PRIVACY POLICY
Stratix Leads Inc. (ShieldQuote)
Website: www.stratixleads.com
Effective Date: July 29, 2026
Last Updated: July 29, 2026

1. OVERVIEW

This Privacy Policy applies to Stratix Leads Inc., operating under the brand name ShieldQuote, including our website at www.stratixleads.com and all associated landing pages and forms (collectively, the "Site").

This Policy explains what personal information we collect, how we use it, who we share it with, and what rights you have. By using our Site or submitting a form, you acknowledge that you have read and understood this Policy.

IMPORTANT DISCLOSURE: Stratix Leads Inc. is a life insurance lead generation and marketing service only. We are NOT a licensed insurance carrier, broker, or agent. We do not sell, quote, negotiate, or provide advice on any insurance product. All insurance products are offered exclusively by independently licensed insurance professionals.

2. WHO WE ARE

Company Name: Stratix Leads Inc.
Brand / DBA: ShieldQuote
Address: 32 Southwich Road, Westfield, MA 01085, United States
Website: www.stratixleads.com
Privacy Email: privacy@stratixleads.com
Opt-Out Email: optout@stratixleads.com

Stratix Leads Inc. is a lead generation company that connects consumers interested in life insurance with licensed insurance agents and advisors who can assist them.

3. INFORMATION WE COLLECT

3.1 Information You Provide to Us

When you submit a quote request form on our Site, we collect the following:

• Full name (first and last)

• Phone number (including mobile/cell)

• Email address

• ZIP code and state of residence

• Age range

• Type of life insurance coverage requested (e.g., term life, whole life, final expense, universal life)

• Preferred contact time

• Consent records including timestamp, IP address, and the exact consent language agreed to

3.2 Information Collected Automatically

When you visit our Site, we automatically collect:

• IP address and approximate location

• Browser type and version

• Device type and operating system

• Pages viewed and time spent on Site

• Referring website or advertisement

• Date and time of visit

• Cookie and tracking data

3.3 Consent Documentation

To comply with the TCPA, we use third-party consent documentation tools (such as TrustedForm) that record a certificate of your consent at the time of form submission, including the timestamp, IP address, page URL, and exact consent language displayed.

4. HOW WE USE YOUR INFORMATION

We use your personal information for the following purposes:

• Lead Generation: To connect you with licensed life insurance agents who can provide quotes based on your stated needs.

• Contact and Follow-Up: To contact you via phone, SMS, and email regarding your life insurance quote request, in accordance with your consent.

• TCPA Compliance: To document and maintain records of your consent to be contacted, as required by law.

• Legal Compliance: To comply with applicable federal and state laws and regulations.

• Fraud Prevention: To detect and prevent fraudulent submissions and unauthorized activities.

• Site Improvement: To analyze how our Site is used and improve its performance and content.

• Business Communications: To send service-related communications including opt-out confirmations and policy updates.

We do NOT use your information to sell, solicit, or negotiate insurance products. All insurance activities are performed exclusively by licensed insurance professionals.

5. SHARING YOUR INFORMATION

5.1 Licensed Insurance Agents and Advisors

The primary purpose of our service is to connect you with licensed life insurance professionals. When you submit a request and provide consent, we share your contact information with one or more independently licensed insurance agents (our "Agent Partners") who are authorized to sell life insurance in your state.

Our current Agent Partners include:

• M. Balouch — Licensed Insurance Agent

This list may be updated from time to time. The specific agent(s) who will contact you will be named in the consent language on the form you submit.

5.2 Service Providers

We may share your information with trusted third-party service providers who help us operate our business, including:

• CRM and database platforms

• Email and SMS marketing platforms

• Consent documentation providers (e.g., TrustedForm)

• Call center and telephony providers

• Analytics and advertising platforms (Google, Meta/Facebook)

• Web hosting and technology providers

These providers are contractually required to use your information only as directed by us.

5.3 Legal Requirements

We may disclose your information if required by law, court order, or government authority, or to protect our rights or the safety of others.

5.4 Business Transfers

In the event of a merger, acquisition, or sale of our business, your information may be transferred as part of that transaction. We will notify you of any such change.

5.5 What We Do Not Do

We do NOT sell your personal information to data brokers or unaffiliated third parties for their own marketing purposes.

6. TCPA AND COMMUNICATIONS CONSENT

By submitting a quote request form and checking the consent checkbox on our Site, you provide your prior express written consent under the Telephone Consumer Protection Act (TCPA) to be contacted by Stratix Leads Inc. (ShieldQuote) and our named Agent Partners.

6.1 Types of Communications

Your consent covers:

• Live telephone calls

• Automated calls using an automatic telephone dialing system (ATDS)

• Pre-recorded or artificial voice messages

• SMS and MMS text messages

• Email communications

6.2 Consent is Not a Condition of Purchase

Consent is entirely voluntary and is NOT a condition of purchasing any insurance product or receiving any service.

6.3 Calling Hours

We and our Agent Partners will only contact you between 8:00 AM and 9:00 PM in your local time zone, as required by the TCPA.

6.4 Do Not Call Registry

We maintain an internal Do Not Call list and honor registrations on the National Do Not Call Registry.

6.5 SMS Terms

Standard message and data rates may apply. Text messages are sent from a 10DLC registered number. You may receive up to 5 text messages per lead inquiry.

7. YOUR OPT-OUT RIGHTS

You may revoke your consent and opt out of all communications at any time. We will process all opt-out requests within 10 business days as required by the TCPA.

How to Opt Out:

• SMS/Text: Reply STOP to any text message we send you

• Email: Send your request to info@stratixleads.com

• Phone: Call us and request removal from our contact list

• Mail: Write to Stratix Leads Inc., 32 Southwich Road, Westfield, MA 01085

When you opt out, we will cease all marketing communications from Stratix Leads Inc. Our Agent Partners may need to be contacted separately to opt out of their communications. We will notify our Agent Partners of your opt-out request as part of our standard process.

8. DATA SECURITY

We implement industry-standard technical and organizational measures to protect your data, including:

• 256-bit SSL encryption for all data transmitted through our Site

• Secure, access-controlled, encrypted data storage

• Access controls limiting data access to authorized personnel only

• Third-party consent certificates stored with independent providers

• Regular security reviews and updates

While we take all reasonable steps to protect your information, no method of internet transmission is 100% secure. If you believe your information has been compromised, contact us at privacy@stratixleads.com.

9. DATA RETENTION

We retain your personal information as follows:

• Lead and contact information: Up to 3 years

• TCPA consent records: Minimum 4 years (TCPA statute of limitations)

• Opt-out records: Indefinitely (to ensure opted-out individuals are never re-contacted)

• Call recordings: Up to 2 years

• Website analytics data: Up to 26 months

After the applicable retention period, we securely delete or anonymize your personal information.

10. COOKIES AND TRACKING TECHNOLOGIES

Our Site uses cookies and tracking technologies including:

• Essential cookies: Required for the Site to function properly

• Analytics cookies: To understand how visitors use our Site (e.g., Google Analytics)

• Advertising cookies: To track advertising campaign effectiveness (e.g., Google Ads, Meta Pixel)

• Consent documentation cookies: Used by tools such as TrustedForm to document your consent

You can manage cookies through your browser settings. Disabling certain cookies may affect Site functionality.

11. THIRD-PARTY LINKS

Our Site may contain links to third-party websites. This Privacy Policy applies only to our Site. We are not responsible for the privacy practices of third-party websites and encourage you to review their privacy policies.

12. CHILDREN'S PRIVACY

Our Site and services are intended for adults aged 18 and older. We do not knowingly collect personal information from anyone under the age of 18. If you believe a minor has submitted information through our Site, please contact us at privacy@stratixleads.com and we will delete it promptly.

13. STATE PRIVACY RIGHTS

13.1 California Residents (CCPA/CPRA)

California residents have the following rights:

• Right to Know what personal information we collect and how we use it

• Right to Delete your personal information

• Right to Correct inaccurate personal information

• Right to Opt-Out of the sale or sharing of your personal information

• Right to Non-Discrimination for exercising your privacy rights

To exercise these rights, contact us at privacy@stratixleads.com.

13.2 Other State Residents

Residents of Virginia, Colorado, Connecticut, Texas, and other states with privacy laws may have similar rights to access, correct, delete, and opt out of certain uses of their personal information. Contact us to exercise any applicable rights.

13.3 Massachusetts Residents

As a Massachusetts-based company, we comply with the Massachusetts Data Privacy Law (M.G.L. c. 93H) and maintain reasonable security measures for the protection of personal information of Massachusetts residents.

14. CHANGES TO THIS PRIVACY POLICY

We may update this Policy from time to time. When we make material changes, we will update the "Last Updated" date at the top of this Policy and post the revised version on our Site. Your continued use of our Site after any changes constitutes your acceptance of the revised Policy.

15. CONTACT US

For any questions, concerns, or requests regarding this Privacy Policy:

Stratix Leads Inc.
32 Southwich Road
Westfield, MA 01085
United States
Opt-out requests: info@stratixleads.com
Website: www.stratixleads.com

We aim to respond to all privacy-related inquiries within 10 business days.