Legal

Privacy Policy

Effective Date: January 1, 2024  ·  Pentagon Group LLC

Pentagon Group LLC ("Pentagon Group," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services. Please read this policy carefully.

1. Information We Collect

We may collect the following types of information:

  • Personal Identification Information: Name, email address, phone number, mailing address, date of birth, and Social Security Number (when required for insurance applications).
  • Insurance Information: Vehicle information, property details, health information, and other data necessary to provide insurance quotes and services.
  • Financial Information: Payment details and tax-related information when you use our tax preparation services.
  • Usage Data: IP address, browser type, pages visited, and time spent on our website, collected automatically through cookies and similar technologies.
  • Communications: Records of your correspondence with us, including emails, phone calls, and messages submitted through our website.

2. How We Use Your Information

Pentagon Group LLC uses the information we collect to:

  • Provide, operate, and improve our insurance and financial services.
  • Process insurance applications and quotes on your behalf.
  • Prepare and file tax returns and related financial documents.
  • Communicate with you regarding your policies, claims, and account.
  • Send service-related communications about your insurance policies, quotes, and appointments (you may opt out at any time).
  • Comply with applicable laws, regulations, and legal obligations.
  • Protect against fraud, unauthorized transactions, and other liabilities.

3. Sharing Your Information

We do not sell, trade, or rent your personal information to third parties. We may share your information in the following limited circumstances:

  • Insurance Carriers: We share necessary information with insurance companies and underwriters to obtain quotes and bind coverage on your behalf.
  • Service Providers: We may engage trusted third-party vendors who assist us in operating our website and delivering services, subject to confidentiality agreements.
  • Legal Requirements: We may disclose information when required by law, court order, or governmental authority.
  • Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

Text messaging originator opt-in data and consent will not be shared with any third parties, excluding aggregators and providers of the Text Message services.

4. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your browsing experience, analyze site traffic, and understand where our visitors are coming from. You may instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, some portions of our website may not function properly.

5. Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include secure socket layer (SSL) encryption, restricted access controls, and regular security assessments. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

6. Your Rights and Choices

Depending on your location, you may have the following rights regarding your personal information:

  • Access: Request a copy of the personal information we hold about you.
  • Correction: Request that we correct inaccurate or incomplete information.
  • Deletion: Request that we delete your personal information, subject to certain legal exceptions.
  • Opt-Out: Unsubscribe from marketing communications at any time by contacting us or using the unsubscribe link in our emails.

To exercise any of these rights, please contact us using the information provided in Section 10 below. To opt out of SMS communications, reply STOP to any text message from us.

7. SMS / Text Message Communications

Pentagon Group LLC may send you text messages (SMS) for the following purposes, only after you have provided your express written consent:

  • Responding to inbound inquiries you initiate regarding insurance quotes, policy questions, or appointments.
  • Transactional notifications such as policy renewal reminders and appointment confirmations.
  • Customer care follow-ups related to your insurance or tax service requests.

Consent: By submitting your phone number through any form on our website, you consent to receive SMS messages from Pentagon Group LLC. Consent is not a condition of purchase.

Message Frequency: Message frequency varies based on your interactions with us. You may receive up to 4 messages per month.

Message & Data Rates: Standard message and data rates may apply depending on your mobile carrier and plan.

Opt-Out: You may opt out of SMS communications at any time by replying STOP to any message you receive from us. After opting out, you will receive one final confirmation message and no further texts will be sent.

Help: Reply HELP to any message for assistance, or contact us at (980) 202-2886 or info@pentagongroupinsurance.com.

Text messaging originator opt-in data and consent will not be shared with any third parties, excluding aggregators and providers of the Text Message services.

8. Children's Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately and we will take steps to delete such information.

9. Changes to This Privacy Policy

Pentagon Group LLC reserves the right to update this Privacy Policy at any time. We will notify you of any material changes by posting the new policy on this page with an updated effective date. We encourage you to review this policy periodically to stay informed about how we are protecting your information.

10. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

Pentagon Group LLC
Matthews, NC 28105
Phone: (980) 202-2886
Email: info@pentagongroupinsurance.com

© 2026 Pentagon Group LLC. All rights reserved. This Privacy Policy was last updated on January 1, 2024.