Terms of service
Your Data, Our Commitment.
Effective Date: February 26th, 2026
If you have any questions or comments about this notice, the ways in which our company collects and uses your information described below, your choices and rights regarding such use, or wish to exercise your rights under US & California law, please do not hesitate to contact us at:
Legal Name: ProVision Brokerage, LLC
Website: provisionbrokerage.com
Email: eric@provisionbrokerage.com
Postal Address: 3700 Imperial Drive Flower Mound, TX 75028
Phone: 888-776-7590
1. Who We Are
ProVision Brokerage, LLC is a Texas limited liability company located at:
3700 Imperial Drive
Flower Mound, TX 75028
Email: info@provisionbrokerage.com
We operate as an Insurance Marketing Organization and may operate as an “AIMO” meaning we use artificial intelligence tools to assist in marketing, education, compliance review, and business optimization.
These Terms govern your use of https://provisionbrokerage.com and all related services.
By accessing this site or using our services, you agree to these Terms.
2. Eligibility
You must be at least 18 years old to use our services.
Our services are intended for licensed financial professionals and adult consumers. We do not knowingly provide services to minors.
3. No Financial Advice Through Website
Content on this website is for informational and marketing purposes only.
Nothing on this site constitutes:
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Financial advice
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Investment advice
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Insurance suitability recommendations
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Legal or tax advice
Licensed professionals remain responsible for all advice provided to consumers.
4. AI and Automated Technology Disclosure
We use artificial intelligence and automated technologies in our business operations.
AI tools may be used to:
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Generate or assist with email communications
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Generate or assist with SMS communications
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Generate or assist with voice communications
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Score leads or evaluate engagement
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Analyze call recordings
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Assist licensed advisors in content compliance review
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Improve marketing performance
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Prioritize outreach
AI tools are assistive only.
They do not replace licensed professionals.
They do not independently make binding financial decisions.
Human oversight remains in place.
AI outputs may contain errors. Users must independently verify information.
We reserve the right to expand AI functionality in the future.
5. Marketing Communications Consent
If you provide contact information, you may receive communications from us.
With your express consent, you may receive:
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Email
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SMS text messages
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Voice calls, including calls made using automated technology or artificial or prerecorded voice
Consent is not required to purchase any product or service.
Message frequency varies.
Message and data rates may apply.
You may opt out at any time:
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Email: unsubscribe link
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SMS: reply STOP
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Voice: request removal
We maintain records of consent, including time, date, and method of submission.
6. Call Recording Disclosure
Calls with ProVision Brokerage may be recorded or monitored for:
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Compliance
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Quality assurance
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Training
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Performance improvement
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AI-assisted review and analysis
By participating in a call, you consent to such recording where permitted by law.
In states requiring two-party consent, appropriate disclosures will be provided.
7. Lead Distribution and Data Sharing
We may:
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Share consumer inquiries with licensed financial professionals
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Share advisor data with insurance carriers for contracting and underwriting
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Use SuranceBay or similar platforms for licensing and contracting
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Distribute leads to advisors based on business relationships
We do not sell personal information for monetary compensation.
We may engage in audience matching or custom audience marketing with advertising platforms.
8. Intellectual Property
All website content, materials, trademarks, branding, and proprietary systems are owned by ProVision Brokerage, LLC.
No reproduction without written permission.
9. Limitation of Liability
To the fullest extent permitted by law:
ProVision Brokerage is not liable for indirect, incidental, special, or consequential damages arising from use of the site or services.
All services are provided “as is” without warranties of any kind.
10. State Licensing
ProVision Brokerage, LLC is licensed where required.
California residents may request license verification information.
License numbers should be displayed in the website footer.
11. Governing Law
These Terms are governed by Texas law, except where federal or state law requires otherwise.
12. Changes to Terms
We may update these Terms at any time. Continued use of the site constitutes acceptance.
