PRIVACY POLICY

Effective Date: August 27, 2026
Last Updated: August 27, 2026
 
Elevate Documents & Insurance Services (“Elevate,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information entrusted to us.
 
This Privacy Policy explains how we may collect, use, store, disclose, and protect information when you visit our website, communicate with us, schedule an appointment, request a service, submit information, or otherwise interact with Elevate.
By using our website or voluntarily providing information to us, you acknowledge the practices described in this Privacy Policy.
 
1. Information We May Collect
Depending on how you interact with Elevate and the service you request, we may collect information such as:
Contact and identifying information, including your name, email address, telephone number, mailing address, and other contact information you voluntarily provide.
 
Appointment and service information, including the service requested, appointment details, language preferences, communications, and information necessary to understand and fulfill your request.
Document and transaction information, when necessary for a service you have requested.
Certain services, including document preparation, immigration document preparation, tax preparation, insurance, translation, and notarization, may require additional personal or sensitive information. We request such information only when reasonably necessary to provide the applicable service or satisfy legal, regulatory, identity-verification, recordkeeping, or contractual requirements.
Technical information may also be collected automatically when you use our website, such as your IP address, browser or device information, pages visited, approximate location information derived from technical data, and interactions with the website.
 
2. How We Collect Information
Information may be collected when you:

• Visit or interact with our website;

• Complete a contact, booking, consultation, or intake form;

• Schedule an appointment through Wix Bookings;

• Contact us by telephone, email, text message, or other communication method;

• Submit documents or information in connection with a requested service;

• Make a payment for an eligible service; or

• Otherwise voluntarily provide information to Elevate.

Our website is hosted on the Wix platform. Information submitted through Wix-powered features may therefore be processed or stored using Wix systems and applications. Wix explains that information collected through Wix sites can be stored through its databases and applications.  
 
3. How We Use Your Information
We may use information we collect to:

• Respond to inquiries and consultation requests;

• Schedule and manage appointments;

• Determine the appropriate service for your needs;

• Prepare or deliver requested services;

• Communicate with you regarding your appointment, service, documents, or account;

• Process eligible service payments;

• Maintain business and service records;

• Improve our website, operations, and customer experience;

• Protect against fraud, unauthorized activity, or security threats;

• Meet licensing, regulatory, legal, tax, insurance, notarial, or recordkeeping obligations; and

• Enforce our agreements and policies.

We will not use information requiring special handling for purposes unrelated to the service for which it was collected except where authorized by you or permitted or required by law.
 
4. Sensitive Documents and Information
Some Elevate services may involve sensitive personal information or documents.
Clients should not send Social Security numbers, financial records, immigration records, identification documents, tax records, or other highly sensitive information through ordinary website contact forms or unsecured communication channels unless specifically instructed to do so.
When sensitive information or documents are required, Elevate may provide instructions for an appropriate submission method based on the service being provided.
 
5. How We Share Information
Elevate does not sell personal information for monetary compensation.
We may disclose information when reasonably necessary to provide a service you requested, operate our business, comply with law, or work with service providers supporting our operations.
Depending on the service and technology being used, these providers may include website hosting and management platforms, scheduling systems, payment processors, communication providers, document-management or cloud-service providers, insurance-related systems, notary or remote-online-notarization platforms, and other professional or technology providers.
These third parties may process information according to their own privacy policies and applicable contractual and legal requirements.
We may also disclose information when reasonably necessary to comply with applicable law, regulation, court order, subpoena, governmental request, or other legal obligation, or to protect the rights, property, security, or safety of Elevate, our clients, or others.
 
6. Payments
Where online payment is available for an eligible Elevate service, payment information may be processed by the applicable third-party payment processor rather than directly stored by Elevate.
Payment processing may therefore be subject to the payment provider’s privacy and security practices.
Insurance premiums are not collected through Elevate’s website unless expressly authorized and implemented in compliance with applicable insurance requirements.
 
7. Cookies and Website Technologies
Our website may use cookies and similar technologies necessary for website functionality, security, user preferences, performance measurement, analytics, and other permitted purposes.
Wix uses cookies for functions including website operation, security, user identification, and platform performance. Depending upon the tools enabled on our website, additional third-party technologies may also use cookies or similar technologies.  
Where required or appropriate, visitors may be provided controls to accept or decline certain non-essential cookies.
You may also control cookies through your browser settings, although disabling certain cookies may affect website functionality.
 
8. Communications
If you provide your contact information, Elevate may communicate with you by email, telephone, text message, or other methods for purposes related to your inquiry, consultation, appointment, requested service, transaction, account, or other legitimate business communication.
Marketing or promotional communications, if used, will be handled separately where consent or an opt-out mechanism is required.
You may request to stop receiving promotional communications at any time. Service-related or legally required communications may still be sent when necessary.
 
9. Data Security
We use reasonable administrative, technical, and organizational measures intended to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.
However, no website, electronic transmission, storage system, email system, or Internet-based service can be guaranteed to be completely secure. Clients should use appropriate caution when transmitting sensitive information electronically.
 
10. Data Retention
We may retain personal information for as long as reasonably necessary to provide requested services, maintain appropriate business records, resolve disputes, enforce agreements, satisfy professional or contractual obligations, and comply with applicable legal, regulatory, licensing, tax, insurance, notarial, or recordkeeping requirements.
Retention periods may vary depending on the type of information and service involved.

11. Your Privacy Choices and Requests
Depending on applicable law and the circumstances, you may request that we:

• Provide information about personal information we maintain about you;

• Correct inaccurate information;

• Delete certain personal information;

• Limit or withdraw certain consent previously provided; or

• Address another privacy-related concern.

Some information may need to be retained when required by law, regulation, contractual obligation, professional recordkeeping requirements, fraud prevention, dispute resolution, or other legitimate purposes.
Wix also provides site operators with tools for handling certain visitor access and deletion requests through its Privacy Center.  
 
12. Third-Party Websites and Services
Our website may contain links to or integrate with third-party websites, platforms, applications, or service providers.
Elevate does not control the privacy practices of independent third parties. We encourage you to review the applicable privacy policy before submitting personal information through a third-party service.
 
13. Children’s Privacy
Elevate’s website and services are not directed toward children for independent use.
When information concerning a minor is necessary for a legitimate service requested by a parent, legal guardian, or other authorized person, such information may be processed as reasonably necessary to provide that service and comply with applicable requirements.
We do not knowingly solicit personal information directly from children for marketing purposes.
 
14. Changes to This Privacy Policy
We may revise this Privacy Policy periodically to reflect changes in our services, technology, business practices, or applicable requirements.
The current version will be posted on this website with an updated “Last Updated” date.
 
15. Contact Us
Questions, concerns, or requests regarding this Privacy Policy or your personal information may be directed to:

 
Elevate Documents and Insurance Services
Ocala, Florida
Email: contact@elevatedocservices.com
Phone: (561) 351-6902
Website: elevatedocservices.com