Privacy Policy

Your name, email address, mobile number and whether it is verified, your timezone, your role, your account status, the States and products you buy, your orders and unused leads, your Weekly Leads settings with the words you agreed to, the address you send leads to in your own CRM, and your Stripe customer and plan identifiers.

We also hold the messages you send WRITTEN Support, any screenshot you attach, and the screen, device, and plan each was sent from; with the Dialer, the calls and texts you place and receive, with their numbers, times, length, and cost; and, if you turn on phone alerts, the alert registration for each device. If you join an agency, its owner and any team leader above you see your activity figures, as the Agent Agreement describes.

For administrators, we log administrative actions with the IP address and browser used.

We keep agent records for seven years after an account closes, for tax and accounting.

Agents keep records in WRITTEN about the people they work with: leads they import or type in, requests bought from our lead service, call times and outcomes, notes, scheduled callbacks, texts, and, if you buy a policy from them, the carrier, policy number, coverage amount, and premium.

We hold these for the agent, only to run WRITTEN for them. We do not sell them, we do not use them to advertise to you, and we do not share them with anyone except the agent, their agency as the Agent Agreement describes, and the companies in section 11 that run parts of WRITTEN.

Call recording. An agent can choose to record their calls through WRITTEN, so your calls with that agent may be recorded. Where State law requires everyone on a call to agree, as in California, Florida, and Pennsylvania, you hear “This call may be recorded for quality purposes.” as the recording starts. The recording is turned into a written transcript, with sensitive personal information removed, and the transcript is used to write your agent a summary of the call and coaching on how they handled it. Only your agent, and in an agency the owner and team leader over them, can see these. Call recordings and their transcripts are deleted after 90 days; the call summary stays with the agent’s record of you.

To have what an agent keeps about you in WRITTEN deleted, ask the agent or ask us.

If you talk with an agent who uses WRITTEN’s Quick Quote, they may write down health information you choose to share to get a quote: your height and weight, tobacco use, health conditions, treatment, hospital stays, and medicines, along with the coverage you want.

It is used only by that agent, to help find insurance that fits you. We never use it for advertising, never sell it, and never use it to train software, and no advertising or analytics tools run where it is entered.

Only the agent who holds your record can see it. Agency owners, other agents, and WRITTEN staff do not look at it. It is stored encrypted, with an extra layer of encryption on the answers themselves, by the companies that host WRITTEN.

It is kept while that agent holds your record. If you buy a policy through them, they can keep a copy with it. Your answers are cleared when the record leaves them, and your answers and any copy are cleared when they close their account or when you ask. You can ask the agent or ask us to clear them at any time, and we clear your health answers within 30 days. Our database host keeps a short rolling history for recovery, currently six hours, that is never used for anything else and expires on its own. We can't erase a copy an agent has already downloaded; the Agent Agreement makes that copy their responsibility.

Written Leads LLC is the business responsible for the texting programs offered through WRITTEN. An agent texts you only after you agree to it with them: you tell them on a call that they can, or you text their number first. Answering one of our advertisements is never agreement to texts. We do not sell, rent, or share texting consent, or mobile numbers collected through texting, with any third party for their marketing or promotional purposes; they are used only to deliver the texts you agreed to. Message frequency varies, and message and data rates may apply. Reply STOP to opt out or HELP for help.

Agents who check the WRITTEN Alerts box get alerts texted to their mobile number from our own number, only about their own accounts. No texting opt-in or mobile number is ever sold or shared.

See our Texting Terms and Texting Privacy.

We do not collect your information on this website. You filled in a form on a Facebook or Instagram advertisement shown under the name Ascend Agency, that asked whether you wanted to speak to an agent about insurance.

Written Leads LLC receives that request and is responsible for your information from that point on. We are who this policy is about, and who to come to about anything in it.

With your request we keep a record of the consent you gave: the exact wording you were shown, the moment you agreed, and which advertisement and form it was. We keep copies of both, as they stood on the day you saw them, so what you agreed to can be read back exactly.

Meta does not pass on your IP address or your browser, and we do not hold them. If we ever collect a request on our own website instead, we would hold both, and this page would say so.

• Your name and phone number
• Your State
• Your age, as you gave it
• Your answers to the questions the form asked. For our veteran life insurance product these are: which branch you served in, who you are looking to protect, how much coverage you want, your monthly budget, and whether you use tobacco
• The complete submission as the source sent it to us
• The consent record described above
• Which agent your request was sold to, and when

Once an agent has your request, it becomes part of their records in WRITTEN, which section 2 covers.

We sell it. That is this service. We sell your request to one insurance agent who has noted they are licensed in your State, so that they can contact you about insurance. We do not sell the same request to more than one agent.

Some agents work in an agency. When an agency buys your request, it goes to one of the agency's agents who has noted they are licensed in your State. The agency's owner, and the team leader over that agent, can see it, and may pass it to another such agent in the same agency or hold it for the agency until they do, for example when your first agent leaves. It is never sold to anyone outside that agency.

We also use it to check the request is genuine and complete, to remove duplicates and bad phone numbers, to keep a record of your consent, and to honor requests to stop contacting you.

We tell Meta, the company that showed the advertisement, whether your request was reached and whether it led to a sale, so that Meta can show our advertisements to people more likely to want them. We send only Meta's own reference for the form you filled in, never your name, number, or answers.

We do not use your information to advertise to you, and we do not build profiles about you for anyone other than the agent who buys your request.

Under California law, our lead service sells personal information. You have the right to:

• Know what we hold about you and where it came from
• Get a copy of it
• Have it deleted
• Opt out of the sale or sharing of your information
• Limit how we use sensitive information
• Not be treated differently for exercising any of these rights

Residents of other States have similar rights under their own laws. We apply these rights to everyone who asks, wherever you live.

To exercise any of them, use /opt-out or email privacy@writtenleads.com. We will respond within 45 days.

If your request was already sold to an agent, we will delete our copy and tell the agent you asked to be deleted. The agent holds their own record of contacting you and their own obligations for it.

If we never sell your request to an agent, because nobody bought it or because it did not pass our checks, we delete everything identifying on it within 90 days. Your name, your number, your answers, and the consent record all go. What is left is that a request came from a State on a date, which is not about you. Nobody was sent your details and nobody called you, so there is nothing we need them for.

One thing outlives that, on purpose. If you asked not to be contacted, we keep your phone number on our Do Not Contact list so that we do not accept a request from that number again. It is the number and nothing else, and deleting it would undo the very thing you asked for.

A request we do send to an agent becomes that agent’s client record, and they keep it for as long as they hold your business. That is how any insurance agent keeps a client file, and it is why a policy you bought years ago still has someone to call about it.

You can end that at any time. Ask us to delete and we delete our copy, tell every agent who received your request to delete theirs, and record that we did. How to ask.

If you ask us to delete, we delete everything except the minimum needed to keep you on our Do Not Contact list, which we keep indefinitely so that we do not contact you again by mistake.

We use Google Analytics to count visits to the public pages of this website and see how people find us. It uses cookies and receives your browser and device type, your approximate location, and the pages you view.

It does not run inside the signed-in app, and we never send it a name, email address, phone number, or anything about a consumer's request. You can turn it off with Google's opt-out add-on or by blocking cookies in your browser.

We do not sell agent information, or what agents keep in WRITTEN.

Our lead service shares a request with the one agent who buys it (and, for an agency, with its owner, the agent in it who handles the request, and the team leader over that agent). Both parts use the companies that run parts of our service:

Each is bound to use the information only to provide that service.

We also tell Meta whether a request was reached or led to a sale, as section 7 describes.

We will also disclose information where the law requires it.

Access to consumer information requires an authenticated account. Our records of leads bought and delivered are append-only, so history cannot be quietly rewritten. Payments are handled by Stripe and card numbers never reach our systems.

No system is perfectly secure, and we do not claim ours is.

Our products are for adults. We do not knowingly collect information from anyone under 18. If you believe we have, email privacy@writtenleads.com and we will delete it.

If we change this policy we will change the effective date above. If a change materially affects how we handle consumer information, we will say so on this page.