PRIVACY POLICY
Core Solutions Provider
Doing Business As (DBA): Global Notary U.S. Apostille and Global Wealth Insurance Services
Effective Date: October 23, 2026
Last Updated: October 23, 2026
1. Introduction
Core Solutions Provider, doing business as Global Notary U.S. Apostille and Global Wealth Insurance Services (“we,” “us,” or “our”), respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit or use our websites, contact us, request our services, communicate with our staff or automated AI phone assistants, or otherwise engage in business with us.
This Privacy Policy applies to all interactions across both of our official websites:
2. Information We Collect
Depending on the specific services you request and how you interact with us across our California and Nevada operations, we may collect the following categories of personal information:
- Contact and Identification Information: Name, phone number, email address, mailing address, government-issued identification details (where required for notarization), and other identifying information you voluntarily provide.
- Service and Appointment Details: Details regarding services you inquire about or request, appointment times, instructions, documents provided for processing, and related customer service communications.
- Notary, Apostille, and Translation Records: Information contained within documents submitted for notarization, state/federal apostille or authentication processing, certified translations, or related legal document services.
- Insurance Information: Information reasonably necessary to provide insurance quotes, process carrier applications, service existing policies, and manage coverage details (including property, vehicle, household, or financial information relevant to your insurance request).
- Payment and Billing Data: Transaction records, payment status, and billing details. Payment card and bank details are processed securely through accredited third-party payment gateways.
- Telephone, AI, and Messaging Data: Call metadata, voicemail messages, SMS/text message logs, and, where enabled, audio recordings and written transcripts of communications with our staff or automated AI phone assistants.
- Website and Technical Data: Internet Protocol (IP) address, browser type, device identifiers, operating system, page views, and cookie/analytics usage data.
3. How We Use Your Information
We utilize the information collected to deliver seamless, legally compliant services across our business operations:
- Processing notary, apostille, authentication, certified translation, and insurance policy requests.
- Managing appointments, issuing quotes, processing transactions, and maintaining customer records.
- Coordinating directly with state/federal government agencies (e.g., Secretary of State, U.S. Department of State), county recorders, insurance carriers, and authorized service partners.
- Transmitting operational communications, appointment confirmations, requested quotes, follow-up notifications, and service updates.
- Operating, auditing, and refining our websites, customer service workflows, and automated AI phone assistance systems.
- Maintaining robust fraud prevention, security controls, legal compliance, and contract enforcement.
4. Sharing and Disclosure of Information
We may share personal information with trusted third parties strictly as necessary to execute requested services, support business operations, or meet statutory requirements:
- Government Registrars & Authorities: Agencies involved in issuing apostilles, authentications, vital records, or regulatory licenses.
- Insurance Carriers & Representatives: Underwriting entities and agencies involved in generating quotes, binding policies, or processing claims.
- Technology & AI Service Providers: Vendors facilitating web hosting, database management, appointment scheduling, call routing, transcription, and automated AI phone assistance.
- Financial Processors: Accredited merchant service providers managing billing and payments.
- Legal & Regulatory Authorities: Legal counsel, accountants, auditors, or law enforcement when required by subpoena, court order, or applicable state/federal statutes.
We do not sell personal information for monetary compensation in our ordinary course of business.
Mobile Information and SMS Privacy (10DLC / SMS Registration Compliance)
If you elect to receive text messages from us, your mobile phone number will be used exclusively to deliver requested service communications, such as appointment reminders, status updates, and fulfillment details.
- NO MOBILE INFORMATION WILL BE SHARED WITH THIRD PARTIES OR AFFILIATES FOR MARKETING OR PROMOTIONAL PURPOSES.
- All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties under any circumstances.
- Telephony and messaging technology partners processing texts on our behalf are strictly bound by contractual terms prohibiting the use of your opt-in data for independent marketing.
5. Text Message Consent and Opt-Out
Where text messaging is enabled, you may be asked to provide explicit consent to receive operational SMS communications.
- Opt-In Consent: Consent to receive marketing or informational text messages is never a mandatory condition of purchasing any goods or services from us.
- Message & Data Rates: Standard message and data rates may apply depending on your mobile carrier plan. Message frequency varies based on your service interactions.
- How to Opt Out: You may opt out of receiving text messages at any time by replying STOP to any message received.
- Customer Support: Reply HELP to any message or call us at (855) 955-1800 for immediate support.
6. Automated AI Phone Assistant and Call Recording
To deliver prompt client support, we utilize automated AI phone assistants (including systems powered by Retell AI) to answer incoming phone calls, respond to inquiries, schedule appointments, and guide callers.
- Recording & Transcription: Calls handled by or routed through our automated AI assistant may be recorded, transcribed, and summarized for service fulfillment, quality assurance, documentation, and operational enhancement.
- Disclosure: Callers are notified of AI interaction and call recording at the start of the call in accordance with California, Nevada, and federal consent laws.
- Alternative Contact: If you prefer not to interact with an AI phone assistant, you may request a live representative or contact our office via email or in person during standard business hours.
7. Cookies and Analytics
Our websites utilize cookies, pixels, and technical analytics tools to optimize page performance, analyze traffic patterns, and enforce site security. You can adjust your web browser settings to block or delete cookies; however, disabling cookies may impact certain interactive features on our websites.
8. Data Retention and Safeguards
We retain personal data for as long as necessary to fulfill requested services, satisfy legal/regulatory recordkeeping mandates (such as statutory notary journal and insurance policy retention laws in California and Nevada), resolve disputes, and enforce agreements.
We maintain administrative, physical, and technical security measures designed to safeguard your data against loss, misuse, unauthorized access, or disclosure. However, no internet transmission or electronic storage system can guarantee 100% security.
9. State Privacy Rights (California & Nevada Residents)
Depending on your state of residence (including California Privacy Rights Act – CPRA and Nevada Revised Statutes – NRS Chapter 603A), you may have specific statutory rights regarding your personal information:
- Right to Know / Access: Request disclosure of categories and specific pieces of personal information collected, sources, and third-party disclosures.
- Right to Delete / Correct: Request deletion or correction of personal information, subject to statutory recordkeeping exemptions (such as mandatory notary log entries or active insurance records).
- Right to Opt-Out of Sale/Sharing: We do not sell your personal data.
- Non-Discrimination: You will not receive discriminatory treatment or diminished service quality for exercising your statutory privacy rights.
To submit a privacy request, please contact us using the information in Section 12. We will verify your identity prior to fulfilling any request as required by law.
10. Regulated Industry Disclosures
Services involving notarization, apostille processing, certified translations, and insurance products are subject to specific state and federal regulations. This Privacy Policy operates alongside any statutory disclosure or privacy notice mandated by state insurance departments or notary commissioning authorities in California and Nevada.
11. Third-Party Web Links
Our websites may provide links to external websites, payment portals, or government agencies. We are not responsible for the privacy practices, content, or policies of third-party external sites. We advise reviewing their respective privacy statements upon visiting.
12. Contact Information
For questions, privacy inquiries, or SMS support regarding this Privacy Policy, please contact:
Core Solutions Provider
DBA: Global Notary U.S. Apostille & Global Wealth Insurance Services
- Mailing Address: 1559 E. Amar Road, Unit M, West Covina, CA 91792
- Phone: (855) 955-1800
- Email: info@GlobalWealthInsuranceServices.com
13. Policy Updates
We reserve the right to update this Privacy Policy periodically. Any revised version will be published on our websites with an updated “Last Updated” date. Continued use of our websites or services constitutes acknowledgment of the revised terms.
