Privacy Policy

Last updated: April 30, 2026

Health First Insurance ("Health First," "we," "us," or "our") respects your privacy and is committed to protecting personal information. This Privacy Policy explains what information we collect, how we use it, how we share it, and the choices you have when using our websites, software, communications tools, document signing tools, broker support services, Agent Intel services, and related services.

Information We Collect

We may collect the following categories of information.

Contact and Identity Information

Name
Email address
Phone number
Mailing address
Business or agency name
User ID, account profile information, broker role, or staff role information

Insurance and Service Information

Depending on the service being provided, we may collect information related to:

Broker contracting or appointment support
Carrier or state appointment status
Client service requests
Health insurance inquiries, enrollment, application, plan, or document support
Support tickets, CRM activity, or Agent Intel account activity

We do not intentionally request that sensitive health information be sent by SMS unless specifically required for a permitted service purpose and handled through appropriate channels.

Communications Data

SMS/text message logs and metadata
Voice call logs and metadata
Dates and times of communications
Sender and recipient phone numbers
Message IDs and support request history
Voicemail information, call recordings, or transcripts where permitted and disclosed

Electronic Signature and Consent Data

Signed documents and consent selections
SMS opt-in and opt-out records
Date and time of signature or consent
IP address, browser or device information, and user agent
Document envelope ID, transaction ID, or version of disclosure, policy, or consent language shown

Device, Technical, and Preference Information

IP address, browser type, device type, operating system, cookies, analytics, and security logs
Opt-in and opt-out preferences, email preferences, voice call preferences, and communication history

How We Collect Information

We collect information when you:

Visit our websites or use Health First Insurance or Agent Intel services
Create or access an account
Submit forms or sign documents electronically
Request broker, client, or software support
Communicate with us by phone, email, SMS, web form, chat, or other methods
Opt in or opt out of SMS/text messaging
Work with a broker using Health First Insurance or Agent Intel services

How We Use Information

Provide and administer our services
Support brokers, agencies, clients, and prospective clients
Send service notifications, reminders, alerts, and support messages
Provide broker contracting, appointment, carrier, Agent Intel account, software, and maintenance support
Process electronic signatures and document workflows
Maintain consent and compliance records
Respond to inquiries and support requests
Improve, personalize, and secure our services
Detect, prevent, and respond to fraud, spam, abuse, or security incidents
Comply with legal, regulatory, telecom, insurance, and contractual obligations
Conduct internal analytics and business operations

SMS/Text Messaging and Voice Communications

Health First Insurance may use third-party communications providers, including Twilio, to send and receive text messages and phone calls.

Consent

Before sending recurring SMS/text messages, we obtain consent through web forms, electronic signature forms, broker or client onboarding forms, direct support requests, documented phone or in-person conversations, or other consent workflows made available by Health First Insurance or Agent Intel. Consent is voluntary and may be withdrawn at any time.

SMS Program

Messages may include:

Appointment reminders
Enrollment or application reminders
Document requests
Account or service notifications
Plan support
Broker support
Broker contracting or appointment updates
Agent Intel account, software, or maintenance notifications
Responses to support requests

Message frequency varies. Message and data rates may apply.

You may opt out of SMS/text messages at any time by replying STOP to any message. For help, reply HELP or contact us at contracting@hfrocks.com or 844-HFROCKS.

Mobile Information Sharing

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. This includes mobile phone numbers, SMS opt-in data, and SMS consent records.

We do not sell, rent, or share mobile information, SMS opt-in data, or SMS consent records with third parties or affiliates for their own marketing or promotional purposes. We may share mobile information with service providers, such as messaging providers, only as necessary to deliver services on our behalf. These service providers are not permitted to use mobile information for their own marketing or promotional purposes.

How We Share Information

We may share information:

With service providers who help us operate our services
With brokers, agencies, or authorized staff involved in providing services to you
With insurance carriers, quoting tools, or other parties as needed to support services you request
To comply with legal obligations, subpoenas, court orders, government requests, or regulatory requirements
To prevent fraud, spam, abuse, security incidents, or unlawful activity
In connection with a business transaction, such as a merger, acquisition, reorganization, or asset transfer

We do not sell personal information. We do not sell, rent, or share mobile information or SMS consent data with third parties or affiliates for marketing or promotional purposes.

Cookies and Analytics

We may use cookies, pixels, logs, and analytics tools to understand website usage, improve services, maintain security, and troubleshoot performance. You may be able to adjust cookie settings through your browser. Some features may not work properly if cookies are disabled.

Data Security and Retention

We use administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, loss, misuse, alteration, or disclosure. No system is completely secure, and we cannot guarantee absolute security.

We retain information for as long as necessary to provide services, maintain business records, comply with legal or regulatory obligations, resolve disputes, enforce agreements, and maintain audit or consent records. SMS consent and opt-out records may be retained as needed for compliance and auditing purposes.

Your Choices and Rights

Depending on your location and relationship with us, you may have the right to:

Access your personal information
Request correction of inaccurate information
Request deletion of certain information
Update communication preferences
Opt out of non-essential communications
Withdraw SMS/text messaging consent

To make a request, contact us at contracting@hfrocks.com.

Children's Privacy

Our services are not directed to children under 16. We do not knowingly collect personal information from children under 16.

International Users

Our services are intended primarily for users in the United States. If you access the services from outside the United States, your information may be processed in the United States or other locations where our service providers operate.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we make changes, we will post the updated Privacy Policy with a new effective date. Continued use of the services after changes are posted means you accept the updated Privacy Policy.

Contact Us

Health First Insurance
10438 S 1055 W
South Jordan, UT 84095
Email: contracting@hfrocks.com
Phone: 844-HFROCKS