practices of those third parties.
8. Children’s Privacy
The mobile application is not intended for children under 13, and the company does not knowingly collect data from children. If such data is discovered, the company states it will take steps to delete it.
9. Changes to This Privacy Policy
This Privacy Policy may be updated from time to time, and the latest version will be made available through the company website or application with an updated effective date. Continued use of the services after changes are posted constitutes acceptance of the revised policy to the extent permitted by law.
10. Contact Information
Questions regarding this Privacy Policy or data practices for this website and SMS messaging may be directed to:
EPIC Broker Solutions LLC
For EPIC Broker Suite mobile app: