Privacy Policy

Effective Date: May 26, 2026  |  Last Reviewed: May 26, 2026

1. Who We Are

My Contracting Team is operated by National Insurance (“we,” “us,” or “our”). We are a Field Marketing Organization (FMO) and insurance brokerage that helps licensed insurance agents and agencies obtain carrier appointments, contracting support, quoting tools, lead programs, and related services. Our principal website is mycontractingteam.com.

This Privacy Policy explains how we collect, use, disclose, and protect personal information from:

  • Licensed insurance agents and agencies who visit our website or use our services
  • Individuals who contact us for information about contracting or agent support
  • Visitors to our website who browse without creating an account

This Policy does not apply to information collected by third-party carriers, insurance companies, or platforms (such as SureLC) that you access through links on our site. Those entities have their own privacy policies.

2. Information We Collect

2.1 Information You Provide Directly

When you fill out a contact form, begin the contracting process, or communicate with us, we may collect:

  • Full name and business name
  • Email address and phone number
  • National Producer Number (NPN)
  • State(s) in which you hold an insurance license
  • Lines of insurance authority (Medicare, ACA, Life, etc.)
  • Business address and mailing address
  • Messages and inquiries submitted through our contact form
  • Appointment and contracting preferences

2.2 Information Collected Automatically

When you visit mycontractingteam.com, our servers and analytics tools may automatically collect:

  • IP address and approximate geographic location (city/state level)
  • Browser type, operating system, and device type
  • Pages visited, time on page, and referring URL
  • Clicks on buttons and links (including carrier appointment links)
  • Session duration and navigation path through the site

We use Google Analytics (GA4) and Google Tag Manager to collect this information. These tools use cookies and similar tracking technologies. See Section 6 for details on how to manage cookies.

2.3 Information from Third Parties

We may receive information about you from:

  • Insurance carriers when verifying your appointment or contracting status
  • Contracting platforms such as SureLC that you authorize to share data with us
  • The National Insurance Producer Registry (NIPR) for license verification purposes

3. How We Use Your Information

3.1 Contracting and Agent Services

  • Processing and managing carrier appointment requests on your behalf
  • Verifying your insurance licenses and NPN through NIPR and carrier systems
  • Communicating status updates on contracting applications
  • Providing access to quoting tools, CRM platforms, and lead programs

3.2 Communication

  • Responding to inquiries submitted through our contact form or by phone
  • Sending transactional emails related to your contracting status
  • Sharing compliance updates, carrier announcements, and AEP/OEP reminders
  • Sending marketing communications about new carriers, tools, or programs (you may opt out at any time)

3.3 Website Operation and Improvement

  • Analyzing traffic and usage patterns to improve site content and navigation
  • Measuring the effectiveness of our carrier product pages and CTAs
  • Diagnosing technical issues and maintaining site security

3.4 Legal and Compliance

  • Complying with state insurance department requirements and regulations
  • Maintaining records required by carrier contracting agreements
  • Responding to lawful requests from government authorities
  • Enforcing our Terms of Use and protecting our legal rights

4. How We Share Your Information

We do not sell your personal information to third parties. We share information only in the following circumstances:

4.1 Insurance Carriers

To obtain carrier appointments on your behalf, we share relevant contracting information (name, NPN, license details, state appointments) with the carriers you select. Each carrier operates under its own privacy practices.

4.2 Contracting Platforms

We use SureLC and similar platforms to manage the contracting workflow. Information you submit for contracting purposes is shared with these platforms as necessary to process your applications.

4.3 Service Providers

We work with trusted vendors who help us operate our business:

  • Website hosting and infrastructure providers
  • Email service providers for transactional and marketing communications
  • Analytics providers (Google Analytics / GA4)
  • CRM and lead management platforms

These vendors are contractually required to use your information only to provide services to us and may not use it for their own marketing purposes.

4.4 Legal Requirements

We may disclose your information if required by law, court order, or government regulation, or if we believe disclosure is necessary to protect the rights, property, or safety of My Contracting Team, our agents, or others.

4.5 Business Transfers

If My Contracting Team or National Insurance is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you via email or a prominent notice on our website before your information is subject to a different privacy policy.

5. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this Policy, plus any additional period required by law or carrier agreements:

  • Contracting records: retained for a minimum of 7 years in accordance with insurance industry record-keeping requirements
  • Contact form inquiries: retained for 3 years from the date of submission
  • Analytics data: retained per Google Analytics’ default retention settings (up to 14 months for user-level data)
  • Marketing email preferences: retained until you opt out or request deletion

After the applicable retention period, information is securely deleted or anonymized.

6. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to improve your experience and to analyze site usage.

Strictly Necessary Cookies

Required for the website to function. These cannot be disabled.

Analytics Cookies

Used by Google Analytics (GA4) to understand how visitors interact with our site. These cookies collect information in aggregate and do not identify you personally.

Marketing Cookies

If we run paid advertising campaigns, we may use cookies from Google Ads, Meta (Facebook), or LinkedIn to measure ad performance. These are only active if you have given consent.

Managing Cookies

You can control cookies through your browser settings or by using the cookie preference center on our site (if enabled). To opt out of Google Analytics specifically, you may install the Google Analytics Opt-out Browser Add-on at tools.google.com/dlpage/gaoptout.

7. Your Privacy Rights

7.1 All Users

Regardless of your location, you may:

  • Request access to the personal information we hold about you by emailing privacy@mycontractingteam.com
  • Request correction of inaccurate information
  • Opt out of marketing emails by clicking the unsubscribe link in any email we send
  • Request that we delete your personal information, subject to legal retention requirements

7.2 California Residents (CCPA)

If you are a California resident, the California Consumer Privacy Act (CCPA) provides you with additional rights:

  • Right to Know: You may request details about the categories of personal information we collect, the purposes for which it is used, and the categories of third parties with whom we share it.
  • Right to Delete: You may request deletion of your personal information, subject to certain exceptions.
  • Right to Opt Out of Sale: We do not sell personal information. We will update this Policy promptly if our practices change.
  • Right to Non-Discrimination: We will not deny services or treat you differently for exercising your CCPA rights.

To submit a California privacy request, email privacy@mycontractingteam.com with the subject line “California Privacy Request.” We will respond within 45 days.

7.3 Other State Privacy Laws

Residents of Virginia, Colorado, Connecticut, Texas, and other states with comprehensive privacy laws may have similar rights. Contact us at the email below to submit a request.

8. Data Security

We implement administrative, technical, and physical safeguards to protect your personal information, including:

  • HTTPS encryption on all pages of our website
  • Access controls limiting employee access to personal data on a need-to-know basis
  • Two-factor authentication for administrative systems
  • Regular security reviews of our website platform (WordPress)

No method of transmission over the internet is 100% secure. If you believe your information has been compromised, please contact us immediately.

9. Third-Party Links

Our website contains links to carrier websites, contracting platforms (such as SureLC), NIPR, and other third-party resources. We are not responsible for the privacy practices of any third-party site. We encourage you to review the privacy policy of any site you visit.

10. Children's Privacy

Our website and services are intended for licensed insurance professionals. We do not knowingly collect personal information from anyone under the age of 18. If you believe we have collected information from a minor, please contact us at the email below.

11. Changes to This Policy

We may update this Privacy Policy from time to time. When we make material changes, we will:

  • Update the Effective Date at the top of this page
  • Post a notice on our homepage for 30 days after the change takes effect
  • Send an email notification to agents who have provided us with their email address

Your continued use of our website after the effective date of any update constitutes your acceptance of the revised Policy.

12. Contact Us

My Contracting Team

15002 Welcome Ln
Houston, TX 77014

Email: support@mycontractingteam.com

Phone: 346-545-5833

Website: mycontractingteam.com