Privacy Policy

At Compass Benefits & Insurance Services, your privacy and the security of your personal information are our top priorities. This policy explains how we collect, use, and protect your information when you visit our website or interact with our agency, including through SMS communications.


SMS Communications & Consent

By providing your phone number and opting in to receive text messages from us, you agree to receive text messages from Gates Family Insurance Agency. These messages may include appointment reminders, policy updates, marketing promotions, and other information related to your insurance.

  • No Sharing or Selling: We will never sell, share, or lease your phone number or your consent to any third parties or affiliates for their marketing purposes. Your information is used only to facilitate communication with you regarding our services.
  • Message Frequency: Message frequency may vary depending on your interactions with us.
  • Message and Data Rates: Message and data rates may apply.
  • Opt-Out: You can opt out of receiving SMS messages at any time. Simply reply STOP or UNSUBSCRIBE to any message you receive.
  • Help: For more information or assistance, reply HELP.
  • Your Consent: Your consent for SMS communications is explicitly requested and must be provided voluntarily. For any web forms that collect phone numbers, you will see a clear, unchecked box for consent. We maintain records of your consent to ensure compliance.

Information We Collect

We collect the following types of information to provide you with insurance products and services:

  • Personal Information: (e.g., name, address, phone number, email address, Social Security Number)
  • Financial Information: (e.g., payment information, income details)
  • Health Information: (for specific insurance applications, as required)
  • Website Usage Data: (e.g., IP address, browser type, pages visited)

How We Use Your Information

We use the information we collect for the following purposes:

  • Providing insurance quotes, products, and services.
  • Processing applications and managing your policies.
  • Communicating with you about your coverage, claims, and agency news.
  • Improving our website and customer service.
  • Complying with legal and regulatory obligations.

Privacy and Security

While we use industry-standard security measures to protect your information, please be aware that no data transmission over the Internet can be guaranteed to be 100% secure. As a result, we cannot be held responsible for any harm or loss resulting from the use, communication, or transmission of information to or from this website.


No Liability & Use at Your Own Risk

The content on this website is provided for your convenience only. It is not legal, financial, or insurance advice. You should always consult with your insurance agent and refer to your specific policy documents for complete coverage information. Your use of this website is at your own risk.

Gates Family Insurance Agency and its associates shall not be liable for any harm, loss, or damage arising from the use of this site. Every insurance policy has specific limits and exclusions, and it is your responsibility to be aware of the terms of your policy.


Contact Us

For any questions about this policy or our services, please contact our office directly. We are committed to maintaining your trust and privacy.

Compass Benefits & Insurance Services

3112 O Street, Suite 18
Sacramento, CA 95816

 (916) 594-9947

 (916) 747-7081

 (916) 594-9794

  [email protected]

CA License Number 450156