Privacy Policy & Communication Consent
Effective Date:Â June 26, 2026
Last Updated:Â June 26, 2026
Privacy Policy
At Axis Harbor Financial, your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your information when you visit our website, submit a form, or communicate with us.
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We may collect person information such as your name, phone number, email address, and any details you voluntarily provide through contact forms, quote requests, or appointment scheduling. This information is used solely to help us provide insurance and financial service-related information, schedule consultations, respond to inquiries, and deliver requested services.
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We do not sell, rent, or share your personal information with unrelated third parties for marketing purposes. Information may be shared only with our insurance carrier partners or service providers as necessary to process applications, determine eligibility, or issue policies you have requested.
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We take reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, or misuse.
SMS/Text Message Consent
By providing your phone number and opting in, you consent to receive text messages from Axis Harbor Financial. These messages may include appointment reminders, follow-ups, policy updates, and informational or service-related communications.
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Message frequency may vary. Message and data rates may apply depending on your mobile carrier. You may opt out at any time by replying STOP to any message. Reply HELP for assistance.
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Your consent to receive SMS messages is not a condition of purchasing any insurance product or service.
Email Communication Consent
By providing your email address, you consent to receive email communications from Axis Harbor Financial. These may include appointment confirmations and reminders, follow-ups, educational content, policy-related information, and service updates.
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You may unsubscribe from email communications at any time by clicking the "unsubscribe" link included in any email or by contacting us directly.
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We respect your inbox and only send communications related to services, updates, or information you have requested.
Data Usage & Sharing
Information you provide is used strictly for the purpose of:
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Scheduling and conducting consultations
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Providing insurance and financial product information
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Submitting applications to insurance carriers
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Servicing existing policies
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Ongoing client communication and support
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We may share necessary information with our insurance carrier partners, underwriting departments, or licensed partners only when required to process applications or issue coverage.
Your Choices
You may request access, updates, or deletion of your personal information at any time by contacting us. You may also opt out of SMS or email communications at any time as described above.
Contact Information
If you have any questions about this Privacy Policy or your communication preferences, please contact:
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Axis Harbor Financial
Email:Â hello@axisharborfinancial.com
Phone:Â 817-404-8462