How Bricker Insurance Education handles customer information.

Who this policy covers

This policy applies to information collected through the Bricker Insurance Education website, forms, email, phone support, seminar registration, Video CE bundle purchase flow, transcript review requests, and related business operations. It does not control the privacy practices of third-party sites or services that we link to or use, including PayPal, DigitalChalk, or other external platforms.

Information we collect

• Contact details you provide, such as name, email address, phone number, mailing address, organization, and message content.
• Insurance education details you provide, such as National Producer Number, insurance license number if provided, resident license state, renewal deadline, transcript-review notes, course or seminar questions, and CE category information.
• Purchase and registration details, such as student name, student email, selected seminar dates, bundle purchase details, coupon codes shown after purchase, PayPal or DigitalChalk/Stripe transaction references, transaction status, and related support records.
• Technical information that may be processed by our website host or security systems, such as IP address, browser type, device information, pages visited, referring page, date/time of access, and standard server logs.
• Information you send through email, forms, phone calls, or other support communications with Bricker Insurance Education.

We do not intentionally collect Social Security numbers, bank account numbers, health information, or full payment card numbers through this website. Payment card details are handled by PayPal, DigitalChalk/Stripe, or the applicable payment processor; Bricker Insurance Education does not need or intend to store full payment card numbers.

How we use the information

• Respond to questions, support requests, transcript-review requests, and training/speaking inquiries.
• Process seminar registrations, Video CE bundle purchases, bundle coupon fulfillment, and related customer confirmations.
• Provide Oklahoma insurance continuing education information, course guidance, seminar details, account-support instructions, and customer service.
• Maintain business records, payment records, seminar rosters, bundle coupon records, support history, and operational records.
• Protect the website, prevent fraud or abuse, troubleshoot problems, test and improve the customer experience, and comply with legal, regulatory, accounting, tax, and business obligations.

When we share information

We do not sell customer personal information. We may share information with trusted service providers and business partners when needed to operate the website, process transactions, send emails, deliver CE services, maintain records, or comply with business and legal obligations. Examples include:

• PayPal, Stripe through DigitalChalk, or other payment processors used to handle payment authorization, capture, receipts, refunds, and transaction records.
• DigitalChalk or other learning-management systems used for Video CE course enrollment, login, account creation, course delivery, completion records, certificates, and coupon processing.
• Google Workspace and related email, document, spreadsheet, storage, and administrative systems used to manage business communications and operational records.
• Supabase or other database providers used to maintain registration, payment-status, roster, support, and operational records.
• Resend or other email-delivery providers used to send registration confirmations, reminders, support messages, and operational notices.
• Website hosting, deployment, domain, DNS, security, analytics, form-processing, backup, and other technology providers used to operate the website and business.
• Professional advisors, regulators, government agencies, insurance departments, law enforcement, courts, or other parties when disclosure is required or appropriate for legal, regulatory, safety, fraud-prevention, or business-protection purposes.

Cookies and analytics

The website and its service providers may use cookies, log files, security tools, or similar technologies to operate the site, preserve basic functionality, protect against abuse, understand website performance, and improve the customer experience. Third-party services such as PayPal, Stripe, or DigitalChalk may use their own cookies or tracking technologies when you use their services or follow links to their websites.

Security

We use reasonable administrative, technical, and organizational safeguards designed to protect customer information. These may include limited access to business records, reputable service providers, secure account practices, email authentication, and payment processing through established payment providers. No website, email system, or internet transmission is completely secure, so we cannot guarantee absolute security.

Retention and recordkeeping

We keep information for as long as reasonably needed to provide services, complete transactions, support customers, maintain CE and business records, resolve disputes, comply with accounting, tax, legal, regulatory, and insurance education obligations, and protect our business. Retention periods may vary depending on the type of record and the operational or legal reason for keeping it.

Your choices

You may contact us to ask about personal information you have provided, request a correction, update your contact details, or ask us to stop sending non-required messages. We may need to keep certain records when required for transactions, CE reporting, dispute resolution, legal compliance, security, tax, accounting, or legitimate business purposes.

Children

Our services are intended for licensed insurance professionals, business clients, and adult learners. We do not knowingly collect personal information from children under 13 through this website.

Policy updates

We may update this policy as our website, services, vendors, technology, legal obligations, or business practices change. The latest version will be posted on this page with an updated date.

Contact us

For privacy questions, contact Bricker support, email support@bricker-education.com, call 877-701-5166, or write to PO Box 720951, Norman, OK 73070-4735.