Privacy Policy
Effective Date: 2025-09-17
Last Updated: 2025-09-17
Introduction & Scope
Carter Energy Consulting, LLC ("Carter Energy," "we," "our," or "us") is a Texas energy broker. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, sign up for our services, or interact with us.
This Policy applies to our website, PriceWatch Pro market alerts, the Advantage Bidding System, and related communications and support channels. Our Services are intended for business users.
By providing your email address anywhere on our website or through our services, you consent to receive emails about our services and market updates. You can opt out at any time.
Information We Collect
1) Business contact and identity
Name, business email, phone, title or role, company name.
2) Account and preferences
Communication preferences and interactions with our emails and SMS.
3) Uploaded documents and extracted data
If you upload utility bills or other files, we parse and extract their contents to provide our Services.
4) Utility usage and billing information (with authorization)
With your authorization, we may request usage and billing data from your utility or Retail Electric Providers (REPs) to obtain and analyze bids.
5) Device and analytics
IP address and location, device and browser details, pages visited, time on site, referral source, and similar diagnostic data collected via cookies and similar technologies.
6) Communications metadata
Time, channel, and basic metadata about emails, calls, and texts; marketing preferences and opt‑out status.
7) Sensitive data
We do not intentionally collect sensitive identifiers such as Social Security numbers, driver’s license numbers, or biometric identifiers. Uploaded bills and authorized utility data can contain higher‑risk information; we treat these with enhanced safeguards, including encrypted storage, least‑privilege access controls, and contractual restrictions on service providers handling such data.
Sources of Information
Directly from you or your authorized representatives
Authorized access to utility or REP portals
Service providers that support our operations
Public sources such as business registries, company websites, and mapping services
Automated collection via cookies and similar technologies
How We Use Information
Provide services such as PriceWatch Pro alerts and the Advantage Bidding competitive process
Communicate about offers, required information, and service changes
Security, fraud prevention, and service integrity
Analytics, quality, and feature improvements
Legal, regulatory, and recordkeeping obligations
Marketing with clear opt‑out choices
Information Sharing & Disclosure
Service providers
We share information with service providers that host our website, deliver email and SMS, provide analytics, process uploaded files, support customer communications, and help operate, secure, and improve the Services. These providers must keep your information confidential and use it only as instructed.
REPs (when authorized)
With your authorization, we share necessary information with Retail Electric Providers to obtain competitive bids and support the contracting process.
Legal, compliance, and safety
We disclose information when required by law, to respond to lawful requests, or to protect our rights, users, or the public.
Corporate transactions
We may disclose or transfer information in connection with a merger, acquisition, financing, or sale of all or part of our business. Any successor will be subject to this Policy or protections no less protective than those in place at the time of transfer. We will provide notice of material changes to this Policy.
Sale and targeted advertising
We do not sell personal information. We may use targeted advertising. You can opt out of targeted advertising by using the cookie banner’s “Manage cookies” choices and adjusting your browser or device ad settings. We honor applicable opt‑out signals to the extent required by law.
SMS and Other Communications
By providing your phone number, you consent to receive texts about bid day notifications, important service information, and market alerts (if requested). Message and data rates may apply. Reply STOP to opt out and HELP for help. Consent is not required to use the Services. We may still send non‑promotional service messages.
Cookies and Online Tracking
We use cookies and similar technologies for security, analytics, and customization. Our site displays a cookie banner that lets you accept all or manage choices.
Banner text: “Select “Accept all” to agree to our use of cookies and similar technologies to enhance your browsing experience, security, analytics and customization. Select “Manage cookies” to make more choices or opt out.”
You can also adjust browser settings to limit cookies. You may revisit choices anytime via the persistent “Cookie preferences” button displayed on every page.
Data Retention
We retain information for as long as necessary to provide the Services, for legitimate business purposes, and to meet legal and regulatory requirements. Typical ranges include:
Account and contract records: contract term plus 4–7 years
Operational logs and analytics: 12–24 months
Marketing contact records: until you opt out plus a short suppression period
Texas broker regulations may require longer retention for certain records.
Data Security
We use administrative, technical, and organizational measures to protect information, including:
Encryption in transit and at rest for stored documents
Access controls and least‑privilege permissions
Multi‑factor authentication for administrative systems
Vendor security review and management
Incident response procedures
No method of transmission or storage is 100% secure.
Breach notification
If a data breach may affect your personal information, we will notify you without undue delay in accordance with applicable law, and we will take steps to secure the incident and mitigate harm.
Your Rights and Choices
Access, correction, deletion
You may request access to, correction of, or deletion of your personal information, subject to legal limits and required retention.
Marketing opt‑out
Click Unsubscribe in any marketing email
Reply STOP to text messages
Data portability
Because our Services do not provide user accounts or a self‑service dashboard, portability rights are limited to the personal information we maintain in readily exportable form. You may request a copy via email.
How to submit requests and verification
Submit privacy requests to results@getcarterenergy.com. We may verify your request using your business email domain and information related to your prior interactions with us. We will respond within 45 days, subject to lawful extensions.
Appeals
If we deny your request, you may appeal by replying to our decision email within 30 days. We will review and respond within 45 days, to the extent required by applicable law.
Children’s Privacy
Our Services are not directed to children under 13, and we do not knowingly collect personal information from children.
International Transfers
We may transfer and store information in the United States and in other countries. When we transfer information to vendors outside the United States, we rely on appropriate safeguards (such as Standard Contractual Clauses) and take steps to ensure adequate protection.
Legal and Regulatory Compliance; Role
We comply with applicable Texas energy broker and other laws. Carter Energy Consulting, LLC determines the purposes and means of processing personal information for our Services. When we contact REPs or utilities using your authorization, we act as your agent to request or share information for bidding, while remaining responsible for our own processing under this Policy.
Changes to this Policy
We may update this Policy from time to time. We will post updates here and update the “Last Updated” date. If changes materially affect you, we will provide additional notice.
Contact Us
Carter Energy Consulting, LLC
316 South Broadway Avenue Tyler, TX 75702