Effective date: June 2, 2026
Information we collect
Royalty Advisors may collect information you provide when you request a quote, schedule an appointment, contact us, use a client service link, or communicate with us by phone, email, text message, or other channels.
- Contact information such as your name, email address, phone number, mailing address, and preferred contact method.
- Insurance and planning information such as household, vehicle, business, property, coverage, beneficiary, financial, or appointment details you choose to provide.
- Communication records, including messages, forms, call notes, service requests, and text message preferences.
- Website information such as browser, device, pages visited, referring links, and similar technical data used to keep the site working and improve the experience.
How we use information
We use information to respond to requests, prepare quotes, service policies, schedule appointments, communicate with you, maintain business records, meet carrier or regulatory requirements, and improve our service.
We may also use information to send requested updates, appointment reminders, service notifications, renewal follow-ups, quote follow-ups, and other communications related to Royalty Advisors.
Text messaging and marketing communications
If you provide a mobile number or opt in to receive text messages, Royalty Advisors may send text messages about quote requests, appointments, policy service, renewals, account support, or other agency-related matters. Message frequency varies. Message and data rates may apply.
You can reply STOP to cancel text messages or HELP for help. Consent to receive text messages is not a condition of purchasing insurance or advisory services.
SMS privacy: We do not sell personal information. Mobile opt-in information and SMS consent are not shared with third parties or affiliates for their marketing or promotional purposes.
How we share information
We share information only as needed to operate the agency, respond to your request, service policies, comply with law, or work with vendors who support our business.
- Insurance carriers, wholesalers, brokers, and affiliated insurance or advisory professionals when needed for quotes, applications, underwriting, service, or claims support.
- Agency-management, quoting, client center, email, text messaging, website, document, payment, and customer service providers that help us operate the business.
- Regulators, auditors, law enforcement, or other parties when required by law or necessary to protect rights, safety, or business operations.
Third-party platforms may have their own privacy notices. Their handling of information is governed by their policies when you use their websites, portals, or tools.
Security and retention
We use reasonable administrative, technical, and physical safeguards designed to protect information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.
We keep information as long as reasonably necessary for the purposes described here, including agency records, servicing, legal, regulatory, tax, accounting, and business needs.
Your choices
You may ask us to update contact information, change communication preferences, or stop sending marketing or text messages. Some records may need to be retained for legal, compliance, servicing, or business reasons.
Children
Our website and services are intended for adults and are not directed to children under 13. We do not knowingly collect personal information from children under 13.
Contact us
Questions about this Privacy Policy can be sent to mason@royaltyadvisors.com or handled by phone at (812) 774-2564.