Client SMS Messaging

Dominic Meza SMS Privacy Policy

Dominic Meza

Independent Financial Representative and Insurance Agent

Effective Date: August 2026

This Privacy Policy applies specifically to the Dominic Meza SMS Appointment Reminder Program.

Dominic Meza is an Independent Financial Representative and Insurance Agent.

This policy explains how information associated with the SMS appointment reminder program is collected, used, protected, and processed.

Apex AI Consultants provides technology and automation services supporting the operation of the messaging program.

Information We Collect

Information associated with the SMS messaging program may include:

Name
Mobile phone number
Email address
Appointment information
Communication preferences
SMS messages and responses
SMS consent status
Date and time of consent
Method of consent
Other information voluntarily provided during appointment-related communications

How Information Is Used

Information collected in connection with the SMS program may be used to:

Send appointment confirmations
Send appointment reminders
Communicate scheduling information
Facilitate appointment rescheduling
Respond to appointment-related inquiries
Maintain records of SMS consent
Maintain communication records
Operate and secure the messaging service
Comply with applicable legal and regulatory obligations

Information collected through this SMS program is not used to enroll customers in unrelated marketing programs.

Mobile Information and SMS Consent

We do not share, sell, rent, transfer, or otherwise provide your mobile phone number or messaging consent information to third parties or affiliates for marketing or promotional purposes.

Mobile information and SMS opt-in consent are specific to the Dominic Meza SMS Appointment Reminder Program.

SMS opt-in information and consent will not be transferred to another business or organization for that organization's independent marketing or promotional purposes.

Consent provided to Dominic Meza does not constitute consent to receive marketing or promotional SMS communications from Apex AI Consultants, another Apex AI Consultants client, or another third party.

Service Providers

Service providers acting on behalf of Dominic Meza may process personal information solely as necessary to provide, maintain, secure, and operate the messaging service.

Apex AI Consultants acts as a technology and automation service provider supporting the Dominic Meza SMS Appointment Reminder Program.

Technology service providers may process information only as necessary to perform services supporting the messaging program.

Text messaging originator opt-in data and consent are excluded from any sharing for marketing or promotional purposes and will not be sold, rented, transferred, or shared with third parties or affiliates for such purposes.

Service providers are not authorized to use customers' mobile phone numbers or SMS consent information for their own independent marketing or promotional purposes.

SMS Program

The SMS program is used for appointment-related communications and is not used to send marketing or promotional messages.

Customers will generally receive two automated reminder messages per scheduled appointment.

Message and data rates may apply.

Customers may reply STOP at any time to opt out.

Customers may reply HELP for assistance.

Consent

Customers provide verbal consent directly to Dominic Meza before being enrolled in the SMS appointment reminder program.

Consent is voluntary and is not a condition of purchasing services, scheduling an appointment, attending an appointment, or otherwise receiving services.

For a complete description of the verbal opt-in process, see the SMS Program & Opt-In Information page linked below.

Data Retention and Security

Reasonable administrative, technical, and organizational safeguards may be used to protect information associated with the messaging program.

Information may be retained for as long as reasonably necessary to operate the messaging program, maintain consent and communication records, comply with legal or regulatory requirements, resolve disputes, and enforce applicable agreements.

Contact

Questions regarding this SMS Privacy Policy may be directed to: