Effective Date: May 11, 2026 Last Updated: May 11, 2026
Wasatch Preferred (“we,” “our,” or “us”) is committed to protecting the privacy and security of the information entrusted to us. This Privacy Policy describes how we collect, use, share, and protect personal information when you visit our website at www.wasatchpreferred.com, communicate with our team, or use our services.
By using our website or services, you agree to the practices described in this Privacy Policy.
Who We Are
Wasatch Preferred is a licensed, independent commercial insurance agency headquartered in South Jordan, Utah, serving business owners nationwide.
Contact Information: Wasatch Preferred 10808 S. River Front Parkway, Suite 379 South Jordan, UT 84095 Phone: 801-676-7101 Email: partner@wasatchpreferred.com Website: www.wasatchpreferred.com
Information We Collect
We collect information in several ways depending on how you interact with us.
Information You Provide Directly
We collect information you provide when you:
- Request a quote, consultation, or Strategic Insurance Review
- Submit a contact form or chatbot conversation on our website
- Subscribe to our communications
- Apply for insurance coverage through our agency
- Engage us for ongoing advisory services
- Call, email, text, or otherwise communicate with our team
This information may include your name, business name, email address, phone number, mailing address, business details, insurance history, financial information needed for underwriting, and any other information you choose to share with us.
Information We Collect Automatically
When you visit our website, we automatically collect certain technical information through cookies and similar technologies, including:
- IP address and approximate geographic location
- Browser type and version
- Device type and operating system
- Pages visited and time spent on each page
- Referring website or traffic source
- Click patterns, mouse movements, and scroll behavior
- Date and time of visit
Information from Insurance Carriers and Third Parties
In the course of providing insurance services, we may receive information about you from insurance carriers, consumer reporting agencies, loss history databases (such as CLUE), motor vehicle records, public records, prior insurance agents, employers, and other third parties involved in evaluating risk and processing applications and claims.
Recorded Communications
We use RingCentral for our business telephone system. Calls to or from our office may be recorded for quality assurance, training, regulatory compliance, and recordkeeping purposes. Where required by law, you will be notified of recording at the start of the call.
Text messages and emails exchanged with our team may also be retained as part of our customer records.
How We Use Your Information
We use the information we collect to:
- Provide insurance quotes, policies, and related services
- Communicate with you about your coverage, claims, and account
- Provide advisory and consulting services where engaged
- Process applications and underwrite policies through our carrier partners
- Respond to inquiries, requests, and customer service needs
- Send relevant communications, including renewal reminders, coverage updates, educational content, and marketing materials (you may opt out at any time)
- Improve our website, services, and user experience
- Detect, prevent, and respond to fraud, security incidents, and illegal activity
- Comply with applicable laws, regulations, and legal obligations, including state insurance department requirements
- Maintain records required by law
Tracking Technologies We Use
Our website uses the following analytics and tracking tools:
Microsoft Clarity
We use Microsoft Clarity to understand how visitors interact with our website. Clarity captures information about your visit, including pages viewed, mouse movements, clicks, scrolling behavior, and session recordings. This information helps us improve our website experience. Microsoft Clarity uses cookies and similar technologies to collect this data. For more information, see Microsoft’s Privacy Statement at https://privacy.microsoft.com.
Google Analytics
We use Google Analytics to measure website traffic and user behavior. Google Analytics uses cookies to collect information about how visitors use our site. The information generated by these cookies is transmitted to and stored by Google. For more information, see Google’s Privacy Policy at https://policies.google.com/privacy.
GoHighLevel
We use GoHighLevel as our marketing and customer relationship management platform. GoHighLevel may collect information about your interactions with our website, forms, chatbot, booking calendar, and our email and SMS communications. For more information, see GoHighLevel’s Privacy Policy at https://www.gohighlevel.com/privacy-policy.
Cookies and Similar Technologies
We use cookies and similar technologies to remember your preferences, understand how you use our site, and deliver more relevant content. You can control cookies through your browser settings, though disabling cookies may limit some functionality of our website.
How We Share Your Information
We do not sell your personal information. We share information only as needed to provide our services and as described below.
Insurance Carriers and Underwriters
When you apply for or maintain insurance coverage through our agency, we share necessary information with the insurance carriers, reinsurers, and underwriters involved in placing and servicing your policy.
Service Providers
We share information with trusted service providers who perform services on our behalf, including:
- Our agency management system (EZLynx) and related insurance operations platforms
- Our marketing and CRM platform (GoHighLevel)
- Our telephone system provider (RingCentral)
- Our website analytics providers (Microsoft Clarity, Google Analytics)
- Our website hosting and IT support provider
- Our digital marketing and website management agency
These service providers are authorized to use your information only as necessary to perform their services for us and are required to protect the confidentiality of your information.
Legal and Regulatory Disclosures
We may disclose information when required by law, in response to lawful requests from public authorities, to comply with state insurance department regulations, to protect our rights or property, to enforce our agreements, or to investigate fraud or other illegal activity.
Business Transfers
In the event of a merger, acquisition, sale of assets, or similar business transaction, your information may be transferred to the successor entity, subject to the protections of this Privacy Policy.
How Long We Retain Your Data
We retain personal information for as long as needed to provide our services, comply with legal and regulatory obligations, resolve disputes, and enforce our agreements. Insurance records are typically retained for periods required by state insurance department regulations, which may extend several years beyond the end of the customer relationship.
Website analytics data, chatbot conversations, and marketing interaction data may be retained according to the retention policies of the underlying platforms (Microsoft Clarity, Google Analytics, GoHighLevel) and our internal retention practices.
Your Rights and Choices
Depending on your state of residence, you may have certain rights regarding your personal information, which may include:
- The right to access the personal information we hold about you
- The right to request correction of inaccurate information
- The right to request deletion of your information, subject to legal retention obligations
- The right to opt out of certain uses of your information, including marketing communications
- The right to receive a copy of your information in a portable format
To exercise any of these rights, please contact us at partner@wasatchpreferred.com or 801-676-7101. We will respond to verifiable requests as required by applicable law.
Opting Out of Marketing Communications
You may opt out of marketing emails by clicking the unsubscribe link at the bottom of any marketing email. You may opt out of marketing text messages by replying STOP to any text message. Opting out of marketing communications does not affect transactional communications related to your policies, claims, or account.
Do Not Track
Some browsers offer a “Do Not Track” signal. Our website does not currently respond to Do Not Track signals.
How We Protect Your Data
We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, alteration, or disclosure. These safeguards include encrypted data transmission, secure password protection, restricted access to sensitive systems, and ongoing review of our security practices.
No method of transmission over the internet or electronic storage is completely secure. While we work to protect your information, we cannot guarantee absolute security.
Data Breach Procedures
In the event of a data breach involving personal information, we will investigate the incident, take appropriate corrective action, and provide notifications to affected individuals and relevant regulatory authorities as required by applicable law.
Children’s Privacy
Our website and services are intended for business owners and adults. We do not knowingly collect personal information from children under 13. If we learn that we have collected information from a child under 13, we will delete it.
Embedded Content and Third-Party Links
Our website may include embedded content (such as videos, articles, or social media posts) or links to third-party websites. Embedded content behaves as if you have visited the originating website. Third-party websites have their own privacy policies, and we are not responsible for their practices.
Updates to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make changes, we will update the “Last Updated” date at the top of this policy. We encourage you to review this policy periodically.
Contact Us
If you have questions about this Privacy Policy or how we handle your information, please contact us at: