Effective Date: January 01, 2025

Crest Suite Agency, LLC (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal information when you engage with our website, products, and services.

By using our website or services, you agree to the terms of this policy.

1. Information We Collect

We may collect the following types of personal information:

- Contact Information: Name, email address, phone number, business name, and mailing address

- Payment Information: Billing address and payment details (processed securely via third-party platforms)

- Business Information: EIN, business structure, niche, and related service information

- Usage Data: Browser type, IP address, pages visited, and interactions with our site

- CRM and Software Access: Usernames, domain names, or details required for system setup and support.

2. How We Use Your Information

Your information is used to:

- Provide services such as coaching, CRM builds, or software setup

- Deliver digital products and training

- Process payments and issue service confirmations

- Communicate updates, newsletters, and promotional offers

- Improve our website functionality and client experience

- Maintain compliance with legal and financial regulations

3. Sharing Your Information

We do not sell, rent, or trade your personal information. However, we may share your information with:

- Trusted service providers for CRM platforms, software processing, email marketing, or payment gateways

- Legal or regulatory authorities when required by law

- Partner platforms used to deliver your service (e.g., GoHighLevel, TaxSlayer, OLT Pro)

Each third-party partner is required to maintain strict confidentiality and only use your data as necessary to fulfill their services.

4. Data Storage and Security

We implement reasonable technical and administrative security measures to protect your data. While no method of transmission is 100% secure, we continuously work to safeguard your personal information against unauthorized access, misuse, or disclosure.

5. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to enhance user experience, analyze trends, and improve site performance. You can choose to disable cookies through your browser settings.

6. Email and Text Communication

By submitting your information or purchasing services, you consent to receive transactional emails, service updates, and marketing messages. You can unsubscribe at any time using the link provided in our emails or by contacting us directly.

7. Data Retention

We retain personal data only as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, or resolve disputes. Data tied to discontinued services may be securely archived or deleted after 12 months.

8. Your Rights

You have the right to:

- Request access to the personal data we hold about you

- Correct or update inaccurate information

- Request deletion of your data, subject to our legal obligations

- Withdraw consent from marketing communications

To make any of these requests, email us at: [email protected]

9. Children’s Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from minors.

10. Policy Updates

We may update this Privacy Policy from time to time. The revised version will be posted on this page with an updated effective date. We encourage you to review it periodically.

11. Contact Us

If you have questions or concerns about this policy or how we use your information, please contact us at: Crest Suite Agency, LLC

Email: [email protected]

Website: www.crestsuite.agency