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Privacy Policy

Effective Date: 01/01/2026

Last Updated: 01/01/2026

 

 

 

A Legal Disclaimer

 

 

The explanations and information provided in this Privacy Policy are intended to offer general, high-level explanations regarding how BlackCase Financial Professionals (“BlackCase,” “we,” “us,” or “our”) collects, uses, stores, processes, and shares information through its digital platforms.

 

This Privacy Policy is not intended to serve as legal advice and should not be relied upon as such. Privacy laws and regulatory requirements vary by jurisdiction, industry, and use case, and BlackCase cannot predict the specific legal obligations applicable to every user or situation.

 

We strongly recommend that you consult with qualified legal counsel or a compliance professional to ensure that this Privacy Policy meets all applicable legal, regulatory, and contractual obligations relevant to your business activities and location.

 

 

 

Privacy Policy – The Basics

 

 

This Privacy Policy explains how personal information is collected, used, disclosed, processed, retained, and protected when individuals (“Users”) access or use the BlackCase Financial Professionals application, website, and related services (collectively, the “Platform”).

 

BlackCase operates as a technology-enabled connection and facilitation platform designed to help Users connect with licensed financial professionals, including insurance agents and financial representatives, based on the User’s stated interests, preferences, and availability.

 

BlackCase itself does not provide financial, insurance, tax, or legal advice, does not recommend specific products, and does not act as a fiduciary. All financial discussions, recommendations, and transactions occur directly between Users and licensed professionals.

 

Protecting User privacy and maintaining transparency regarding data practices are core principles of BlackCase’s operations.

 

 

 

Who This Privacy Policy Applies To

 

 

This Privacy Policy applies to:

 

  • Visitors to BlackCase websites

  • Users of the BlackCase mobile or web application

  • Individuals submitting forms, inquiries, or appointment requests

  • Individuals communicating with licensed professionals through the Platform

 

 

This Privacy Policy does not govern the independent privacy practices of licensed professionals or third-party websites that may be linked through the Platform.

 

 

 

The Types of Information We Collect

 

 

BlackCase may collect several categories of information depending on how Users interact with the Platform.

 

 

 

Information You Voluntarily Provide

 

 

When you choose to interact with the Platform, you may voluntarily provide personal information, including but not limited to:

 

  • Full legal name

  • Email address

  • Phone number

  • Residential or business location (city, state, ZIP code)

  • Employment status or industry

  • Business ownership information (if applicable)

  • Financial interests, priorities, or goals

  • Insurance-related interests (e.g., life insurance, employee benefits, retirement planning)

  • Appointment availability and scheduling preferences

  • Written communications, messages, or inquiry submissions

 

 

Providing this information allows BlackCase to better facilitate connections with appropriate licensed professionals.

 

 

 

Information Collected Automatically

 

 

When you access or use the Platform, BlackCase may automatically collect technical and usage information, including:

 

  • Internet Protocol (IP) address

  • Device type, manufacturer, and operating system

  • Application version and device identifiers

  • Browser type and language settings

  • Date and time of access

  • Pages viewed, features used, and interaction patterns

  • Approximate geographic location derived from IP address

 

 

This information helps BlackCase maintain platform functionality, security, and performance.

 

 

 

Information Collected Through Cookies and Similar Technologies

 

 

BlackCase may use cookies, pixels, or similar tracking technologies to:

 

  • Enable core platform functionality

  • Maintain user sessions

  • Analyze traffic and usage patterns

  • Improve user experience and system performance

 

 

Users may manage cookie preferences through browser or device settings, though some features may not function properly if cookies are disabled.

 

 

 

Information Received From Third Parties

 

 

BlackCase may receive information from third-party sources, including:

 

  • Licensed financial professionals using the Platform

  • Scheduling, CRM, communication, or analytics providers

  • Identity or license verification services

  • Public or professional databases

 

 

This information is used solely to support platform operations, verification, and service delivery.

 

 

 

Why BlackCase Collects This Information

 

 

BlackCase collects and processes personal information for legitimate business and operational purposes, including:

 

  • Facilitating introductions between Users and licensed professionals

  • Matching Users with professionals based on interests, location, or availability

  • Enabling appointment scheduling and communication

  • Improving platform functionality, usability, and performance

  • Personalizing user experiences and recommendations

  • Ensuring compliance with legal and regulatory obligations

  • Detecting, preventing, and addressing fraud or misuse

  • Maintaining platform security and integrity

 

 

 

 

How Information Is Used to Connect Users With Agents

 

 

One of the core functions of the Platform is to facilitate connections between Users and licensed financial professionals.

 

To do this, BlackCase may:

 

  • Analyze User-provided information to identify relevant professionals

  • Share limited personal details with licensed professionals to initiate contact

  • Enable communication through the Platform or approved communication tools

  • Support follow-up scheduling and continued engagement

 

 

Only information reasonably necessary for connection and communication is shared.

 

 

 

How and When We Share Information

 

 

BlackCase does not sell personal information.

 

Information may be shared only in the following circumstances:

 

 

 

Sharing With Licensed Financial Professionals

 

 

BlackCase may share User information with licensed insurance agents, financial professionals, or affiliated agencies for the purpose of responding to User requests and facilitating services.

 

Each professional operates independently and is responsible for their own privacy practices, disclosures, and compliance obligations.

 

 

 

Sharing With Service Providers

 

 

BlackCase may share information with trusted third-party service providers who assist with:

 

  • Hosting and infrastructure

  • Data analytics and system monitoring

  • Email, SMS, or scheduling communications

  • Customer support operations

 

 

All service providers are required to protect personal information and use it only for authorized purposes.

 

 

 

Legal and Regulatory Disclosures

 

 

BlackCase may disclose information when required to:

 

  • Comply with applicable laws or regulations

  • Respond to subpoenas, court orders, or lawful requests

  • Enforce platform policies or agreements

  • Protect the rights, safety, or property of BlackCase, Users, or others

 

 

 

 

Relationship Disclaimer

 

 

BlackCase functions solely as a connection and facilitation platform.

 

  • Licensed professionals are not employees or agents of BlackCase

  • BlackCase does not supervise, direct, or control professional advice

  • BlackCase does not guarantee outcomes or recommendations

  • All financial decisions are made between Users and professionals

 

 

 

 

Data Retention Practices

 

 

BlackCase retains personal information only for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, unless a longer retention period is required by law or regulation.

 

Data may be:

 

  • Deleted

  • Anonymized

  • Aggregated for analytical purposes

 

 

 

 

Data Security Measures

 

 

BlackCase implements reasonable administrative, technical, and physical safeguards designed to protect personal information, including:

 

  • Access controls

  • Secure servers and systems

  • Monitoring for unauthorized activity

 

 

Despite these measures, no method of data transmission or storage is completely secure, and BlackCase cannot guarantee absolute security.

 

 

 

User Rights and Choices

 

 

Depending on applicable law, Users may have the right to:

 

  • Request access to personal information

  • Request corrections to inaccurate data

  • Request deletion of personal data

  • Opt out of non-essential communications

 

 

Requests may be submitted using the contact information below.

 

 

 

Children’s Privacy

 

 

The Platform is not intended for individuals under the age of 18. BlackCase does not knowingly collect personal information from minors.

 

 

 

Changes to This Privacy Policy

 

 

BlackCase reserves the right to update this Privacy Policy at any time. Changes will become effective when posted on the Platform. Continued use constitutes acceptance of the updated policy.

 

 

 

Contact Information

 

 

For questions or concerns regarding this Privacy Policy or data practices, contact:

 

BlackCase Financial Professionals

Email: [Insert Email]

Website: [Insert Website URL]

 

 

 

Consent and Acknowledgment

 

 

By accessing or using the BlackCase Platform, you acknowledge that you have read, understood, and agree to this Privacy Policy, including the collection, use, and sharing of information for the purpose of connecting you with licensed financial professionals.

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