Privacy Policy

Effective Date: September 19, 2026

The Insurance Reset™ is operated by The CALLED Leadership Co., Inc. We respect your privacy and are committed to handling personal information responsibly and transparently.

This Privacy Policy explains how we may collect, use, store, and disclose information when you visit our website, submit a form, join a waitlist, request information, participate in our programs or services, or otherwise interact with The Insurance Reset™.

Information We Collect

We may collect information that you voluntarily provide to us, including your name, email address, phone number, agency or company name, professional role, contact preferences, and information you choose to provide through forms, inquiries, registrations, surveys, or other communications.

When you use our website, certain technical information may also be collected automatically through cookies, analytics technologies, and similar tools. This may include information such as your IP address, browser type, device information, pages visited, referring pages, and general website activity.

If you purchase a product, membership, certification, or other paid offering, payment information may be processed by third-party payment providers. The Insurance Reset™ does not intend to directly store complete payment card information on its own website systems.

How We Use Information

We may use personal information to:

Respond to questions, inquiries, and requests
Provide information about our programs, services, Community, Certification, and agency professional development opportunities
Manage registrations, memberships, waitlists, and program participation
Communicate with individuals and agency representatives
Deliver requested resources or communications
Administer and improve our website, programs, and services
Maintain appropriate business and administrative records
Protect the security and integrity of our website and systems
Comply with applicable legal obligations

Where required, marketing communications will be sent in accordance with applicable consent and unsubscribe requirements.

How We Share Information

The Insurance Reset™ does not sell personal information.

We may disclose information to service providers that help us operate our business, website, communications, payment processing, learning systems, Community platform, customer relationship management systems, analytics, or other business functions. These providers may process information as necessary to perform services on our behalf and are subject to their own contractual and legal obligations.

We may also disclose information when reasonably necessary to comply with applicable law, respond to lawful legal process, protect our rights or property, investigate suspected fraud or misuse, or protect the safety and security of our systems or others.

HubSpot and Other Service Providers

We use third-party technology providers to support portions of our website and business operations. For example, HubSpot may be used for website hosting, forms, customer relationship management, communications, and related functions.

We may also use other third-party platforms to provide Community access, educational programs, assessments, payment processing, analytics, email communications, or other services.

When you interact with functionality provided through these services, information may be processed by those providers in accordance with applicable agreements and their privacy practices.

Cookies and Website Technologies

Our website may use cookies and similar technologies that support website functionality, security, analytics, preferences, and other website operations.

Where required by applicable law or our technology configuration, visitors may be provided options to manage certain cookie preferences.

We will separately review and maintain our website cookie and consent settings as our technology and services evolve.

CSR Professional Community™ and Participant Privacy

Participation in the CSR Professional Community™ may involve information that members voluntarily provide through their profiles, discussions, posts, questions, or other Community activity.

Agency sponsorship does not provide an agency with access to a sponsored member's private Community discussions, Ask TIR™ activity, Faith & Focus™ participation, prayer requests, or other protected member activity solely because the agency sponsored that individual's participation.

Information that a participant voluntarily chooses to post in areas visible to other Community members may be visible according to the settings and structure of the applicable Community space.

CSR Professional Foundations Certification™

Information associated with participation in the CSR Professional Foundations Certification™ may include enrollment information, completion status, assessment-related records, and credential information necessary to administer the Certification.

When an agency sponsors an individual's Certification participation, the agency may receive enrollment and completion information as provided under the applicable program terms. Assessment scores and private learner activity are not provided to sponsoring agencies unless expressly authorized or required by applicable law.

Data Security

We take reasonable administrative, technical, and organizational measures designed to protect personal information appropriate to the nature of the information we maintain.

No website, electronic transmission, or information-storage system can be guaranteed to be completely secure. Users should use appropriate care when submitting information electronically.

Data Retention

We retain personal information for as long as reasonably necessary for the purposes for which it was collected, to maintain appropriate business and program records, to fulfill contractual obligations, and to comply with applicable legal requirements.

Retention periods may vary depending on the type of information and the reason it is maintained.

Your Choices and Requests

You may contact us to request that we review, correct, or delete certain personal information associated with you, subject to applicable legal, contractual, recordkeeping, and operational requirements.

You may unsubscribe from marketing emails using the unsubscribe option provided in those communications.

Depending on where you live and applicable privacy law, you may have additional rights regarding your personal information. We will respond to qualifying privacy requests as required by applicable law.

Children's Privacy

The Insurance Reset™ and its professional-development offerings are intended for adults and professionals. Our website and services are not directed to children under 13, and we do not knowingly seek to collect personal information from children under 13.

Third-Party Websites

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices, content, or security of websites and services that we do not control. We encourage users to review the privacy policies of third-party services they choose to use.

Changes to This Privacy Policy

We may update this Privacy Policy as our services, technology, or legal obligations change. When material changes are made, we may update the effective date displayed at the top of this page and provide additional notice when appropriate.

Contact Us

Questions or requests regarding this Privacy Policy or our handling of personal information may be submitted through the Contact page on The Insurance Reset™ website.

The CALLED Leadership Co., Inc.
Operator of The Insurance Reset™