This Privacy Policy explains how 3Steps LLC, doing business as 3 Steps Insurance ("3 Steps Insurance," "we," "us," or "our"), collects, uses and protects information through https://3stepsinsurance.com and https://www.3stepsinc.com (the "Site"), our chat assistant, phone calls and text messages.
3 Steps Insurance does not knowingly collect, either online or offline, personal information from persons under the age of thirteen. If you are under 18, you may use the Site only with permission of a parent or guardian.
We may collect your name, email address, phone number, ZIP code and mailing address when you submit forms, chat with us, book appointments, request information, or otherwise provide it to us.
If you opt in, we collect your messaging preferences and maintain records of consent and opt-out activity related to SMS and email communications.
We may use cookies, pixels and analytics tools to collect information about how you use our Site. This may include your IP address, browser type, pages visited and interaction data.
If you schedule appointments or use our services, we may collect details associated with those interactions, including the type of coverage you are interested in (such as Medicare, health/ACA, life or annuities).
We use cookies and similar technologies to personalize your experience and understand how our Site is used. You can control cookies through your browser settings. Some features may not work correctly if cookies are disabled.
We do not sell your personal information. We do not share mobile phone numbers, SMS opt-in data, or consent information with third parties or affiliates for marketing or promotional purposes. We may share information only in the following limited circumstances:
We may share information with trusted vendors who help us deliver services, such as SMS and email delivery, customer support tools, scheduling tools and analytics providers. These providers may only use information to perform services on our behalf.
If you ask us to quote or apply for a policy, we share the information needed for that quote or application with the insurance carrier you choose.
We may disclose information if required by law or to protect the rights, safety and security of 3 Steps Insurance, our users, or others.
If 3 Steps Insurance is involved in a merger, acquisition or asset sale, information may be transferred as part of that transaction. Any successor will be required to honor this Privacy Policy.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
You can opt out of SMS messages at any time by replying STOP to any message. After you send STOP, we will send a confirmation message and you will no longer receive SMS messages unless you opt back in. Reply HELP for help.
You can unsubscribe from marketing emails by clicking the unsubscribe link in the email.
You may contact us to request access to, correction of, or deletion of your personal information, subject to applicable law.
We use reasonable administrative, technical and physical safeguards to protect your information. No method of transmission or storage is fully secure, so we cannot guarantee absolute security. Never send Social Security or Medicare numbers by text or chat.
We may update this Privacy Policy from time to time. The most current version will be posted on this page.
3Steps LLC dba 3 Steps Insurance
5540 Centerview Dr Suite 200, Raleigh, NC 27606
Email: kevin@3stepsinc.com
Phone: (727) 610-7702
Effective as of November 7, 2026.
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