Privacy Policy

Last updated: September 28, 2026

Wardstone Benefits LLC ("Wardstone Benefits," "we," "us") respects your privacy. This policy explains what information we collect through wardstonebenefits.com, our chat widget, forms, phone calls, and text messages, and how we use it.

Information We Collect

  • Contact details you give us, such as your name, email address, phone number, and mailing address.
  • Information you share so we can quote or enroll coverage, such as household members, dates of birth, ZIP code, income range, and current coverage.
  • Basic website usage data, such as pages visited and browser type.

How We Use Your Information

  • To respond to your questions and requests.
  • To prepare insurance quotes and help you apply for and maintain coverage.
  • To send appointment reminders, service updates, and, if you opt in, occasional promotional messages.
  • To meet legal and licensing requirements.

When We Share Information

We share your information only as needed to serve you, for example with insurance carriers you choose to receive quotes from or apply with, with our brokerage partner CHC Brokers / Compass Health Consultants, and with service providers that operate our website, CRM, and messaging tools. We do not sell your personal information.

Text Messaging (SMS)

  • If you opt in, we may text you about your inquiry, appointments, and your coverage. Promotional messages are sent only with separate consent.
  • Message frequency varies. Message and data rates may apply.
  • Reply STOP to opt out at any time. Reply HELP for help.
  • No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.

Data Security

We use reasonable safeguards to protect your information. No method of transmission over the internet is 100% secure.

Your Choices

You can ask us to update or delete your contact information, or unsubscribe from emails using the link in any email.

Contact Us

Wardstone Benefits LLC
3054 Alachua Place, New Port Richey, FL 34655
grant@wardstonebenefits.com | (727) 741-1947