Language for opt-ins

Phone Number Field:
Phone Number (optional)

Opt-In Checkbox and Disclosure:
☑ Yes, I want to receive exclusive updates, offers, and news via text message from [John Ren Insurance Agency]. By providing my phone number and checking this box, I agree to receive recurring automated promotional messages. Message and data rates may apply. Reply STOP to unsubscribe. View our [Privacy Policy] and [Terms of Service].


Key Compliance Points for Opt-in

1. Explicit Consent: The opt-in checkbox must be unchecked by default, requiring users to take an affirmative action to opt in.
2. Clear Disclosure: Clearly state that by opting in, they will receive recurring automated text messages.
3. Opt-Out and Help Instructions: Include instructions for opting out and seeking help within the disclosure.
4. Cost Disclosure: Mention that message and data rates may apply.
5. Links to Privacy Policy and Terms: Provide clickable links to your privacy policy and terms of service within the form.

Opting-in offline
Offline Verbal
"Hi [Contact's Name], I just wanted to check in with you regarding text messages. Due to some new rules for business messaging, we're now required to get your permission before sending you any more texts.

Would it be alright if we continue texting you updates, offers, or important information? If you agree, you can always opt out at any time by just texting 'STOP.' Standard messing rates may apply.

It’s completely up to you, and we’ll never share your information with anyone else. Just wanted to make sure we have your okay before moving forward. Does that sound good to you?"

Offline Form

By providing your mobile phone number and signing below, you consent to receive text messages from [Company Name] regarding [purpose, e.g., account updates, promotional offers, etc.]. Message frequency may vary. Message and data rates may apply. You may opt-out at any time by replying STOP to any message.

We are committed to protecting your privacy. For more details, please review our Privacy Policy [Privacy Policy URL].
By signing, you acknowledge that you have read and agree to the terms of service and privacy policy.
Mobile Number: ________________________
Signature: ___________________________
Date: _______________________________
SMS Privacy Policy additionTo make things easier for you, we've written out an SMS section that you can tack right on to your existing Privacy Policy. You'll just need to personalize it with your company info.

SMS Privacy Policy
Last Updated: [2024.09.20]
1. Overview of SMS Program
Our SMS program provides updates, notifications, and promotional messages related to our services. By subscribing to our SMS program, you consent to receive SMS messages at the phone number provided. Message frequency may vary based on your interaction with our service.
2. Types of Personal Information We Collect
We may collect the following personal information to facilitate our SMS program:

• Name
• Phone number
• Email address (if applicable)
• Other contact information (if applicable)

3. Methods of Data Collection
We collect personal data through the following methods:

• Online Forms: Information is collected when you submit a form on our website to subscribe to our SMS program.
• Physical Forms: Information is collected when you fill out and submit a physical form at one of our locations or events.

4. How We Use Your Personal Data
The personal data we collect is used to:

• Send you SMS messages related to updates, notifications, and promotional offers.
• Communicate policy updates and other service-related information.
• Prospect for new policies and clients, where applicable.
• Improve our services and tailor our communications to better meet your needs.

5. Storage, Maintenance, and Protection of Personal Information
We store and maintain your personal information in secure databases protected by industry-standard security measures. We take appropriate steps to protect your personal data against unauthorized access, disclosure, alteration, or destruction.
6. Sharing Personal Data with Third Parties
We do not share your mobile information with third parties or affiliates for marketing or promotional purposes. Additionally, all the categories of personal data mentioned above exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties under any circumstances.
However, we may share your data with trusted service providers who assist us in operating our SMS program, provided they agree to keep your data confidential and use it solely for the purpose of providing services on our behalf.
7. Managing Your Personal Information
You have the right to access, correct, verify, or remove your personal information at any time. To manage your information, please contact us at [614-923-7783].
Opt-Out Option: If you wish to opt-out of receiving SMS messages, you may do so at any time by replying "STOP" to any of our messages or by contacting us directly at [614-923-7783]. Opting out will not affect your other interactions with our services.
8. Contact Us
If you have any questions or concerns regarding this SMS Privacy Policy or our data practices, please contact us at:
[John Ren Insurance Agency]
[6457 Reflections Dr #270, Dublin, OH 43017]
[614-923-7783]
[[email protected]]


This version of the privacy policy clearly states that mobile information and SMS opt-in data will not be shared with third parties, ensuring compliance with your requirements.