1. Overview
Insights3 ("we," "our," or "us") respects your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy outlines how we collect, use, and safeguard your data when you visit go.insights3.com, take our business readiness assessments, or engage our exit planning and valuation services.
2. Information We Collect
We collect information that you voluntarily provide to us when requesting a consultation, downloading resources, or completing assessment forms, including:
Contact Information (Name, email address, phone number).
Business Information (Company name, industry, transition timelines, and estimated valuation parameters).
Technical Data (IP address, browser type, and page interaction history captured via site tracking scripts).
3. How We Use Your Information
We use the information we collect to:
Provide valuation, CVA transition strategies, and exit readiness reports.
Schedule and confirm consultation appointments.
Send automated email and SMS follow-ups, assessment results, and relevant industry updates.
Improve our site functionality and service offerings.
4. Strict Mobile & SMS Data Non-Sharing Policy
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties or data brokers under any circumstances.
5. Data Confidentiality & Security
We implement industry-standard administrative and technical security measures to protect confidential financial and operational business details submitted to Insights3. Access to proprietary client data is restricted strictly to authorized advisory personnel.
6. Your Choices & Opt-Out Rights
Emails: You may unsubscribe from marketing email communications at any time by clicking the "Unsubscribe" link at the bottom of any email.
SMS Messages: You may opt out of text communications at any time by replying STOP to any text message received from Insights3.
Data Access/Deletion: You may request access to or deletion of your personal information by contacting us at the email address provided below.
7. Third-Party Links & Services
Our site contains links to external assessment platforms and scheduling tools. We are not responsible for the privacy practices or content of third-party platforms once you navigate away from our domain.
8. Contact Us
If you have any questions regarding this Privacy Policy, please contact:
Insights3
Email: [email protected]
Website: [https://go.insights3.com](https://go.insights3.com)