Legal
Privacy Policy
Last updated May 4, 2026. This policy applies to visitors of this marketing site and clients who opt in to digital servicing.
Information we collect
We collect information you voluntarily provide—such as name, contact details, and coverage needs—when you request a quote, subscribe to updates, or correspond with our team. We also collect standard web logs (IP address, browser type, pages viewed) to secure our systems and understand aggregate traffic patterns.
How we use information
We use personal data to respond to inquiries, prepare insurance illustrations, service in-force policies, and meet legal obligations such as anti-fraud checks. We do not sell your personal information to unrelated marketers.
Sharing with carriers and vendors
When you ask us to place coverage, we share necessary information with underwriting carriers, premium finance companies, and technology vendors bound by confidentiality agreements. Those parties process data under their own privacy notices once you become their customer.
Your choices
You may request access, correction, or deletion of personal information where not prohibited by law or needed to maintain required insurance records. Contact our privacy office using the details on the Contact page.