Legal
Privacy policy
What is collected when you request a review, and what happens to it.
Requires final business & legal review
This page carries concise framework copy only. Final wording, jurisdictional scope and any statements about licensing or compensation must be confirmed by the business and reviewed by counsel before publication.
Information collected
Information you submit through a policy review, conversion, settlement or consultation request — such as name, contact details and the policy facts you choose to provide — plus standard technical data from your visit.
Admin input required
- [Analytics and advertising technologies in use]
- [Cookie categories and retention]
How it is used
- To respond to your request and conduct the review you asked for
- To communicate about your policy or planning question
- To meet recordkeeping obligations that apply to licensed producers
Security and retention
Submissions are handled through controlled systems and retained for the period required by applicable insurance recordkeeping rules.
Admin input required
- [Retention periods]
- [Security controls description]
Your rights
Depending on your state you may have rights to access, correct or delete personal information, and to opt out of certain processing.
Admin input required
- [State-specific rights (including CCPA/CPRA) as confirmed by counsel]
- [Privacy contact]