Privacy Policy

Last updated: August 4, 2025

What This Policy Covers

This privacy policy explains how Prelude collects, uses, and protects your personal information when you use our services. We’re committed to protecting your privacy and being transparent about our practices.

Who we are: Prelude, located at 301 E Archer St, Tulsa, OK 74120. You can contact us at info@goprelude.com.

Quick Summary

  • We collect information to provide funeral pre-planning and insurance services
  • We use trusted third-party services to help run our platform
  • We send SMS notifications only with your permission for document signing
  • We never sell your personal information
  • You have rights over your data and can contact us anytime with questions

SMS Text Message Communications

How SMS Works

We send text messages to help you sign important documents related to your insurance application. This service is completely optional. You choose whether to receive these messages.

What You’ll Receive
  • Frequency: 1-3 messages per insurance application
  • Content: Secure links to review and sign documents from your funeral home
  • Timing: Only when documents are ready for your signature
  • Cost: Message and data rates may apply based on your phone plan
Your Rights with SMS
  • Stop anytime: Reply STOP to immediately unsubscribe
  • Get help: Reply HELP or email info@goprelude.com
  • Privacy: We don’t share your phone number for marketing
How We Protect Your SMS Data
  • All messages are encrypted during transmission
  • Your phone number is securely stored
  • We immediately honor all opt-out requests
  • Regular security audits protect your information
Who We Share SMS Data With

We only share your phone number with:

  • AWS (our message delivery service)
  • Your insurance carrier (to process your application)
  • Your chosen funeral home (as part of our service)

We never sell or rent your phone number to anyone.

SMS Compliance

Our text messaging follows all applicable laws including:

  • Telephone Consumer Protection Act (TCPA)
  • CAN-SPAM Act
  • Industry best practices for mobile marketing

Information We Collect

What You Give Us
  • Contact details: Name, email, phone number, address
  • Application information: Details needed for your pre-planning and insurance applications
  • Communication preferences: How you want us to contact you
What We Collect Automatically

The following types of personal data may be collected automatically when you use our services:

Website Analytics: Trackers, Usage Data, number of Users, city, device information, session statistics, latitude (of city), longitude (of city), browser information, IP address

User Interactions: Answers to questions, clicks, keypress events, motion sensor events, mouse movements, scroll position, touch events

Account Information: Email address, phone number, first name, last name, company name

How We Use Your Information

Primary Uses
  • Process your pre-planning and insurance applications
  • Generate and deliver legal documents for signing
  • Communicate with you about your applications
  • Provide customer support
  • Ensure our services work properly
  • Comply with legal obligations and respond to enforcement requests
  • Protect our rights and interests and detect fraudulent activity
Communications
  • Send you important updates about your applications
  • Deliver documents for review and signing
  • Respond to your questions and requests
  • Send SMS notifications (only if you opt in)

Third-Party Services We Use

We work with trusted companies to provide our services. Here’s detailed information about each service:

Analytics

Google Analytics 4 (Google LLC)

Google Analytics 4 helps us understand how people use our website. Google utilizes the data collected to track and examine the use of our application, prepare reports on its activities and share them with other Google services. In Google Analytics 4, IP addresses are used at collection time and then discarded before data is logged.

  • Personal Data processed: Browser information, city, device information, latitude (of city), longitude (of city), number of Users, session statistics, Trackers, Usage Data
  • Place of processing: United States
  • Privacy Policy: Google Privacy Policy
  • Opt Out: Google Analytics Opt-out
Matomo (Self-hosted)

Matomo is analytics software we use to analyze data directly without third-party involvement.

  • Personal Data processed: IP address, Trackers, Usage Data

Essential Services

Webflow (Webflow, Inc.)

Webflow hosts and runs key components of our application, providing a unified platform for our services.

  • Personal Data processed: Trackers, Usage Data, various types of data as specified in their privacy policy
  • Place of processing: United States
  • Privacy Policy: Webflow Privacy Policy
  • Opt out: Webflow Unsubscribe

Cloudflare (Cloudflare Inc.)

Cloudflare provides traffic optimization and distribution services, filtering all traffic between our application and your browser.

Customer Support and Scheduling

Pipedrive CRM

Pipedrive manages our customer relationships and support tickets.

  • Personal Data processed: Company name, email address, first name, last name, phone number
Cal.com (Cal.com, Inc.)

Cal.com facilitates online scheduling of appointments with our team.

  • Personal Data processed: Email address, first name, last name, Usage Data
  • Place of processing: United States
  • Privacy Policy: Cal.com Privacy Policy

Security and Performance

Google reCAPTCHA (Google LLC)

Google reCAPTCHA protects our services from spam and abuse.

  • Personal Data processed: Answers to questions, clicks, keypress events, motion sensor events, mouse movements, scroll position, touch events, Trackers, Usage Data
  • Place of processing: United States
  • Privacy Policy: Google Privacy Policy
  • Terms of Use: Google Terms
Google Tag Manager (Google LLC)

Google Tag Manager helps us manage website tags and scripts in a centralized fashion.

  • Personal Data processed: Trackers, Usage Data
  • Place of processing: United States
  • Privacy Policy: Google Privacy Policy
Google Fonts

Google Fonts provides web fonts for our application.

  • Personal Data processed: Trackers, Usage Data

Marketing (Optional)

LinkedIn Website Retargeting (LinkedIn Corporation)

If you’ve interacted with our marketing materials, LinkedIn may show you relevant ads based on your visit to our website.

Your Rights and Choices

What You Can Do

Under data protection laws, you have the following rights:

  • Access: Request a copy of your personal information
  • Update: Correct any inaccurate information
  • Delete: Request deletion of your information (with some legal limitations)
  • Opt-out: Unsubscribe from communications anytime
  • Object: Oppose certain uses of your information
  • Restrict: Limit how we process your data
  • Portability: Get your data in a format you can use elsewhere
  • Withdraw consent: For processing based on your consent
  • Lodge a complaint: File a complaint with data protection authorities
How to Exercise Your Rights

Contact us at info@goprelude.com or call +1-918-727-8964. We’ll respond within 30 days and won’t charge any fees for reasonable requests.

Data Security and Retention

How We Protect Your Information
  • Industry-standard encryption for data transmission and storage
  • Regular security audits and updates
  • Access controls limiting who can see your information
  • Secure data centers with physical protections
  • Appropriate security measures to prevent unauthorized access, disclosure, modification, or destruction
How Long We Keep Your Information

General Retention: Personal Data is processed and stored for as long as required by the purpose it was collected for and may be retained longer due to legal obligations or based on your consent.

Specific Retention Periods:

  • Application data: As long as needed for your insurance policy and legal requirements
  • Contract-related data: Until the contract has been fully performed
  • Communication records: Typically 7 years for business and legal purposes
  • SMS opt-out records: Permanently (to honor your choice)
  • Website analytics: 14 months maximum
  • Legitimate interest data: As long as needed to fulfill those purposes

Once the retention period expires, Personal Data will be deleted. After deletion, rights of access, erasure, rectification and data portability cannot be enforced.

Legal Basis for Processing (GDPR)

If you’re in the EU, we process your information based on:

  • Your consent: For SMS communications and optional services
  • Contract performance: To provide the services you’ve requested
  • Legal obligations: To comply with insurance and financial regulations
  • Legitimate interests: To improve our services and prevent fraud
  • Public interest: When processing is related to tasks carried out in the public interest

International Users and Data Transfers

Our services are primarily for US residents. If you’re outside the US, your information may be transferred to and processed in the United States, which may have different privacy laws than your country.

Data is processed at our operating offices and other places where parties involved in processing are located. For international transfers, we implement appropriate safeguards to protect your data.

Children’s Privacy

Our services are not intended for anyone under 18. We don’t knowingly collect personal information from children. If we discover we’ve collected such information, we’ll delete it promptly.

Changes to This Policy

We may update this policy occasionally. When we do:

  • We’ll post the new version on our website
  • We’ll update the “Last updated” date
  • For significant changes, we’ll notify you by email or prominent website notice
  • If changes affect processing based on your consent, we’ll get new consent if required by law

Advertising and Marketing Opt-Outs

Beyond our own opt-out options, you can control advertising through these resources:

Rights Under GDPR (Detailed)

If you’re in the EU, you have specific rights regarding your personal data:

Detailed Rights Explanation

  • Withdraw consent: You can withdraw consent at any time where we previously obtained your consent for processing
  • Object to processing: You can object to processing if it’s carried out on a legal basis other than consent, especially for direct marketing
  • Access your data: You can learn if we’re processing your data and obtain disclosure about certain aspects of the processing
  • Verify and correct: You can verify the accuracy of your data and ask for updates or corrections
  • Restrict processing: You can restrict processing of your data (we’ll only store it, not process it further)
  • Data deletion: You can request erasure of your data from our systems
  • Data portability: You can receive your data in a structured, commonly used format and have it transmitted to another controller
  • Lodge complaints: You can file complaints with your data protection authority

Special Rights for Direct Marketing

If your personal data is processed for direct marketing purposes, you can object to that processing at any time, free of charge and without providing justification. When you object, we’ll stop processing your personal data for direct marketing.

Additional Information

Legal Actions

Your personal data may be used for legal purposes in court or in stages leading to possible legal action arising from improper use of our application or services. You acknowledge that we may be required to reveal personal data upon request of public authorities.

System Logs and Maintenance

For operation and maintenance purposes, our application and third-party services may collect files that record interactions (system logs) or use other personal data such as IP addresses.

Additional Contextual Information

We may provide you with additional and contextual information concerning particular services or data collection upon request.

Definitions

  • Personal Data: Any information that directly, indirectly, or in connection with other information allows for the identification of a natural person
  • Usage Data: Information collected automatically, including IP addresses, domain names, URI addresses, request details, file sizes, server response codes, browser features, operating system details, and user interaction patterns
  • User: The individual using our application who coincides with the Data Subject
  • Data Subject: The natural person to whom the Personal Data refers
  • Data Processor: The natural or legal person who processes Personal Data on behalf of the Controller
  • Data Controller: That’s us - we determine the purposes and means of processing Personal Data
  • Trackers: Technology including Cookies, unique identifiers, web beacons, embedded scripts, e-tags and fingerprinting that enables tracking of users
  • Cookies: Small sets of data stored in the user’s browser

Contact Us

Questions about this privacy policy?

  • Email: info@goprelude.com
  • Phone: +1-918-727-8964
  • Mail: Prelude, 301 E Archer St, Tulsa, OK 74120
  • Website: goprelude.com

We’re here to help and answer any questions about how we handle your personal information.

About This Policy: This privacy policy relates solely to Prelude’s services and covers our website, applications, and all related services we provide.

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301 E. Archer Street
Tulsa, Oklahoma

(918) 727-8964

info@goprelude.com

Copyright © 2025 Prelude. All rights reserved.
Privacy Policy