STIEI - Privacy Policy
Effective date: 1 October 2025
Who we are: South Texas Insurance Education Initiative (“STIEI,” “we,” “us,” “our”)
Contact: support@stiei.org • (956) 370-5052 • Mailing address: TBD
Service area: Rio Grande Valley (Hidalgo • Cameron • Starr • Willacy), Texas
Who we are: South Texas Insurance Education Initiative (“STIEI,” “we,” “us,” “our”)
Contact: support@stiei.org • (956) 370-5052 • Mailing address: TBD
Service area: Rio Grande Valley (Hidalgo • Cameron • Starr • Willacy), Texas
En Español: Podemos ofrecer esta política en español. Si necesita esta información en español o un formato accesible, contáctenos en soporte@stiei.org. La versión en inglés gobierna en caso de conflicto.
1) What this policy covers
This Privacy Policy explains what information we collect, what we don’t collect, how we use it, how we share it, how we protect it, and your choices when you use:
2) What we collect (and when)
We design our program to minimize personal data.
A) During workshops (in‑person or virtual)
3) What we do with information
We use information to:
4) Legal grounds (if/when required)
Where a legal basis is needed, we rely on:
We do not sell personal information. We may share limited information with:
We keep data only as long as needed for the purposes described: Data type Typical retention Contact/booking forms Up to 24 months from last interaction Referral requests (opt‑in 1:1)Up to 24 months from referral date Aggregate workshop metrics (no PII)May be retained for program reporting Emails/logs/backups Per system backup cycles (generally ≤ 12–24 months)
We may keep data longer where required by law or to resolve disputes.
8) Cookies & analytics
We aim for low‑cookie operations. If we use basic analytics (e.g., page views) or essential cookies (e.g., session security), we do so to operate and improve the site—not for targeted advertising. Your browser may offer “Do Not Track”; our site may not respond to DNT signals. You can usually manage cookies in your browser settings.
9) Security
We use reasonable administrative, technical, and physical safeguards to protect information (e.g., encrypted transport, least‑privilege access). No system is 100% secure. If we believe a security incident affected your data, we will follow applicable law in notifying you and/or authorities.
10) Your choices & rights
A) Your choices
If and to the extent the Texas Data Privacy and Security Act (TDPSA) or other privacy laws apply, Texas residents may have rights to:
11) Children & students
Our content is designed for adults (employees, parents, college students). We do not knowingly collect personal information from children under 13 via our site or forms. If you believe a child under 13 provided information to us, contact privacy@stiei.org and we will delete it. Schools hosting sessions should follow their own student privacy policies (e.g., FERPA).
12) International users
We operate in the United States. If you access our Services from outside the U.S., you understand your information may be processed in the U.S. subject to U.S. laws.
13) Changes to this policy
We may update this Privacy Policy from time to time. We’ll post the new version with an updated Effective date. Your continued use means you accept the updated policy.
14) Contact us
Questions or privacy requests?
Email: support@stiei.org • Phone: (956) 370-5052 • Mail: TBD
Accessibility requests for alternate formats are welcome.
Quick summary (TL;DR)
1) What this policy covers
This Privacy Policy explains what information we collect, what we don’t collect, how we use it, how we share it, how we protect it, and your choices when you use:
- Our website and booking forms
- Our free, bilingual workshops (in‑person or virtual)
- Our referral process for optional 1:1 meetings with licensed professionals
2) What we collect (and when)
We design our program to minimize personal data.
A) During workshops (in‑person or virtual)
- We do not collect personal contact details in the room.
- We may receive aggregate counts (e.g., number of attendees, topic interest, anonymized Q&A themes).
- If a session is recorded, it’s usually by the Host organization (employer/school/nonprofit), not STIEI.
- Contact/booking details you submit (e.g., name, work email, employer/school, preferred dates/topics).
- Referral requests (if you ask for a 1:1 after a workshop): name, preferred contact, topic, language preference.
- Technical data (standard web logs and limited cookies/analytics; see §8).
- A Host may share basic logistics (time, date, Zoom link) and aggregate attendance.
- Hosts retain participant rosters. STIEI does not request or keep full attendee lists.
3) What we do with information
We use information to:
- Schedule and deliver workshops and send confirmations/reminders
- Provide bilingual educational materials and post‑event aggregate recaps to Hosts
- Route your opt‑in referral to a licensed presenter (only if you request it)
- Improve content quality (e.g., what topics drew questions)
- Maintain security, comply with law, and prevent misuse
4) Legal grounds (if/when required)
Where a legal basis is needed, we rely on:
- Consent (e.g., you ask for a 1:1 referral)
- Legitimate interests (e.g., running workshops, improving content, ensuring security)
- Contract/Pre‑contract (e.g., coordinating a session you asked us to host)
- Compliance with law or valid legal requests
We do not sell personal information. We may share limited information with:
- Hosts (employers/schools/nonprofits): Aggregate attendance and anonymized feedback only.
- Licensed presenters: Only if you request a 1:1, we share what’s needed to schedule (name, contact, topic, language). Presenters are independent and must provide their own privacy notices.
- Service providers: Trusted vendors (email, video conferencing, secure storage, website host) who process data for us under confidentiality and security obligations.
- Legal/safety: If required by law, court order, or to protect rights, safety, and security.
- Hosts (employers, schools, nonprofits) control their attendee lists and recordings under their own policies.
- Presenters (licensed agents/agencies) are not STIEI employees or agents. Any 1:1 meeting is a separate relationship between you and the presenter. Ask them for their privacy policy and disclosures.
We keep data only as long as needed for the purposes described: Data type Typical retention Contact/booking forms Up to 24 months from last interaction Referral requests (opt‑in 1:1)Up to 24 months from referral date Aggregate workshop metrics (no PII)May be retained for program reporting Emails/logs/backups Per system backup cycles (generally ≤ 12–24 months)
We may keep data longer where required by law or to resolve disputes.
8) Cookies & analytics
We aim for low‑cookie operations. If we use basic analytics (e.g., page views) or essential cookies (e.g., session security), we do so to operate and improve the site—not for targeted advertising. Your browser may offer “Do Not Track”; our site may not respond to DNT signals. You can usually manage cookies in your browser settings.
9) Security
We use reasonable administrative, technical, and physical safeguards to protect information (e.g., encrypted transport, least‑privilege access). No system is 100% secure. If we believe a security incident affected your data, we will follow applicable law in notifying you and/or authorities.
10) Your choices & rights
A) Your choices
- No in‑room data: We do not collect attendee contact info during sessions.
- Opt‑in only: Ask for a 1:1 only if you want follow‑up.
- Unsubscribe: If we ever send you an email you don’t want, use the link provided or contact us.
If and to the extent the Texas Data Privacy and Security Act (TDPSA) or other privacy laws apply, Texas residents may have rights to:
- Access and confirm if we process your personal data
- Correct inaccuracies
- Delete personal data you provided
- Obtain a portable copy of data you provided
- Opt out of targeted advertising, profiling, or sale of personal data (we do not engage in these)
11) Children & students
Our content is designed for adults (employees, parents, college students). We do not knowingly collect personal information from children under 13 via our site or forms. If you believe a child under 13 provided information to us, contact privacy@stiei.org and we will delete it. Schools hosting sessions should follow their own student privacy policies (e.g., FERPA).
12) International users
We operate in the United States. If you access our Services from outside the U.S., you understand your information may be processed in the U.S. subject to U.S. laws.
13) Changes to this policy
We may update this Privacy Policy from time to time. We’ll post the new version with an updated Effective date. Your continued use means you accept the updated policy.
14) Contact us
Questions or privacy requests?
Email: support@stiei.org • Phone: (956) 370-5052 • Mail: TBD
Accessibility requests for alternate formats are welcome.
Quick summary (TL;DR)
- Workshops: We don’t collect attendee contact info in the room; Hosts keep rosters.
- Referrals: We share your contact details with a presenter only if you ask us to.
- No selling data: We do not sell personal information or run targeted ads.
- Minimal cookies: Basic site operation and limited analytics only.
- Your rights: You can request access/correction/deletion; we’ll verify and respond.
