Effective date: July 9, 2026
Privacy Policy
CD Integral Advisors is the trade name of CD Integral Insurance Services.
Welcome to CD Integral Insurance Services.
Your privacy is important to us. This Privacy Policy explains how we collect, use, store, disclose, and protect your personal information when you visit our website, request insurance information, schedule an appointment, submit a quote request, enroll in insurance coverage, or use any of our services.
By using our website, you agree to the practices described in this Privacy Policy.
1. Information We Collect
We may collect information including, but not limited to:
Personal Information
- Full name
- Address
- Telephone number
- Email address
- Date of birth
- Gender
- Household members
- Marital status
- Social Security Number (only when required for enrollment)
- Driver's license information (when applicable)
Health Information
When necessary for insurance enrollment, we may collect:
- Current physicians
- Prescription medications
- Existing medical conditions
- Medicare information
- Marketplace eligibility information
Financial Information
When required:
- Estimated household income
- Employment information
- Tax filing status
- Household size
2. Information Automatically Collected
Our website may automatically collect:
- IP address
- Browser type
- Device information
- Operating system
- Pages visited
- Time spent on website
- Referral source
- Cookies
- Analytics information
3. How We Use Your Information
Your information may be used to:
- Provide insurance quotes
- Compare insurance plans
- Assist with ACA Marketplace enrollment
- Assist with Medicare enrollment
- Assist with Life Insurance applications
- Contact you regarding your request
- Verify eligibility
- Schedule appointments
- Improve our services
- Comply with state and federal regulations
4. Sharing Your Information
We may share your information only when necessary with:
- Insurance carriers
- Medicare Advantage organizations
- ACA Marketplace
- CMS
- Healthcare.gov
- Licensed agents
- Technology vendors
- Compliance vendors
- Government agencies when legally required
We do not sell your personal information.
5. HIPAA
When applicable, health information received during the insurance process is protected using reasonable administrative, technical, and physical safeguards consistent with applicable privacy laws and contractual obligations.
6. Cookies
We use cookies to:
- Improve website performance
- Analyze visitor behavior
- Improve marketing
- Remember website preferences
Users may disable cookies in their browser.
7. SMS Communications
If you provide your mobile number, you consent to receive communications regarding:
- Quotes
- Appointments
- Policy updates
- Enrollment assistance
- Renewal reminders
Reply STOP at any time to opt out.
8. Email Communications
You agree to receive communications related to your request.
You may unsubscribe from marketing emails at any time.
9. Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction.
10. Your Rights
You may request to:
- Review your information
- Correct inaccurate information
- Update your information
- Request deletion where permitted by law
- Ask questions about our privacy practices
11. Changes to this Policy
We reserve the right to update this Privacy Policy.
The latest version will always appear on this website.
12. Contact Information
CD Integral Insurance Services
- Website: cdiatx.com
- Email: clients@cdiatx.com
- Phone: 832-288-1221