Hall Biddle and Associates — SMS Opt-In / Consent Package
Tel: 888-529-0510,
Address: 5310 1st Ave N, Unit 321601,
Birmingham , AL 35212
Effective: 7/10/2026.
SMS Consent & Opt-In Policy
https://hallbiddle.com/sms-policy
SMS Consent and Opt-In Policy
Hall Biddle and Associates, Inc. Last Updated: 7/10/2026
1. Overview
Hall Biddle and Associates, Inc. (“Hall Biddle,” “we,” “us,” or “our”) is committed to communicating with our clients and prospective clients in a transparent and compliant manner. This SMS Consent and Opt-In Policy describes how we obtain your consent to send text messages, what types of messages we send, and how you can manage your preferences.
2. Types of Messages We Send
We send transactional text messages only. Specifically, we send a single appointment confirmation SMS after you book an appointment with our agency. This message contains:
* Your name
* The confirmed appointment date and time
* Our business name and contact information
We do not send marketing, promotional, or solicitation text messages. We do not send recurring automated text message campaigns.
3. How We Obtain Your Consent
We collect your consent to receive a text message verbally during an inbound phone call that you initiate to our office. Our AI phone receptionist will ask you—after your appointment has been confirmed—whether you would like to receive a text message confirmation. You are only added to receive an SMS if you respond with a clear verbal “yes” or equivalent affirmative.
* Consent is entirely voluntary.
* You will receive a disclosure that standard message and data rates may apply before you agree.
* You will be informed that you may opt out at any time by replying STOP.
* A timestamped record of your consent is retained in our systems.
4. Message Frequency
You will typically receive one (1) SMS per appointment booking. We do not send follow-up texts, reminders, or any other automated messages unless you separately request them and provide written consent at that time.
5. Message and Data Rates
Standard message and data rates may apply to text messages we send to you, depending on your mobile carrier and plan. Hall Biddle and Associates, Inc. does not charge any fee for SMS communications from our end.
6. How to Opt Out
You may withdraw your consent and stop receiving text messages from us at any time by:
* Replying STOP to any text message you receive from us. You will receive a single confirmation that your opt-out request has been processed, and no further messages will be sent.
* Calling our office at 888-529-0510 and asking a team member to remove your number from our messaging records.
Once you opt out, your phone number will be suppressed from future SMS communications and will not be messaged again without new, affirmative consent.
7. How to Get Help
If you have questions or need assistance regarding our text messaging service, you may:
* Reply HELP to any text message you receive from us. We will respond with our business name and contact information.
* Call us at 1-888-529-0510 during normal business hours.
* Write to us at Hall Biddle and Associates, Inc., 5310 1St Ave N, Unit 321601, Birmingham, AL, 35212.
8. Consent Is Not a Condition of Service
Your consent to receive text messages is never required as a condition of booking an appointment, purchasing an insurance product, or receiving any service from Hall Biddle and Associates, Inc. You may decline to receive a text confirmation at any time without any impact on your appointment or your relationship with our agency.
9. Privacy and Data Sharing
We respect your privacy. Your mobile phone number and consent records are used solely for the purpose of delivering your appointment confirmation. We do not sell, rent, lease, or share your phone number with third parties for marketing or promotional purposes. Your information is handled in accordance with our full Privacy Policy.
Our SMS communications are transmitted through a third-party messaging platform. That platform is contractually required to protect your information and is not permitted to use your data for its own marketing purposes.
10. Supported Carriers
Our text messages are supported by most major US mobile carriers. Carrier support is not guaranteed for all carriers. Hall Biddle and Associates, Inc. and participating carriers are not liable for delayed or undelivered messages.
11. Changes to This Policy
We may update this SMS Consent and Opt-In Policy from time to time to reflect changes in law, carrier requirements, or our business practices. When we make material changes, we will update the “Last Updated” date at the top of this page. Continued receipt of messages after a policy update constitutes your acceptance of the revised terms, provided you retain the right to opt out at any time as described in Section 6.
12. Contact Us
For questions about this policy or your SMS preferences, please contact us:
Hall Biddle and Associates, Inc.
5310 1st Ave N, Unit 321601
Birmingham, AL, 35212
Phone: 1-888-529-0510
This policy applies to SMS/MMS messages sent from Hall Biddle and Associates, Inc. via its registered US business telephone number(s). This policy does not govern email, voice calls, or other forms of communication.
1. Description of Opt-In Flow
“How do end users consent to receive messages?”
Hall Biddle and Associates, Inc. captures SMS consent verbally during inbound phone calls that customers place to the agency’s main line. The call is handled by an AI phone receptionist that books insurance appointments. Once the appointment is confirmed, the AI receptionist asks the caller—in plain language—whether they would like to receive a single text message confirming their appointment details, and discloses that standard message and data rates may apply and that they may opt out at any time by replying STOP. The SMS is sent only if the caller provides a clear verbal affirmative response. The system automatically creates a timestamped consent record that captures the caller’s phone number, the date and time consent was given, the appointment reference ID, and the AI session identifier. This record is retained in the agency’s call and CRM logs and is available for audit. No SMS is sent if the caller does not explicitly agree. Consent is entirely optional and is never a condition of booking an appointment or receiving insurance services.
2. Sample SMS Message
Hall Biddle & Associates: Hi [NAME], your appointment is confirmed for [DATE] at [TIME]. Questions? Call us at 1-888-529-0510. Reply STOP to opt out of texts or HELP for assistance. Msg & data rates may apply.
3. Verbal Opt-In Call Script Snippet
AI Receptionist Verbal Opt-In Script Snippet
After confirming the appointment details, the AI receptionist states:
“Great, I have you scheduled for [DATE] at [TIME] with Hall Biddle and Associates. Would you like me to send a text message confirmation to the phone number you are calling from? Standard message and data rates may apply, and you can reply STOP at any time to opt out.”
If the caller says YES (or any clear affirmative such as “sure,” “yes please,” “go ahead,” “that would be great”): The system logs a consent record timestamped to the call, associated with the caller’s phone number, appointment ID, and agent session ID, and queues the confirmation SMS for delivery.
If the caller says NO (or any non-affirmative response): The system does not send an SMS. No record of an opt-in is created. The appointment is confirmed verbally only.
Important compliance note: The opt-in question is asked after the appointment is already confirmed. Receiving the SMS confirmation is never presented as a condition of booking the appointment or obtaining insurance services.