Privacy Policy

Privacy Policy

Effective Date: April 1, 2026

Company Name: Potter Risk Advisors

Potter Risk Advisors respects your privacy and is committed to protecting it through this Privacy Policy. This policy describes how we collect, use, and safeguard your information when you visit our website or engage with our services, including SMS communications.

Information We Collect

We may collect the following types of information when you interact with our website or services:

Personal Information: Name, email address, phone number, and other contact details
Communication Data: Information you provide when opting into SMS/text messaging or email communications
Technical Data: IP address, browser type, device information, and website usage data

We do not sell or rent your personal information.

How We Use Your Information

We use your information to:

Provide and improve our services
Communicate with you regarding your account or inquiries
Send transactional and promotional messages (including SMS/text messages)
Comply with legal and regulatory requirements

We may share your information only in the following circumstances:

With service providers (e.g., SMS platforms, CRM systems) who assist in operating our business
To comply with legal obligations or protect our rights
In connection with a business transfer (e.g., merger or sale)

All third-party partners are required to maintain the confidentiality of your information.

SMS/Text Messaging (TCPA & TCR Compliance)

By providing your phone number and opting in, you expressly consent to receive SMS/MMS text messages from Potter Risk Advisors which may include:

Customer support responses
Appointment or reservation confirmations
Service related notifications and updates
Marketing or promotional messages (if applicable)

** Message frequency may vary. Message and data rates may apply.

Opt-In Consent: You will only receive SMS messages if you have expressly opted in

Consent is not a condition of purchase

Opt-Out Instructions

You may opt out at any time by replying STOP to any message.

After opting out, you will no longer receive SMS messages unless you opt in again.

A sample of messaging includes:

Reply STOP to unsubscribe from future messages from Potter Risk Advisors. You may also reply HELP for assistance. Message & data rates may apply.

You have been unsubscribed and will no longer receive messages from Potter Risk Advisors. Reply START to re-subscribe.

Help Instructions

For assistance, peply HELP to any message for assistance or contact us directly.

We maintain records of consent in compliance with applicable laws and carrier requirements.

IMPORTANT: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Information Sharing and Disclosure

We do not sell or rent your personal information.

We may share your information only in the following circumstances:

With service providers (e.g., SMS platforms, CRM systems) who assist in operating our business
To comply with legal obligations or protect our rights
In connection with a business transfer (e.g., merger or sale)

All third-party partners are required to maintain the confidentiality of your data.

Cookies and Tracking Technologies

We may use cookies & similar technologies to enhance your experience, analyze website traffic, & improve functionality. You can adjust your browser settings to refuse cookies if you prefer.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure.

Data Retention

We retain personal information only as long as necessary to fulfill the purposes outlined in this policy or as required by law.

Your Privacy Rights

Depending on your location, you may have rights to:

Access the personal information we hold about you
Request correction or deletion of your information
Opt out of messages at any time

To exercise these rights, please contact us at EMAIL

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.

Contact Us

If you have questions about this Privacy Policy, contact us at:

Potter Risk Advisors

Email: [Your Email Address]
Phone: 404-713-5296

Consent

By using our website and providing your information, you consent to the terms of this Privacy Policy.

Get In Touch