Bluegrass Legacy Parters - Privacy Policy

Bluegrass Legacy Partners, LLC

Website: BluegrassLegacyPartners.com

Phone: (859) 537-5179

Address: 1749 Abbington Hill, Lexington, Kentucky 40514

Effective Date

This Privacy Policy is effective as of the date listed at the bottom of this document and applies to all visitors, consumers, prospects, customers, policyholders, and users who access or interact with Bluegrass Legacy Partners, LLC ("Bluegrass Legacy Partners," "Company," "we," "our," or "us"), including through our website, advertisements, social media platforms, landing pages, forms, communication systems, and related services.

Bluegrass Legacy Partners respects your privacy and is committed to protecting the information entrusted to us. This Privacy Policy describes how information is collected, used, stored, processed, disclosed, distributed, transferred, licensed, sold, retained, and protected in connection with our insurance agency operations and lead generation activities.

By accessing our website, submitting information, requesting a quote, scheduling an appointment, communicating with us, or otherwise interacting with our services, you acknowledge that you have read and agree to the terms of this Privacy Policy.

Information We Collect

We may collect information that you voluntarily provide to us when you complete forms, request insurance quotes, schedule appointments, communicate with us, respond to advertisements, subscribe to communications, or otherwise interact with our services.

Information collected may include your first name, last name, telephone number, mobile number, email address, mailing address, ZIP code, state of residence, date of birth, marital status, homeowner status, insurance interests, coverage needs, communication preferences, appointment information, and any other information voluntarily provided.

In addition to information you provide directly, we may automatically collect technical and usage information through our website and advertising systems. Such information may include Internet Protocol (IP) addresses, browser information, operating system information, device identifiers, geographic indicators, referral sources, website activity information, advertising interaction information, cookie identifiers, analytics information, form interaction data, and similar technical information.

We may also receive information from advertising platforms, business partners, insurance carriers, insurance agencies, insurance brokers, lead providers, referral partners, publicly available sources, and other lawful sources.

How We Collect Information

Information may be collected directly from consumers through website forms, quote requests, appointment requests, communication channels, social media interactions, telephone calls, emails, text messages, advertisements, surveys, questionnaires, and other interactions.

Information may also be collected through cookies, web beacons, pixels, tracking technologies, analytics technologies, communication systems, artificial intelligence systems, customer relationship management platforms, and similar technologies used to improve our services and operations.

Bluegrass Legacy Partners utilizes GoHighLevel as its primary customer relationship management platform, automation platform, communication platform, lead management platform, and marketing system. Information submitted through our website or communication channels may be stored and processed through GoHighLevel and related integrated services.

How We Use Information

Information collected may be used for a variety of lawful business purposes, including providing insurance quotes, evaluating insurance needs, responding to inquiries, scheduling appointments, communicating with consumers, providing customer service, conducting follow-up communications, facilitating policy reviews, improving our website and services, evaluating marketing performance, maintaining business records, preventing fraud, complying with legal obligations, and conducting business operations.

Information may also be used to connect consumers with insurance products, insurance professionals, insurance agencies, insurance brokers, insurance carriers, financial service providers, and related business opportunities that may be relevant to a consumer's expressed interests or requested services.

Lead Distribution, Lead Sales, and Insurance Partner Relationships

Bluegrass Legacy Partners operates both as an insurance agency and as a lead generation business. As part of our business activities, we collect information from consumers seeking insurance products, insurance quotes, insurance information, financial services information, policy reviews, appointment scheduling, educational resources, and related services.

By voluntarily submitting information through our website, forms, advertisements, social media pages, communication systems, landing pages, appointment requests, quote requests, or other interactions, you acknowledge and agree that the information you provide may be used by Bluegrass Legacy Partners directly and may also be transferred, assigned, licensed, distributed, disclosed, shared, or sold to licensed insurance agents, insurance agencies, insurance brokers, insurance carriers, insurance marketing organizations, referral partners, lead purchasers, financial service providers, and other authorized business partners.

Such disclosures may occur for purposes including insurance quote generation, insurance product marketing, insurance consultations, lead generation activities, consumer matching, appointment scheduling, policy reviews, customer support, business operations, and other lawful business purposes.

Information submitted through our services may be provided to one or multiple recipients. Different recipients may independently contact you regarding products, services, opportunities, or information that may be relevant to your interests or requests.

The number of recipients receiving information may vary depending upon your location, requested products, eligibility requirements, carrier availability, business relationships, operational needs, and other factors.

Bluegrass Legacy Partners does not control the privacy practices, communication practices, retention practices, compliance procedures, or business activities of third parties that lawfully receive information through authorized business relationships. Consumers should review the privacy policies of any third parties that contact them.

SMS & Communications

By voluntarily providing your telephone number and affirmatively consenting to receive communications, you agree that Bluegrass Legacy Partners may contact you regarding insurance products, insurance services, quote requests, appointment scheduling, appointment reminders, customer support, policy reviews, insurance opportunities, account updates, and related communications.

Messages may be sent through SMS text messages, email communications, telephone calls, voicemail messages, appointment reminders, automated communications, and related communication channels.

Message frequency may vary.

Message and data rates may apply.

Consent to receive communications is not a condition of purchasing any product or service.

Consumers may opt out of SMS communications at any time by replying STOP to any text message.

For assistance, consumers may reply HELP to any message or contact us directly at (859) 537-5179.

Text messaging originator opt-in data and consent will not be shared with any third parties except aggregators and providers of text messaging services necessary to deliver SMS communications.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes unrelated to the services requested by the consumer.

No mobile information will be shared with third parties or affiliates for marketing/promotional purposes. Information sharing with subcontractors providing support services, including customer service, communication delivery, appointment scheduling, technical support, platform hosting, and operational support is permitted. All other use case categories exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties.

SMS consent records, text messaging opt-in information, and communication authorization records are never sold, rented, transferred, licensed, or disclosed as standalone marketing assets.

Data Sharing Policy

Bluegrass Legacy Partners may disclose, transfer, assign, license, distribute, share, or sell consumer information to licensed insurance agents, insurance agencies, insurance brokers, insurance carriers, insurance marketing organizations, referral partners, lead purchasers, financial service providers, contractors, service providers, and other business partners when reasonably necessary to conduct insurance operations, lead generation activities, quote generation, appointment scheduling, customer service, communications, analytics, marketing activities, business operations, or other lawful purposes.

Information may be provided to multiple recipients depending upon the products requested, geographic location, consumer preferences, carrier availability, eligibility requirements, and business relationships.

Recipients may maintain their own records and privacy practices in accordance with applicable law.

Notwithstanding the foregoing, text messaging originator opt-in data and consent will not be shared with any third parties except aggregators and providers necessary to deliver SMS communications.

Cookies & Tracking Technologies

Bluegrass Legacy Partners uses cookies, tracking technologies, web beacons, pixels, analytics systems, and similar technologies to improve website functionality, evaluate advertising effectiveness, understand consumer behavior, improve user experiences, monitor website performance, and support business operations.

Our website may utilize technologies provided by Google Analytics, Meta/Facebook, GoHighLevel, Twilio, and other authorized service providers.

These technologies may collect information regarding website interactions, page visits, referral sources, advertising engagement, browser activity, device information, and related analytics information.

Users may manage certain cookie preferences through browser settings; however, disabling cookies may affect website functionality.

Third-Party Services

Bluegrass Legacy Partners utilizes third-party service providers to support its business operations.

These providers include GoHighLevel, Twilio, Google Analytics, Meta/Facebook advertising platforms, Google advertising platforms, hosting providers, communication platforms, analytics providers, and related business service providers.

These service providers may process information on our behalf for purposes including customer relationship management, appointment scheduling, communication delivery, analytics, website operations, lead management, automation workflows, and customer support.

Data Security Practices

Bluegrass Legacy Partners maintains commercially reasonable administrative, technical, organizational, and physical safeguards designed to protect personal information from unauthorized access, misuse, disclosure, alteration, or destruction.

Although we take reasonable precautions to protect information, no method of transmission over the Internet or electronic storage system can be guaranteed to be completely secure.

Data Retention

Information may be retained for as long as reasonably necessary to fulfill business purposes, comply with legal obligations, maintain records, resolve disputes, enforce agreements, conduct analytics, improve services, support litigation, comply with regulatory requirements, and conduct business operations.

Retention periods may vary depending upon the nature of the information and applicable legal requirements.

Your Rights & Choices

You may request access to certain information maintained by Bluegrass Legacy Partners, request correction of inaccurate information, request deletion of information where legally permitted, update communication preferences, or opt out of certain communications.

Certain requests may be subject to legal, regulatory, contractual, operational, or compliance limitations.

Opt-Out Instructions

Consumers may opt out of marketing emails by utilizing unsubscribe links contained within email communications.

Consumers may opt out of SMS communications by replying STOP to any text message.

Consumers may request assistance by replying HELP to any text message or by contacting us directly.

Children's Information

Our services are intended for adults and are not directed toward individuals under the age of eighteen (18).

We do not knowingly collect personal information from children under the age of eighteen.

If we become aware that information has been collected from a child without appropriate authorization, we will take reasonable steps to remove such information.

Changes to This Privacy Policy

Bluegrass Legacy Partners reserves the right to modify, revise, amend, supplement, replace, or update this Privacy Policy at any time.

Changes become effective upon posting to our website unless otherwise required by law.

Continued use of our services after changes are posted constitutes acceptance of the revised Privacy Policy.

Contact Information

Bluegrass Legacy Partners, LLC

1749 Abbington Hill

Lexington, Kentucky 40514

Phone: (859) 537-5179

Email: [email protected]

Website: BluegrassLegacyPartners.com

Last Updated: May 30, 2026