What we collect
When you request a quote, contact us, or become a client, we collect the details you give us: your name, contact details, address, and the information needed to prepare a quote, such as vehicle, property, business or health details depending on the coverage. We also collect basic technical information from this website, including the pages visited and an approximate location derived from your IP address.
Why we collect it
To prepare quotes, to place and service policies, to handle claims, to meet the record-keeping obligations that apply to licensed insurance producers, and to contact you about coverage you have asked about or already hold.
Who we share it with
Insurance carriers and wholesale brokers, in order to obtain quotes and place coverage. Third-party providers who help us operate, such as our agency management system and our email provider. Regulators and law enforcement where we are legally required to disclose. We do not sell your information and we do not share it with marketing companies.
How long we keep it
For as long as you are a client, and afterwards for the period required by the record-retention rules that apply to licensed producers in [State], which is typically several years after a policy ends.
Your rights
You can ask what we hold about you, ask us to correct it, and ask us to delete it where no legal obligation requires us to keep it. You can opt out of non-essential contact at any time.
Cookies
This site uses a small number of cookies that are necessary for it to work. [Describe any analytics or marketing cookies you add, and how visitors can decline them.]
Contact
Write to Keystone Insurance Partners, 118 Chestnut Street, Millbrook, [State] [ZIP], or email hello@keystoneinsurance.example.