Privacy Notice

Effective Date: July 2026


Thank you for choosing The Surrett Group LLC (“Company,” “we,” “us,” or “our”). We are committed to protecting your personal information and your right to privacy. If you have any questions or concerns about this Privacy Notice or our practices, please contact us at https://thesurrettgroup.com/contact/.

 

This Privacy Notice explains what information we collect, how we use it, and your rights regarding your personal information. Please read it carefully. If you do not agree with any terms, please discontinue use of our Services immediately.

 

This notice applies to all information collected through our website https://thesurrettgroup.com and any related services, sales, marketing, or events (collectively, the “Services”).

 

Table of Contents

 

  • What Information Do We Collect?
  • How Do We Use Your Information?
  • Will Your Information Be Shared With Anyone?
  • Do We Use Cookies and Other Tracking Technologies?
  • Do We Use Google Maps?
  • How Long Do We Keep Your Information?
  • How Do We Keep Your Information Safe?
  • What Are Your Privacy Rights?
  • Do We Make Updates to This Notice?
  • How Can You Contact Us About This Notice?
  • Website Maintenance
  • SMS Terms and Conditions


WHAT INFORMATION DO WE COLLECT?

 

We collect personal information that you voluntarily provide to us. We collect information when you express interest in our Services, participate in activities on our Website, contact us, or enroll in insurance plans we represent. Personal Information You Provide
We may collect: names, phone numbers, email addresses, mailing addresses, Medicare ID numbers, and other similar information needed to assist with plan enrollment and representation. All personal information you provide must be true, complete, and accurate. Please notify us of any changes.

 

Information Automatically Collected


We do not use cookies or tracking technologies for analytics. However, we use Google Maps on our website, which is subject to Google’s privacy practices (see section below).

 

HOW DO WE USE YOUR INFORMATION?

 

We use your information to provide and improve our Services, fulfill legal obligations, and with your consent where required. Specifically, we may use your information to:

 

  • Facilitate account creation and plan enrollment
  • Represent you in dealings and problem resolution with insurance companies
  • Post your testimonial on our website (with your prior consent and only using your name and approved content)
  • Request feedback
  • Send you important updates about our Services, terms, or policies
  • Protect our Website and prevent fraud
  • Enforce our terms and comply with legal requirements
  • Respond to your inquiries and provide customer support
  • Fulfill and manage your requests or plan changes
  • Conduct internal business purposes (such as data analysis and improving our Services) using aggregated and anonymized data


WILL YOUR INFORMATION BE SHARED WITH ANYONE?

 

In Short: We do not share your information without your consent.We do not sell, rent, or share your personal information with third parties or affiliates for marketing purposes.


SMS opt-in phone numbers collected for communication purposes will not be shared with third parties for marketing.

 

DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?

 

In Short: No.
We do not use cookies or tracking technologies for analytics or advertising.

 

DO WE USE GOOGLE MAPS?

 

Yes, we use Google Maps to provide better location-based service.
This feature is subject to Google’s Terms of Service and Privacy Policy.

 

HOW LONG DO WE KEEP YOUR INFORMATION?

 

In Short: We retain your personal information, applications, enrollment paperwork, telephone recordings, and remote meeting recordings for 10 years, as required by the Medicare System.

 

HOW DO WE KEEP YOUR INFORMATION SAFE?

 

We implement appropriate technical and organizational security measures to protect your personal information. However, no electronic transmission or storage system is 100% secure. While we work hard to protect your data, we cannot guarantee complete security. You transmit personal information to and from our Website at your own risk. We recommend accessing our site in a secure environment.

 

WHAT ARE YOUR PRIVACY RIGHTS?

 

You may review, correct, or request deletion of your personal information at any time. Your Rights Include:

 

  • Right to request access to your data
  • Right to request correction of inaccurate data
  • Right to request deletion of your data (subject to our 10-year legal retention requirement)
  • Right to non-discrimination for exercising your privacy rights


Verification Process


For security reasons, we will verify your identity before processing certain requests. We may ask you to provide information that matches what we already have on file. You may also designate an authorized agent to act on your behalf, provided they submit valid proof of authorization. To exercise your rights, contact us using the details below.

 

DO WE MAKE UPDATES TO THIS NOTICE?

 

Yes. We may update this Privacy Notice from time to time to reflect changes in our practices or for legal compliance.
The “Effective Date” at the top will be updated accordingly. We encourage you to review this page periodically.

 

HOW CAN YOU CONTACT US ABOUT THIS NOTICE?

 

Principal Broker and Data Officer:
Brad Surrett
Email: brad@thesurrettgroup.com
Phone: 770-752-2706

 

Mailing Address:

Brad Surrett
The Surrett Group
703 Clubside Dr
Monroe, GA 30655
United States



WEBSITE MAINTENANCE: This website was created and is maintained by Levitate Data Systems, specialists in Client Relationship Management (CRM), marketing, and social media.



SMS TERMS AND CONDITIONS:

 

By providing your cell phone number (on our contact form, when booking online, or by texting us), you consent to receive text messages from The Surrett Group at 770-752-2706 or 404-457-9687 for appointment reminders, inquiries, and service-related updates.