Effective Date: January 1, 2026

Patterson & Associates Insurance (“Patterson & Associates Insurance,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide through our website, phone calls, email, and text messaging communications. This Privacy Policy explains what information we collect, how we use it, and how we protect it.

We may collect personal information that you voluntarily provide to us, including:

  • Name
  • Phone number
  • Email address
  • Mailing address
  • Insurance-related information you submit through forms, quote requests, or other communications
  • Any other information you choose to provide when contacting us

We may also collect certain non-personal information automatically when you visit our website, such as:

  • IP address
  • Browser type
  • Device type
  • Pages viewed
  • Referring website
  • General usage and analytics data

We may use the information we collect to:

  • Respond to inquiries and service requests
  • Provide insurance quotes, proposals, and policy-related information
  • Communicate with you about your account, coverage, claims, or service needs
  • Send customer care and informational text messages, if you opt in
  • Improve our website, services, and user experience
  • Maintain business records and comply with legal or regulatory obligations

If you opt in to receive text messages from Patterson & Associates Insurance, we may send you customer care and informational messages, such as:

  • Follow-up communications regarding your inquiry
  • Policy or account-related communications
  • Service updates
  • Appointment or scheduling-related communications
  • Other insurance service-related communications

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. This excludes text messaging opt-in data and consent, which will not be shared with any third parties.

We do not sell your personal information. We may share information only as needed to operate our business and provide services, including with:

  • Insurance carriers, wholesalers, or service providers involved in quoting, placing, or servicing coverage
  • Vendors or service providers that help us operate our website, communications, or business systems
  • Government agencies, regulators, or other parties when required by law or legal process

Any sharing is limited to what is reasonably necessary for business operations, service fulfillment, or legal compliance.

Our website may use cookies or similar technologies to improve website performance, analyze traffic, and enhance user experience. You may be able to adjust your browser settings to refuse cookies, though some website features may not function properly.

We use reasonable administrative, technical, and physical safeguards to help protect your personal information from unauthorized access, use, or disclosure. However, no method of internet transmission or electronic storage is completely secure, and we cannot guarantee absolute security.

You may contact us at any time to:

  • Request updates to your contact information
  • Ask questions about how your information is used
  • Opt out of text messaging by replying STOP to any message
  • Request help with text messaging by replying HELP or contacting us directly

Our website may contain links to third-party websites or portals, such as client service or benefits platforms. We are not responsible for the privacy practices or content of those third-party sites. We encourage you to review their privacy policies separately.

Our website and services are not directed to children under 13, and we do not knowingly collect personal information from children through the website.

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact:

Patterson & Associates Insurance
2435 North Central Expressway, Suite 1600
Richardson, TX 75080
Phone: (972) 669-2431
Email: insurance@piainsure.com