Effective November 5, 2026
Who we are
ISAA Insurance & Financial Services is an independent insurance and financial services agency located at 1311 Westbrook Plaza Drive, Suite 107, Winston-Salem, North Carolina 27104. Contact us at (919) 313-2775.
Information we collect
When you contact us through the chat widget, we may collect the name, contact details, phone number, inquiry information, optional SMS consent choice, and other information you voluntarily provide. If required by the selected messaging program, the widget may request date of birth for age verification and compliance.
How we use information
We use information to respond to insurance and financial service inquiries, provide quote or appointment follow-up, deliver requested customer service, maintain appropriate business records, protect our services, and meet legal or regulatory obligations.
SMS consent and mobile information
Providing a phone number alone does not enroll you in SMS. Consent is optional, is not preselected, and is not a condition of purchasing insurance or financial services. If you consent, message frequency varies and message and data rates may apply. Reply STOP to opt out and HELP for assistance.
Service providers and security
Authorized service providers may process information required to provide requested website, insurance, or customer-service functions. We use reasonable safeguards and retain records as needed for business, insurance, compliance, and legal purposes.
Your choices
You may decline SMS consent and still contact us. Reply STOP to stop messages, reply HELP for assistance, or call (919) 313-2775. Requests for access, correction, or deletion are subject to applicable insurance, financial-services, and recordkeeping requirements.
Related notices
Review our Terms of Service and the privacy statement on our main website.