Privacy Policy

Information We Collect

Personal Information

We may collect personal details such as your name, address, email address, phone number, date of birth, and social security number when you engage with our brokerage services.

Financial Information

In order to provide insurance quotes and policies, we may collect financial information such as payment details, credit history, and banking information.

Claims Information

When you file an insurance claim through our brokerage, we collect relevant information related to the claim, including details of the incident and any supporting documentation.

How we use your information

Insurance Services

We use your personal and financial information to facilitate the procurement of insurance policies, manage your insurance portfolio, and process claims on your behalf.

Communication

We may use your contact information to communicate with you about your insurance needs, policy updates, renewal reminders, and other relevant information.

Compliance

We may use your information to comply with legal and regulatory requirements, including verifying your identity, preventing fraud, and fulfilling our contractual obligations.

Information Sharing

Third Party Providers

We may share your information with insurance carriers, underwriters, and other third-party partners as necessary to provide you with insurance quotes, policies, and related services.

Legal Compliance

We may disclose your information when required to comply with applicable laws, regulations, or legal processes, or to respond to lawful requests from governmental authorities.

Data Security

We employ stringent security measures to protect your personal information from unauthorized access, misuse, alteration, or disclosure. Our systems are regularly monitored and updated to maintain the highest standards of data security.

Retention of information

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy or as required by law. When your information is no longer needed, we securely dispose of it in accordance with our retention policies.

Your Choices

Access and Correction

You have the right to access, correct, or update your personal information. If you would like to review or modify your information, please contact us.

Opt Out

You may choose to opt-out of receiving marketing communications from us by contacting us directly or following the unsubscribe instructions included in our communications.

Changes to this Privacy

We reserve the right to update or amend this Privacy Policy at any time. Any changes will be effective immediately upon posting the revised policy on our website.

If you have any questions or concerns regarding this Privacy Policy or our data practices, please contact us By engaging with our brokerage services or accessing our website, you consent to the collection, use, and disclosure of your information as described in this Privacy Policy. Please review this policy periodically for updates or changes.

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