Privacy Policy

Big Ad Bird (“we”, “us”) sells qualified appointments to insurance, financial and retirement professionals (“clients”). This policy explains what we collect from our clients, from visitors to this website, and from the people who ask to be contacted about a retirement review.

What we collect

• Clients and website visitors: name, email, phone, firm, the details you type into forms, and basic usage data such as pages visited.
• People who request a retirement review (from our ads, forms or booking pages): name, mobile phone, email, age range, employer type, savings range, the time they chose, and a record of their consent to be contacted, including when and where it was given.
• Calls and texts: the messages we exchange, call outcomes and, where the law allows and the caller has been told, call recordings.

How we use it

• To qualify people by phone and book appointments with the client they asked to meet.
• To send the reminders and follow-ups they agreed to receive.
• To run client accounts, billing and support, and to report on results.
• To keep our services safe and to meet legal obligations.

Calls and text messages

By ticking the consent box on a booking page or form, a person agrees that we and the client they are meeting may contact them by call, text and email about their request. Message frequency varies. Message and data rates may apply. Reply STOP to any text to opt out and HELP for help. We honor opt-outs automatically.

We do not sell or share mobile phone numbers or text-message opt-in data with third parties or affiliates for their own marketing or promotional purposes. Consent to be contacted is not a condition of buying anything.

Who we share it with

• The client the person is booked to meet, so the appointment can happen.
• Service providers that run our systems on our behalf, such as hosting, database, sign-in, messaging and email providers. They may only use the data to provide their service to us.
• Authorities, when the law requires it.

How long we keep it

We keep appointment and consent records for as long as needed to run the service and to prove consent, then delete or anonymize them. Ask us if you want them removed sooner.

Your choices

You can ask to see, correct or delete your information, or stop calls, texts and emails, by writing to info@bigadbird.com. We use essential cookies to keep you signed in. We will ask before adding any advertising or analytics cookies.

Security

Access to our systems is limited to named staff, connections are encrypted, and sensitive credentials are stored encrypted. No system is perfectly secure, so please tell us promptly if you think your information was exposed.

Contact

Questions about this policy: info@bigadbird.com.