What we collect
Our public forms collect identifiers and contact information (such as name, email address, and telephone number), the type of insurance requested, your message, consent record, page and campaign source, and basic security information used to prevent spam.
Why we collect it
We use this information to respond, discuss insurance needs, create a lead in our agency management system, measure the source of inquiries, secure the service, and meet legal and recordkeeping obligations.
Retention and sharing
General website inquiries are ordinarily retained for up to 24 months, unless the inquiry becomes part of an insurance application or client relationship requiring longer retention. We do not sell this information or share it for cross-context behavioral advertising. We may disclose it to service providers and insurers as needed to respond or transact insurance, and as permitted or required by law.
Do not submit Social Security numbers, payment card information, medical records, passwords, or other highly sensitive information through a public form. Use the secure client portal or contact the agency for an approved method.
Read the full Privacy Policy before submitting a form.