Last updated: June 10, 2026
This Privacy Policy explains how POM Insurance Agency / Peace of Mind Wealth Management may collect, use, share, and protect information submitted through pom365.com and related agency portal workflows.
Depending on your role and the form or workflow used, we may collect contact information, identity details, licensing information, appointment and contracting information, tax and W9 details, payroll or commission-related information, uploaded documents, training or onboarding records, client or policyholder information, service requests, communications, and technical portal usage information.
We may share information with authorized POM staff, affiliated business personnel, insurance carriers, administrators, service providers, payroll or commission processors, compliance reviewers, technology vendors, and other parties as needed for legitimate agency operations, legal obligations, or requested services. We do not intend to sell personal information submitted through this back-office portal.
We use administrative, technical, and operational measures intended to protect information submitted through the portal. No website, email system, database, or online transmission can be guaranteed completely secure, so users should submit information carefully and report suspected unauthorized access promptly.
Portal users should keep login credentials secure, submit only information they are authorized to provide, avoid sharing unnecessary sensitive information, and notify POM if submitted information needs correction or should be reviewed.
We may retain records for as long as needed for agency operations, compliance, accounting, dispute resolution, carrier requirements, legal obligations, and legitimate business purposes.
For privacy questions, correction requests, or portal data concerns, contact [email protected].