Privacy Policy

Information we collect

We collect only what we need to respond to you and to operate this website.

Information you give us

• Your name, phone number, ZIP code and, if you provide it, your email address
• Your preferred contact time and any message you choose to write
• The type of insurance you are asking about
• A record that you submitted the form, including the date and the consent wording shown to you at that time

Information collected automatically

• The page you submitted a form from, and the referring page or campaign parameters in the link you followed
• Standard technical information such as your IP address, used to protect our forms from automated abuse

Please do not submit Social Security numbers, financial account information, passwords, medical records or other highly sensitive information through this form.

How we use your information

• To contact you about the insurance inquiry you submitted
• To answer your questions and, if you ask us to, to help you review coverage options
• To keep records required for licensed insurance activity and applicable regulations
• To protect this website against spam and abuse

We do not sell your personal information. We do not share your information with unrelated third parties for their own marketing.

When we share information

• With insurance carriers, and with the agencies or organizations we work through, when that is necessary to answer your questions or process a request you have asked us to make
• With service providers that operate parts of this website and our business systems, such as hosting, scheduling and customer-relationship tools, under agreements limiting their use of your information
• When required by law, regulation, subpoena or a governmental or regulatory request

Calls and messages

If you provide your phone number and request contact, a licensed agent may call or text you about your inquiry. Telephone calls may be recorded where recording is required or permitted by applicable law and regulation; any recording is handled by our telephone service provider under its own retention practices. You can ask us at any time to stop contacting you.

Cookies and analytics

This website may use cookies or similar technology for basic functionality and, where enabled, for aggregate analytics about how the site is used. Most browsers let you refuse or delete cookies through their settings. Any advertising or analytics services are disclosed here once they are in use on the site.

How long we keep information

We keep the information you submit for as long as needed to respond to you, to maintain records required for licensed insurance activity, and to comply with applicable legal and regulatory retention requirements. After that, it is deleted or de-identified.

Security

Information submitted through this website is transmitted over an encrypted connection and stored in access-controlled systems. No method of transmission or storage is completely secure, so please do not send highly sensitive information through this website.

Your choices

• You can ask us to stop contacting you at any time.
• You can ask us what information we hold about you, and ask us to correct it.
• You can ask us to delete information we are not required to retain.

To make a request, contact us using the details below. We may need to verify your identity before acting on a request.

Children

This website is intended for adults. We do not knowingly collect information from children under 13.

Changes to this policy

If we change this policy, we will update the date at the top of this page. Material changes will be described here.

Contact us

• Phone: (813) 577-2279
• Contact form