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Agent Desk

Privacy Policy

Last updated August 2026

Agent Desk provides back office support to independent insurance agencies. We respect your privacy and are careful with the information you share with us. This policy explains what we collect, how we use it, and the choices you have.

Information we collect

When you contact us, request a call, or subscribe, we may collect your name, agency name, email address, phone number, and any details you choose to share about your agency and your needs. When you visit our site, we may collect standard technical data such as your browser type and pages viewed, through cookies and analytics.

How we use your information

We use your information to respond to your inquiries, schedule and prepare for calls, provide and improve our services, and send occasional updates you have asked to receive. You can opt out of our emails at any time using the unsubscribe link in every message.

How we protect it

We sign nondisclosure agreements, carry errors and omissions coverage, and limit access to your information to the people who need it to serve your agency. We do not sell your personal information.

Sharing

We share information only with service providers who help us operate our business and only as needed, or when required by law. Any provider we use is expected to protect your information and use it solely for the services they provide to us.

Your choices

You may ask us to access, correct, or delete the personal information we hold about you. To make a request, or if you have any questions about this policy, contact us at contactus@agentdeskva.com or (281) 664-9200.

SMS Communications and Consent

When you contact Agent Desk through our website, by phone, or by email, we may collect personal information including your name, email address, phone number, agency name, and any details you choose to share with us. We use this information to respond to your inquiry, to schedule and confirm appointments, to provide customer service, and to send account and service related updates.

If you provide your mobile phone number and give your consent, we may send you SMS text messages for these service and transactional purposes, such as replies to your questions, appointment scheduling and reminders, account updates, and other communications related to the services you have requested. We do not send promotional or marketing text messages.

You provide consent to receive SMS messages by checking the SMS consent box on our contact form, or by otherwise expressly opting in. Consent to receive SMS messages is not a condition of purchasing any product or receiving any service. You may withdraw your consent at any time by replying STOP to any text message, or by contacting us at (281) 664-9200 or contactus@agentdeskva.com. You may reply HELP at any time for assistance. Message frequency may vary, and message and data rates may apply.

No mobile opt-in information or text message consent will be shared with third parties or affiliates for marketing or promotional purposes.

We may share personal information with trusted service providers who help us operate our business and deliver our services, such as communications and email providers, and only to the extent necessary to provide those services. These providers are required to protect your information and may not use it for their own marketing purposes. We do not sell your personal information.

Updates

We may update this policy from time to time. The date at the top shows when it was last revised.

Agent Desk provides expert back-office services to accelerate growth, streamline operations, and reduce costs for insurance agencies, healthcare providers, CPAs, and real estate agents. We handle administrative tasks, enabling clients to focus on their core business and drive success.
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Agent Desk

Back office support for independent insurance agencies. A dedicated, insurance trained virtual assistant plus an operations manager, working inside your existing agency management system.

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