Privacy Policy

Agents / Privacy Policy - Goal Platform LLC

Last Revised: August 26, 2026

We understand the importance that Internet users place on privacy and have designed this Privacy Policy to disclose and describe our information gathering and dissemination practices. You agree to this Privacy Policy, in its entirety, when you: 1) access or use the platform available at checkoutgoal.com (referred to as the "Website" or "Site") to generate or purchase in-market insurance leads; and/or 2) agree to receive e-mail and communications from us.

Goal Platform LLC ("Goal," "we," "our," or "us") provides this Site and a range of applications, notifications, and additional services (collectively referred to as "Services"). Goal services US Residents only, and does not offer or provide services to residents outside of the US.

Information We Collect About You

Information Provided by You Upon Registration. Upon registration, you may be required to provide some or all of the following personally identifiable information ("PII"):

Passively Collected Information. When you interact with us through a Site, we receive and store certain additional information. Such information, which is collected passively using various technologies, cannot presently be used to specifically identify you. Examples include IP addresses, browser types, domain names, and other anonymous statistical data involving your use of a Site and/or our services.

Call Recording. Advertiser understands that all calls to or from Goal Platform LLC, including, without limitation, Call Transfers, may be monitored or recorded for the purpose of review and analysis by Goal Platform LLC. Advertiser consents to this recording and agrees to obtain the consent of its agents, employees, contractors, and anyone else who may be recorded on any call to or from Goal Platform LLC. Call recordings may be stored and analyzed by Goal Platform LLC for an indefinite period of time.

Use of Cookies & Analytics. In operating the Sites, we use "cookies" to deliver content specific to your interests and save your password. Acceptance of cookies is not a requirement to browse a Site; however certain features require it. We also use a third-party tracking service called Google Analytics that uses cookies to track non-personally identifiable information about visitors to our Sites in the aggregate.

What We Do With the Information We Collect

Use of PII. If you provide PII for a certain reason, we will use the PII in connection with the reason for which it was provided (e.g., administering access, personalizing your experience, or verification). We also use contact information to send you information about us and our other products/services, and to reach you regarding issues concerning the Site.

Aggregate Data and Non-PII. We pool non-PII and use PII to create aggregate data (data that describes demographics or usage without disclosing PII). We reserve the right to transfer and/or sell aggregate data for lawful purposes and share internal reports with advertisers and partners.

With Whom We Share the Information

Third Party Advertisers. By allowing us to make your information available to third-party advertisers, you will receive free information on products/services. This information may also be shared on an aggregate basis.

Vendors, Service Providers, and External Integrations

Please note that external websites and services, including third-party CRMs or quoting engines you integrate via API or click through links on our Site, gather PII governed by their own policies. We bear no responsibility or liability for their content, privacy practices, and activities.

Vendors, Service Providers, and External Integrations. We share information with third parties who perform services on our behalf. Please note that external websites and services, including third-party CRMs or quoting engines you integrate via API or click through links on our Site, gather PII governed by their own policies. We bear no responsibility or liability for their content, privacy practices, and activities.

Legal Requirements. We may disclose PII if required to do so by law or in the good faith belief that such action is necessary to (a) comply with a legal obligation, (b) protect and defend our rights or property, (c) act in urgent circumstances to protect personal safety, or (d) detect and prevent fraud or security issues.

For California Residents (CCPA Disclosures & Rights)

The California Consumer Privacy Act ("CCPA") gives California residents certain rights regarding their "Personal Information." The table below outlines how we collect, use, and share Personal Information:

Category of Personal Information Collected Sold or Disclosed? Category of Third Parties
Identifiers (name, IP address, email, phone, address) Disclosed Service Providers, Affiliates, Third Party Advertisers
Customer records (signature, bank account number) Disclosed Disclosed for business purposes to Service Providers
Characteristics of Protected Classifications Not Sold or Disclosed N/A
Commercial Info (records of services purchased) Disclosed Disclosed for business purposes to Service Providers
Internet/Network Activity (website interactions) Disclosed Disclosed for business purposes to Service Providers
Geolocation Data Not Sold or Disclosed N/A
Professional/Employment (job title, affiliation) Disclosed Disclosed for business purposes to Service Providers

Your CCPA Rights: Under the CCPA, California residents have the right to:

  1. Know the categories and specific pieces of data collected, the sources, commercial purposes, and third parties involved;
  2. Delete personal information collected (subject to exceptions);
  3. Opt-Out of the sale of personal information to third parties; and
  4. Non-Discrimination for exercising these rights. We will not discriminate against Agents or Advertisers, though we may offer financial incentives or provide different levels of service if the difference is reasonably related to the value of the data. Some Personal Information is essential to provide our lead generation Services; refusal to provide it may result in the inability to use our Services.

To exercise your rights under the CCPA, please contact us at info@checkoutgoal.com.

Managing Your Data and Opt-Out Policy

To stop receiving communications, opt out of having your PII shared, request access to your PII, correct factual errors, update your PII, or deactivate your account, please send an e-mail with your Login Name and e-mail address to info@checkoutgoal.com.

Legal and Miscellaneous Clauses

Governing Law. This Privacy Policy and any disputes related thereto shall be governed by and construed in accordance with the laws of the State of Ohio, exclusive of its choice of law rules.

Dispute Resolution and Arbitration. Any dispute, claim, or controversy arising out of or relating to this Privacy Policy or the breach, termination, enforcement, interpretation, or validity thereof, shall be determined by binding arbitration in Ohio before one arbitrator. The arbitration shall be administered by JAMS pursuant to its Comprehensive Arbitration Rules and Procedures. You and Goal Platform LLC agree that any proceedings will be conducted solely on an individual basis, and that neither party will seek to have any dispute heard as a class action, a representative action, or a collective action.

Modifications to Policy. Goal Platform LLC reserves the right to modify this Privacy Policy at any time. If we make material changes, we will notify you by email or by posting a prominent notice on our Site prior to the change becoming effective. Your continued use of the Services following the posting of changes constitutes your acceptance of such changes.

Security & Data Breaches. We take commercially reasonable steps to protect PII. However, no Internet transmission is fully secure. In the event of a security breach that compromises your PII, we will notify you and any applicable regulators in accordance with applicable legal requirements.

Do Not Track (DNT). Our Site does not currently respond to "Do Not Track" (DNT) signals from web browsers.

Minors. Our B2B platform is not intended for minors. Visitors under 18 years of age are not permitted to use and/or submit their personal information at any Site. We do not knowingly solicit or collect information from visitors under 18 years of age. If we learn that PII of a person under 18 has been collected, we will take appropriate steps to delete it.

Blogs and Public Features. If you use a public feature on a Site, any PII you submit can be collected by others. NONE OF THE INFORMATION PROVIDED IN THESE FORUMS IS PROTECTED BY THIS POLICY.

Retention of Your Personal Data. We will retain your Personal Data only for as long as necessary for the purposes set out in this Privacy Policy and to comply with legal obligations, resolve disputes, and enforce agreements.

Testimonials. We may display Advertiser testimonials on our Sites, which potentially include personally identifiable information such as an Agent's full name or agency affiliation. Prior to publication, we secure explicit consent from the customer to share their PII alongside the endorsement. Should you wish to have your personal data removed from public-facing testimonial pages, please submit a formal request to info@checkoutgoal.com.

Contacting Us. If you have any questions about this Privacy Policy, please contact us at info@checkoutgoal.com.

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