Privacy & Disclosures

How we handle your information and the honest limits of our AI assistant.

About Dakota (AI assistant)

Dakota is an AI assistant that provides general insurance education only. Dakota is not a licensed insurance agent and cannot bind, cancel, or amend coverage; guarantee acceptance; or quote verified premiums. For personalized advice, quotes, eligibility, or any policy change, you'll be connected with Marvellus, a licensed agent.

What we do not collect in chat

We do not ask for — and you should never share — Social Security numbers, payment or debit/credit card numbers, or detailed medical information in this ordinary, unsecured chat. Share those only through a verified, secured intake with a licensed agent when appropriate.

How we use your details

The details you share in the lead or appointment form (name, email, phone if provided, state, topic, and preferred contact time) are used to connect you with the right YGI team member. We do not sell your information.

Marketing consent

Consent to receive marketing emails and texts is separate and optional. We do not assume SMS/A2P registration is complete. You can opt out of marketing at any time; request-related messages may still be sent as needed.

Voice & handoffs

The Dakota voice feature is pending verification — we will not display a fake working call button. When connected, intake for life insurance (Sydney) and existing-client care (Douglas) are handled by separate, verified team members and workflows. The YGI CRM is kept separate from any unrelated projects.

This is a draft portal. Nothing here is published or connected to live systems. No workflows, prices, eligibility, or appointment availability are claimed until verified and confirmed.