Privacy Policy & SMS Terms of Service
Purple Tree Insurance
Last Updated: September 27, 2026
Purple Tree Insurance respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains what information we may collect, how we use and share that information, how we protect it, and your choices regarding your information and communications with us.
Information We Collect
We may collect personal information that you voluntarily provide to Purple Tree Insurance when you contact us, request information, schedule an appointment, complete a form, communicate with us by phone, email or text message, or work with us regarding insurance coverage.
Information we collect may include:
Name
Mailing address
Email address
Telephone number
Date of birth
Information regarding current or prospective insurance coverage
Information necessary to assist with insurance plan comparisons, enrollment, applications, and ongoing policy servicing
Other information you voluntarily provide in connection with your request for insurance assistance or customer service
We may also collect limited technical information when you visit our website, such as browser information, IP address, referring pages, and website usage information through standard website technologies.
How We Use Your Information
Purple Tree Insurance may use information you provide to:
Respond to your questions and requests
Provide insurance information, plan comparisons, and quotes you request
Assist with insurance applications and enrollment
Schedule and manage appointments
Communicate regarding your insurance coverage, application, enrollment, or policy
Provide ongoing customer service and policy servicing
Follow up on requests or conversations you have initiated
Communicate with insurance carriers and other service providers when necessary to assist you
Maintain business and client records
Meet legal, regulatory, licensing, compliance, and insurance carrier requirements
Operate and improve our website and business services
We use your personal information only as reasonably necessary to provide the services you request, conduct our business, and comply with applicable requirements.
How We Share Information
Purple Tree Insurance does not sell or rent your personal information.
We may share personal information when reasonably necessary to provide insurance-related services you have requested, including with insurance carriers, enrollment platforms, service providers, technology providers, or other parties involved in processing or servicing insurance coverage.
We may also disclose information when required by law, regulation, court order, or governmental or regulatory authority, or when reasonably necessary to protect our legal rights or prevent fraud or misuse.
Service providers that assist us with business operations may have access to information only as necessary to perform services on our behalf and are expected to handle information appropriately.
SMS/Text Messaging Privacy
Purple Tree Insurance may communicate with you by SMS/text message when you initiate a text conversation with us or when you have provided consent to communicate by text.
We do not sell or rent mobile phone numbers, SMS opt-in information, or text message consent information.
No mobile opt-in information or text message consent will be shared with third parties or affiliates for their marketing or promotional purposes.
Information may still be shared with service providers that support the delivery of our communications when necessary to provide those services, but your SMS consent will not be provided to third parties or affiliates for their own marketing or promotional use.
SMS Terms of Service
By providing your mobile telephone number and consenting to receive SMS/text messages from Purple Tree Insurance, you agree to receive individualized conversational and informational text messages from Purple Tree Insurance.
Messages may include:
Responses to insurance questions
Requested insurance plan, benefit, or quote information
Appointment scheduling and coordination
Application and enrollment communications
Policy and customer service questions
Follow-up regarding insurance coverage or requests
Other individualized business communications related to services you have requested
Purple Tree Insurance does not use this SMS program for automated mass marketing messages.
Message frequency varies based on your interactions with Purple Tree Insurance.
Message and data rates may apply according to your mobile carrier and service plan.
You may opt out of SMS messages at any time by replying STOP to any message.
For assistance, reply HELP, visit www.purpletreeinsurance.com, call or text (509) 866-5188, or email sarah@purpletreeinsurance.com.
Consent to receive SMS/text messages is not a condition of purchasing any insurance product or service.
After opting out, you may receive a confirmation message acknowledging your request. You will no longer receive SMS messages unless you subsequently provide consent to receive them again.
SMS Consent and Opt-In
You may provide consent to receive text messages in several ways, including initiating a text conversation with Purple Tree Insurance, providing verbal consent during a conversation or meeting, or affirmatively choosing to receive text messages when completing an online scheduling or contact form.
Where an online form provides an option to consent to SMS communications, SMS consent is optional.
Your Access and Choices
You may contact Purple Tree Insurance to:
Ask what personal information we have about you, if any
Request that we correct or update information we have about you
Request deletion of information we have about you, subject to applicable legal, regulatory, insurance, record-retention, or business requirements
Express a concern about our collection, use, or handling of your personal information
Ask us to stop contacting you through a particular communication method
You may choose not to provide certain personal information; however, some information may be necessary for Purple Tree Insurance to provide requested insurance services.
To stop SMS/text communications, reply STOP to a text message.
Security
Purple Tree Insurance takes reasonable administrative, technical, and organizational measures intended to protect personal information from unauthorized access, use, alteration, or disclosure.
Access to personally identifiable information is limited to individuals and service providers who reasonably need access to that information to perform work or provide services on behalf of Purple Tree Insurance. Computers, systems, accounts, and other locations in which personal information is maintained are protected through reasonable security measures.
However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.
Third-Party Websites and Services
Our website may contain links to websites or services operated by third parties. Purple Tree Insurance is not responsible for the privacy practices or content of third-party websites or services. We encourage you to review the privacy policies of any third-party websites or services you use.
Changes to This Privacy Policy
Purple Tree Insurance may update this Privacy Policy and SMS Terms of Service periodically to reflect changes in our practices, services, legal requirements, or communication methods.
Updates will be posted on this page with a revised “Last Updated” date.
Contact Us
If you have questions regarding this Privacy Policy, SMS Terms of Service, or how Purple Tree Insurance handles your personal information, please contact:
Purple Tree Insurance
Sarah Sherrill
Email: sarah@purpletreeinsurance.com
Call or Text: (509) 866-5188
Website: www.purpletreeinsurance.com